- Bank of America (San Francisco, CA)
- …**Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities ... address all service needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through educating them on all of… more
- Bank of America (Walnut Creek, CA)
- …**Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities ... address all service needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through educating them on all of… more
- Bank of America (Downey, CA)
- …knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client 's unique priorities + Connects ... This job is responsible for providing specialized and personalized service offering advice and guidance to financial ... financial advice and guidance that align with client financial goals and needs + Builds… more
- Bank of America (Los Angeles, CA)
- …knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client 's unique priorities + Connects ... This job is responsible for providing specialized and personalized service offering advice and guidance to financial ... financial advice and guidance that align with client financial goals and needs + Builds… more
- Bank of America (San Diego County, CA)
- …and money managed solutions * Recommends banking and investments strategies that align with client financial goals and needs * Triages client requests and ... and feedback to referral partners based on knowledge of client needs and potential product services recommended...Has at least one year experience working in the financial service industry and/or a sales environment… more
- Bank of America (San Francisco, CA)
- …knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client 's unique priorities + Connects ... This job is responsible for providing specialized and personalized service offering advice and guidance to financial ...and makes referrals to appropriate internal partners based on client needs + Partners with financial center… more
- Bank of America (Oxnard, CA)
- …and money managed solutions + Recommends banking and investments strategies that align with client financial goals and needs + Triages client requests and ... and feedback to referral partners based on knowledge of client needs and potential product services recommended...Has at least one year experience working in the financial service industry and/or a sales environment… more
- Bank of America (San Francisco, CA)
- …and money managed solutions + Recommends banking and investments strategies that align with client financial goals and needs + Triages client requests and ... and feedback to referral partners based on knowledge of client needs and potential product services recommended...Has at least one year experience working in the financial service industry and/or a sales environment… more
- City National Bank (Los Angeles, CA)
- *LEAD CLIENT SERVICES OFFICER* WHAT IS THE OPPORTUNITY? Oversee the City National Securities Investment Relationship Officers and Assistant Investment Officers ... of the Program accounts. * Provide back-up support for client inquiries when Financial Advisors are unavailable...Bank of Canada, one of North America's leading diversified financial services companies. To learn more about… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …gather data, create and present financial plans. + Collect and analyze client financial information. + Develop financial plans, investment policies, and ... via LinkedIn or email for immediate consideration and additional info. Our client is a thriving RIA. They're dedicated to empowering clients, community, associates,… more