- Allied Universal (Sacramento, CA)
- …protocols, training, and response strategies that drive operational improvements and ensure client satisfaction + Deliver high-quality service to our clients ... (2) years of professional level experience managing hourly employees in a fast-paced service organization + Associate 's degree in criminal justice, business, or… more
- Umpqua Bank (CA)
- …financial /market information and Relationship Expansion Tool, to identify additional products/ services that would satisfy client needs and establish/deepen ... business partners. Ensures client is approved for all ancillary products and services and proposes to deepen relationships accordingly. + Spends 30% of time on… more
- Umpqua Bank (Irvine, CA)
- …checks and securities. + Maintain client and mailing database. Update Financial Advisor's calendar. + Service clients through researching and resolving ... Financial Service Sales Assistant Wealth Management...management. + Process confidential information + Open, maintain and service client accounts. Follow-up on missing paperwork.… more
- Kestra Financial (Palo Alto, CA)
- …professional manner. The ideal candidate will have 2+ years of experience in the financial services industry allowing for a good understanding of broker / dealer ... desire to learn, advance, and excel? The Senior Sales Associate reports to the Financial Advisor and...operations and financial services industry, including but not limited… more
- City of Carlsbad (Carlsbad, CA)
- GIS Associate Analyst / Analyst Print (https://www.governmentjobs.com/careers/carlsbad/jobs/newprint/5046581) Apply GIS Associate Analyst / Analyst Salary ... + Questions The Position About Carlsbad Known for its financial stability, the city maintains an AAA credit rating...has long set the standard for high-quality local government services . At 115,000 residents, the city is home to… more
- Broadridge Financial Solutions (El Dorado Hills, CA)
- …along the way, come join the Broadridge team. Manages the delivery of contracted services to clients to ensure that SLAs ( service level agreements) and KPI ... from home. Responsibilities: + Manage the delivery of contracted services to clients in alignment with SLAs and KPIs....experience as a Relationship Manager or in a related client -facing role. + Strong understanding of service … more
- JPMorgan Chase (San Rafael, CA)
- …lasting relationships, understand financial needs, and tailor product and service recommendations. + Learn products, services , and procedures quickly and ... capabilities, and skills** + 1+ year of sales experience in Retail Banking, Financial Services , or other related industries with proven success in establishing… more
- JPMorgan Chase (Canyon Country, CA)
- … with care and sincerity. + Ability to quickly and accurately learn products, services , and procedures. + Client service experience or comparable experience. ... conviction history, including pretrial diversions or program entries. Chase is a leading financial services firm, helping nearly half of America's households and… more
- Antech Diagnostics (CA)
- …promoting useful services . The DSA performs sales calls to resolve client issues, close deals and generate revenue. **Essential Duties and Responsibilities** + ... experience, education, training and budget.** **Job Purpose/Overview** The Diagnostic Sales Associate (DSA) focuses on Business Development by generating leads for… more
- Scotiabank (San Francisco, CA)
- …responsibility. At the early stages of their career, Associates focus on client presentations, financial modeling, industry and company research, and supervising ... Associate , Technology Investment Banking **Requisition ID:** 232917 **Salary...of investment banking, credit and risk management products and services relevant to the financing and strategic development needs… more