- NTT America, Inc. (Sacramento, CA)
- …handing over to Operations (whether internal to the business or to the client 's support operations). This role takes responsibility for the management of ... project / program management experience preferably in a multi-national Professional Services environment. + Extended client engagement experience. + Extended… more
- Wells Fargo (Rolling Hills Estates, CA)
- …work experience, training, military experience, education **Desired Qualifications:** + Brokerage client support experience or financial services industry ... record keeping necessary to support efforts to service and grow client relationships + Acts...applicable **Required Qualifications:** + 2+ years of Brokerage and Client Services experience, or equivalent demonstrated through… more
- US Bank (Los Angeles, CA)
- …account management activities for Business Banking portfolios, ensuring consistent and proactive client support . + Achieve portfolio growth targets. Analyze and ... better and smarter financial decisions, enabling the communities we support to grow and succeed in the right ways,...needs. + Foster a culture of accountability, teamwork, and client -first service within the account management team.… more
- Bank of America (Los Angeles, 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 (Walnut Creek, 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 (Pasadena, 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
- Cognizant (Sunnyvale, CA)
- …client feedback and implement changes to improve service delivery and client experience. + Support delivery management processes to ensure efficient and ... management** , **program management** , and **delivery management** , ensuring seamless service execution and exceptional client satisfaction. You will serve as… more
- VCA Animal Hospitals (Fountain Valley, CA)
- …of client -facing support . Your primary duty will be supporting our Client Service Center by assisting with incoming calls, addressing the chief reason ... for the call, communicating with supported department as needed, and support fellow Client Service Representatives, as needed and when able, with clients… more
- Robert Half Office Team (Rancho Santa Fe, CA)
- …Requirements + 3-5+ years of experience in financial services , ideally in a client service or advisor support role. + Familiarity with wealth management ... A prestigious wealth management firm in Rancho Santa Fe is seeking a Senior Client Service Associate to join their close-knit, high-performing team. This is a… more
- Bank of America (Walnut Creek, CA)
- …professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions and operations to drive ... balancing the risk and exposure for Merrill + Managing the branch's Wealth Management Client Associates and Service Support Staff + Representing the office… more
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