- Bank of America (Oxnard, CA)
- …and needs + Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds + Mitigates and ... clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client … more
- Umpqua Bank (Sacramento, CA)
- …and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. We are ... strategies consistent with their individual financial goals and objectives. + Achieve client satisfaction and loyalty through excellent service . + Other… more
- Bank of America (Chico, CA)
- …to progress to the next phase as an advisor + Builds relationships with internal service providers based on client needs and asset thresholds + Manages risk ... to achieve business growth goals, profiling activities to determine a client 's investor profile and financial resource objectives, building a sustainable book… more
- Bank of America (San Francisco, CA)
- …and needs + Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds + Mitigates and ... clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client … more
- Banfield Pet Hospital (Rancho Cordova, CA)
- …of the team when called upon and ensuring quality medical care, exceptional client service , associate engagement and maximum productivity. . Helping create an ... Assistant when not filling in or assisting the Practice Manager or Chief of Staff in guiding the team...of the team. . Providing professional, efficient and exceptional client service (lead by example), ensuring all… more
- The County of Los Angeles (Los Angeles, CA)
- …ADD SPECIAL REQUIREMENTS This examination will remain open until the needs of the service are met and is subject to closure without prior notice EXAM NUMBER b8162F ... Services. Incumbents work under the supervision of a mental health clinical program manager , a psychiatrist or other licensed physician, a psychologist, or at the… more
- City National Bank (Beverly Hills, CA)
- …* Bachelor's Degree or equivalent * Minimum 7 years of experience in client service , banking operations or Private Banking relationship management support ... with accurate, timely and extensive information to ensure quality service and client retention. Oversees the risk...existing clients to the Private Banker or Private Banker Manager . WHAT DO YOU NEED TO SUCCEED? *Required Qualifications**… more
- BMO Financial Group (Newport Beach, CA)
- …the client 's/prospect's business and needs. + Assists with sales and service administration and processing ensuring client experience is seamless and ... Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant… more
- Comerica (San Diego, CA)
- … needs. Obtain client commitment and collect assets. Effectively transition the client relationship to the relationship manager by staying involved with the ... navigating internal territory concerns by finding the best solution for the client ; orchestrating the appropriate providers; and addressing service issues where… more
- American Express Global Business Travel (Sacramento, CA)
- …and engaged Client Management team, with high will to retain and grow their client portfolio. The Client Manager Director creates a culture to motivate, ... investment in travel through increased cost savings, outstanding customer service and greater spend control. Amex GBT provides a...leading one of our largest and most strategic global client and a client management team across… more