- Wolters Kluwer (Sacramento, CA)
- … customer support team + Handle add-on sales for clients + Use the customer relationship management (CRM) system Salesforce to process, track, and ... cycle + Communicate with customers with regards to any account problems and discuss customer concerns and suggestions + Negotiate service and product terms with… more
- Wells Fargo (Van Nuys, CA)
- …outlined in the job expectations below **Required Qualifications:** + 2+ years of customer service experience, or equivalent demonstrated through one or a ... to qualify for immediate FINRA registration + State Insurance license(s) + Customer service focus with experience handling transactions across multiple systems… more
- Wells Fargo (Seal Beach, CA)
- …outlined in the job expectations below **Required Qualifications:** + 2+ years of customer service experience, or equivalent demonstrated through one or a ... to qualify for immediate FINRA registration + State Insurance license(s) + Customer service focus with experience handling transactions across multiple systems… more
- Wells Fargo (Foothill Ranch, CA)
- …outlined in the job expectations below Required Qualifications: * 2+ years of customer service experience, or equivalent demonstrated through one or a ... to qualify for immediate FINRA registration * State Insurance license(s) * Customer service focus with experience handling transactions across multiple systems… more
- Bank of America (Los Angeles, CA)
- …Operations, etc.) + Prior trend analysis experience + Strong customer service and communication skills + Strong management skills, including the ability ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Los-Angeles/Private-Wealth-Client- Relationship -Manager\_25020136) **Job Description:** Merrill Wealth Management is… more
- Owens & Minor (El Segundo, CA)
- …works and coordinates timely discharges with Customer Care Center and/or Branch Customer Service Team. + Operates a Personally Owned Vehicle (POV) and/or ... and is comprised of 17,000+ global teammates. We operate within distribution, production, customer service , and sales facilities located across the Asia Pacific… more
- Bank of America (Walnut Creek, CA)
- …Development + Recruiting + Risk Management + Client Management + Customer Service Management + Employee Counseling + Succession Planning + Trade ... Operations, etc.) + Prior trend analysis experience + Strong customer service and communication skills + Strong management skills, including the ability… more
- PNC (Walnut Creek, CA)
- …Making, Financial Analysis, Identifying Sales Opportunities **Competencies** Customer Experience Management ., Customer Service Management , Decision ... clients. Responsible for the development and execution of a relationship management plan to acquire and retain...client commitment and advocacy by delivering proactive and responsive service to meet client goals. Holds team accountable for… more
- BMO Financial Group (Modesto, CA)
- …remedies to maintain acceptable asset and credit quality. + Executes quality customer review meetings for retention and relationship expansion purposes. + ... by understanding and planning for what comes next._** A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned portfolio of mass… more
- Bank of America (Newport Beach, CA)
- …Management + Relationship Building + Administrative Services + Client Investments Management + Customer Service Management + Process ... of contact for clients on any non-administrative requests/needs while supporting relationship management activities and developing, implementing, and monitoring… more