- Bank of America (Newport Beach, CA)
- …and partners closely with advisor teams to deliver an exceptional client service model focusing on digital solutions and enterprise capabilities. **Specific ... a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Coaching teams to deliver a modern,… more
- HUB International (Long Beach, CA)
- …goals and long-term partnerships. + Provide Commercial Lines Insurance and Client Service thought leadership to the broader team , and also directly on select ... a generous 401k plan and more! **THE OPPORTUNITY:** The Client Service Director (CSD) is a critical...hit desired long-term outcomes such as maintaining and improving client retention, team member retention and engagement,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …(money movement, account consolidation, access updates, DocuSign preparation, etc.). + Coordinate with the Client Service team to prepare for client ... Management Firm seeking a full-time, experienced Client Service Specialist to join their growing team ....as Schwab, Fidelity, or Pershing. + Experience with Orion Advisor Technology is a huge plus. + Strong interpersonal… more
- Bank of America (San Francisco, CA)
- …PWCRM partners closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, ... Client Relationship Manager. The ideal candidate is a team player and should possess strong coaching, relationship building,...responsibilities include, but are not limited to:** + Ensuring client service expectations are met and exceeded… more
- JPMorgan Chase (Palo Alto, CA)
- …contribution to a team that values strong relationships and exceptional client service will directly impact our clients' financial well-being through ... firms. Embrace the challenge of shaping the future of client service and make your mark by...of products and applications including, but not limited to: Advisor Services , Wealth Planning & Advice, Goal… more
- AON (Los Angeles, CA)
- …products to the client where needed. + Draft assigned elements of client service plans, stewardship reports, and other presentations tailored to the needs ... needs and develop strategies as part of the account team . + Identify and analyze client exposures...and the circumstances of the presentation. + Responsible for client service for assigned book of business… more
- Oracle (Sacramento, CA)
- …Ensure accuracy of key sales metrics such as pipeline, forecast, bookings, and service attach rates. + ** Client Success & Reference Cultivation:** Ensure ... people who use it to achieve incredible things. Our team focuses on North American based clients. With Oracle's...professional experience, with at least 5 years in a Client Partner or Consulting Services Sales role… more
- Bank of America (San Francisco, CA)
- …focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ... needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through... client materials and follows up on all client and Financial Advisor (FA) requests +… more
- Bank of America (San Francisco, CA)
- …focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ... needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through... client materials and follows up on all client and Financial Advisor (FA) requests +… more
- NTT DATA North America (Santa Clara, CA)
- …and forward-thinking organization, apply now. We are currently seeking a Senior Client Executive-Technology to join our team in Santa Clara, California ... (US-CA), United States (US). We are currently seeking a Client Partner to join our team and drive growth with an Industry leader in enterprise workflow and… more