- Robert Half Finance & Accounting (Mill Valley, CA)
- …interpersonal and communication skills. + Growth mindset and collaborative approach to client service . Sr. Manager Qualifications: + Undergraduate degree ... and Senior Managers who are passionate about delivering exceptional client service and embody the firm's "Wealth...The Wealth Manager is responsible for managing client relationships, delivering financial planning services, and… more
- Bank of America (Panorama City, CA)
- … client relationships through platform services, supporting clients with self- service or transactional activities, and providing exceptional client care. ... _At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible… more
- BMO Financial Group (Newport Beach, CA)
- …in compliance with bank policies and procedures while maintaining an exceptional client service environment. + Performs financial analysis and ... + Builds and maintains client relationships to ensure long-term financial performance in collaboration with Relationship Manager and business partners.… more
- Rush Enterprises (Fontana, CA)
- … service truck and for keeping the vehicle properly stocked. + Report to the Service Manager and will be assigned duties on a daily basis. + Maintain ... Diesel Technicians are responsible for maintaining the fleet for clients and to handle service calls at client locations, so we can provide expedited expertise… more
- BMO Financial Group (Los Angeles, CA)
- …in compliance with bank policies and procedures while maintaining an exceptional client service environment. + Performs financial analysis and ... + Builds and maintains client relationships to ensure long-term financial performance in collaboration with Relationship Manager and business partners.… more
- BMO Financial Group (San Francisco, CA)
- …with internal/external stakeholders. + Ensures alignment between stakeholders. + Creates financial models to analyze client portfolios and anticipate ... portfolios. + Identifies opportunities for increased efficiency and improved service to internal and external clients. + Provides analytical...client needs. + Uses financial analysis to proactively identify opportunities to cross-sell. +… more
- Columbia Bank (San Diego, CA)
- …with their individual financial goals and objectives. + Achieve client satisfaction and loyalty through excellent service . + Other responsibilities ... asset management, pipeline management, and a high-level understanding of most client financial considerations. This role encompasses a multi-faceted wealth… more
- Citigroup (Walnut Creek, CA)
- …face-to-face customer service , digital engagement and basic sales/referrals + Open, client service orientation and desire to help customers is required + ... day-to-day operations, ensuring compliance with policies, supporting the Branch Manager + Exhibits strong sales and service ...on the bank floor to proactively identify and address client sales and service needs; appropriately convert… more
- Bank of America (Los Angeles, CA)
- …up to and including termination. **Responsibilities:** * Provides specialized and personalized service offering advice and guidance to financial center clients ... the full capabilities of the bank * Analyzes the client 's financial needs and applies knowledge of...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- JPMorgan Chase (Los Angeles, CA)
- …financial plan. You will work collaboratively with an integrated client service team to provide comprehensive financial planning services. Your role will ... is central to this, working collaboratively with an integrated client service team to provide clients with...service team to provide clients with a detailed financial plan. Utilizing JP Morgan's proprietary Wealth Plan software,… more