- 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
- NBC Universal (Universal City, CA)
- …the SVP, Client Partnerships, working closely with VP and Manager Client Partnerships, the Coordinator will help support the Client Partnerships team ... teams (Sales, Planning, Sales Enablement, Marketing, Product, Research, Strategy) and support the day-to-day efforts to develop advertising client -focused… more
- JPMorgan Chase (San Diego County, CA)
- …ongoing resource to clients + Wealth Manager that acts as the day-to-day manager of the client 's investment assets + A Financial Planner for certain clients ... The Client Specialist is a sophisticated wealth expert that...retirement savings plan, backup childcare, tuition reimbursement, mental health support , financial coaching and more. Additional details about total… more
- Comerica (Los Angeles, CA)
- …management through sales optimization activities and industry trend knowledge, sales support and analysis, product risk analysis and mitigation and project ... merchant services. Utilize Converge to track and maintain all opportunities. Participate in client calls with TM Sales Officer including in virtual and person calls.… 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
- BMO Financial Group (Sacramento, CA)
- …you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable ... Provides exceptional, daily operational service support to grow the Bank's market share and...grow the Bank's market share and maximize profitability of client relationships. Ensures client problem resolution is… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …in enhancing the client experience and operational efficiency. Position Overview The Client Services Manager will serve as a primary point of contact for ... and exceeding expectations. + Provide mentorship and guidance to Client Service Associates and Analysts. + Support ...to Client Service Associates and Analysts. + Support clients and their advisors in implementing complex wealth… 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
- BlackRock (San Francisco, CA)
- …and user training + Work closely with the Client and Aladdin Product Managers to support client development needs + Work closely with the Client and key ... **About this role** **Aladdin Client Transformations - Front Office** **What we do**...all kinds have made us the world's largest asset manager , entrusting us with trillions of dollars, and its… more