- 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 (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 (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
- 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
- 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
- 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 (Los Angeles, CA)
- …the bank's relationship management efforts by processing a variety of client 's financial transactions, ensuring accurate documentation, maintaining client ... multiple tasks and deadlines in a fast-paced environment. + Familiarity with client documentation standards, basic financial products and regulatory requirements… more
- 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
- Bank of America (Santa Clarita, CA)
- …an impact. Join us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ... and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in alignment with… more
- 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