- Raymond James Financial, Inc. (Brea, CA)
- …James. The term "Raymond James" includes, but is not limited to Raymond James Financial Services , Inc. ("RJFS") and Raymond James Financial Services ... Blunt Wealth Services is seeking a Client Relationship Manager...When you become a part of the Blunt Wealth Services family, you will have a trusted team … 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
- Bank of America (Irvine, CA)
- …**Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities ... address all service needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through educating them on all of… more
- Bank of America (Beverly Hills, CA)
- …**Responsibilities:** + Leads the Client Process Management Process within the client team to identify new business development opportunities + Sources new ... with the bank's established risk appetite + Leads the client team to deliver meaningful interactions and...date * 12+ years of private banking and/or complex financial services experience or equivalent financial… more
- Ensono (Los Angeles, CA)
- …AWS, Microsoft, IBM) that support client transformation and growth. + Partner with Service Delivery Team (SDM) team to analyze, prioritize & communicate ... Demonstrable experience in enterprise-scale solution selling, preferably in the insurance or financial services industry + Strong understanding of the regulatory… more
- Oracle (Sacramento, CA)
- …Ensure accuracy of key sales metrics such as pipeline, forecast, bookings, and service attach rates. + ** Client Success & Reference Cultivation:** Ensure ... people who use it to achieve incredible things. Our team focuses on North American based clients. With Oracle's...professional experience, with at least 5 years in a Client Partner or Consulting Services Sales role… more
- Brink's (Sacramento, CA)
- …business strategy, and experience in negotiations + Experience working in or with financial services companies preferred, including at a retail commercial bank ... cash and valuables management, digital retail solutions, and ATM managed services . Our customers include financial institutions, retailers, government agencies,… more
- JPMorgan Chase (San Rafael, CA)
- …1+ year Branch Banking Banker or equivalent experience in financial services , with verifiable success in new client acquisition, cultivating, and maintaining ... by providing education and advice tailored to suit their financial needs. As a Private Client Banker...pretrial diversions or program entries. Chase is a leading financial services firm, helping nearly half of… more
- Bank of America (Palo Alto, CA)
- …us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities ... needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through... client materials and follows up on all client and Financial Advisor (FA) requests +… more
- Banc of California (Santa Ana, CA)
- …other duties and projects as assigned **WHAT YOU'LL BRING** + Prior client service experience preferred + Prior banking or financial services industry ... a broad range of loan and deposit products and services , with full- service branches throughout California and...team -oriented environment. + Must demonstrate a passion for client service . + Intermediate knowledge of adherence… more