- US Bank (Riverside, 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
- 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
- Ethos Veterinary Health (Santa Barbara, CA)
- …informed, and running smoothly. + Customer Service : Deliver exceptional, empathetic service to every client , every time-supporting pet owners through the ... What You Bring: + Prior experience in a veterinary, medical, or client -facing service environment + Excellent verbal and written communication skills… more
- WTW (Los Angeles, CA)
- … relationships, strategy development, and execution at the insurance program level. The Associate Client Advocate (ACA) owns client service activities and ... in the design and delivery of full client presentations/proposals, client advocacy reports, client service plans and schedules + Coordinates the renewal… 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
- JPMorgan Chase (San Francisco, 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 (Mountain View, CA)
- …experience** in client -facing or account leadership roles within IT professional services or consulting. + Proven success in **selling into Microsoft or similar ... ** Client Relationship Manager (Greater Seattle Area, WA)** **Location:...driving strategies for account penetration and cross-selling Cognizant's emerging services , including **AI-based technologies** . + Drive profitable growth… more
- Open Mind Health (CA)
- LOCATION: REMOTE REPORTS TO: CLIENT LIAISON MANAGER ABOUT OPEN MIND HEALTH We are a collaborative team of mind-body-spirit experts who provide innovative, ... 2021, Open Mind Health has expanded rapidly to provide services virtually in over 15 states and expects to...position yourself for career growth. ABOUT THE ROLE Our Client Liaison Representatives are skilled and relentless in setting… more
- PNC (Walnut Creek, CA)
- …Provides sales, service and execution support for new and ongoing client relationships. May serve as a customer solutions resource. + Gathers required ... related client interactions. + Acts as a point of contact for clients, client teams or service partners and escalates client implementation and servicing… more
- JPMorgan Chase (Pasadena, CA)
- …so, the Commercial Real Estate Commercial Term Lending team is a great fit! As a Client Specialist on the Commercial Term Lending team, you will support one or more ... Client Managers and serve as a contact point for...teams to understand our customers' businesses and deliver personalized service from start to finish. **Job responsibilities:** + Facilitate… more