- JPMorgan Chase (San Francisco, CA)
- …appropriate JPMorgan Chase wealth services to best meet the objectives of each client . The Client Specialist provides high level advice and counsel, ... wealth management solutions, and delivers a high level of service . As a Client Specialist ...a Trust Officer in instances where we deliver trust services to the client **Job Responsibilities** +… more
- SMBC (Los Angeles, CA)
- …troubleshoots complex issues and escalates issues to the appropriate areas. The Sr. Client Specialist is also responsible for training junior staff on day-to-day ... a 400-year history, SMBC Group offers a diverse range of financial services , including banking, leasing, securities, credit cards, and consumer finance. The Group… more
- Umpqua Bank (Templeton, CA)
- Client Service Specialist Retail Banking Group Templeton, California **Description** **About Us:** At Columbia, we create a great place to work by offering a ... the first point of contact for most clients, the Client Service Specialist (Teller) plays...and identify opportunities to provide additional bank products and services . + Always performs teller transactions and cash handling… more
- JPMorgan Chase (Irvine, CA)
- …years of financial services experience. + Demonstrated experience delivering exceptional client service to an affluent client base. **Preferred ... Specialist to help support a team that is dedicated to delivering unparalleled service . As a Client Experience Specialist in the Firm's Consumer and… more
- Terracon (Carson, CA)
- …. Terracon's growth is due to our talented employee-owners exceeding expectations in client service and growing their careers with new and exciting opportunities ... **31839BR** ** Service Line:** Client Development **Office Name:**...with us" in Southern California as Terracon's next Senior Client Development Specialist !** For this opportunity, our… more
- CBRE (Stockton, CA)
- Client Services Specialist Job ID 233458 Posted 13-Aug-2025 Service line Advisory Segment Role type Full-time Areas of Interest Administrative, ... is built on our shared values - respect, integrity, service and excellence - and we value the diverse...education, training, and experience. The minimum salary for the Client Services Specialist position is… more
- Umpqua Bank (Lakeport, CA)
- Client Service Specialist I Retail Banking Group Lakeport, California **Description** **About Us:** At Columbia, we create a great place to work by offering ... the first point of contact for most clients, the Client Service Specialist (Teller)playsa key role...and identify opportunities to provide additional bank products and services . + Always performs teller transactions and cash handling… more
- Mizuho Corporate Bank (Los Angeles, CA)
- Job Summary : The Senior Client Relationship Specialist plays a critical role in supporting the bank's relationship management efforts by processing a variety of ... background in financial institution and commitment to delivering exceptional service and driving client satisfaction . In...+ Minimum of 5 -7 years of experience in client relationship management in Banking or financial services… more
- Mizuho Corporate Bank (Los Angeles, CA)
- Job Summary The Client Relationship Specialist (Bilingual Korean - English) plays a critical role in supporting the bank's relationship management efforts by ... client onboarding and maintenance. + Coordinate with the related to resolve client inquiries and ensure service excellence. + Maintain confidentiality and… more
- PNC (Ontario, CA)
- …valued and have an opportunity to contribute to the company's success. As a Client Solution Specialist Sr within PNC's Corporate Banking organization, you will ... Provides sales, service and execution support for new and ongoing client relationships. May serve as a customer solutions resource. + Gathers required… more