- JPMorgan Chase (San Francisco, CA)
- Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ... firms. Embrace the challenge of shaping the future of client service and make your mark by...delivering high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan Advisors team,… more
- BMO Financial Group (Sacramento, CA)
- …effective, and that enhancement opportunities are identified and closed or referred during client service interactions. Typically meets client service ... may include writing, editing and distributing communications. + Tracks collection of client service fees + Collaborates with internal and external stakeholders… more
- JPMorgan Chase (Oakland, CA)
- … in JP Morgan Wealth Management, you will be tasked with delivering exceptional client service , operational marketing, and administrative support to our Private ... of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and...Client Advisors. Your role will encompass the efficient management… more
- HUB International (Newport Beach, CA)
- …bonus potential, and a variety of benefits to help you reach your health, retirement , and professional goals. Our suite of benefits includes PPOs, HMO, HSA, FSA, ... paid time off, a generous 401k plan and more! **THE OPPORTUNITY:** Our service professionals play a vital role in supporting our clients with day-to-day account… more
- BlackRock (San Francisco, CA)
- …enhancements + Work closely with other business units to prepare the Level 1 Aladdin Client Service team for product changes and releases + Develop skills to ... a member of the Product Expert team within Aladdin Client Experience, focusing on one of the product areas...with Aladdin users on product-specific workflows, product, process and service + Drive support initiatives by engaging regularly with… more
- TEKsystems (San Diego, CA)
- Description Seeking a Client Support Associate for a financial services organization in El Segundo or San Diego, CA. This individual will deliver world class ... customer service and handle complex and escalated issued from representatives...assigned work schedule. * You will utilize the CRM ( Client Relationship Management) tool to accurately record each call.… more
- Equitable (Los Angeles, CA)
- …demonstrating how these solutions can be tailored to meet their unique needs + ** Client Service and Implementation** : Analyze and organize client data, ... Wealth Management Associate - Retirement Benefits Group -...balance and champion limitless income potential! **Role Highlights** + ** Client Engagement** : Cultivate and expand your network within… more
- Banfield Pet Hospital (Sand City, CA)
- CLIENT SERVICE COORDINATOR A career at Banfield means you'll find yourself working in the pet healthcare field alongside industry experts with a chance to make a ... growth and learning is your goal. JOB SUMMARY The Client Service Coordinator ("CSC") drives the flow...Other job duties as assigned. THE FIVE PRINCIPLES Every associate including the CSC has an important contribution to… more
- Banfield Pet Hospital (San Diego, CA)
- SUMMARY OF JOB PURPOSE AND FUNCTIONThe Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of ... Action Oriented* ListeningFunctional* Preventative care and OWPs* Communication Skills* Client Service Skills* Priority Setting* Time ManagementCAPABILITIES AND… more
- Umpqua Bank (Roseville, CA)
- Client Service Specialist Retail Banking Group Roseville, California **Description** **About Us:** At Umpqua, we create a great place to work by offering a ... the first point of contact for most clients, the Client Service Specialist (Teller) plays a key...retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability… more