- Anywhere Real Estate (Indian Wells, CA)
- …party market share. He/She is responsible for opening new escrows and maintaining client relationships to build the branch and supporting the other team players in ... documents and all documents necessary to clear exceptions Deliver all necessary documents to client Keep in direct contact with agent with weekly report as to the… more
- Deloitte (Costa Mesa, CA)
- …utilize Microsoft platforms and integrate with other technologies, focusing primarily on client service delivery while also driving sales activities and thought ... team balances business strategy, technology, creativity, and ongoing managed services to solve the biggest problems that affect customers,...A summary of the expectations is provided below: + Client Service : Advise client business… more
- Bank of America (San Jose, CA)
- …must determine when the Market Executive should be directly involved * Monitor advisor and client activity including financial transactions to ensure compliance ... leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is… more
- Avanade Inc. (Sacramento, CA)
- …our client 's challenges and opportunities to deliver solutions and services that make transformative change and deliver high value business outcomes. You'll ... engage in solutioning and support on the most strategic opportunities, intervene in high-risk...to shape the strategic direction using data platforms, reporting, self- service analytics, real time intelligence and AI engineering. Using… more
- Bank of America (San Jose, CA)
- …63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support + SAFE ACT Registration; ... leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is… more
- Bank of America (Beverly Hills, CA)
- …Key responsibilities include deepening client relationships through platform services , supporting clients with self- service or transactional activities, and ... in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both… more
- Bank of America (Baldwin Park, CA)
- …Key responsibilities include deepening client relationships through platform services , supporting clients with self- service or transactional activities, and ... provide financial center clients with both consumer and small business solutions, services , and strategies when uncovering personal banking needs and helping clients… more
- Deloitte (Sacramento, CA)
- …and technology solutions for large cross industry clients. They focus primarily on client service delivery but also drive sales activities and thought leadership ... technology & data platforms. Our delivery models are tailored to meet each client 's unique requirements. Recruiting for this role ends 10/15/2025 Work You'll Do +… more
- Bank of America (Santa Barbara, CA)
- …Key responsibilities include deepening client relationships through platform services , supporting clients with self- service or transactional activities, and ... provide financial center clients with both consumer and small business solutions, services , and strategies when uncovering personal banking needs and helping clients… more
- Columbia Bank (Irvine, CA)
- …**About the Role:** The Customer Care Team Lead I is responsible for supporting the client service team in the delivery of gold standard customer service . ... Care Team Lead I will be a resource to client service personnel that discuss investment transactions...and REITS. + Develop and facilitate individualized training to client services personnel in conjunction with the… more
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