- Bank of America (Newport Beach, CA)
- …Identification + Referral Management + Relationship Building + Administrative Services + Client Investments Management + Customer Service Management + ... relationship management activities and developing, implementing, and monitoring the team's client service model. Job expectations include assisting with … more
- JPMorgan Chase (Woodland Hills, CA)
- …and execute a localized market and product strategywhiledeveloping partnerships with Bankers, Client Service , Product Leadership (Core Cash, Card and Commerce ... customer relationships + Create strategic dialogues around key client -centric issues, incorporating best practices, industry benchmarking, opportunity quantification… more
- Cushman & Wakefield (San Diego, CA)
- …+ Proficient in CAD and MS Office Suite software applications + Excellent customer service and interpersonal relationship skills + Ability to work independently ... tactical occupancy planning expertise in support of supply, capacity and demand of Client 's portfolio of space in a specific geographic region. The planner will… more
- City National Bank (Los Angeles, CA)
- …segment and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service . Approves transactions within ... and referrals from existing customers, providing the CNB exemplary level of service , identifying and promoting solutions to customer needs, and maintaining… more
- City National Bank (Beverly Hills, CA)
- …segment and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service . Approves transactions within ... and referrals from existing customers, providing the CNB exemplary level of service , identifying and promoting solutions to customer needs, and maintaining… more
- Umpqua Bank (Ukiah, CA)
- …accounts. + May back up new account openings. + May back up client service specialist line when needed. + May engage in business development activities ... ensuring day to day operational excellence in the branch, supervising and leading the Client Service Specialists, and by providing Breakthrough Client … more
- Bank of America (El Cerrito, CA)
- … client relationships through platform services, supporting clients with self- service or transactional activities, and providing exceptional client care. ... technology + Bilingual Spanish preferred **Skills:** + Active Listening + Business Acumen + Customer and Client Focus + Oral Communications + Problem Solving +… more
- The Cigna Group (Walnut Creek, CA)
- …alignment, build trust, and ensure clients receive tailored, strategic solutions. + Client Experience: Oversee client service requests, ensuring seamless ... challenges and opportunities by offering strategic insights and ensuring an exceptional client and customer experience. **Key Responsibilities:** + Client … more
- Huron Consulting Group (Los Angeles, CA)
- …and mission-driven. Employee-sensitive, strong ethics, commitment to diversity, customer /market-focused and quality- service committed. Consistently models ... to develop growth strategies, build innovation capabilities, and accelerate new growth initiatives. As a member of the Innosight...working closely with the Partner and/or Principal and day-to-day client contact to ensure the project work stays on… more
- Bank of America (Napa, CA)
- … client relationships through platform services, supporting clients with self- service or transactional activities, and providing exceptional client care. ... experience utilizing laptop technology Skills: * Active Listening * Business Acumen * Customer and Client Focus * Oral Communications * Problem Solving *… more