- BMO Financial Group (Modesto, CA)
- **This is a licensed position requiring the SIE, Series 6, 63, Life and Health** **_The mission of Premier Services is to help mass affluent clientele make real ... and deliver a differentiated experience. Our customer-centric approach prioritizes client goals through financial planning, delivering solutions that are tailor… more
- Ventura County (Ventura, CA)
- …Description Are you a dynamic and organized individual with exceptional customer service skills? The Ventura County Health Care Agency is seeking a detail-oriented ... opportunity to join our team. Distinguishing Characteristics: Incumbents perform customer service delivery, routine clerical and manual tasks including inputting of… more
- Ventura County (Ventura, CA)
- …Distinguishing Characteristics: Positions in the Alcohol and Drug Treatment Specialist series are distinguished by the certification requirements and level (entry, ... is the lead level and highest in this classification series . Incumbents are expected to be certified counselors who...and Drug Treatment Specialist I/II/III are represented by the Service Employees' International Union (SEIU) and are eligible for… more
- Bank of America (San Diego County, CA)
- …and needs * Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds * Mitigates and ... them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on...Fridays and rotating Saturdays Required Qualifications: * Currently holds Series 7 & 66 (63 & 65 in lieu… more
- Bank of America (Pleasant Hill, 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
- 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
- CBRE (Los Angeles, CA)
- …Head of Client Care, the ** Client Care Director** willbe responsible for client service and capital raising support on behalf of CBRE IM's flagship US ... Director, CBRE Investment Management Job ID 230030 Posted 20-Aug-2025 Service line REI Segment Role type Full-time Areas of...enhanced return fund series , in addition to project managing the launch of… 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 ... them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on...product services recommended **Required Qualifications** : + Currently holds Series 7 & 66 (63 & 65 in lieu… more
- Raymond James Financial, Inc. (San Diego, CA)
- …goals for assets under management and required production. + Provides a high level of client service . + Manages the full scope of a client relationship ... build an individual practice. The Trainee will balance new client development, sales activities, investment management, customer service...that an exemption or grandfathering cannot be applied. + Series 7 and Series 66 or the… more
- City National Bank (Los Angeles, CA)
- …territory and the team's "book of business", with the FA focused on sales, client service responsibilities, and teaming with CNB colleagues for smaller Personal ... tandem with an assigned SFA to provide sales and client and colleague service support coverage. The...Minimum 3 years experience in investment sales * FINRA Series 7 and 63 and 65 or 66 *… more