- Bank of America (Walnut Creek, CA)
- …MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, ... Financial Advisor teams and deliver outstanding client service + Supervises financial transactions and...exposure for Merrill + Managing the branch's Wealth Management Client Associates and Service Support … more
- Siemens (Fremont, CA)
- …trusted- advisor relationships and recommend services and solutions. **As a** ** Client Service Manager,** **you will:** + Manage assigned service ... people's lives. **Transform the everyday with us** **!** Our Client Service Managers manage a portfolio of... area and lead quality assurance activities that will support service agreement renewals + Maintain excellent… 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 ... Fukumae via LinkedIn for fastest consideration for this opportunity. Job Posting: Client Service Associate Employment Type: Full-Time Location: San Jose, 100%… more
- Bank of America (Newport Beach, 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
- JPMorgan Chase (Los Angeles, 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
- Acxiom (Sacramento, CA)
- …and primary point of contact, championing Adobe's success with Acxiom's innovative products and services . The Partner / Client Lead serves as the account owner ... Acxiom products. + Ensure adoption of best practices for all Acxiom products and services to maximize client value. + Lead or facilitate contract negotiations,… more
- Bank of America (Los Angeles, 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 (Walnut Creek, 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 (Pasadena, CA)
- …make an impact. Join us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). ... 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