- BMO Financial Group (San Francisco, CA)
- …+ Provides assistance to the team in pre-sales such as pitch preparation and client research and preparation of prospect and client files for action by the ... volumes. + Provides research and data gathering to sales team to facilitate solution to the client 's/prospect's...'s/prospect's business and needs. + Assists with sales and service administration and processing ensuring client experience… more
- JPMorgan Chase (Irvine, CA)
- …top tier technology and support to assist in building that experience, this is the team for you. As a Personal Advisor , in JP Morgan's Wealth Management's ... or phone, build a personalized financial plan for each client , and match clients with investment portfolios that are...+ * At least 3 years of relevant financial services or brokerage experience strongly preferred with focus on… more
- BMO Financial Group (San Francisco, CA)
- …to meet the client 's specific financial planning needs. Coordinates and integrated team of subject matter experts to craft and execute creative solutions for the ... relationship plans, financial plans and reviews) + Leads Annual Client Review with team members to evaluate...build capability and drive business growth. + Meets high-quality service standards to maximize relationship retention and growth. +… more
- BMO Financial Group (Santa Monica, CA)
- …business/group program. + Works collaboratively and in partnership with members of the client relationship team to apply a consultative sales process and ... and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in...solution in the best interest of the customer. Determines client needs and provides solutions though the sales of… more
- Public Consulting Group (San Diego, CA)
- …across the public sector. To learn more, visit www.publicconsultinggroup.com . Our Human Services team helps state and municipal human services and ... and dependable Case Manager with an interest in public service to join our CalWORKs Employment Services ...with work activities. + Follows procedural requirement by updating client case files in systems. + Maintains up-to-date knowledge… more
- Kohl's (Whittier, CA)
- …suggesting products to drive sales- identifies the opportunity to upsell products and services . + Demonstrates credibility to the Client through knowledge of ... personnel. + Ability to work as part of a team and interact effectively with others. + Ability to...+ Minimum Qualifications + Authentic passion for beauty + Client facing Retail or Service Industry experience… more
- Leap (Los Angeles, CA)
- …customer first. Key responsibilities include supporting sales initiatives, enhancing team and customer engagement, maintaining visual and operational standards, and ... accessories, including basic knowledge of materials, product features, and the service expectations of high-end clientele. + Availability: Flexible and adaptable to… more
- Raymond James Financial, Inc. (Walnut Creek, CA)
- …in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem ... With a high level of organization and accuracy, processes client financial transactions and financial advisor and...team . + Provide a high level of customer service . **Education/Previous Experience** + High School Diploma or equivalent… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …in San Francisco is seeking a highly motivated and Sr. Client Service Associate to join its team . This firm specializes in serving ultra-high-net-worth ... client experience and operational efficiency. Position Overview The Client Services Manager will serve as a...Key Responsibilities + Act as the main liaison for client service requests across assigned relationships. +… more
- Robert Half Finance & Accounting (Palo Alto, CA)
- …partnering closely with firm leadership to execute custom strategies. You'll lead client service initiatives, manage complex planning workflows, mentor junior ... to serve as a key relationship manager and trusted advisor to a select group of ultra-high-net-worth individuals and...with easy BART access + Serves a sophisticated UHNW client base with personalized, high-touch service +… more