- Bank of America (San Diego County, CA)
- …and needs * Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds * Mitigates and ... and feedback to referral partners based on knowledge of client needs and potential product services recommended...at least one year experience working in the financial service industry and/or a sales environment where goals were… more
- Bank of America (Oxnard, CA)
- …and needs + Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds + Mitigates and ... and feedback to referral partners based on knowledge of client needs and potential product services recommended...at least one year experience working in the financial service industry and/or a sales environment where goals were… more
- Bank of America (San Francisco, CA)
- …and needs + Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds + Mitigates and ... and feedback to referral partners based on knowledge of client needs and potential product services recommended...at least one year experience working in the financial service industry and/or a sales environment where goals were… more
- PNC (Walnut Creek, CA)
- …a strong client commitment and advocacy by delivering proactive and responsive service to meet client goals. Holds team accountable for deliverables. + Held ... expand his/her external network for business development. + Manages risk through appropriate client selection and ensures that our service delivery is consistent… more
- HUB International (Newport Beach, CA)
- …collaboratively with the service team to provide provides day-to-day service for employee benefits clients by maintaining client relationships, supporting ... **THE OPPORTUNITY:** Our service professionals play a vital role in supporting...clients with day-to-day account management, claims management, and underwriting services that ensure they have what they need to… more
- City and County of San Francisco (San Francisco, CA)
- …at Laguna Honda Hospital, inpatient and outpatient rehabilitation and mental health services at Zuckerberg San Francisco General Hospital, Health at Home, or in ... clinics serving children and young adults at the California Children Services Medical Therapy Program. + ✅START with this Required Exam… more
- BMO Financial Group (Los Angeles, CA)
- …the client 's/prospect's business and needs. + Assists with sales and service administration and processing ensuring client experience is seamless and ... business development and excellent management of key Japanese Business client relationships. Maintains an outstanding and continuous record of significant… more
- Grant Thornton (Los Angeles, CA)
- …state tax returns, partnership returns, and combined state tax returns + Exceptional client service and communication skills with a demonstrated ability to ... multiple clients - all with the resources, environment, and support to help you excel. You'll collaborate with the...and resources to thrive in their role to meet client needs and help you achieve more confidently. Your… more
- City National Bank (Westlake Village, CA)
- …management guidelines are maintained. Presents a variety of product solutions to client needs. Provides responsive quality service . Approves transactions within ... divisions, and by providing the CNB exemplary level of service , identifying and promoting solutions to customer needs, and...clients to discuss and promote all Bank products and services in order to establish a total client… more
- Robert Half Office Team (San Mateo, CA)
- …getting ready for the Holiday Season with one of our most festive clients. Our client is a global, eCommerce retailer that focuses on selling high end holiday and ... finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position… more