- Raymond James Financial, Inc. (San Francisco, CA)
- …of** * Company's working structure, policies, mission, and strategies. * Managed account platforms. * General office practices, procedures, and methods. * Advanced ... and industry regulations. * Trading terminology. **Skill in** * Client Relationship Management (CRM) software, or similar contact management software. * Goal… more
- Compass Group, North America (Los Altos, CA)
- …written and verbal + Ability to communicate on various levels to include management , client, customer, and associate levels. + Excellent financial, budgetary, ... expected results. + Develops overall budget and operates the account in accordance with the approved budget, while providing...to be seen as a member of the client's management team. + Review resident satisfaction results and other… more
- Zurich NA (San Francisco, CA)
- National Account Excess Casualty Underwriter ( Senior or AVP) 119845 Zurich is seeking an experienced National Account Excess Casualty Underwriter ( Senior ... the office/market three days per week. As a National Account Excess Casualty Underwriter ( Senior or AVP)...support areaOR + Zurich Certified Insurance Apprentice including an Associate Degree and 3 or more years of experience… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …and reach Jennifer Fukumae on LinkedIn for prompt consideration!** Job Posting: Senior Client Service Associate Employment Type: Full-Time Location: Walnut ... on site Salary: $80-120k + bonus A well-established Wealth Management (RIA) firm is seeking a full-time experienced Client...(RIA) firm is seeking a full-time experienced Client Service Associate to join their team. The Senior … more
- CIBC (San Francisco, CA)
- …please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Senior Client Service Associate executes the more complex ... This role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **How you'll succeed** + Prepare and process new account … more
- Deloitte (San Jose, CA)
- …help us position Deloitte as the clear legal technology leader. As a Legal Business Associate - Senior Manager, you will contribute to the growth and success of ... technology implementations, automation, data wrangling and document extraction and data management and analytics that help legal departments maximize the strategic… more
- JPMorgan Chase (Palo Alto, CA)
- Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ... mark by delivering high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan Advisors team, you will play a crucial role in… more
- WTW (San Francisco, CA)
- **Description** As a Healthcare Financial/Actuarial Senior Associate you will be a key member of the Financial Actuarial & Analytics (FAA) Community of ... Delivery Centers and Client Service teams to deliver superior project management + Build strong relationships internally and collaborate effectively on… more
- Kestra Financial (Palo Alto, CA)
- …LinkedIn and other contemporary methods of prospecting + Provide exceptional ongoing account management to existing clients to ensure their financial success ... have a desire to learn, advance, and excel? The Senior Sales Associate reports to the Financial...Military experience a plus and encouraged to apply + Management experience a plus + Family business background a… more
- Deloitte (San Jose, CA)
- …client service skills to Deloitte and click "apply" now! Work you'll do: As a Senior Consultant in Legal Entity Management , your focus will be enabling our ... well as triggering and regulatory events. The Legal Entity Management team specifically focuses on corporate document assessments, annual...records The wage range for this role takes into account the wide range of factors that are considered… more
- Deloitte (San Jose, CA)
- Senior Consultant, Operations & Technology Transformation - Investment & Wealth Management What we do Operations and Technology Transformation delivers market ... Life Sciences, Digital Banking & Payments, Investment & Wealth Management , Insurance, Telecom, Media and Energy & Resources. Our...skills. The ability to bring together stakeholders and persuade senior clients to act is essential. Your role You… more
- Gilead Sciences, Inc. (Foster City, CA)
- …complexities** + Prepare and present internal and external presentations, including to senior management and insurers. + Participate in on-site visits, ... and improve life by advancing the care of patients with life-threatening diseases. ** Associate Director, Risk Management ** Gilead Sciences is seeking an … more
- Vera Therapeutics (Brisbane, CA)
- …type B meetings). * Report regularly on project status, risks, and outcomes to senior management and other key stakeholders. * Provide BLA Project Management ... Title: Associate Director, Project Management Location: Brisbane,...veratx.com. We will never request payments, ask for financial account information or sensitive information like social security numbers.… more
- Allied Universal (Livermore, CA)
- …including installation, service, maintenance agreements, and hosted managed services + ** Account Management ** : Foster consultative relationships with clients, ... report on sales pipeline and goal progress through CRM and regular updates to senior management **QUALIFICATIONS (MUST HAVE):** + Must possess one of the… more
- Stanford University (Stanford, CA)
- Finance Associate **School of Humanities and Sciences, Stanford, California, United States** Finance Post Date Feb 11, 2025 Requisition # 105911 TheSchool of ... Summary:** The Department of Mathematics is seeking a full-time Finance Associate to provide accounting and finance-related support for departmental activities for… more
- Walmart (San Bruno, CA)
- …of experience in professional services, customer success, solutions architecture, or technical account management programs + 3+ years of people management ... Years of Advertising/agency experience + Experience with advertising technical consulting and/or account management + Proven ability to scale a technical… more
- AON (San Francisco, CA)
- Aon is Hiring an Associate Partner - Rewards Solutions, Executive Compensation As part of an industry-leading team, you will help empower results for our clients by ... Practice group supporting the Executive Compensation consulting practice. As an Associate Partner, you will be responsible for balancing multiple client engagements,… more
- Bank of America (Redwood City, CA)
- …Business Acumen * Customer and Client Focus * Oral Communications * Problem Solving * Account Management * Client Experience Branding * Client Management * ... Senior Banker - Redwood Shore Financial Center Redwood...guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping * Manages client… more
- Travelers Insurance Company (Berkeley, CA)
- …+ Perform other duties as assigned. **What Will Our Ideal Candidate Have?** + Senior Associate /Partner level of experience. + 7+ years of Litigation practice or ... where you can be the best you. As a Senior Counsel with Travelers you'll be responsible for high...handling. + Fully and effectively utilizes available technology, case management system and automation. + Travel as required to… more
- Paladin Technologies (San Francisco, CA)
- …Accurate written record keeping, submitted on time and complete, SPECIFIC ACCOUNTABILITIES: Account Management : + Prepare proposals, RFP's, and/or assist with ... The Senior Project Manager role at Paladin is a...the delivery of the project: + Ensures proper job management and cost control Supervises the preparation of base… more