- WTW (Los Angeles, CA)
- …having the opportunity to deep dive within their respective business area. ** Client Advocacy Personal Lines Overview** Personal Lines Private Client practice ... primary focus for Personal Lines is to simplify our client 's life by managing all of their personal risks...intelligent, comprehensive way that aligns with their personal and financial goals and reflects their tolerance for risk. We… more
- AIG (Los Angeles, CA)
- Senior Multinational Client Coordinator Join us as a Sr. Client Coordinator to grow your career at the forefront of multinational insurance. Make your mark in ... the world their businesses take them. Role Summary External broker and client facing role providing the day-to-day servicing and multinational technical support on… more
- Charles Schwab (Sunnyvale, CA)
- …"challenge the status quo" and transform the finance industry together._ As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion ... a firm that will champion your growth in the financial services industry. You'll play a critical role in...this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom… more
- Robert Half Finance & Accounting (San Francisco, CA)
- … Client Services Associate will support all operational aspects of client service, including onboarding, investment reporting, and financial administration. ... of wealth strategy, portfolio management, family office services, and financial operations. Unlike traditional multi-family offices, this team builds deep,… more
- C&W Services (Burlingame, CA)
- **Job Title** Director, Client Services (Hard & Soft Services) **Job Description Summary** The Director, Client Services is responsible for the operations, ... for Operations & Maintenance. **Job Description** **Reporting Relationships** The Director, Client Services (Hard & Soft Services) reports to the Sr Director,… more
- Broadridge Financial Solutions (El Dorado Hills, CA)
- …of Broadridge clients. In addition, we are the 24/7/365 support for Broadridges Client Relations teams (Account Management) across the country. When issues arise, a ... Client Ops Rep will evaluate the situation, review escalation...or by sending an email to ###@broadridge.com . Broadridge Financial Solutions, Inc. (NYSE: BR) , is a global… more
- Public Consulting Group (Sacramento, CA)
- …of education promote student success, improve programs and processes, and optimize financial resources. We work with clients to ensure all students have what ... Services: + Teaching + Learning Solutions + Data Systems + IT Solutions + Financial Solutions + Equity in Education + Equitable Education + Recovery Services PCG… more
- BlackRock (San Francisco, CA)
- **About this role** **Required Experience:** 3+ years of experience in financial services, with a focus in one of the following product areas: + Performance ... a member of the Product Expert team within Aladdin Client Experience, focusing on one of the product areas...one mission: to help more and more people experience financial well-being. Our clients, and the people they serve,… more
- PennyMac (Moorpark, CA)
- PENNYMAC Pennymac is (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and ... homeownership through the complete mortgage journey. Job Overview The Subservicing Client Manager is responsible for overseeing and managing relationships with… more
- City National Bank (Anaheim, CA)
- * CLIENT OFFICER* WHAT IS THE OPPORTUNITY? Assists the Client Manager in supervising and participates in the operations, client service, and internal sales ... administers colleague schedules and internal workflow. They may assist the Client Manager in interviewing perspective new colleagues and providing development… more