- MarketSource (Eureka, CA)
- …events. * Responding to store customers and in-store sales staff questions regarding client specific products * Providing superior customer service (retail sales ... sessions and conference calls. * Reviewing new product and service offerings from the client Relationship Development...conditions that may be stressful including under supervision of client ; access to sensitive personal or financial … more
- HSBC (Beverly Hills, CA)
- …to succeed in this role: + Meaningful experience in nontraditional banking financial sales, providing client recommendations and increasing sales, and building ... (WRM) works closely with the Wealth Relationship Officer (WRO) and the service teams to build meaningful relationships with high value clients. Professionalism … more
- Stantec (San Francisco, CA)
- …will allow you to apply building mechanical engineering principles, your superior client service skills, and project management best practices to deliver ... projects that meet project requirements, exceed client expectations, and meet project financial and...A commanding knowledge of technical issues supporting delivered design services . - Deep technical understanding and working knowledge of… more
- EverBank (San Francisco, CA)
- …refine processes, procedures and best practices with the ultimate result being exceptional client service . + Effectively partners with all lines of business ... access for clients 24/7, in addition to phone banking services and a network of financial centers....to our clients high-performing, high-yield solutions backed by exceptional service , always giving them the advantage they expect, to… more
- SolomonEdwards (Sacramento, CA)
- …Us** SolomonEdwardsGroup, LLC ("SolomonEdwards") is a full- service professional services firm offering financial , operational, and technology consulting and ... achieve a better future. We know that our consulting services are only as meaningful as the people and...and collaborative individuals who can help us deliver exceptional client service . For more information, visit SolomonEdwards… more
- Moss Adams LLP (Pasadena, CA)
- …complex and interesting business challenges. **Introduction to the team** The Financial Services group provides regulatory compliance, internal audit, ... institutions, including banks, credit unions and other types of financial services companies throughout the United States....to meet client deadlines and provide excellent client service + Ability to handle multiple… more
- JPMorgan Chase (Los Angeles, CA)
- …with an integrated client service team to provide comprehensive financial planning services . Your role will involve using JP Morgan's proprietary Wealth ... is central to this, working collaboratively with an integrated client service team to provide clients with...and skills** + Five plus years of experience in financial services including, but not limited to,… more
- US Bank (Glendale, CA)
- …Educate clients on available deposit and loan products and services . + Recommend financial solutions based on each client 's unique goals and needs. + Bring ... and manage new and existing relationships with business clients. + Deliver financial expertise and client -centric solutions that build strong, long-term… more
- Allied Universal (San Mateo, CA)
- Allied Universal(R), North America's leading security and facility services company, provides rewarding careers that give you a sense of purpose. While working in a ... most full-time positions! As a **Security Patrol Officer - Financial Institution** in **San Mateo, CA** , you will...help to deter security-related incidents, and providing outstanding customer service to all visitors and staff. You will be… more
- San Francisco Federal Credit Union (San Francisco, CA)
- …a (Job Title) for our (Location) Branch in San Francisco. The Position A Financial Advisor acts as a dedicated representative assigned to a specific branch (or ... multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch members and prospective member base. Serves as an advisor to provide… more