- Bank of America (Yuba City, CA)
- …environment. * A bachelor's degree, or 1-2 years' experience working in the financial service industry and/or a sales environment where goals were met or ... we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each...be an advisor - from acquiring, building and managing client relationships to considering a client 's complex… more
- Bank of America (San Francisco, CA)
- …Planner and Investment Management Specialist to support the coordination all sales and service activities. Works with the Financial Advisor and/or team ... relationships. He or she provides specialized support as a Specialist /Manager in any one of the teams specialized roles...Business Manager to develop, implement, and monitor the team's client service model. This position is subject… more
- The Brattle Group (San Francisco, CA)
- …clients who count on us. We want to add team members committed to excellence, client service , and collaboration to advance the program and function we are ... work in a fast-paced environment with competing time-sensitive deadlines + Outstanding client service mindset - responsive, proactive, and dedicated to producing… more
- Bank of America (Beverly Hills, CA)
- … client relationships through platform services, supporting clients with self- service or transactional activities, and providing exceptional client care. ... requirements Required Qualifications: * Has a minimum of one year demonstrated sales experience in a relationship-oriented and client -centric environment. In… more
- Ensono (Los Angeles, CA)
- …collaborative meetings, client sessions, and content publishing to mixed audiences. Supporting Client sales opportunities for OpenShift to the US client ... reshape how our world runs. As an expert technology adviser and managed service provider with cross-platform certifications, Ensono empowers our clients to keep up… more
- City National Bank (Pasadena, CA)
- …segment and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service . Approves transactions within ... and referrals from existing customers, providing the CNB exemplary level of service , identifying and promoting solutions to customer needs, and maintaining an active… more
- BMO Financial Group (San Francisco, CA)
- …the process on track with timelines. + Provides research and data gathering to sales team to facilitate solution to the client 's/prospect's business and bank's ... by being able to conduct quality analysis, address issues appropriately, balance client needs and risk appetite, collaborate expertly to arrive at optimal solutions… more
- M&T Bank (Costa Mesa, CA)
- …and/or Audit as required. + Research and resolve issues related to control and client service aspects of assigned accounts in a timely manner to maintain ... reporting and tickler processing. + Participate, along with GCM Sales , in sales calls to current and...Required:** Bachelor's degree and a minimum of 2 years' client service experience in Global Capital Markets… more
- JPMorgan Chase (Woodland Hills, CA)
- … driven framework + Lead business process reviews aligned to key client sales opportunities and engage industry solutions specialist for complex client ... and execute a localized market and product strategywhiledeveloping partnerships with Bankers, Client Service , Product Leadership (Core Cash, Card and Commerce… more
- Umpqua Bank (Los Molinos, CA)
- …Frequently services complex accounts. + May back up new account openings. + May back up client service specialist line when needed. + May engage in business ... operational excellence in the branch, supervising and leading the Client Service Specialists, and by providing Breakthrough...at all times. Responsible for satisfactory audits. + Monitor sales and service goals, and coach other… more