- Charles Schwab (Newport Beach, CA)
- …both internal and external client relationships, and acting as the Branch Manager in their absence. Your responsibilities also will include coordinating ... exceptional experiences for our clients. You will assist the Branch Manager and sales/support staff with meeting...you can bring your passion for mentorship and developing client service professionals to a firm that… more
- Bank of America (San Diego, CA)
- …and providing ongoing development for the Wealth Management Client Associates, Service Support Staff, and the branch 's Operations Department. The MCRM is ... Merrill Market Client Relationship Manager San Diego, California...to:** + Managing the branch 's Wealth Management Client Associates and Service Support Staff +… more
- City National Bank (Los Angeles, CA)
- …risk management and compliance matters. Works with the management team to incorporate client service and operational integrity into all aspects of the lending ... * Client Servicing Manager Division Operations- Private...servicing. *Skills and Knowledge* * Demonstrated comprehensive knowledge of branch operations, client relationship and risk management;… more
- City National Bank (Sun Valley, CA)
- … OFFICER SENIOR* *Sun Valley Branch * WHAT IS THE OPPORTUNITY? Assists the Client Manager in supervising and participates in the operations, client ... service , and internal sales activities of the branch . Monitors and maintains operations procedures for compliance to...colleague schedules and internal workflow. They may assist the Client Manager in interviewing perspective new colleagues… more
- Compass Group, North America (Fremont, CA)
- …Come grow with us. We are Canteen. Job Summary: The Operations Service Manager will ensure that the branch operations run efficiently and according to all ... a high functioning team, working closely with the Customer Service Managers and other key branch leaders...act with urgency to address internal issues to ensure client needs are met within a timely manner* Collaborate… more
- Charles Schwab (Corte Madera, CA)
- …of this local Schwab branch , under the guidance of your Client Relationship Manager and Branch Manager , both of whom you will assist to help deliver ... are at the core of this role. In the Branch Network at Schwab, you have both a clear...**What you have** **Required Qualifications:** + 1+ years of Client /Customer Service experience **Preferred Qualifications:** + Previous… more
- BrightView (San Diego, CA)
- …gross margins for both base contract work and ancillary (enhancement) services + Assist the Branch Manager in overall leadership of the branch to include ... of existing clients + Communicate regularly with the Operations Manager to ensure client needs and expectations...information + Other tasks and duties as assigned by Branch Manager You might be a good… more
- City National Bank (Beverly Hills, CA)
- …colleagues. This person will support sales colleagues to build and maintain branch client relationships. Ensures regulatory compliance and colleague adherence to ... service levels when working with or for the client in problem resolution. This person is key in...potential. * Supports sales colleagues to build and maintain branch client relationships. Works with business partners… more
- BrightView (San Juan Capistrano, CA)
- … meetings and assist Senior Account Manager in overall leadership of Client Service Team + Maintain satisfactory Accounts Receivable levels. + Coordinate ... client retention and ancillary sales. The Associate Account Manager works with clients within the Senior Account ...with Branch Administrator to ensure branch databases consistently updated with current client … more
- BMO Financial Group (Hayward, CA)
- …Proactively builds and manages an assigned portfolio of mass affluent clients across multiple branch locations. + Acts as the primary client contact to uncover ... for what comes next._** A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned...assets from existing client portfolio and new client acquisition. + Proactively works with branch … more