- Bank of America (San Diego, CA)
- …for sourcing, onboarding, managing, and providing ongoing development for the Wealth Management Client Associates, Service Support Staff, and the branch's ... with advisor teams to deliver an exceptional client service model focusing on digital solutions...not limited to:** + Managing the branch's Wealth Management Client Associates and Service Support … more
- Bank of America (San Francisco, CA)
- …PWCRM partners closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, ... the risk and exposure for Merrill + Managing the branch's Private Wealth Management Client Associates and Service Support Staff + Representing the office… more
- HUB International (Long Beach, CA)
- …and morale. + ** Client Experience & Service Leadership:** Champions a client centric culture by ensuring timely, high-quality support and service ... a generous 401k plan and more! **THE OPPORTUNITY:** The Client Service Director (CSD) is a critical...(such as account rounding, cross-sell, and more). + Manage, support , and coach team members to ensure they are… more
- JPMorgan Chase (Palo Alto, CA)
- …of client service and make your mark by delivering high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan ... to a team that values strong relationships and exceptional client service will directly impact our clients'...of products and applications including, but not limited to: Advisor Services , Wealth Planning & Advice, Goal… more
- Robert Half Finance & Accounting (San Jose, CA)
- …that has expanded by $400 million in recent years? We're seeking a driven and detail-oriented Client Service Advisor to join this dynamic team! This is your ... firm's continued growth. If you're passionate about providing exceptional client service and want to grow with...reconciliation processes. + Provide a high level of customer support to high net worth individuals. + Keeping up-to-date… more
- AON (Los Angeles, CA)
- …products to the client where needed. + Draft assigned elements of client service plans, stewardship reports, and other presentations tailored to the needs ... Network (AGCN) is comprised of dedicated teams of risk advisor 's throughout the world. The AGCN provides counsel and...and the circumstances of the presentation. + Responsible for client service for assigned book of business… more
- Oracle (Sacramento, CA)
- …Ensure accuracy of key sales metrics such as pipeline, forecast, bookings, and service attach rates. + ** Client Success & Reference Cultivation:** Ensure ... of Business Vice Presidents, positioning yourself as a trusted advisor . Promote innovative ideas and solutions to address clients'...professional experience, with at least 5 years in a Client Partner or Consulting Services Sales role… more
- Cognizant (Sunnyvale, CA)
- …(CRM) to join our Communications, Media, and Technology (CMT) team supporting a key high-tech client . In this role, you support the Client Partner and act ... ** Client Relationship Manager - High Tech (Sunnyvale, CA)**...satisfaction and retention. You will serve as a trusted advisor to our clients, proactively identifying opportunities, resolving challenges,… more
- Bank of America (Irvine, CA)
- …results focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors ... needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through... client materials and follows up on all client and Financial Advisor (FA) requests +… more
- Bank of America (Palo Alto, CA)
- …professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions and operations to drive risk ... in the market while working with the Home Office to ensure superior client service . Key responsibilities include partnering with the market leadership team,… more
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