- Comerica (Costa Mesa, CA)
- Job Description Registered Client Service AssociateThe Securities Senior Sales Assistant (SSA) role is a position providing operational and sales support to ... client files and set up systems to assist Financial Consultant with regular follow up. Research and resolve...the SAFE Act. Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas,… more
- Burns & McDonnell (Brea, CA)
- …technical reports and presentations summarizing results of analysis. + Develops client presentations, engineering reviews, financial analysis, and contract ... on the big picture to effectively and efficiently provide services that meet client needs, while also...critical to project outcomes. + Willingness to learn new service offerings as client needs and the… more
- SMBC (Los Angeles, CA)
- …Work Experience: More than 2 years of comparable or relevant customer service experience, preferably in banking/ financial services industry. Education: ... 400-year history, SMBC Group offers a diverse range of financial services , including banking, leasing, securities, credit...SMBC Transactional Banking Department (TRBD) is looking for a Client Service Representative who will be responsible… more
- CBRE (Irvine, CA)
- Client Services Coordinator Job ID 232232 Posted 04-Aug-2025 Service line Advisory Segment Role type Full-time Areas of Interest Administrative, Customer ... Service , Marketing, Sales Support Location(s) Irvine - California -...United States of America About the Role: As a Client Services Coordinator, you will be responsible… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Client Services Associate will support all operational aspects of client service , including onboarding, investment reporting, and financial ... client documentation for intuitive team access. + Partner with senior client service leaders to execute strategic initiatives. Excited about this… more
- Hyundai Autoever America (Costa Mesa, CA)
- …Responsible to lead and deliver all aspects of CCS (Connected Car Service )-related product planning and strategy. Responsible to strategize and plan new product ... in the area of Wireless & Vehicle Connectivity domain, including B2B CCS service delivery and lifecycle management with HMG affiliates and partners. Functions as a… more
- JPMorgan Chase (Los Angeles, CA)
- …management, business development skills, proficiency in building and maintaining positive client relationships + Experience with Financial Sponsors, Direct ... with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Commercial...in Mid-Corporate Banking, your primary responsibility will be new client acquisition and maintaining and deepening a portfolio of… more
- CBRE (Ontario, CA)
- Client Services Team Lead Job ID 219940 Posted 24-Jul-2025 Service line Advisory Segment Role type Full-time Areas of Interest Administrative, Marketing, ... including a candidate's education, training, and experience. The minimum salary for the Client Services Team Lead position is $36.06 per hour and the… more
- City National Bank (Los Angeles, CA)
- *REGULATORY ASSOCIATE, IN-BUSINESS CLIENT SERVICE & OPERATIONS RISK & CONTROLS* WHAT IS THE OPPORTUNITY? This position will work directly with the City National ... identifying, monitoring and mitigating operational and regulatory risks within Client Service & Operations.The role will support...managing projects * 7+ years within or related to financial services *Additional Qualifications* * MBA or… more
- CBRE (San Jose, CA)
- Client Services Coordinator Job ID 213163 Posted 28-Mar-2025 Service line Advisory Segment Role type Full-time Areas of Interest Administrative, Sales ... members in the implementation of business strategies. + Perform client property tours, resolve client issues, and...part of the global leader in commercial real estate services and investment that helps businesses and people thrive.… more