- HUB International (Los Angeles, CA)
- …needs and provide them with innovative insurance solutions. The Personal Lines Client Service Associate is responsible for providing exceptional service ... creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. We welcome ALL candidates and are proud… more
- Allied Universal (San Jose, CA)
- …protocols, training, and response strategies that drive operational improvements and ensure client satisfaction + Deliver high-quality service to our clients ... and computer systems, including Microsoft Office + Knowledge of safety protocols and service deliverables + Ability to interpret financial data and use it… more
- JPMorgan Chase (Saugus, CA)
- … relationships. + 1+ year Branch Banking Banker or equivalent experience in Financial Services sales experience with proven success in acquiring new clients, ... can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default Chase is a leading financial services firm, helping nearly half of America's… more
- City National Bank (El Segundo, CA)
- …to support increases in the CSAT score * Collaborate with other departments as needed to service client needs or act as SME WHAT DO YOU NEED TO SUCCEED? ... technology environment * Minimum of 6 years providing direct client services *Additional Qualifications* * Bachelors degree...Bank of Canada, one of North America's leading diversified financial services companies. To learn more about… more
- BMO Financial Group (Sacramento, CA)
- …in compliance with bank policies and procedures while maintaining an exceptional client service environment. + Negotiates loan structures and terms and ... with the bank risk appetite and policies. + Assesses client repayment capacity by utilizing financial models...when needed. + Supports and implements initiatives to enhance service quality, acquire new business and expand client… more
- US Bank (Brea, CA)
- …- Strong verbal and written communication skills - Experience in the financial services industry preferred - Experience assisting less experienced personnel ... systems - Thorough knowledge of all retail products and services - Proven customer service and interpersonal...verbal and written communication skills - Experience in the financial services industry preferred - Previous supervisory… more
- Banc of California (San Diego, CA)
- …Banc of California offers a broad range of loan and deposit products and services , with full- service branches throughout California and Denver, Colorado, as well ... and products to deepen relationships through expertise in financing options and service offerings, and delivering an outstanding client experience. The VP, … more
- Insight Global (San Jose, CA)
- …by identifying project opportunities, developing bids and proposals, and building strong client relationships to exceed financial targets. * Oversee project ... for the BU, ensuring projects are delivered on time and within the financial boundaries and profit margins set by the business, therefore building external… more
- JPMorgan Chase (Lafayette, CA)
- …in JP Morgan Wealth Management, you will be tasked with delivering exceptional client service , operational marketing, and administrative support to our Private ... to offer the best investment solutions to meet their financial needs. As a Private Client Investment...not available in all states Chase is a leading financial services firm, helping nearly half of… more
- PNC (Los Angeles, CA)
- … service partners to gather and utilize data to establish or update client specific information for products/ services . Acts a project manager and coordinates ... valued and have an opportunity to contribute to the company's success. As a Client Solution Advisor within PNC's Corporate Banking organization, you will be based in… more
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