- JPMorgan Chase (San Francisco, CA)
- … * the Client Specialist , who initially helps determine the appropriate wealth solutions for the client and may serve as an ongoing resource to clients * ... The Client Specialist is a sophisticated wealth...high level advice and counsel, offers attractive wealth management solutions , and delivers a high level of service. As… 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 ... to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The… 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 a key...and internal clients, anticipates needs, and consistently provides proactive solutions and problem resolutions in alignment with the bank's… more
- JPMorgan Chase (Irvine, CA)
- …join a team that is redefining client experience excellence? Come join JPMorgan Private Client as a Client Experience Specialist to help support a team ... that is dedicated to delivering unparalleled service. As a Client Experience Specialist in the Firm's Consumer and Community Banking's division, you will be… 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 a ... **About the Role:** As the first point of contact for most clients, the Client Service Specialist (Teller)playsa key role in delivering on the bank's Breakthrough… 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 ... objectives . + Problem Solving: Address and resolve complex client issues, ensuring timely and effective solutions ....complex client issues, ensuring timely and effective solutions . Qualifications: + Minimum of 5 -7 years of… 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 ... sales, service and execution support for new and ongoing client relationships. May serve as a customer solutions... client relationships. May serve as a customer solutions resource. + Gathers required documentation. Prepares, reviews and… more
- Fox Rothschild LLP (San Francisco, CA)
- **Description** The Labor and Employment Client Service Specialist role is responsible for providing legal administrative support to a team of attorneys by ... internal and external clients. **ESSENTIAL FUNCTIONS:** **Attorney Support** + Provide superior client service by answering and screening calls in a courteous and… more
- CBRE (El Segundo, CA)
- Client Services Specialist Job ID 230239 Posted 23-Jul-2025 Service line Advisory Segment Role type Full-time Areas of Interest Sales Support Location(s) El ... members with the implementation of business strategies. + Perform client property tours, resolve client issues, and...closely related. + Suggest improvements to existing processes and solutions to improve the efficiency of the team. **What… more
- Umpqua Bank (Napa, CA)
- Client Service Specialist - Napa Float Retail Banking Group Napa, California **Description** **About Us:** At Columbia, we create a great place to work by ... the first point of contact for most clients, the Client Service Specialists (Teller) play a key role in...and internal clients, anticipates needs, and consistently provides proactive solutions and problem resolutions in alignment with the bank's… more