- City National Bank (Beverly Hills, CA)
- …relieving Client Managers and/or Private Bankers from performing account specific operational responsibility. Resolves client inquiries/complaints and identifies ... of deposit operations (eg, wires, new deposit accounts, checking and savings account activity, CDs, loan payments and advances, etc.). Provides clients with… more
- JPMorgan Chase (Redwood City, CA)
- …care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using ... Wealth Management, you will be tasked with delivering exceptional client service , operational marketing, and administrative support to our Private Client Advisors.… more
- UL, LLC (Brea, CA)
- …a qualified need + Creates pipeline of new logo prospects to supplement existing account activities, owns new logo process through close of sale + Brings in ... / fulfillment teams after sales have been closed to ensure seamless service delivery + Where applicable, supports development of leadership's multi-year account… more
- Citigroup (Los Angeles, CA)
- …through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely ... related teams. **Responsibilities:** + Lead client onboarding and account opening efforts around our world-class Investments platform, as...opening process + Provide the highest level of customer service and teamwork to our clients + Possess an… more
- Owens & Minor (Bakersfield, CA)
- …available on first working day + 401(k), eligibility after one year of service + Employee stock purchase plan + Tuition reimbursement **JOB SUMMARY** This role ... as a single point of contact for a specific account or accounts. + Responds to customer needs, concerns...documentation for orders to be entered into the system, service scheduling and billing/payment. + Contacts patients to confirm… more
- Abbott (San Francisco, CA)
- …to present integration results and secure customer buy-in. + Lead critical account management situations as part of combined sales/ service /support effort. + ... in the sales cycle regarding integration/technical/workflow issues; and the service cycle on HSI or other account ...the service cycle on HSI or other account management issues. + Manage time; territory; systems and… more
- PNC (CA)
- …relationship skills will also be important, as you work with internal PNC service partners to ensure accurate and timely hand-offs. This remote position calls for ... support. The successful candidate will have the following qualifications: - Client service and banking experience preferred (minimum 2+ years). - Strong customer … more
- SF Fire Credit Union (San Francisco, CA)
- …innovation of products and services, competitive rates, and excellent member service . These qualities foster a true sense of member-ownership and strengthen ... also value real work/life balance. Is This the Career for You? Financial Service Consultants are accountable for handling all in-person requests from our members… more
- Xerox (Santa Rosa, CA)
- …. **Overview:** Xerox corporation, is seeking a full-time, dedicated, customer service -oriented Helpdesk / On-Site Administrator (OSA) to support our customers in ... oversee the fleet of printers for the customer, will assist with general account management responsibilities including monitoring and support by using the tools and… more
- World Wide Technology (San Ramon, CA)
- …actively driving closure of opportunities with our Senior Services Consultants, account teams, and coordinating smooth transitions of awarded engagements from the ... sales phase to the service delivery phase. Duties include: + Increase Staffing Services...specific to Staffing Services engagement and within the overall account strategy set by the WWT Account … more