- Citigroup (San Francisco, CA)
- …through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely ... related teams. **Responsibilities:** + Lead client onboarding and account opening efforts around our world-class...opening process + Provide the highest level of customer service and teamwork to our clients + Possess an… more
- T. Rowe Price (San Francisco, CA)
- …to date in the economy and financial services industry + Strong consultative, client service , and relationship building skills + Strong interpersonal skills and ... deepen relationships with existing advisors. ISCs can use a service associate role to perform some specific non- client...relevant work experience. + This role requires the FINRA Series 7 and Series 66 licenses. Licenses… more
- Citigroup (Palo Alto, CA)
- …suite of banking and wealth management solutions to our clients + Provide complete service support to client , including solving complex client inquiries + ... with Banker on prospecting efforts prospecting - conduct new client /prospect research, generate leads and develop prospects, network to...and external + Ability to multi-task + FINRA SIE, Series 7, Series 66 required (or obtained… more
- Citigroup (Los Angeles, CA)
- …suite of banking and wealth management solutions to our clients + Provide complete service support to client , including solving complex client inquiries + ... with Banker on prospecting efforts prospecting - conduct new client /prospect research, generate leads and develop prospects, network to...and external + Ability to multi-task + FINRA SIE, Series 7, Series 66 required (or obtained… more
- Ventura County (Ventura, CA)
- …on team performance, including metrics related to electronic health records, client outcome goals, productivity, expenditures, and revenue, be knowledgeable about ... work is characterized by the mix of journey/advanced journey level service activities and supervisory responsibility of assigned programs. Behavioral Health Clinic… more
- Kestra Financial (Palo Alto, CA)
- …needs and developing prospects. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education ... sales application. Training in the building of a vibrant client base where one can exceed client ...detail. + High level of professionalism with strong customer service skills. + Strong Organizational and Productivity skills; able… more
- Wells Fargo (Los Angeles, CA)
- …financial accounting, credit analysis, valuation, and modeling. You will also prepare for Series 63, 79, and SIE license exams. Following training, you will step ... directly into deal execution and client advisory work. Your responsibilities may include: + Building valuation models and supporting transaction execution +… more
- Citigroup (Irvine, CA)
- …discovery and profiling skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools ... based on client profiling. + With the support of product specialists,...expand high value customer relationship by maximizing sale and service opportunities. + Refer opportunities to segment partners where… more
- Citigroup (Riverside, CA)
- …discovery and profiling skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools ... based on client profiling. + With the support of product specialists,...expand high value customer relationship by maximizing sale and service opportunities. + Refer opportunities to segment partners where… more
- Bank of America (Newport Beach, CA)
- …solutions.The SRM is responsible for managing a portfolio of clients and leads a client service team that is responsible for coordinating the delivery of all ... primary bank advocate and key financial advisor for the client , the SCM is accountable for prospecting new business...interpersonal and organizational skills. + Securities Industry Essentials (SIE), Series 7 & 63 (Must obtain SIE, series… more