- BMO Financial Group (San Jose, 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
- JPMorgan Chase (San Diego, CA)
- …join a team that is redefining client experience excellence? Come join JPMorgan Private Client as a Client Experience Specialist to help 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
- Umpqua Bank (San Jose, 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
- City National Bank (Los Angeles, CA)
- * CLIENT CARE SPECIALIST * WHAT IS THE...escalation. Escalates issues to Client Care Lead, Client Contact Center Management and Relationship Manager, ... OPPORTUNITY? The Client Care Specialist is responsible for responding to and handling a...offer and connects any new business prospect or existing client with the appropriate Relationship Manager. Authorizes… more
- Umpqua Bank (Modesto, 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 provides an exceptional banking experience to our… more
- Umpqua Bank (Sebastopol, 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
- Banc of California (Santa Ana, CA)
- …(the "bank"). Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury management services to ... related to Payment Card Industry accounts. + Troubleshoots and resolves client inquiries regarding online website and mobile application including maintenance and… 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
- Bank of America (Santa Monica, CA)
- Wealth Management Specialist - NPD Santa Monica, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… 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
- IBM (Costa Mesa, CA)
- …country-based operating units to serve clients locally. These country teams have client relationship managers who lead integrated teams of consultants, solution ... Introduction A Technology Sales Specialist role (what we internally call a, 'Brand...their problems whilst delivering value to their business. + Client Management and Value Definition: Effectively manage client… more
- Terracon (Sacramento, 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 (Campbell, 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
- City National Bank (Palo Alto, 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 (Encino, 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
- ADP (San Dimas, CA)
- …+ Ability to work as part of a team to accomplish tasks + Strong client relationship skills + Must be comfortable working in a performance-based and structured ... **ADP is hiring a Senior Implementation Specialist ** Are you ready to join a company...will vary, as will the solutions you provide each client . There will be no shortage of new questions… 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
- KPMG (Los Angeles, CA)
- **Business Title:** Specialist Director, Cyber IAM **Requisition Number:** 119847 - 8 **Function:** Advisory **Area of Interest:** Campus **State:** CA **City:** Los ... Advisory practice is currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we don't anticipate that slowing down. In… more
- KPMG (San Diego, CA)
- **Business Title:** Specialist Director, Cybersecurity Market Development **Requisition Number:** 119990 - 10 **Function:** Advisory **Area of Interest:** **State:** ... Advisory practice is currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we don't anticipate that slowing down. In… more
- San Jose State University (San Jose, CA)
- …+ Master's Degree + Experience with Contract Administration + Experience with client relationship management + Experience tracking relevant KPIs (eg contract ... Contracts Specialist Apply now (https://secure.dc4.pageuppeople.com/apply/873/gateway/default.aspx?c=apply&lJobID=542489&lJobSourceTypeID=837&sLanguage=en-us) Job no: 542489 Work… more