- 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
- 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 (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 (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 (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
Recent Jobs
-
Home Care Aide / CNA Part- -20 hr wk
- Trinity Health (Monticello, IA)
-
Defense Research Analyst (Mid-level; Native Mandarin Fluency Required)
- Bluepath Labs (Washington, DC)
-
Senior Civil Engineer
- System One (Carlisle, PA)