- Citigroup (Diamond Bar, CA)
- …and maintaining branch vault cash + Identify referral opportunities for new products and services based on client 's financial goals + Educate clients on ... assisting with the execution of branch activities, including day-to-day delivery of client -facing services and processing transactions, in coordination with the… more
- Citigroup (San Jose, CA)
- …and maintaining branch vault cash + Identify referral opportunities for new products and services based on client 's financial goals + Educate clients on ... assisting with the execution of branch activities, including day-to-day delivery of client -facing services and processing transactions, in coordination with the… more
- Umpqua Bank (Irvine, CA)
- …checks and securities. + Maintain client and mailing database. Update Financial Advisor's calendar. + Service clients through researching and resolving ... Financial Service Sales Assistant Wealth Management...management. + Process confidential information + Open, maintain and service client accounts. Follow-up on missing paperwork.… more
- American Express Global Business Travel (Sacramento, CA)
- …communication with client to ensure understanding of expectations and client satisfaction. ** Financial Management** + Strategize with operations leadership ... to analyze, forecast, implement, and run financial and operational measures to track results and ensure...the purpose of developing direct reports and ensuring/ improving client happiness. + Develop service recovery plans,… more
- Bank of America (Newport Beach, CA)
- …industry regulations, supervisory requirements, policies/procedures, wealth management concepts, and financial services products **Key Qualifications for the ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue… more
- BMO Financial Group (San Francisco, CA)
- …with internal/external stakeholders. + Ensures alignment between stakeholders. + Creates financial models to analyze client portfolios and anticipate ... portfolios. + Identifies opportunities for increased efficiency and improved service to internal and external clients. + Provides analytical...client needs. + Uses financial analysis to proactively identify opportunities to cross-sell. +… more
- Cushman & Wakefield (Los Angeles, CA)
- …RESPONSIBILITIES** * Lead coordination, delivery and quality assurance of all C&W account services and adherence to the client 's real estate standards of ... all areas of operational activities and maintenance of effective relationships with key client contacts * Develop financial plans and specific goals for cost… more
- Sodexo (Laguna Woods, CA)
- …adviser with a customer service focus. + work to achieve company and client financial targets and goals. + ensure compliance to food safety, sanitation, and ... customer service approach with the residents and client ; + have strong financial acumen and...- 2 years work experience in food or culinary services including restaurants, fast food, vending, catering services… more
- BMO Financial Group (Modesto, CA)
- …field of study preferred, not required. + 7+ years of experience in a financial services organization with knowledge of banking products, services , pricing, ... and deliver a differentiated experience. Our customer-centric approach prioritizes client goals through financial planning, delivering solutions that… more
- ARAMARK (San Francisco, CA)
- …and waste removal functions within a healthcare facility to meet operating and financial goals, client objectives and customer needs Leadership Overall ownership ... Develop programs (facilities, custodial, energy, grounds or maintenance) to meet client and customer demands and specifications Financial Performance Build… more