- Citigroup (San Francisco, CA)
- …to customer profile data attributes from the client agreement, account opening initiation, including complex and cross-border accounts , asset transfer, ... The Registered Wealth National Client Onboarding Specialist is a subject matter expert on investment procedures and processes and will work on a team focused on… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description We are looking for a Client Accounts Specialist to join our team in San Francisco, California. This role involves managing billing processes and ... client accounts while ensuring exceptional service delivery....Processing: Records third-party expenses and disbursements in expense systems. Account Management: Monitors unapplied cash, reallocates payments when bills… more
- WTW (San Francisco, CA)
- …and client engagement in those activities through daily coordination with an assigned Client Specialist in our Global Service Delivery (GSD) Team. The ACA is ... + Solid organization skills + Ability to mentor a Client Specialist colleague As an ACA you...Account , Health Care and Dependent Care Flexible Spending Accounts , Group Accident, Group Critical Illness, Life Insurance, AD&D,… more
- Deloitte (San Francisco, CA)
- …team and activities, and confirms work products meet our firm's and the client 's quality standards. Additionally, Specialist Masters are expected to mentor/coach ... platforms. Our delivery models are tailored to meet each client 's unique requirements. Recruiting for this role ends on...this role ends on 11/30/2025 Work You'll Do A Specialist Master at Deloitte has deep expertise in a… more
- Optiv (San Francisco, CA)
- …relationships with client executives at multiple levels within assigned accounts . + Lead creation of multi-year strategic account management plans, ... cross-functional team to build and execute a multi-year strategic account management plan for your top accounts ....Advisory and leadership personnel to collaborate with your top account client leadership to refine and/or build… more
- Optiv (San Francisco, CA)
- …effective and productive relationships with client executives within assigned accounts . + Lead creation of multi-year strategic account management plans, ... As an Account Manager, aka Client Manager (CM)...cross-functional team to build and execute a multi-year strategic account management plan for your top accounts .… more
- Optiv (San Francisco, CA)
- As an Account Executive (or a Client Director (CD) as we call it) you'll focus on selling Optiv security services and security technology solutions to a select ... cross-functional team to build and execute a multi-year strategic account management plan for each of your accounts...Client Solution Architect, Executive Advisory Director, and a Client Operations Specialist . For clarity, the CD… more
- Wells Fargo (San Francisco, CA)
- **About this role:** Wells Fargo is seeking a Supervisory Control Specialist to join our Client Relationship Group within Wealth and Investment Management. Learn ... opportunities for additional synergies and to maximize efficiencies within the private client group + Review and analyze controls to manage high risk investment… more
- HUB International (San Francisco, CA)
- …of the system to clients. The Benefits Technology Specialist partners with account service teams to support and exceed client expectations with the delivery ... security and career satisfaction **THE OPPORTUNITY:** The Benefits Technology Specialist is responsible for Benefits Administration system configuration, testing,… more
- Deloitte (San Francisco, CA)
- …along with operational effectiveness and efficiency. Deloitte Oracle Cloud Finance Specialist Leaders help clients delineate strategy and vision, design and ... this role ends on 12/19/25. Work You'll Do The Specialist Leader is accountable for spearheading the planning, design,...selection and customization to maximize business value and achieve client objectives. + Governance & Risk: Work with Steering… more
- Deloitte (San Francisco, CA)
- Dynamics CRM Technical Architect & Delivery Lead ( Specialist Leader) Our Deloitte Sales & Service team empowers organizations to build deeper relationships with ... on November 14, 2025. Work You'll Do As a Specialist Leader at Deloitte, you serve as a senior...platforms and integrate with other technologies, focusing primarily on client service delivery while also driving sales activities and… more
- Deloitte (San Francisco, CA)
- …where you can establish a deep and long-term relationship with your client while delivering ongoing support and enhancements for technology and business processes ... role ends on 10/31/2025. Work you'll do As a Specialist Senior, you will: + Directly configure and customize...Use your expertise in master data (business partner, contract account ), account determination, and integration between CI,… more
- Deloitte (San Francisco, CA)
- Oracle HCM Cloud Specialist Senior: Payroll Module What drives you? Is it complex, challenging, possibly global projects? Is it the satisfaction of solving problems ... and eliminating pain points for your client ? Is it working alongside and mentoring the brightest...on 12/31/25 Work you'll do As an Oracle HCM Specialist Senior, you will use your knowledge and experience… more
- EverBank (San Rafael, CA)
- … promotes the organization's banking services, recognizes sales opportunities, opens accounts , delivers exceptional client service, and makes appropriate ... managers, small business, commercial banking, and treasury management. This job understands client needs to offer the appropriate financial services and works with a… more
- T. Rowe Price (San Francisco, CA)
- …support the US Intermediary business, consisting of Wealth Management and Retirement accounts and representing over $650B in AUM. The Wealth Management distribution ... and a comprehensive suite of investment management solutions to our diverse client base which include Banks, Broker/Dealers, RIA, TAMP's, and Intermediary Platform… more
- Deloitte (San Francisco, CA)
- …solutions. Recruiting for this role ends on 10/31/2025 Work you'll do As a Specialist Master you will: + Manage client relationships with excellent written and ... where you can establish a deep and long term relationship with your client while delivering ongoing support and enhancements for technology and business processes… more
- IBM (San Francisco, CA)
- …in the Northern part of the US or on the West Coast. A Technology Sales Specialist role (what we internally call a, 'Brand Sales Specialist ') in IBM's Data & ... products and services. **Your role and responsibilities** As a Brand Sales Specialist you'll work closely with clients to develop relationships, understand their… more
- Ricoh Americas Corporation (San Francisco, CA)
- **Job Title: Legal Senior On-Site Service Specialist ** **Summary:** Join our dynamic team as a Legal Senior On-Site Service Specialist , where you will play a ... production, sorting, and mailing tasks, ensuring seamless operations and client satisfaction. Whether it is performing maintenance, troubleshooting, or providing… more
- Ricoh Americas Corporation (San Francisco, CA)
- **Job Title:** Senior On-Site Service Specialist **Summary:** Join our dynamic team as a Senior On-Site Service Specialist , where you will play a pivotal role in ... production, sorting, and mailing tasks, ensuring seamless operations and client satisfaction. Whether it is performing maintenance, troubleshooting, or providing… more
- IBM (San Francisco, CA)
- …all over the world. This is a summer 2026 position. As a Brand Sales Specialist intern within IBM, you will become a subject matter expert on solutions that are ... products and services. **Your role and responsibilities** As a Brand Sales Specialist intern, you'll work closely with clients to develop relationships, understand… more