- Edward Jones (San Diego, CA)
- …Conversational Skills + Digital Tool Utilization + Team Collaboration **Role Requirements** + ** Client Service :** Provide exceptional service to clients via ... financial advisor. Process account transactions, prepare documentation, and maintain accurate client records. + ** Administrative & Operational Support:** Strong… more
- VCA Animal Hospitals (Los Alamitos, CA)
- … activities related to hospitals providing quality patient care and excellent client service , management of finances and accounting, marketing and promotion ... have Manager experience min of 1-2 years. * Excellent client service skills. * Excellent telephone and...a professional, timely and competent manner. * Responsible for administration and review of non-medical client complaints.… more
- Robert Half Office Team (San Diego, CA)
- …and supporting operational efficiency. You will collaborate with advisors, handle client documentation, and provide outstanding service to high-net-worth ... resolve any service or account issues. + Prepare materials for client meetings, communications, and mailings. + Oversee office supplies, vendor interactions, and… more
- Ventura County (Ventura, CA)
- …field work placement. + Supervises specialized teams or coordinates department wide client service functions. + Develops and monitors interagency agreements, ... immediate (I) or general (II, III, IV) supervision, provides clinical or administrative psychiatric social work services in a multi-cultural environment through the… more
- BMO Financial Group (Oakland, CA)
- …in compliance with bank policies and procedures while maintaining an exceptional client service environment. + Negotiates loan structures and terms and ... exceeded. Escalates issues when needed. + Supports and implements initiatives to enhance service quality, acquire new business and expand client relationships. +… more
- Publicis Groupe (Los Angeles, CA)
- …of experience, ensuring high-quality results and professional growth Organic Growth and Client Service : + Engage directly with clients, articulating strategies ... teams and identifying upsell and cross-sell opportunities to clients + Model outstanding client service , convey passion for clients' businesses, and serve as a… more
- Pacific Program Management (Los Angeles, CA)
- …company in growing accounts horizontally and vertically by outstanding project delivery, client service , process improvements, and support. * Maintain schedule ... is responsible for the coordination of all project efforts, administrative and technical, to ensure the most efficient and...service , teamwork, and attention to detail to ensure client satisfaction. They can deal with ambiguity and conflict… more
- Edward Jones (San Marcos, CA)
- …Conversational Skills + Digital Tool Utilization + Team Collaboration **Role Requirements** + ** Client Service :** Provide exceptional service to clients via ... financial advisor. Process account transactions, prepare documentation, and maintain accurate client records. + ** Administrative & Operational Support:** Strong… more
- TIAA (Redwood City, CA)
- …Work **Career Level** 7IC Related Skills Accountability, Analytical Skills, Client Service , Collaboration, Communication, Consultative Communication, Customer ... legal, tax, and regulatory requirements that affect charitable gift planning and the administration and investment of client trusts, gift annuities, and other… more
- Robert Half Finance & Accounting (San Ramon, CA)
- …This Firm + Collaborative, relationship-driven culture with a deep commitment to client service . + Mentorship and professional development opportunities to ... firm is seeking an Associate Wealth Advisor to join its collaborative and client -focused team. This individual will play an integral role in supporting advisors,… more