- 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
- Bank of America (San Diego, CA)
- …for sourcing, onboarding, managing, and providing ongoing development for the Wealth Management Client Associates, Service Support Staff, and the branch's ... responsibilities include, but are not limited to:** + Managing the branch's Wealth Management Client Associates and Service Support Staff + Overseeing the… more
- Neuberger Berman (San Francisco, CA)
- …requirements are met. + Participate in team projects to enhance internal client service procedures in accordance with industry best practices. ... client servicing needs as well as internal administrative support and projects. This position will provide the individual...assisting with the generation of new materials specific to client / prospect interests + Support the… more
- City National Bank (West Hollywood, CA)
- …Assists the Client Manager in supervising and participates in the operations, client service , and internal sales activities of the branch. *Monitors and ... * Functions as part of a cohesive unit to service client transactions and is responsible for...CNB colleagues in all divisions of the bank to support client retention objectives and proactively promotes… more
- Citizens (San Francisco, CA)
- … Associate on this team, you will play a pivotal role in delivering exceptional client service and support within the wealth management space. You will ... Client Relationship Managers to ensure a seamless client experience and provide administrative and operational support...+ Bachelor's degree in finance or similar + Previous client service and administrative experience within Wealth… more
- Robert Half Finance & Accounting (San Jose, CA)
- …and send your resume via LinkedIn to JC del Rosario - I'd love to connect! Client Service Associate - Wealth Management We're looking for a motivated Client ... role is an excellent opportunity to build deeper expertise in portfolio operations, client service , and investment technology while working with a supportive,… more
- Robert Half Finance & Accounting (San Jose, CA)
- …and send your resume via LinkedIn to JC del Rosario - I'd love to connect! Client Service Associate - Wealth Management We're seeking a motivated Client ... unique opportunity to deepen your expertise in portfolio operations, client service , and investment technology while working...and client transactions promptly and accurately + Support client meetings by generating performance reports,… more
- Ensono (Los Angeles, CA)
- …nurture partnerships and alliances (eg, Dell, AWS, Microsoft, IBM) that support client transformation and growth. + Partner with Service Delivery Team (SDM) ... account teams. **Strategic Account Growth** + Drive profitable revenue growth within the client account, including expanding the portfolio of services beyond the… more
- JPMorgan Chase (Pasadena, CA)
- … Client Manager in building customer and real estate broker relationships + Support Client Manager to achieve high originations and retain existing clients. ... Specialist on the Commercial Term Lending team, you will support one or more Client Managers and...teams to understand our customers' businesses and deliver personalized service from start to finish. **Job responsibilities:** + Facilitate… more