- AIG (Los Angeles, CA)
- Join us as a Client Director to play a highly influential role in protecting our clients and growing our business. Where you can make an impact: Client & Broker ... through a differentiated value proposition. Join us as a Client Director to play your part in our transformation....that clients are aware of the array of products, services and solutions (enterprise-wide) available and enhance exposure to… more
- PNC (Ontario, CA)
- …Provides sales, service and execution support for new and ongoing client relationships. May serve as a customer solutions resource. + Gathers required ... + Acts as a point of contact for clients, client teams or service partners and may...Adaptability, Managing Multiple Priorities, Problem Management Process, Products and Services , Sales Support and Administration **Work Experience** Roles at… more
- Bank of America (Beverly Hills, CA)
- …access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs. Job expectations include ensuring retention of ... Private Client Advisor II Beverly Hills, California **To proceed...* 12+ years of private banking and/or complex financial services experience or equivalent financial services /business experience… more
- JPMorgan Chase (San Diego, CA)
- …work collaboratively in a team environment to deliver bespoke solutions and exceptional client service . + The Securities Industry Essential (SIE) exam, FINRA ... At JPMorgan Private Client , we are devoted to providing distinguished experiences...well as help facilitate the introduction of wealth management services . This includes regularly engaging in in-person consultations with… more
- Cognizant (Sunnyvale, CA)
- …management** , **program management** , and **delivery management** , ensuring seamless service execution and exceptional client satisfaction. You will serve as ... client expectations. + Develop and implement strategies to enhance client engagement and service delivery. + Monitor project progress and address any issues… more
- Umpqua Bank (Sacramento, CA)
- …services to frame, acquire, and retain relationships. The PCA leads our team-based service model, ensures the delivery of our client experience, and is ... Private Client Advisor Wealth Management South Jordan, Utah Bellevue,...and taxation. + Extensive knowledge of Umpqua Banking, Trust Services , Taxation planning, Asset Allocation concepts and Investment related… more
- Charles Schwab (Corte Madera, CA)
- …for you. **What you have** **Required Qualifications:** + 1+ years of Client /Customer Service experience **Preferred Qualifications:** + Previous experience in ... quo" and transform the finance industry together._ As a Client Relationship Specialist (CRS), you have the opportunity to...have the opportunity to bring your passion for customer service to a role and a firm that will… more
- US Bank (Lompoc, 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
- Ethos Veterinary Health (Santa Barbara, CA)
- …to critical patients. + Collaboration: Work closely with ER veterinarians, technicians, and client service representatives to maintain seamless client and ... Client Patient Liaison - Emergency Department Advanced Veterinary...across emergency, internal medicine, surgery, oncology, and critical care services . We are committed to excellence, compassion, and a… more
- BlackRock (San Francisco, CA)
- **About this role** **Aladdin Client Transformations - Front Office** **What we do** BlackRock's business is investing on behalf of our clients, from large ... to do with their money and the products and services they need to secure a better financial future....growing rapidly, with the volume and complexity of new client deals and strategic partnerships growing each year. We… more