- 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
- US Bank (Inglewood, CA)
- …business banking products and services including digital products and services . Provides a consistent optimal client experience, including greeting clients ... requests and submits credit applications. Proactively educates clients on emerging and self- service digital products and services to assist with meeting their… more
- BlackRock (San Francisco, CA)
- …client team, the comprehensive oversight and delivery of service for clients of the Aladdin (https://www.youtube.com/watch?v=Lzn2Av6QHK4) (R) business, connecting ... premier provider of global investment management, risk management and advisory services to institutional, intermediary, and individual investors around the world.… more
- Cayuse Holdings (Sacramento, CA)
- … service delivery, project management or business operations) balancing client interaction, delivery excellence, and profitability with advancing long range ... which enhance constituent lives. + At least 5+ years managing IT or professional services with complex, large clients. + Our Client Account Lead will focus… more
- City National Bank (Anaheim, 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
- JPMorgan Chase (San Diego County, CA)
- …JPMorgan Chase wealth services to best meet the objectives of each client . The Client Specialist provides high level advice and counsel, offers attractive ... wealth management solutions, and delivers a high level of service . As a Client Specialist within JP...A Trust Officer in instances where we deliver trust services to the client **Job Responsibilities** +… more
- Banc of California (Santa Ana, CA)
- …required. College degree is preferred. + Minimum 6 months client service experience. + Prior banking or financial services industry experience preferred. ... First point of contact for branch escalation, research, and account opening questions. Client services agents may also provide communication for wires and… more
- WTW (Los Angeles, CA)
- …& Logistics + Real Estate, Hospitality, & Leisure + Global Natural Resources The Associate Client Advocate (ACA) owns client service activities and client ... + Retail & Distribution + Financial Institutions + Professional Services + Healthcare and Life Sciences + Construction +...design and delivery of full client presentations/proposals, client advocacy reports, client service … more
- ADP (San Dimas, CA)
- ADP is hiring a ** Client Service Manager -- Tax.** + Are you ready to join a company offering career advancement opportunities throughout your career journey? + ... Ready to #MakeYourMark? Apply now! **To learn more about Client Services at ADP, watch here:** https://adp.careers/...support your team so they can provide the best client service for payroll tax needs. You… more
- Mizuho Corporate Bank (Los Angeles, CA)
- …with a strong background in financial institution and commitment to delivering exceptional service and driving client satisfaction . In addition to client ... + Minimum of 5 -7 years of experience in client relationship management in Banking or financial services...Client -focused mindset with a commitment to delivering exceptional service . + H igh level of professionalism and integrity.… more