- Fiserv (Sacramento, CA)
- …skills to establish rapport. + In-depth knowledge of Fiserv's solutions and client financial metrics to implement selling strategies. **Perks at Work:** ... in a way that moves the world. We connect financial institutions, corporations, merchants and consumers to one another...how Fiserv is better positioned than competitors to meet client needs and objectives. + Develop long-term client… more
- Bank of America (Los Angeles, CA)
- …legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue ... focusing on client satisfaction + Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise + Managing the daily… more
- Moss Adams LLP (El Segundo, CA)
- …journal entries independently using discretion and independent judgment + Prepare client financial reports and analysis, including supporting work papers ... and schedules + Analyze client financial trends and recommend action to address issues related to cash flow, capital calls for private/direct investments, and… more
- Robert Half Finance & Accounting (Mountain View, CA)
- Description A dynamic and values-driven financial services firm is seeking a Client Services Associate to join its team. This role is ideal for a ... field. + Minimum of 3 years of experience in client service or operations within the financial services industry, preferably with an independent advisory firm. +… more
- City National Bank (Los Angeles, CA)
- …dues based on information provided by the Relationship Manager. * Performs quarterly financial reviews of client 's financial condition including monitoring ... loan management process by providing credit and loan underwriting expertise. Is client facing and manages all aspects of credit relationships for clients. Provides… more
- Banc of California (Santa Ana, CA)
- …High School diploma required. College degree is preferred. + Minimum 6 months client service experience. + Prior banking or financial services industry ... is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and… more
- ADP (San Dimas, CA)
- …Card organization to ensure delivery of optimal service and improvement of overall client and associate satisfaction and financial goals. You will also provide ... ADP is hiring a **Director Client Service & Product Support.** **In this role,**...and coaching. You will handle complex, escalated and unresolved client issues. You will anticipate business and regulatory issues,… more
- VaynerMedia (Los Angeles, CA)
- …new clients Financial acumen + business health + Responsible for understanding the financial health of the client business you lead, including financial ... making it come to life across the agency and client teams. You have your finger on the pulse...the integrated team leaders to drive results for the client , grow our business and make sure the honey… more
- Robert Half Finance & Accounting (Orinda, CA)
- …PTO, and covered commuting costs Key Responsibilities: + Assist in gathering and inputting client financial data for plan creation and updates + Prepare ... finance and on the path to becoming a CERTIFIED FINANCIAL PLANNER (TM) professional. Whether you're enrolled in a...an exceptional opportunity to learn, grow, and gain direct client -facing experience. Why Join: + Average team tenure of… more
- M&T Bank (Costa Mesa, CA)
- … Managers, Private Banking, Investment Advisors and Fiduciary Advisors to assess client 's current financial situation, goals and objectives to determine ... business owners, and/or families. **Primary Responsibilities:** + Leads the client relationship team and has overall responsibility for assuring...solutions through the financial planning process. Prioritize short term and long term… more