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Account Manager
3 days ago
WE Communications San Francisco, United StatesWhat We Need: · WE are looking for a seasoned account manager ready to help tech brands realize their full potential during this next chapter of industry innovation. You'll join a growing team that spans disciplines and geographies to help one of the agency's largest tech account ...
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Account Manager
3 days ago
ProGuard Security Services San Francisco, United StatesAccount Manager - San Francisco · ProGuard Security Services has experienced significant growth and has an immediate opening available for an Account Manager at a large business complex in San Jose. This individual will be responsible for the service delivery to a single client a ...
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Account Manager
1 week ago
Oomnitza San Francisco, United States**San Francisco, CA** · **Sales - Account Management /** · **Full-Time /** · **Hybrid** · **Oomnitza** offers the industry's most versatile Enterprise Technology Management platform that orchestrates and automates key business processes for IT. Our SaaS solution, with agentless i ...
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Account Manager
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Blair-Martin Co., Inc. & Basin Valve Company San Francisco, United States**Greater San Francisco** · Expanding Regional Industrial Valve, Instrumentation, and Service company is searching for an Outside Sales Engineer to handle Northern California / San Francisco area for the industrial Chemical/Power/Oil and Gas markets. · **Responsibilities**: · - D ...
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Account Manager
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Stark Carpet San Francisco, United StatesSTARK is seeking to hire an experienced Luxury Carpet Sales Professional with a proven track-record selling to the trades (Interior Designers, Architectural Firms) for our San Francisco, CA showroom. · - Base pay commensurate with experience. Eligible for additional sales commiss ...
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Account Manager
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Daedalus San Francisco, United StatesGehaltsspanne · € (brutto) · Darum gehts: · Als Account Manager bei Daedalus betreust Du strategische Kund:innen und sorgst mit Deinem technischen Fachwissen für den kontinuierlichen Ausbau unserer Jahresumsätze. Du bist verantwortlich für alle Anfragen und Aufträge Deiner Kun ...
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Accounts Receivable Manager
4 days ago
Recology San Francisco, United States**Accounts Receivable Manager #5858** · - Target Salary **$99,620-$117,200-Wage is dependent on experience and geographic location.** · - State **California** · - Department **Accounting & Finance** · - City: · **San Francisco** · - Location: · **1001 - Recology Golden Gate** · - ...
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Enterprise Account Manager
1 week ago
Comcast Corporation San Francisco, United StatesComcast brings together the best in media and technology. We drive innovation to create the world's best entertainment and online experiences. As a Fortune 50 leader, we set the pace in a variety of innovative and fascinating businesses and create career opportunities across a wi ...
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Account Specialist Manager
3 days ago
Aon Corporation San Francisco, United StatesPosting Description: · **Aon is hiring for an Account Specialist Manager** · Do you want to make an impact? Join a team that prioritizes a collaborative and positive team culture · This is a hybrid based role in San Francisco, CA. · **Aon is in the business of better decisions**: ...
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Account Manager, On Premise
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Reyes Coca-Cola Bottling San Francisco, United StatesOverview: · Reyes Coca-Cola Bottling is a proud West Coast and Midwest bottler and distributor of Coca-Cola brands. We deliver Coca-Cola products to restaurants, sporting venues, businesses, healthcare facilities, schools, convenience stores and supermarkets. We work with iconic ...
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Account Manager, Commercial
2 days ago
Showpad San Francisco, United States**Commercial Account Manager** · **Location**:This role is available for hybrid working from Chicago, Austin, Boston, New York, Portland or San Francisco · **About Showpad** · At Showpad, we empower others to be at their best. As a business, that means the Showpad sales enablemen ...
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Account Development Manager
1 week ago
PPG San Francisco, United StatesAs an **Account Development Manager**, you will grow new sales through assigned PPG Paints stores, growing both existing business year-over-year, and developing new accounts. You will report to the Regional Manager and work remotely/on the road based in the San Francisco / Bay Ar ...
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Key Account Manager
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Integrated DNA Technologies (IDT) San Francisco, United StatesIDT is one of 10 Life Sciences companies of Danaher. Together, we accelerate the discovery, development and delivery of solutions that safeguard and improve human health. · This position is part of the _Sales organization_ located in the Western _United States _and will be fully ...
