- City National Bank (Los Angeles, CA)
- …YOU NEED TO SUCCEED? *Required Qualifications** * Minimum 3 years experience in client service , banking operations or relationship management support required. * ... questions related to client accounts and utilization of bank products and services . Works with clients to assist in operations areas. Works directly with clients… more
- BlackRock (San Francisco, CA)
- …client team, the comprehensive oversight and delivery of service for clients of the Aladdin (https://www.youtube.com/watch?v=Lzn2Av6QHK4) (R) business, connecting ... premier provider of global investment management, risk management and advisory services to institutional, intermediary, and individual investors around the world.… more
- BMO Financial Group (Sacramento, CA)
- …effective, and that enhancement opportunities are identified and closed or referred during client service interactions. Typically meets client service ... may include writing, editing and distributing communications. + Tracks collection of client service fees + Collaborates with internal and external stakeholders… more
- Illumination Foundation (Stanton, CA)
- …towards disrupting the cycle of homelessness by providing targeted, interdisciplinary services in our recuperative care centers, emergency shelters, housing ... services and children's and family programs. IF currently has...Angeles County and the Inland Empire. Job Description: The Client Care Assoicate is responsible for addressing clients' immediate… more
- BlackRock (San Francisco, CA)
- …enhancements + Work closely with other business units to prepare the Level 1 Aladdin Client Service team for product changes and releases + Develop skills to ... role** **Required Experience:** 3+ years of experience in financial services , with a focus in one of the following...a member of the Product Expert team within Aladdin Client Experience, focusing on one of the product areas… more
- BlackRock (San Francisco, CA)
- **About this role** Job Description The Aladdin Client Transformation is responsible for the installation and deployment of Aladdin and related products and ... services , globally. Aladdin transformations are high profile initiatives that...the sense that we take full responsibility for the Client going live on our solution. It also means… more
- HUB International (Newport Beach, CA)
- …paid time off, a generous 401k plan and more! **THE OPPORTUNITY:** Our service professionals play a vital role in supporting our clients with day-to-day account ... management, claims management, and underwriting services that ensure they have what they need to...+ Required "soft skills": efficient time management, organization, customer service , high initiative, team-oriented and high attention to detail… more
- Bank of America (Los Angeles, CA)
- …Plans. The PWCRM partners closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. ... responsibilities include, but are not limited to:** + Ensuring client service expectations are met and exceeded...supplemental compensation contract process between the Financial Advisors and Client Associate on an on-going basis. In… more
- JPMorgan Chase (San Francisco, CA)
- … from pre-approval to the funding of a loan + Lead the sales team ( Client Associate and Client Specialist) in loan production within credit standards ... a Relationship Manager is for you. As an MFL Client Manager, Executive Director in Commercial Real Estate, you...+ Promote the bank's commercial real estate programs and services through strong sales principles and practices, credit analysis… more
- CBRE (Ontario, CA)
- …Ontario - California - United States of America **About the Role:** As a Client Services Associate you will provide general administrative support to ... Services Assistant Job ID 229321 Posted 15-Jul-2025 Service line Advisory Segment Role type Full-time Areas of...an office or group of sales professionals. The Client Services Associate collects, compiles,… more