- Charles Schwab (Brea, CA)
- …us "challenge the status quo" and transform the finance industry together. As a Client Relationship Specialist (CRS), you have the opportunity to bring ... 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
- BMO Financial Group (Sacramento, CA)
- …+ Contribute to the team's business objectives by building and maintaining client relationships through client acquisition both from internal referrals (within ... calls. + Coordinates marketing activities and sales material to support client / prospect conversations. + Provides knowledge detailed information about products… more
- Bloomberg (San Francisco, CA)
- Enterprise Data Relationship Manager, Specialist Sales - Bloomberg Financial Solutions **San Francisco, CA** Posted Apr 3, 2024 - Requisition No. 124245 ... exceptional end-to-end support from sales and implementation, through their ongoing relationship with Bloomberg. **Our Team** We are Bloomberg Enterprise Data -… more
- Ventura County (Ventura, CA)
- HS Client Benefit Specialist Print (https://www.governmentjobs.com/careers/ventura/jobs/newprint/4440930) Apply HS Client Benefit Specialist Salary ... Description Be part of strengthening partnerships and join Ventura County as a HS Client Benefit Specialist ! WHAT WE OFFER The County of Ventura offers an… more
- JPMorgan Chase (San Francisco, CA)
- As a Client Experience Specialist in the Firm's Consumer and Community Banking's division, you will be instrumental in delivering a high-touch client ... our Relationship Managers to deliver on the JPMorgan Private Client value proposition by assisting clients with their banking needs, identifying opportunities… more
- Umpqua Bank (Mckinleyville, CA)
- Client Service Specialist Retail Banking Group Eureka, California Fortuna, California McKinleyville, California **Description** **About Us:** Umpqua Bank is ... a variety of customer account transactions quickly, accurately, and confidentially. A client service specialist provides an exceptional banking experience to our… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …advancing your career in client services. Key Responsibilities: + Provide top-notch client relationship management by assisting with client requests such ... is excited to partner with an outstanding company in search of a Client Services Specialist . This role presents an exceptional opportunity to join a dynamic team… more
- Bloomberg (San Francisco, CA)
- Client Quant Developer, Specialist Sales - Bloomberg Financial Solutions **San Francisco, CA** Posted May 10, 2024 - Requisition No. 125208 Bloomberg is a global ... end-to-end support from sales and implementation, through their ongoing relationship with Bloomberg. **Our team:** Quantitative investment funds have grown… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …handling interactions before, during, and after meetings, as well as daily client requests. + Custodian Specialist : Master custodian documents/forms, lead ... under Charlie O'Brien and email me your resume Our client is one of the most highly regarded wealth...inception less than 15 years ago. Key Responsibilities + Client Service: Provide coverage for clients and prospects, managing… more
- Ventura County (Ventura, CA)
- …agencies and services, and maintain a professional ethical code, including client /counselor relationship . Working ability to: perform intake and termination ... maintain client confidentiality and a professional ethical code, including client /counselor relationship . Level II Some thorough knowledge of: principles and… more
- City National Bank (Long Beach, 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
- City National Bank (Los Angeles, CA)
- …to client needs. Provides responsive, quality service. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth of ... 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
- City National Bank (Beverly Hills, CA)
- …representative of CNB, promoting and attracting new colleagues and customers. + Prepares a Relationship Plan and calling schedule for each client or prospect in ... products and services in order to establish a total client banking relationship . Discusses financing opportunities and...minimize loss exposure. + May serve as a product specialist acting as a technical consultant to clients and… more
- International Rescue Committee (Glendale, CA)
- … specialist will be expected to provide strengths-based, trauma-informed, client -centered intake services to single-headed asylum seeking households; survivors of ... Requisition ID: req51910 Job Title: Intake Specialist , Asylum Seekers Case Management Pilot Program Sector: Program Administration Employment Category: Fixed Term… more
- Bank of America (Los Angeles, CA)
- …specialists/partners to address client 's needs + Manages aspects of the client relationship process, including client onboarding and resolving ... Advisory + Portfolio Management + Referral Identification + Referral Management + Relationship Building + Administrative Services + Client Investments Management… more
- Umpqua Bank (Redding, CA)
- … managers and business partners to keep them apprised and provide primary client relationship , direction, and customer service support for corporate and ... Treasury Management Support Specialist Corporate Treasury Eugene, Oregon Sacramento, California Redding,...problems and error resolution. + Responsible for communication with Relationship Managers, provide updates of client matters,… more
- Patterson Companies, Inc. (San Diego, CA)
- …queries, answers questions and solves problems in a timely fashion. + Holds client relationship meetings to monitor satisfaction levels with Patterson's service ... Who are we looking for as an Equipment Sales Specialist ? Patterson Dental is looking for business-minded professionals who...sales visits ahead of the meeting; develops general and client -specific sales strategies. + Develops short and long term… more
- Santander US (Sacramento, CA)
- …mind that this position does not offer any relocation assistance. The Dealer Relationship Manager (Sr. Specialist , Dealer Sales) is responsible for developing ... needed. **Qualifications** + Work Experience: 3+ years in Auto Finance Sales, Client Relations, Account Management, and/or Relationship Management. + Education:… more
- M&T Bank (Costa Mesa, CA)
- …service delivery and policy and procedures. + Direct and/or monitor less experienced Relationship Managers and Client Administrators in the timely execution of ... **Overview:** Manages client relationships and daily administration of assigned Global...new business. + Provide coverage and support for other Relationship Managers within assigned Section/Unit as required by absence.… more
- BMO Financial Group (San Francisco, CA)
- We are seeking a Vice President-level Senior Relationship manager in our Diversified Industries Group primarily covering the East Bay Market in the San Francisco Bay ... Area. The RM will be responsible to drive new client acquisition and growth in market share in this...Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. + Applies… more