- Meta (Menlo Park, CA)
- …working in a fast-paced, team-oriented environment under tight deadlines. **Required Skills:** Client Solutions Manager , Financial Services ... **Summary:** The Client Solutions Manager for...improve products features and functionalities 16. Prior experience in Financial Services or Insurance categories **Public Compensation:** $29.81/hour to… more
- Bank of America (San Francisco, CA)
- …while minimizing regulatory, financial , operational, and reputational risks. The **Market Client Relationship Manager (MCRM)** is a direct report to the ... Merrill Market Client Relationship Manager San Francisco, California...other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates… more
- City National Bank (San Francisco, CA)
- * CLIENT MANAGER * WHAT IS THE OPPORTUNITY? Is primary point of contact and service provider for existing and newly developed relationships. Retains and grows ... relationships through high touch service and delivering investment analysis, financial planning and customized credit solutions to...strategies with the CNS IO. * Keep current on client 's financial information while ensuring that clients… more
- JPMorgan Chase (San Francisco, CA)
- …targeted advice, developing thoughtful solutions and delivering an exceptional client experience. As a Relationship Manager in Consumer and Community ... accessing the full breadth of JPMorganChase capabilities addressing the client 's full financial picture. As part of...all lines of business in order to best meet client 's specific needs + Ensure that proposed solutions… more
- Black & Veatch (Walnut Creek, CA)
- ** Client Account Manager ** Date: Jan 14,...the scope of existing projects that meet the Division's financial and technical goals + Consult with Project and ... use. \#LI-MG1 **The Opportunity** We are looking for a Client Account Manager who has a solid...and create persuasive message + Understanding of budgets and financial and performance metrics + Self-starter and ability to… more
- Bank of America (Alameda, CA)
- Financial Center Assistant Manager - South Shore Financial Center Alameda, California **Job Description:** At Bank of America, we are guided by a common ... passion, commitment and drive to deliver an experience that improves our clients' financial lives * Is confident in identifying solutions for clients based… more
- Deloitte (San Francisco, CA)
- …career opportunity to keep you buzzing! Work You'll Do: As a Tax Sr. Manager in our Partnership Solutions Group, Operational Partnership Services team you will: ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more
- World Wide Technology (San Ramon, CA)
- …**Want to learn more about Global Enterprise Sales? Check out the Solutions and Services we provide on the platform:** **https://wwt.com** The well-being of ... Care, Onsite Health Centers, Employee Assistance Program, Wellness program + Financial Benefits: Competitive pay, Profit Sharing, 401k Plan with Company Matching,… more
- Robert Half Finance & Accounting (Redwood City, CA)
- Description Yuzo Shimura with Robert Half is in search of a Financial Reporting Manager to join his client 's team in the Financial Services industry. The ... Assist with month-end processing, income and expense review, and financial statement preparation. * Act as back-up for all...Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to… more
- Advantage Solutions (San Francisco, CA)
- **Summary** Stella Artois Brand Activation Manager (BAM) **Employment Type:** Full Time **Duration:** 18 weeks **Location:** San Francisco, CA **Summary:** Join the ... passion meets innovation. We are seeking a dynamic and strategic Brand Activation Manager to drive brand presence, sales, and consumer engagement for the Stella… more
- Advantage Solutions (San Francisco, CA)
- **Summary** **Cutwater Brand Activation Manager (BAM)** **Employment Type:** Full Time **Duration:** 18 weeks **Location: San Francisco, CA** **Summary:** Join the ... passion meets innovation. We are seeking a dynamic and strategic Brand Activation Manager to drive brand presence, sales, and consumer engagement for the Cutwater… more
- Black & Veatch (Walnut Creek, CA)
- …in the **Northern California region** , effective positioning within target client organizations, leading pursuit teams, and strong financial management ... ** Client Director - Water Business - Northern California**...BV's **Governments & Environment** business works to provide innovative solutions and integrated planning, design, and construction support for… more
- Morgan Stanley (Menlo Park, CA)
- …money movement transactions as an example * Review and take appropriate action on client account alerts *OTHER* * Partner with Financial Advisor(s) in developing ... current * Identify and assist with Firm services and solutions that support clients' needs including banking products and...the direction of Financial Advisors * Prepare financial plans, client reports, and other materials… more
- BlackRock (San Francisco, CA)
- …dedicated onboarding and servicing experience to the firm's institutional clients including Financial Institutions. The team's role within the Client Experience ... purpose is to help more and more people experience financial well-being. As a fiduciary to investors and a...+ Problem solver who seeks to innovate and design solutions + Naturally exudes emotional ownership for client… more
- BMO Financial Group (San Jose, CA)
- …service support to grow the Bank's market share and maximize profitability of client relationships. Ensures client problem resolution is prompt and effective, ... and that enhancement opportunities are identified and closed or referred during client service interactions. Typically meets client service needs through a… more
- BMO Financial Group (San Lorenzo, CA)
- …differentiated experience. Our customer-centric approach prioritizes client goals through financial planning, delivering solutions that are tailor made for ... manager providing personalized attention to uncover their specific financial needs and goals, backed by BMO's expertise, technology...as the primary client contact to uncover financial needs and provide meaningful solutions in… more
- CDM Smith (San Francisco, CA)
- …and Trinnex, a CDM Smith subsidiary designs and develops customized, innovative digital solutions that address client challenges. * Stay informed about trends in ... CDM Smith's Federal Services Unit is seeking an experienced and results-driven Client Service Leader to drive our digital growth with the US Government.… more
- CDM Smith (Concord, CA)
- …strategies with local business development activities. * Being responsible of the overall financial performance of projects within a client portfolio. * Being a ... CDM Smith has a new opportunity for an experienced Client Service Leader to lead client engagement...value passionate individuals who challenge the norm, deliver world-class solutions and bring diverse perspectives. Join our team, and… more
- Bank of America (San Francisco, CA)
- …+ Oral Communications + Relationship Building + Business Operations Management + Client Solutions Advisory + Planning + Talent Development + Written ... addition to their primary functions, the Private Wealth Supervision Manager will partner with and backup the Client...responsible for ensuring robust supervision is conducted, and ensuring solutions around client needs and concerns are… more
- Bank of America (San Francisco, CA)
- …+ Ability to speak in terms of client needs and concerns, and coach Financial Advisors on aligning solutions to goals in a suitable and controlled way + ... + Oral Communications + Relationship Building + Business Operations Management + Client Solutions Advisory + Planning + Talent Development + Written… more