- BlackRock (San Francisco, CA)
- … experience and reduce incident count. + Ensure timely and accurate day-to-day BAU client support , in partnership with internal teams. + Host service KPI ... the voice of the investor, and we represent each client fairly and equally. Constant communication with a diverse...needs. + Build strong relationships within BlackRock Solutions, in support of your clients + Utilize Aladdin's suite of… more
- BrightSpring Health Services (San Diego, CA)
- …materials to facilitate compliance with PMC procedures, tools and resources + Works with client support services in leading the on-boarding of new clients and ... years of previous experience in a client management, customer service, or client support role; previous experience in a client support role within… more
- Wells Fargo (Westlake Village, CA)
- …sufficient to qualify for immediate FINRA registration **Desired Qualifications:** + Brokerage client support experience + Administrative support experience ... establishing and maintaining filing and record keeping necessary to support efforts to service and grow client ...to support efforts to service and grow client relationships + When applicable, acts as the liaison… more
- Charles Schwab (Newport Beach, CA)
- …"challenge the status quo" and transform the finance industry together._ As a Client Relationship Manager, (CRM), you play an essential and impactful leadership role ... experiences for our clients. You will assist the Branch Manager and sales/ support staff with meeting our clients' needs, resolving customer escalations, helping to… more
- Evolent (Sacramento, CA)
- …Derive and synthesize key insights for internal stakeholders in pursuit of better client financial support and management + Support cross-functional ... supporting various aspects of financial performance + Lead or support special ad hoc client -specific projects as...+ Lead or support special ad hoc client -specific projects as needed + Develop strong understanding of… more
- Bank of America (San Francisco, CA)
- …focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ... Registered Private Wealth Client Associate (FP) San Francisco, California **To proceed...in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage… more
- Bank of America (Pasadena, CA)
- …an impact. Join us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ... Wealth Management Client Associate (FP) Pasadena, California **To proceed with...in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage… more
- Bank of America (Walnut Creek, CA)
- …focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ... Wealth Management Client Associate Walnut Creek, California **To proceed with...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 ... ** CLIENT RELATIONSHIP MANAGER - ISV & Hi-Tech** **Location:...Regardless of your working arrangement, we are here to support a healthy work-life balance though our various wellbeing… more
- VCA Animal Hospitals (Fountain Valley, CA)
- …registered veterinary technician(technologists), and veterinary assistants, with all aspect of client -facing support . Your primary duty will be supporting our ... for the call, communicating with supported department as needed, and support fellow Client Service Representatives, as needed and when able, with clients present… more