- Towne Park (Los Angeles, CA)
- …guest confidentiality in accordance with HIPPA requirements. Maintains the security of client financial and identifying information. May not provide "lift" ... make an impact. When we see a customer, a client or one of our own team members smile,...appropriate places that are approved by manager and the client contact. Must be able to learn and remember… more
- Robert Half Office Team (San Diego, CA)
- …a reputable financial services company to identify a detail-oriented and client -focused Account Representative. This role serves as a key point of contact for ... Qualifications: + 2+ years of experience in customer service, account support, or client services ( financial services preferred) + Strong written and verbal… more
- Raymond James Financial, Inc. (Brea, CA)
- …and facilitate client meetings + Manage referrals effectively + Prepare financial reports, spreadsheets, and other materials for client meetings + Create ... markets, products, and industry regulations + Trading terminology + Financial planning software **Skill in** + Client ...+ Financial planning software **Skill in** + Client Relationship Management (CRM) software + Microsoft Office Suite… more
- JPMorgan Chase (Palo Alto, CA)
- … service and make your mark by delivering high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan Advisors team, ... Your contribution to a team that values strong relationships and exceptional client service will directly impact our clients' financial well-being through… more
- Bowman (Brea, CA)
- …plans for future client opportunities, and establish and drive priorities and financial plan goals for a specific market sector within a region or business unit. ... strategic direction to sector staff. + Provide high level client service. + Ensure financial viability and achieve annual profit and growth objectives. **Success… more
- ABM Industries (Los Angeles, CA)
- …senior-level strategic and technical leader responsible for driving operational excellence, client satisfaction, and financial performance across a multi-state ... Staff & Management (https://media.abm.com/wp-content/uploads/AnnualBenefitFlyers/Recruiting%20Flyer%20-%20Staff%20&%20Mgmt.pdf) **Key Responsibilities** Service Delivery & Client Management + Ensure consistent delivery of APS services… more
- Wells Fargo (Palo Alto, CA)
- …to deliver tailored, impactful recommendations + Develop strong understanding of each client 's goals, and financial needs by analyzing their operations and ... to $2MM in annual sales, by owning the full client journey from onboarding to deepening relationships and acquiring...trusted partner + Understand and offer a suite of financial solutions and digital services available through Wells Fargo… more
- US Bank (Marina Del Rey, CA)
- …meet customer's needs both reactively and proactively - Experience in the financial services industry preferred ** Client Relationship Consultant 3** **Basic ... meet customer's needs both reactively and proactively - Experience in the financial services industry preferred ** Client Relationship Consultant 4** **Basic… more
- Compass Group, North America (Sunnyvale, CA)
- …client satisfaction scores by fostering a culture of exceptional service and client engagement. c. Financial Performance: Optimize financial performance ... selectively negotiating as necessary, and ensuring the highest levels of client and customer satisfaction, account retention, and employee relations. The National… more
- Banc of California (Santa Ana, CA)
- …+ Prior client service experience preferred + Prior banking or financial services industry experience preferred + Ability to work in a collaborative, ... is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and… more