- Amazon (Santa Monica, CA)
- Description The Strategic Account Services (SAS) organization is seeking a Senior Customer Success Manager to shape the future of the program. The Senior Customer ... Amazon Store, ensuring Seller satisfaction by delivering an optimal level of service through strategic insights and relentlessly high operational standards. In this… more
- Bank of America (Newport Beach, CA)
- …matters. The **Market Supervision Manager** (MSM) is a member of the Market Leadership Team , along with the Market Client Relationship Manager (CRM). The Market ... must determine when the Market Executive should be directly involved + Monitor advisor and client activity including financial transactions to ensure compliance… more
- Bank of America (Irvine, CA)
- …investment management, or relationship management. Key responsibilities include providing quality client service , and operations support and executing problems ... up to and including termination. **Responsibilities:** + Provides quality client service and effective operations support by...must maintain all state registrations held by the Financial Advisor (s) and Advisor Team (s) they… more
- Bank of America (Beverly Hills, CA)
- …investment management, or relationship management. Key responsibilities include providing quality client service , and operations support and executing problems ... must obtain all state registrations held by the Financial Advisor (s) and Advisor Team (s) they...goals to support responsible growth **Responsibilities:** + Provides quality client service and effective operations support by… more
- City National Bank (Beverly Hills, CA)
- …new clients and IPS change / reallocation letters when necessary* Assist the Portfolio Management team in solving client and advisor issues as it relates to ... all Operations teams including New Accounts, Billing, Performance and Client Services * Transition / set up new...applications and technology used in the portfolio management and client service operations processes* Respond to compliance… more
- RailPros Field Services (San Diego, CA)
- Who WE are: RailPros is the premier provider of engineering and diversified safety services to America's rail and transit industry. Driven by a passion for our ... challenges and earning their trust through teamwork, continuous improvement, and service excellence. As a people-first organization, we prioritize the well-being and… more
- Thrivent Financial (Lakewood, CA)
- …integrity of sensitive/confidential information + Basic understanding of t he sponsoring financial advisor o ur products and services , and Thrivent Financial + ... Big Island So Cal Group is an independent financial services practice of Thrivent Financial. We take a broad-based...every day through the financial solutions we offer, the client activities we support, and the resources we provide… more
- Bank of America (Richmond, CA)
- …Key responsibilities include deepening client relationships through platform services , supporting clients with self- service or transactional activities, and ... provide financial center clients with both consumer and small business solutions, services , and strategies when uncovering personal banking needs and helping clients… more
- Bank of America (Alhambra, CA)
- …Key responsibilities include deepening client relationships through platform services , supporting clients with self- service or transactional activities, and ... provide financial center clients with both consumer and small business solutions, services , and strategies when uncovering personal banking needs and helping clients… more
- Cognizant (San Francisco, CA)
- …industry team ! As an Engagement Delivery Partner, you will be part of Delivery team and serve as a strategic advisor and subject matter expert (SME) within ... a trusted Salesforce and Retail/CPG Technical Solution SME:** Act as a trusted advisor by leveraging Salesforce insights to anticipate client needs, align with… more