- Umpqua Bank (Irvine, CA)
- …support regional revenue goals by creating and fostering a culture of exceptional client service , client relationship acquisition and growth. Engagement ... goals by creating and fostering a culture of exceptional client service and client relationship...deepen client relationships through the use of Client and Business Financial Reviews. + Provide… more
- US Bank (Costa Mesa, CA)
- …that meet customer's needs both reactively and proactively - Experience in the financial services industry preferred ** Client Relationship Consultant 2** ... on emerging and self- service digital products and services to assist with meeting their financial ...needs both reactively and proactively - Experience in the financial services industry preferred ** Client … more
- Robert Half Accountemps (Solana Beach, CA)
- Description A professional and client -focused financial services firm in Solana Beach is seeking a Billing Coordinator to join their administrative and ... the importance of timely and transparent billing in a client - service environment. What You'll Be Doing: +...Maintain accurate records of billing activity and assist with financial reporting. + Collaborate with account managers and finance… more
- Sharecare (Sacramento, CA)
- …experience in a business development, account management, or customer support role in software or financial services + At least 3-5 years of experience in a ... SLAs + Understand and report up to date financial standing of services and Interprets data...changes that may impact Sharecare's ability to efficiently deliver services + Responsible for creating client profile,… more
- SMBC (Los Angeles, CA)
- …and with a 400-year history, SMBC Group offers a diverse range of financial services , including banking, leasing, securities, credit cards, and consumer finance. ... Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It.... BA/BS or equivalent experience . 5+ years of client facing role at a major financial … more
- US Bank (Inglewood, CA)
- …that meet customer's needs both reactively and proactively - Experience in the financial services industry preferred ** Client Relationship Consultant 4** ... products and services including digital products and services . Provides a consistent optimal client experience,...on emerging and self- service digital products and services to assist with meeting their financial … more
- JPMorgan Chase (San Francisco, CA)
- …to a team that values strong relationships and exceptional client service will directly impact our clients' financial well-being through tailored solutions ... firms. Embrace the challenge of shaping the future of client service and make your mark by...pretrial diversions or program entries. Chase is a leading financial services firm, helping nearly half of… more
- Towne Park (Los Angeles, CA)
- …guest confidentiality in accordance with HIPPA requirements. Maintains the security of client financial and identifying information. May not provide "lift" ... rewarding in more ways than one. As a hospitality services company, our commitment is to create smiles by...visitors and guests we proudly serve. Whether providing compassionate service that eases the anxiety of a patient and… more
- VCA Animal Hospitals (San Diego, CA)
- **Job Title:** ** Client Service Representative (CSR)** **Location:** **VCA Emergency Animal Hospital & Referral Center - San Diego, CA** **VCA Emergency Animal ... state-of-the-art facility and are expanding our team! We are currently seeking a** ** Client Service Representative (CSR)** **to be the welcoming face and voice… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …quality and timeliness. * Conduct research on complex tax issues and assist the client service team in forming well-informed conclusions. * Build and maintain ... of less experienced team members. * Gain a comprehensive understanding of client financial , business, and family goals to deliver tailored tax solutions. *… more