- FM (Walnut Creek, CA)
- …Administrative Assistant** . This role will support all administrative aspects of the Client Service Team, and jointly support the Account Engineers Team, ... files and records + Purchasing supplies + Tracking invoices and budgets + Tracking Client Service Team processes + Travel itineraries + Organize and coordinate… more
- CIBC (San Francisco, CA)
- …about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Senior Client Service Associate executes the ... resolution. This role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **_At CIBC we enable the work environment… more
- Columbia Bank (Walnut Creek, CA)
- …and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. We are ... Senior Wealth Advisor Wealth Management Irvine, California Sacramento,...with their individual financial goals and objectives. + Achieve client satisfaction and loyalty through excellent service .… more
- Zions Bancorporation (Walnut Creek, CA)
- …flow, drive operational efficiencies, and implement innovative payment solutions. As a ** Senior Treasury Management Sales Consultant** , you will lead with insight ... opportunities to expand wallet share through tailored treasury solutions that align with client goals. + Understand client operations and financial strategies to… more
- Compass Group, North America (Hayward, CA)
- …than 1,200 registered dietitians, 300 executive chefs, and 17,000 professional food service team members. **Job Summary** Working as a **Regional Director of ... accounts in your territory, while establishing and maintaining strong client relationships. Your goal is to achieve operational and...of Dining Services, and their teams, to provide top-notch service + Drives self and team towards building strong… more
- Compass Group, North America (Hayward, CA)
- …and foodservice management experience. + Proven success managing contract food service operations; Senior Living experience preferred. + Strong leadership ... dining experiences for over a century. Embedded in our culture, we deliver exceptional service and aim to be the best part of someone's day. The commitment of… more
- InGenesis (Fremont, CA)
- …This role is essential to fostering a seamless operational environment at the client site and ensure that new employees are effectively welcomed and set up ... is critical to maintaining smooth operational processes at the client site and ensuring new employees are welcomed and...employees are welcomed and set up for success. The Senior . Support Specialist will work closely with the onsite… more
- Robert Half Finance & Accounting (Danville, CA)
- …and building relationships. + Prepare reports, recommendations, and financial analyses. + Handle client service tasks, CRM updates, and paperwork. + Help improve ... responsible for managing to-do's, preparing cases, delegating tasks to associate advisors, and handling everything needed to support both...advisors, and handling everything needed to support both the client and the senior advisor. The firm… more
- Robert Half Finance & Accounting (Danville, CA)
- …relationships + Prepare detailed reports, recommendations, and financial analyses + Handle client service tasks, CRM updates, and paperwork efficiently + Improve ... make a real impact for high-net-worth clients. As an Associate Advisor, you'll take ownership of client ...ensure everything runs smoothly to support both clients and senior advisors. The firm champions your growth with FINRA… more
- Compass Group, North America (Fremont, CA)
- …performance + Conduct audits and adopt technology to improve logistics ** Client &Cross-Functional Collaboration** + Partner with Customer Service Managers and ... to support client retention and growth + Collaborate with Equipment Service , Procurement, IT, and other departments to drive execution **Talent Development** +… more
- Compass Group, North America (Hayward, CA)
- …Ability to motivate and work collaboratively with business partners, key team members, senior management, and client groups on various projects and initiatives * ... Excellence._** **_Canteen_** brings break time to everyone. We combine food, service , and experience backed by industry-leading technology to help companies create… more
- Columbia Bank (Walnut Creek, CA)
- …years' experiencein presentations to prospective clients,required + 10+ years'successful sales/ client service experience in trust administration,required + 10+ ... Directly responsible for the administration of larger, more complex client relationships in the office. + Responsible for the...Reports on the activities of the assigned office to senior management of the trust company. + Responsible for… more
- AVEVA (San Leandro, CA)
- …business. + Pays strong attention to detail and possesses commitment to excellent client service . + Possess high-level legal drafting and negotiation skills and ... connection with AVEVA's academic licensing program. Reporting to the Senior Legal Manager, the Legal Counsel will be trusted...Legal Counsel will be trusted advisor who is customer service oriented, has an eagerness to tackle a wide… more
