- JPMorgan Chase (Irvine, CA)
- …operational plans, leveraging your deep understanding of our treasury and cash management products and services to deliver exceptional client service. + ... client service with expertise in treasury and cash management products and services, demonstrated through over seven years...align client services with organizational goals and client needs. + Utilize conflict management and… more
- Cognizant (Sunnyvale, CA)
- …and **delivery management ** , ensuring seamless service execution and exceptional client satisfaction. You will serve as a trusted advisor to our clients, ... offerings. + Ensure compliance with company policies and industry regulations in all client interactions. + Collaborate with program management teams to optimize… more
- Cedars-Sinai (Los Angeles, CA)
- …Services (PBS) in all areas of the Revenue Cycle. Coordinates responses to client concerns/issues effectively with the PBS Management team. Duties include: + ... members in conducting "special projects" as requested by the client . + Participates in monthly management meetings...by the client . + Participates in monthly management meetings to organize, coordinate and enhance service functions… more
- City National Bank (Los Angeles, CA)
- …THE OPPORTUNITY? Incumbents in this position act strategically to guide the Private Bank management team on client servicing, operational risk management and ... Works with the management team to incorporate client service and operational integrity into all aspects of... meetings. Participates in Private Bank and Consumer Bank Management meetings regularly; represents Client Servicing at… more
- TIAA (Walnut Creek, CA)
- …and firm-wide collaboration. **Key Responsibilities and Duties** + Lead investment management for high-value client relationships with sophisticated needs. + ... Level** 9IC **PLEASE NOTE:** TIAA's Sr Portfolio Manager - Private Asset Management is an individual client -facing, investment manager opportunity (wealth … more
- TIAA (Sherman Oaks, CA)
- …**Career Level** 8IC **PLEASE NOTE:** TIAA's Portfolio Manager - Private Asset Management is an individual client -facing, investment manager opportunity (wealth ... clients + CFA, CFP Certification + University Degree \#LI-KD2 Related Skills Change Management , Client Financial Planning, Client Relationship Management… more
- Robert Half Finance & Accounting (San Jose, CA)
- Description Client Service Associate - Wealth Management Are you passionate about delivering exceptional client service in the financial services industry? A ... to deepen their expertise and grow their career in wealth management . About the Role: As a Client Service Associate, you will play a pivotal role in supporting… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- Description Job Posting: Client Service Associate - Wealth Management A boutique wealth management firm located in the heart of Walnut Creek, CA, is seeking ... Qualifications + Bachelor's degree required. + 2+ years of experience in client service, preferably within wealth management or financial services. +… more
- AON (Irvine, CA)
- …is looking for a Risk Management Associate Exciting opportunity to join the Risk Management team of Aon's Real Estate Client located in Irvine CA. The role ... Management and Insurance Program. Responsible for oversight of Client 's insurance coverage including property, casualty, auto and environmental, maintenance of… more
- CIBC (San Francisco, CA)
- …and/or investments + Experience in personal tax, financial planning or investment management + Strong client service commitment + Strong interpersonal and ... visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Senior Client Service Associate executes the more complex transactions required… more