- Columbia Bank (Irvine, CA)
- …and time management. + Process confidential information + Open, maintain and service client accounts. Follow-up on missing paperwork. Process new accounts ... Financial Service Sales Assistant Wealth Management Tacoma, Washington Greenwood...clients. A sales assistant has a large influence on client satisfaction. + Provide variety of administrative … more
- JPMorgan Chase (Palo Alto, CA)
- …throughout the location, food orders/set up and takedown of conference rooms, ensuring superior client service at all times + Provide general team support such ... projects and tasks as needed + Commit to customer service and ability to work in team-oriented environment tied...other floor duties as required. + 3+ years of administrative support experience with background in a client… more
- ASM Global (San Francisco, CA)
- …Center. This is an outstanding opportunity for a professional with a passion for client service , sales administration , and event operations. POSITION SUMMARY ... services during shows and provide hands-on support at the service desk to address client needs promptly....strategic decisions. + Support sales follow-up activities, ensuring timely client communication and attention to all administrative … more
- Securitas Security Services USA, Inc. (Hayward, CA)
- …the security services and related operations provided to an assigned account including client service and problem resolution, service enhancement and ... account; may be assigned a rank, as defined by client contract. Does not perform Security Officer duties except...contact to ensure the delivery of high quality customer service for assigned account; evaluates service quality… more
- HUB International (Ventura, CA)
- …+ Works closely with Producers and other HUB personnel on all aspects of client service , marketing, and renewal while adhering to HUB's best practices and ... all levels within the organization. + Ability to develop and maintain strong client relationships; work effectively with insurance and service vendors to gain… more
- WTW (San Francisco, CA)
- …and absence management benefits for clients. Responsibilities include: + Partnering with client service team leader to deliver superior project management + ... Providing superior client service in response to day-to-day ...as necessary + Contributing to completion of reports and administrative actions for clients including Form 5500 filings, policy… more
- Bank of America (Carlsbad, CA)
- …Referral Management + Relationship Building + Administrative Services + Client Investments Management + Customer Service Management + Process Simplification ... relationship management activities and developing, implementing, and monitoring the team's client service model. Job expectations include assisting with … more
- Banfield Pet Hospital (Roseville, CA)
- …of the paraprofessional team to ensure quality medical care, exceptional client service , associate engagement and maximum productivity. Provide professional, ... NAVTA guidelines for veterinary assistant skills and duties. Conduct administrative functions as necessary. Leadership Responsibilities (approximately 20% of...efficient and exceptional client service (lead by example), ensuring all… more
- Columbia Bank (Los Angeles, CA)
- …and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. We are ... as production grows. This helps you focus more on client relationship and less on administrative tasks....with their individual financial goals and objectives. + Achieve client satisfaction and loyalty through excellent service .… more
- Bank of America (Beverly Hills, CA)
- …investment management, or relationship management. Key responsibilities include providing quality client service , and operations support and executing problems ... solutions to goals to support responsible growth **Responsibilities:** + Provides quality client service and effective operations support by resolving client… more