- Charles Schwab (San Ramon, 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 (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
- 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
- Umpqua Bank (San Francisco, 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
- Bank of America (Palo Alto, CA)
- Wealth Management Specialist - NR Palo Alto, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and ... 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
- 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
- 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
- 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
- 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
- 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
- KPMG (Santa Clara, CA)
- **Business Title:** Manager / Senior Manager, Compliance & Reporting Specialist **Requisition Number:** 119886 - 13 **Function:** Tax Services **Area of Interest:** ... add services + Share leading practices, market trends, and client feedback to enhance processes, technologies, and overall ...Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of… more
- Antech Diagnostics (San Jose, 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
- 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...+ 2+ years of experience in a customer or client -facing role (such as Client Success, Customer… 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
- Umpqua Bank (San Jose, CA)
- International Foreign Exchange Operations Specialist Corporate Treasury Walnut Creek, California Irvine, California San Francisco, California San Jose, California ... We create a great place to work by offering a special brand of relationship banking and by providing a culture where associates thrive. Associates who embody our… more
- CDM Smith (San Jose, CA)
- …39529BR **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:** FSI ENT Non-WFT Field **Employment Type:** Temporary **Minimum… more
- Acosta Group (Oakland, CA)
- **Sales Specialist - Sonos - Seasonal Part-time** Location**CA - OAKLAND** **Join our winning sales team to experience Sonos, the pioneers of wireless audio!** ... ActionLink is seeking an enthusiastic Part Time Audio Sales Specialist who can bring the Sonos brand to life and make every customer interaction unforgettable!This… more
- Deloitte (San Jose, CA)
- …and advisory services to many of the world's most admired companies. The Senior Specialist is an integral part of Deloitte's A&A Growth Team focused on developing ... + Supports target teams with company and competitor research, relationship mapping, and developing and tracking progress of ...to support regular target team meetings + Creating of client facing meeting materials + Liaises with local A&A… more
- Robert Half Accountemps (Dublin, CA)
- Description Our client is a rapidly growing SaaS company dedicated to delivering cutting-edge software solutions to clients worldwide. They are currently seeking an ... experienced Accounts Receivable Specialist on a temp-to-hire basis to help support our...on a temp-to-hire basis to help support our expanding client base and ensure timely, accurate financial transactions. Responsibilities… more