- Bank of America (San Diego, CA)
- …leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- Volunteers of America Los Angeles (Compton, CA)
- …and health information, as appropriate, to develop a case plan + Develops support systems to meet client needs, coordinates and facilitates move-in activities, ... consultation with Clinicians + Develops, performs, and assists with workshops pertaining to program services that meet client needs + Attends Court as the … more
- H&R Block (Stockton, CA)
- …Generate business growth, increase client retention, and offer additional products and services + Provide clients with IRS support + All certification levels ... means you'll serve clients with diverse tax and business services needs year-round. You'll have the support ...client relationships + Provide tax preparation, tax audit support and tax planning year-round + Create confidence in… more
- Xerox (Sacramento, CA)
- …to process and service improvements. This role bridges front-line support and escalation, ensuring a professional, high-quality client experience in ... time they connect with us.** **The Enterprise Helpdesk Analyst delivers advanced client support by resolving complex technical issues, maintaining clear and… more
- HUB International (Fresno, CA)
- …+ Works closely with Producers and other HUB personnel on all aspects of client service , marketing, and renewal while adhering to HUB's best practices and ... the client 's strategic plan. This includes: Performing key "value-added" services including, but not limited to, Pre-Renewal Strategic Planning, Risk ID… more
- Volunteers of America Los Angeles (Los Angeles, CA)
- …flow, to ensure Client documentation meets all requirements for provision of services + Collaborate with other service providers to link participants to ... as appropriate, to develop a case plan + Develops support systems to meet client needs, coordinates...Develops, performs, and assists with workshops pertaining to program services that meet client needs + Participates… more
- Columbia Bank (Irvine, CA)
- …internal clients, delivering outstanding service in alignment with the bank's Breakthrough Client Service Standards. + Primary associate in the branch to ... achieving sales goals, and building referral sources in banking or retail environment with client Service and cash handling experience required. + 2 years in a… more
- FM (Walnut Creek, CA)
- …Assistant** . This role will support all administrative aspects of the Client Service Team, and jointly support the Account Engineers Team, ... upon state-of-the-art loss-prevention engineering and research; risk management skills and support services ; tailored risk transfer capabilities; and superior… more
- CBRE (Sacramento, CA)
- …at CBRE. ** Associate Broker** About the Role As a CBRE SP - Associate Broker, you will support business development, market commercial properties, and assist ... of clients. What You'll Do + Prospect and build client relationships to generate new business + Advise clients...+ Collaborate effectively and uphold CBRE's RISE values **Senior Associate ** About the Role As a CBRE SP -… more
- BrightView (Livermore, CA)
- …timely site visits with Operations Manager to review site quality and to ensure that client expectations are met + Support the efforts for hiring, training and ... primary contact for clients. This role builds long-term relationships that fosters client satisfaction and retention, grows the portfolio the right way through… more
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