- PNC (Walnut Creek, CA)
- … service partners to gather and utilize data to establish or update client specific information for products/ services . Acts a project manager and coordinates ... valued and have an opportunity to contribute to the company's success. As a Client Solution Advisor within PNC's Corporate Banking organization, you will be based in… more
- Bank of America (Westlake Village, CA)
- …a full-scale Financial Advisor at Merrill. This progression role is responsible for providing client service support to Financial Advisors (FAs). As a WMCA - ADP ... WMCA - ADP. This job is responsible for providing client service support to multiple FAs. Key...internal specialists, and executing highly customized solutions to meet client needs + Recommending investment products and services… more
- Bank of America (San Diego, CA)
- …in the market while working with the Home Office to ensure superior client service . Key responsibilities include partnering with the market leadership team, ... firm strategy and partners closely with advisor teams to deliver an exceptional client service model focusing on digital solutions and enterprise capabilities.… more
- BMO Financial Group (Newport Beach, CA)
- …assigned as needed. **Qualifications:** + 3 - 5 years of relevant experience in Client Relationship, Financial Services , or Service Excellence in a ... that enhancement opportunities are identified and addressed or referred during client service interactions. **Responsibilities:** + Ensures that tickets are… more
- Oracle (Sacramento, CA)
- …Ensure accuracy of key sales metrics such as pipeline, forecast, bookings, and service attach rates. + ** Client Success & Reference Cultivation:** Ensure ... 12+ years of professional experience, with at least 5 years in a Client Partner or Consulting Services Sales role + 6+ years of experience and a proven track… more
- Banc of California (Menlo Park, CA)
- …Banc of California offers a broad range of loan and deposit products and services , with full- service branches throughout California and Denver, Colorado, as well ... and products to deepen relationships through expertise in financing options and service offerings, and delivering an outstanding client experience. The VP, … more
- City National Bank (West Hollywood, CA)
- …Assists the Client Manager in supervising and participates in the operations, client service , and internal sales activities of the branch. *Monitors and ... * Functions as part of a cohesive unit to service client transactions and is responsible for...to clients. * Promotes and facilitates cross-selling of bank services to existing and potential clients in order to… more
- HUB International (Encino, CA)
- **THE OPPORTUNITY: ** Our service professionals play a vital role in supporting our clients with day-to-day account management, claims management, and underwriting ... services that ensure they have what they need to...+ Required "soft skills": efficient time management, organization, customer service , high initiative, team-oriented and high attention to detail… more
- Bank of America (Irvine, CA)
- …focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ... address all service needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through educating them on all of… more
- VCA Animal Hospitals (Santa Monica, CA)
- ESSENTIAL FUNCTIONS: * Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms * Scheduling ... including processing payments * Recommending, selecting, and obtaining products and services , including prescriptions * Answering questions regarding products and … more