- City National Bank (Los Angeles, CA)
- * Client Servicing Manager Division Operations- Private Bank* WHAT IS THE OPPORTUNITY? Incumbents in this position act strategically to guide the Private Bank ... management team on client servicing, operational risk management and compliance matters. Works...* working knowledge of bank back office processes and systems . * Thorough understanding of applicable laws and banking… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …or email (ren.friedman at roberthalf) for immediate consideration and additional info. Our client is recruiting for a Client Service Associate at a growing, ... high-performing team that values hard work, integrity, and strong client service. The firm offers a positive culture, low...in Microsoft Office; experience with Box, Salesforce, or similar systems is a plus + Familiarity with Schwab, Fidelity,… more
- VCA Animal Hospitals (San Diego, CA)
- … client and patient information into the hospital information system ** Explaining hospital policies, estimates, and services to clients** Processing invoices, ... **Job Title:** ** Client Service Representative (CSR)** **Location:** **VCA Emergency Animal...accuracy and professionalism** Proficient in computers and multi-line phone systems ** Flexibility to work evenings, weekends, and holidays as… more
- JPMorgan Chase (San Francisco, CA)
- Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to ... maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and… more
- Mizuho Corporate Bank (Los Angeles, CA)
- Job Summary The Client Relationship Specialist (Bilingual Korean - English) plays a critical role in supporting the bank's relationship management efforts by ... processing a variety of client 's financial transactions, ensuring accurate documentation, maintaining ...+ Upload and manage digital files in the internal system , ensuring completeness and accuracy. + Provide back-up support… more
- JPMorgan Chase (Irvine, CA)
- …supporting the needs of your customers, and have a strong desire to be a client -facing strategic account leader, we would love to speak with you about joining our ... team. As a Client Service Account Manager Vice President in Healthcare Payments,...environment. **Job Responsibilities** + Manage large, high profile health systems , ensuring the health and satisfaction of customer relationships.… more
- CBRE (San Diego, CA)
- Client Services Coordinator - Debt & Structured Finance Job ID 234042 Posted 18-Aug-2025 Service line Advisory Segment Role type Full-time Areas of Interest Sales ... States of America **About The Role:** As a CBRE Client Services Coordinator, you will be responsible for the...and knowledge in a range of processes, procedures, and systems are required. + Requires intermediate problem-solving skills with… more
- Umpqua Bank (Roseville, CA)
- Client Service Specialist Retail Banking Group Roseville, California **Description** **About Us:** At Umpqua, we create a great place to work by offering a unique ... the first point of contact for most clients, the Client Service Specialist (Teller) plays a key role in...learn and comply with all Bank policies, procedures, and systems . + Demonstrates exceptional attention to detail and accuracy… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …high-touch wealth management firm with over 15 years of advisory experience and a client base built almost entirely on referrals. We're a newly formed team with a ... personalized financial guidance and exceptional service. We're looking for a Client Service Associate who thrives in a relationship-driven environment and is… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …Michelle Espejo with Robert Half Financial Services is recruiting for a Client Service Associate at a growing, client -focused Registered Investment Advisor ... high-performing team that values hard work, integrity, and strong client service. The firm offers a positive culture, low...in Microsoft Office; experience with Box, Salesforce, or similar systems is a plus + Familiarity with Schwab, Fidelity,… more