- US Bank (Los Angeles, CA)
- …degree, or equivalent work experience + Seven to ten years of client support , Relationship management or sales experience **Preferred Skills/Experience** + ... and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes...performance, working with various departments to source solutions to client assistance issues, work closely with sales team to… more
- Bank of America (Westlake Village, CA)
- …a full-scale Financial Advisor at Merrill. This progression role is responsible for providing client service support to Financial Advisors (FAs). As a WMCA ... WMCA - ADP. This job is responsible for providing client service support to multiple...internal specialists, and executing highly customized solutions to meet client needs + Recommending investment products and services… more
- Bank of America (Irvine, CA)
- …results focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors ... 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 (Palo Alto, CA)
- …make an impact. Join us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). ... needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through...in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage… more
- Maxim Healthcare (Emeryville, CA)
- …requirements + Collaborate with internal teams to address staffing needs and client satisfaction + Support business development through effective communication ... Client Coordinator Location: Emeryville, CA Hourly Rate: $28.00...acute illnesses and disabilities. Our commitment to quality customer service , compassionate patient care, and filling critical healthcare needs… more
- Cayuse Holdings (Oakland, CA)
- …Responsibilities** + Service Coordination: + Receive and process incoming client requests for interpretation and translation services . + Assign qualified ... clarification of service expectations. + Provide responsive support , address client concerns, and troubleshoot ...+ 2+ years of experience in coordination, scheduling, or client services (language services preferred).… more
- Robert Half Office Team (San Diego, CA)
- Description Our financial management organization is seeking a proactive, customer-focused Client Services Associate to join our team. This role offers the ... into CRM and portfolio management systems. + Help resolve client service issues and escalate as necessary....and administrative tasks. Requirements Requirements: + Previous experience in client services , financial services , or… more
- City National Bank (Studio City, CA)
- …management of the client relationship after the sale to support client success within our SaaS products and services * Active ownership of the ... score * Collaborate with other departments as needed to service client needs or act as SME...technology environment * Minimum of 6 years providing direct client services *Additional Qualifications* * Bachelors degree… more
- JPMorgan Chase (Palo Alto, CA)
- …challenges. As a Client Solutions Architect Manager in JP Morgan's Merchant Services team, you will lead a high-performing team that innovates and supports the ... continuous improvement. **Job responsibilities** + Lead and manage a team of Client Solutions Architects, providing mentorship, guidance, and support to drive… more
- BlackRock (San Francisco, CA)
- …experts supporting Aladdin The Aladdin Client Experience team is the global client services organization supporting Aladdin users around the world. With a ... team of over 400 members, we + Provide outstanding client service to users, every time +...in effectively using Aladdin. Your focus lies in building client confidence, providing support , and empowering them… more