- SCI Shared Resources, LLC (Whittier, CA)
- …sensitivity, and provide support to the Arrangement Directors and Family Service counselors. Communicate one-on-one with families. **Essential Job Functions:** Must ... taken care of with a high level of customer service . + Prepare appointment slips for the following day....the following material job duties: Working with or around client families, colleagues, and working with confidential information. Convictions… more
- City National Bank (West Hollywood, CA)
- …to work directly with clients on a daily basis in handling all areas of client service , operational tasks, and sales consultation. Expert in all aspects of ... *RELATIONSHIP ASSOCIATE - PBB* WHAT IS THE OPPORTUNITY? Their primary...providing exemplary client service and assisting clients with any branch… more
- Broadridge Financial Solutions (El Dorado Hills, CA)
- …as needed or assigned. Qualifications: + At least five years of Client Service experience + Bachelors degree or equivalent experience preferred ... effectively among large audiences + Ability to remain organized and document client service requirements for multiple clients simultaneously Salary range… more
- Cognizant (Sunnyvale, CA)
- …management** , **program management** , and **delivery management** , ensuring seamless service execution and exceptional client satisfaction. You will serve as ... & Hi-Tech** **Location: Sunnyvale, CA (Onsite / Hybrid)** **Level: Associate Director** **About the Role** We are seeking a... expectations. + Develop and implement strategies to enhance client engagement and service delivery. + Monitor… 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
- Broadridge Financial Solutions (El Dorado Hills, CA)
- …as well as unknown daily issues that arise, which will be addressed within client Service Level Agreements (SLAs). 3. Handle issues from beginning to end ... needed or assigned. Preferred Qualifications:2+ year of experience in a client service related role or equivalent experienceSkills/Competencies: Experience with… more
- The Millennium Group (El Segundo, CA)
- …supplies. * Deliver within the buildings* Collect data for reports* Ensures Customer Service area is always staffed and provide back up for call outs.* Maintains ... equipment is in good working order, equipment maintenance* Interfaces with the client contact when required* Keeps manager informed of operational efficiencies and… more
- UMB Bank (Sacramento, CA)
- UMB's Corporate Trust and Escrow Services is a nationally recognized and ranked provider of bond trustee and agency services to the corporate and municipal ... marketplaces. Our trust services reach beyond traditional offerings to servicing ABS, aviation,...and other business entities and individuals. The Corporate Trust Associate Relationship Manager role supports our Corporate Trust team… more
- Grant Thornton (San Francisco, CA)
- …in a rapidly growing, fast-paced, interactive, results-based team environment + Exceptional client service and communication skills with a demonstrated ability ... As a Real Estate & Construction Advisory Senior Associate , you will have the opportunity to grow...support, and project monitoring initiatives within the Forensics Advisory Services Practice - all with the resources, environment, and… more
- Kestra Financial (Palo Alto, CA)
- …can meet their needs. + Prepare sales presentations/proposals to explain investments and services to a potential client . + Complete expense reports, sales ... finish line and have a desire to learn, advance, and excel? The Senior Sales Associate reports to the Financial Advisor and is critical in meeting clients' needs and… more