- Paycom Online (San Jose, CA)
- …available benefits. The Strategic Account Manager (internally known as Client Relations Representative) is responsible for retaining existing company relationships ... through usage, retention, and additional revenue. Manages the ongoing relationship with existing clients by: + Leveraging technology to ensure they see a return on… more
- Paycom Online (San Francisco, CA)
- …Identity theft and privacy protection plan + Legal assistance + Caregiver specialist and family-forming benefits + Mental health and well-being benefits + ... in a structured and fast-paced sales environment** + **Ability to analyze client needs and provide strategic business solutions** + **Solid problem-solving and… more
- Charles Schwab (Menlo Park, CA)
- **Your opportunity** As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that ... operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help… more
- JPMorgan Chase (San Francisco, CA)
- …Managing Director to manage team capability by aligning Client Experience Specialist team members to Relationship Manager, and solicit feedback to identify ... Are you ready to lead a team towards redefining client experience excellence? Join JPMorgan Private Client ...is able to act as an extension of our Relationship Manager team, provide exceptional service to our clients,… more
- JPMorgan Chase (San Francisco, CA)
- …to join a team that is redefining client experience excellence? Join JPMorgan Private Client as a Client Experience Specialist to support a team that is ... dedicated to delivering unparalleled service. As a Client Experience Specialist in the Firm's Consumer...Relationship Managers to deliver on the JPMorgan Private Client value proposition by assisting clients with their banking… more
- PNC (San Francisco, CA)
- …needed to be successful in this position. **Preferred Skills** Business Decisions, Client Counseling, Client Relationship Building, Competitive Advantages, ... valued and have an opportunity to contribute to the company's success. As a Client Solution Specialist Sr within PNC's Corporate Banking organization, you will… more
- Citizens (San Francisco, CA)
- …network across various departments, including Sales, Product, Relationship Managers, Client Services, and Operations. The CPS Specialist is also responsible ... The CPS Specialist is responsible for owning and resolving all client inquiries, by developing a deep understanding of Commercial products and systems while… more
- Citizens (San Francisco, CA)
- …that results in long-term client loyalty. Ideal candidates will have a client -centered lending specialist with a commitment to excellence to join their team ... and drive the loan process. The Private Bank Lending Specialist - Residential supports the Relationship Manager...candidate will demonstrate a desire for mastery and a client -centered purpose where they can overcome obstacles and function… more
- InGenesis (Fremont, CA)
- …closely with the onsite Program Manager, who overseas account performance and manages client relationship . Job Responsibilities * Serve as the primary liaison ... InGenesis is currently seeking a Program Support Specialist to play a key role in ensuring...essential to fostering a seamless operational environment at the client site and ensure that new employees are effectively… more
- T. Rowe Price (San Francisco, CA)
- …and a comprehensive suite of investment management solutions to our diverse client base which include Banks, Broker/Dealers, RIA, TAMP's, and Intermediary Platform ... providers throughout the United States. The Senior Alternative Investment Specialist (B/D) position offers a unique opportunity to expand and deepen TRP's… more
- Bank of America (San Jose, CA)
- …needs **Skills:** + Account Management + Client Solutions Advisory + Customer and Client Focus + Influence + Relationship Building + Advisory + Client ... Wealth Management Banking Specialist San Jose, California **To proceed with your...advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision… more
- WTW (San Francisco, CA)
- …involved on sales opportunities, potential of a tertiary role holding a more strategic client relationship depending on client . _Estimated size of book 10-25 ... quantify, mitigate, and transfer risk, taking advantage of our global capabilities, specialist industry experience, and unparalleled market know-how. The result is a… more
- HUB International (San Francisco, CA)
- …with Affordable Care Act Reporting. * Maintains regular interactions with clients to develop client relationship as well as advise of new product and service ... security and career satisfaction **THE OPPORTUNITY:** The Benefits Technology Specialist is responsible for Benefits Administration system configuration, testing,… more
- City National Bank (San Francisco, CA)
- …demonstrated sales and marketing abilities including cross selling skills. * Superior client relationship skills. * Good understanding of commercial credit ... and attracting new colleagues and customers. * Prepares a Relationship Plan and calling schedule for each client...minimize loss exposure. * May serve as a product specialist acting as a technical consultant to clients and… more
- Bank of America (San Francisco, CA)
- …+ Client Management + Client Solutions Advisory + Customer and Client Focus + Pipeline Management + Relationship Building + Collaboration + Presentation ... Alternative Investments Regional Specialist - Private Bank Los Angeles, California;San Francisco,...The position will also be responsible for servicing existing client assets and assisting with the prospecting of ultra-high-net-worth… more
- Bank of America (San Francisco, CA)
- …Management in addition to spending more than 50% of their time on relationship management activities. Assist with and attend client meetings and discussions ... Advisory + Portfolio Management + Referral Identification + Referral Management + Relationship Building + Administrative Services + Client Investments Management… more
- Encore (Brisbane, CA)
- …the best possible customer satisfaction. * Understands and fosters the hotel/ client relationship . _Training/Staff Development_ * Creates an atmosphere that ... **Position Overview** The Technical Specialist is responsible for the technical set up...in a hospitality environment, while ensuring the utmost in client satisfaction. This position reports to an Associate Director… more
- Bloomberg (San Francisco, CA)
- Portfolio & Risk Analytics Implementation Specialist , Enterprise Services, Bloomberg Financial Solutions Location San Francisco Business Area Sales and Client ... end-to-end support from sales and implementation, through their ongoing relationship with Bloomberg. **Our Team:** The Portfolio Buy-Side Implementation team… more
- Agiliti Health (Hayward, CA)
- **POSITION** **SUMMARY** The **Surgical Services Specialist ** is responsible for driving strategic sales initiatives in an assigned territory - to include ... identifying, qualifying, and closing new business bookings opportunities. The SS Specialist is accountable for designing and executing a territory plan centered… more
- IQVIA (San Francisco, CA)
- …healthier future with us. We are hiring a **Physician Assistant Clinical Specialist ** for a leading medical device manufacturer. This position involves observing ... products to provide procedural knowledge and product suggestions. The specialist must reside in the assigned region and be...- to attend surgical procedures. + Potential to represent client company at major conferences across the US. +… more