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Corporate Account Manager
4 days ago
SoftwareOne San Francisco, United StatesJob Function: Sales The role: · **Job Summary** · A Corporate Account Manager at SoftwareOne is responsible for cultivating and nurturing deep regional client relationships within our mid-market while delivering the best of our software solutions. Today, SoftwareOne defines mid-m ...
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Account Manager, Coronary
1 week ago
Abbott Laboratories San Francisco, United StatesAbbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading businesses and products in diagnostics, medical devices, nutritionals and branded generic medic ...
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Specialty Account Manager, Endocrinology
4 days ago
Amgen San Francisco, United States**HOW MIGHT YOU DEFY IMAGINATION?** · You've worked hard to become the professional you are today and are now ready to take the next step in your career. How will you put your skills, experience and passion to work toward your goals? At Amgen, our shared mission—to serve patients ...
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Greenfield Corporate Account Manager
4 days ago
SoftwareOne San Francisco, United StatesJob Function: Sales The role: · **Job Summary** · The Greenfield Corporate Account Manager is a results-driven individual who will own the sales targets for the Corporate Account Manager Greenfield team. The Greenfield Corporate AM will lead, develop, and manage a team of Greenfi ...
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Account Management Iv
1 week ago
Kaiser Permanente Oakland, United States**Job Summary**: · Responsible for retention, increased membership, and the sale of new products and services for existing accounts in assigned book of business to achieve membership, revenue and margin targets. Creates and executes a business plan that positions KP to optimize o ...
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Account Manager
1 week ago
Vital Chemicals USA LLC Fremont, United States**Account Manager** · We are seeking a dynamic and results-oriented Sales Account Manager to join our team. The Sales Account Manager will be responsible for maintaining and growing relationships with assigned key accounts, driving sales revenue, and achieving sales targets. This ...
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Account Manager
1 week ago
Corvee San Francisco, United StatesThe Opportunity · Taxes are your #1 expense. What's everything you could be doing, Instead? · Our goal is to build the largest tax company in the world and help people change how they organize their business and life finances to save money, time, and achieve financial independenc ...
Wealth Management Client Account Manager - West Valley City, United States - Zions Bancorporation
Description
Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets.
Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets., We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success.
We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers.
With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities.
At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.Zions Bancorporation is currently hiring an experienced Wealth Management Client Account Manager within the Enterprise Wealth Management division.
This position is located in Salt Lake City, UT.The Wealth Management Client Account Manager will oversee and ensure the delivery of top-quality service to Wealth Advisors and their high-net-worth clients while leading a team of Client Account Service Associates and Registered Associates.
The role requires knowledge of the wealth or brokerage business, experience managing teams, and strong client relationship skills. Additionally, the role will lead operational initiatives in support of key strategic objectives.Essential Functions:
Lead, mentor, and inspire a team of service professionals, sharing your knowledge and experience to elevate individual and team performanceOversee the accurate and efficient execution of client service requests including new client onboarding, account opening, account maintenance, money movements, reporting, and other itemsResolve escalated client inquiries and service needs by partnering with third-party vendors, various internal departments, and other team membersProactively identify and implement process improvements to enhance team efficiency and improve the Wealth Advisor and client experienceCollaborate with Wealth Advisors, Bankers, and other Relationship Managers to understand client needs and develop comprehensive wealth management solutionsConduct performance evaluations and provide regular feedback to service team members to foster continuous improvement and professional developmentEnsure the service team receives ongoing training across the multi-state and multi-platform environmentDefine and implement metrics, systems, process, and procedure to ensure individuals and the team can deliver on all service and support expectationsEnsure the team's operations adhere to industry regulations and the company's internal policies and assist with regulatory inquiries or audits as requiredEnsure all activities are conducted within the established risk framework of the companyQualifications:Bachelor's degree in finance, business, or a related fieldAdvanced degrees or certifications (e.g., MBA, CFP) are a plus4-6+ years of experience leading service or operational teams at a wealth management or brokerage firmRequired licensing, FINRA Series 7 & 66 (65/63), life and health insuranceStrong understanding of financial products, investment strategies, and the regulatory environmentAbility to think critically, pay attention to details, and use analytical skillsExceptional interpersonal and communication skills with the ability to influence othersStrong leadership and team management capabilitiesAbility to work under pressure and manage multiple prioritiesHigh level of integrity and professionalism