- MUFG (Los Angeles, CA)
- …degree or have equivalent work experience is required + **Minimum one (1) year of client services work experience in Financial Services industry is ... more details. **Job Summary:** The Japanese Corporate Banking (JCB) Client Services Analyst's primary responsibility is to...and support the relationship manager to market JCB's full service and dedicated client service … more
- Columbia Bank (Copperopolis, CA)
- …for uncovering and originating consumer lending opportunities. + Provide excellent client service by providing immediate acknowledgement, identifying, and ... a timely manner. + Engage clients and prospects in client financial review(s) and business financial...and problem resolutions in alignment with the bank's Breakthrough Client Service Standards. + Opens Consumer and… more
- Veolia North America (Hollister, CA)
- …Participate in client meetings, special award programs, and professionally handle client service issue resolution. Assist with regulatory agency reports and ... and company policies. + Identify and justify capital expenditures partnering directly with the client . + Financial Management : + Monitor project's financial … more
- NTT America, Inc. (Sacramento, CA)
- …concentrating on company business requirements. developing the skills to understand the client 's business (including commercial and financial aspects) in order ... bring value to them from the company's portfolio of services . + Sales client engagement and management....service . + Experience in the IT or professional services industry, focusing on business development and/or sales. +… more
- Bank of America (San Francisco, CA)
- …Plans. The PWCRM partners closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. ... other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates...responsibilities include, but are not limited to:** + Ensuring client service expectations are met and exceeded… more
- Compass Group, North America (Costa Mesa, CA)
- …accounting. * Collaborate with cross-functional teams including Operations, Finance, HR, and Client Services . * Assist managers and directors with preparing ... business reviews and client financial presentations. **Technology & Systems** *...operational reporting tools. * Exposure to month-end close or financial review processes. * Strong customer service … more
- Columbia Bank (Irvine, CA)
- **About the Role:** + Engage clients and prospects in client financial review(s) and business financial reviews to provide solutions and uncover additional ... service in alignment with the bank's Breakthrough Client Service Standards. + Primary associate in...outbound business development activities. + Independently supports and resolves client issues with digital products and services .… more
- ARAMARK (San Francisco, CA)
- …and directing all unit activities related to facility maintenance and engineering services , including Aramark and client financial accountability, and ... models WEST as the foundation for delivering excellent customer service * Identifies client needs and communicates...as the standard selling model (STAR) is applied with client interactions Financial Performance * Responsible for… more
- Robert Half Finance & Accounting (San Ramon, CA)
- …The firm is seeking a Trader who is eager to gain exposure to successful Financial Advisors and Client Service Associates (CSAs) while developing toward an ... Description Jennifer Fukumae with Robert Half's Financial Services division is working with...Advisors and CSAs to ensure smooth portfolio operations and client service Why This Opportunity Stands Out… more
- H&R Block (Cupertino, CA)
- …business expenses, gross taxes, and other reports, as needed. + Perform payroll services as requested by the business client account including preparation of ... concerns and solutions related to the maintenance of the client 's financial records. + Participates in meetings...meetings and training sessions to continuously improve the bookkeeping service provided to the client . + Attends… more