- Bank of America (Bakersfield, CA)
- …will meet their needs. * Has a minimum six months of client service experience in financial services , retail sales or another results-driven environment. ... Financial Center Client Service ...extended hours as needed. Desired Qualifications: * Experience in financial services and knowledge of financial… more
- Bank of America (Oxnard, CA)
- …(such as pricing, terms and conditions) * Minimum six months of client service experience in financial services , retail sales or another results-driven ... FC Client Service Representative - Oxnard Main Financial ...challenging environment while simultaneously creating interest in solutions and services that meet the client needs. This… more
- Bank of America (Oxnard, CA)
- FC Client Service Representative - Oxnard Main Financial Center Oxnard, California **To proceed with your application, you must be at least 18 years of ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Oxnard/FC- Client - Service -Representative Oxnard-Main- Financial -Center\_25034384) **Job Description:** At… more
- JPMorgan Chase (San Francisco, CA)
- …years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining ... to offer the best investment solutions to meet their financial needs. As a Private Client Advisor...not available in all states. Chase is a leading financial services firm, helping nearly half of… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …Requirements Qualifications Required + Bachelor's degree. + 2+ years of client service experience, preferably in wealth management or financial services . ... clients through personalized financial advice and exceptional service . With a stable, referral-based client base...to client inquiries and provide support across financial products and services . + Facilitate … more
- Mizuho Corporate Bank (Los Angeles, CA)
- …5 -7 years of experience in client relationship management in Banking or financial services + Strong knowledge of banking products, services and ... financial institution and commitment to delivering exceptional service and driving client satisfaction . In...of ~$2 trillion. Mizuho's 60,000 employees worldwide offer comprehensive financial services to clients in 35 countries… more
- Mizuho Corporate Bank (Los Angeles, CA)
- …Qualifications + Prior experience in a professional office environment; banking or financial services experience preferred. + Proficiency in Microsoft Office ... and maintenance. + Coordinate with the related to resolve client inquiries and ensure service excellence. +...of ~$2 trillion. Mizuho's 60,000 employees worldwide offer comprehensive financial services to clients in 35 countries… more
- JPMorgan Chase (Los Angeles, CA)
- …**Required qualifications, capabilities, and skills** + A minimum of five years of financial services or service sales experience, established high net ... found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx Employer Description Chase is a leading financial services firm, helping nearly half of… more
- Bank of America (Santa Clarita, CA)
- …us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities ... 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
- City National Bank (Los Angeles, CA)
- …territory and the team's "book of business", with the FA focused on sales, client service responsibilities, and teaming with CNB colleagues for smaller Personal ... tandem with an assigned SFA to provide sales and client and colleague service support coverage. The...a BA or equivalent 8 years of experience in financial services or an MBA and 3-5… more
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