• Financial Center Client Service…

    Bank of America (Bakersfield, CA)
    Financial Center Client Service Representative Bakersfield, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Bakersfield/ Financial -Center- Client -Service-Representative\_25035712) **Job Description:** At Bank of America,… more
    Bank of America (08/28/25)
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  • FC Client Service Representative - Oxnard…

    Bank of America (Oxnard, CA)
    FC Client Service Representative - Oxnard Main Financial Center Oxnard, California **To proceed with your application, you must be at least 18 years of age.** ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Oxnard/FC- Client -Service-Representative Oxnard-Main- Financial -Center\_25034385) **Job Description:** At Bank of… more
    Bank of America (08/26/25)
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  • FC Client Service Representative - Oxnard…

    Bank of America (Oxnard, CA)
    FC Client Service Representative - Oxnard Main Financial Center Oxnard, California **To proceed with your application, you must be at least 18 years of age.** ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Oxnard/FC- Client -Service-Representative Oxnard-Main- Financial -Center\_25034384) **Job Description:** At Bank of… more
    Bank of America (08/16/25)
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  • JP Morgan Wealth Management - Private…

    JPMorgan Chase (San Francisco, CA)
    …interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you ... in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client... financial services experience + Demonstrated success in client acquisition, cultivating and maintaining client relationships,… more
    JPMorgan Chase (08/23/25)
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  • Sr. Client Service Associate - Wealth…

    Robert Half Finance & Accounting (Walnut Creek, CA)
    …and account updates. + Collaborate with financial advisors to align actions with client financial plans. + Maintain accurate client records in CRM ... wire transfers, and rollover requests. + Respond promptly to client inquiries and provide support across financial ...to client inquiries and provide support across financial products and services. + Facilitate client more
    Robert Half Finance & Accounting (08/29/25)
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  • Senior Client Relationship Specialist

    Mizuho Corporate Bank (Los Angeles, CA)
    …the bank's relationship management efforts by processing a variety of client 's financial transactions, ensuring accurate documentation, maintaining client ... + Minimum of 5 -7 years of experience in client relationship management in Banking or financial services + Strong knowledge of banking products, services and… more
    Mizuho Corporate Bank (07/23/25)
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  • JPMorgan Private Client Relationship…

    JPMorgan Chase (Los Angeles, CA)
    …providing a path for accessing the full breadth of JPMorganChase capabilities addressing the client 's full financial picture. As part of a local team, you will ... Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to… more
    JPMorgan Chase (08/15/25)
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  • Business Solutions Advisor - Firestone-Woodruff…

    Bank of America (Downey, CA)
    …**Responsibilities:** + Recommends financial advice and guidance that align with client financial goals and needs + Builds and deepens relationships with ... clients by leveraging the full capabilities of the bank + Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative… more
    Bank of America (08/30/25)
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  • Business Solutions Advisor - Western Olympic…

    Bank of America (Los Angeles, CA)
    …**Responsibilities:** + Recommends financial advice and guidance that align with client financial goals and needs + Builds and deepens relationships with ... clients by leveraging the full capabilities of the bank + Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative… more
    Bank of America (08/27/25)
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  • Financial Solutions Advisor-Central San…

    Bank of America (San Diego County, CA)
    …and money managed solutions * Recommends banking and investments strategies that align with client financial goals and needs * Triages client requests and ... advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals… more
    Bank of America (08/23/25)
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