- BMO Financial Group (Walnut Creek, 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
- Umpqua Bank (San Rafael, CA)
- Client Service Specialist I Retail Banking...place to work by offering a special brand of relationship banking and by providing a culture where associates ... a variety of customer account transactions quickly, accurately, and confidentially. A client service specialist also provides an exceptional banking experience… 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
- Umpqua Bank (San Rafael, CA)
- Client Service Specialist - Float Retail...place to work by offering a special brand of relationship banking and by providing a culture where associates ... thrive. Associates who embody our core values fit in well here and we are eager to meet candidates who demonstrate behaviors that align with Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships. **About the Role:** In this role, you… more
- T. Rowe Price (San Francisco, CA)
- …promote Model Portfolios. This individual will be responsible for sales and client relationship management for model portfolio centric advisors. Maintains ... strategy for target engagements to drive sales and ensures successful client relationship performance. Retains direct client management of key clients.… more
- Deloitte (San Francisco, CA)
- Artificial Intelligence Specialist Leader, Healthcare - SFL Scientific SFL Scientific, a Deloitte Business, is a US based, data science consulting firm specializing ... through AI & Data Strategy. We are looking for an Artificial Intelligence Specialist Leader to support the vision, strategy, and execution of our Artificial… more
- Terracon (Concord, CA)
- …Experience in the A/E/C industry is highly preferred, and familiarity with a Client Relationship Management (CRM) system is a plus. CPSM certification is ... and curiosity in pursuit of innovative solutions to overcome client challenges. As a Marketing Specialist , you'll be part of a company that values and… more
- Stantec (San Francisco, CA)
- Senior Ecosystem Restoration Specialist - ( 240004ER ) **Description** At Stantec, we believe a healthy environment is fundamental to our communities, natural ... California and parts of Nevada) is seeking a Senior Ecosystem Restoration Specialist with at least 15 years of experience leading and preparing environmental… more
- IBM (San Francisco, CA)
- …country-based operating units to serve clients locally. These country teams have client relationship managers who lead integrated teams of consultants, solution ... technical solutions that will improve lives all over the world. A Brand Sales Specialist role within IBM means you're providing clients with the heartbeat of their… more
- Paycom Online (San Francisco, CA)
- …plan, paid family leave, and many other available benefits. The Transition Specialist Representative leads the Paycom implementation by partnering with Outside Sales ... Reps, Client Relations Representatives...to all persons in all aspects of the employer-employee relationship . This policy applies to all terms and conditions of… 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
- WM (Martinez, CA)
- …Growth. People-First Culture (https://www.wm.com/us/en/inside-wm/who-we-are) . **About the Environmental Specialist ** Coordinates all onsite activities at client ... Supervises and plans activities of onsite personnel. Serves as liaison between client and vendors in relation to service issues. Maintains pre-established standards… more
- City National Bank (Walnut Creek, CA)
- …representative of CNB, promoting and attracting new colleagues and customers. * Prepares a Relationship Plan and calling schedule for each client or prospect in ... of company, industry, business and needs to assist in client calling efforts. Sets objectives for each relationship...minimize loss exposure. * May serve as a product specialist acting as a technical consultant to clients and… more
- SF Fire Credit Union (San Francisco, CA)
- …value real work/life balance. Is This the Career for You? The Service Desk Specialist is the initial support contact for problems or other reported issues regarding ... computers and related technologies from CU office staff. The specialist is expected to troubleshoot, resolve or escalate those problems or incidents correctly. In… 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
- LinkedIn (San Francisco, CA)
- …and builds mutually beneficial relationships between buyers and sellers. The Onboarding Specialist role is an essential link between our sales representatives and ... and develop strong rapport with them, owning the customer relationship during the 30-day onboarding phase and operating with...+ 3+ years of experience in a customer or client -facing role (such as Client Success, Customer… more
- Antech Diagnostics (San Francisco, CA)
- …experience, education, training and budget. **Job Purpose/Overview** The Field Support Specialist (FSS) role supports field sales activity by providing outstanding ... and training, and integration support, as well as ongoing relationship management with our customers. The FSS is responsible...understanding from and raising concerns on behalf of the client to ensure resolution. + Applications and use training… more
- CDM Smith (San Francisco, CA)
- …40508BR **Business Unit:** FSU **Job Description:** The FEMA Cultural Resources Specialist : * Provides technical expertise to ensure compliance with Federal historic ... duties as required. \#LI-LP2 **Job Title:** FEMA - Cultural Resources Specialist **Group:** WAF Field Mod Fringe **Employment Type:** Temporary **Minimum… more
- Jensen Hughes Inc. (Concord, CA)
- Business Development Specialist - Northern California Concord, California, United States **Company Overview** At Jensen Hughes, we lead with our Purpose + Principles ... is looking for a motivated and well-spoken Business Development Specialist to join our global Fire and Life Safety...is expected to be able to retain long term relationship clients while expanding services, close sales, and meet… more
- Wells Fargo (East Palo Alto, CA)
- **About this role:** Wells Fargo is seeking a Senior Supervisory Control Specialist to join our Client Relationship Group within Wealth and Investment ... regulatory, compliance and legal requirements. The Senior Supervisory Control Specialist understands the complexity, partnership needs and customer service… more