- Bank of America (Santa Rosa, CA)
- …will meet their needs. * Has a minimum six months of client service experience in financial services , retail sales or another results-driven environment. ... Financial Center Client Service ...extended hours as needed. **Desired Qualifications:** * Experience in financial services and knowledge of financial… more
- Bank of America (Santa Maria, CA)
- FC Client Service Representative - Santa Maria Financial Center Santa Maria, California **To proceed with your application, you must be at least 18 years of ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Santa-Maria/FC- Client - Service -Representative Santa-Maria- Financial -Center\_25036820) **Job Description:** At… more
- Bank of America (Glendale, CA)
- Client Services Representative III - Bilingual Mandarin Glendale, California **To proceed with your application, you must be at least 18 years of age.** ... level of proficiency with computers and current technology + 1+ years of customer/ client service experience, including experience handling difficult client … more
- City National Bank (West Hollywood, CA)
- …territory and the team's "book of business", with the FA focused on sales, client service responsibilities, and teaming with CNB colleagues for smaller Personal ... tandem with an assigned SFA to provide sales and client and colleague service support coverage. The...a BA or equivalent 8 years of experience in financial services or an MBA and 3-5… more
- Bank of America (Folsom, CA)
- …needs and applies knowledge of borrowing and banking to recommend financial services that best align with the client 's unique priorities + Presents potential ... This job is responsible for providing specialized and personalized service offering advice and guidance to financial ...and makes referrals to appropriate internal partners based on client needs + Partners with financial center… more
- Bank of America (Huntington Beach, CA)
- …knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client 's unique priorities + Connects ... This job is responsible for providing specialized and personalized service offering advice and guidance to financial ... financial advice and guidance that align with client financial goals and needs + Builds… more
- Bank of America (Lemon Grove, CA)
- …and money managed solutions * Recommends banking and investments strategies that align with client financial goals and needs * Triages client requests and ... and feedback to referral partners based on knowledge of client needs and potential product services recommended...Has at least one year experience working in the financial service industry and/or a sales environment… more
- Bank of America (Santa Clara, CA)
- …and money managed solutions + Recommends banking and investments strategies that align with client financial goals and needs + Triages client requests and ... and feedback to referral partners based on knowledge of client needs and potential product services recommended...Has at least one year experience working in the financial service industry and/or a sales environment… more
- Robert Half Office Team (San Diego, CA)
- …Qualifications + 1+ year of experience in client services , customer service , or administrative support ( financial services preferred) + Strong verbal ... Description About the Company Our client , a reputable financial services...financial advisors, operations teams, and custodians to resolve client requests + Track service requests and… more
- Bank of America (Westlake Village, CA)
- …full-scale Financial Advisor at Merrill. This progression role is responsible for providing client service support to Financial Advisors (FAs). As a WMCA ... other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates...WMCA - ADP. This job is responsible for providing client service support to multiple FAs. Key… more