- Hendrick Automotive Company (Murrieta, CA)
- …sale of finance and insurance programs to customers. The Financial Services Producer works with lenders and financial institutions to provide financial ... services to dealership customers. Supervisory Responsibilities: This job has...knowledge of Microsoft Office products. Advanced ability to operate Finance and Insurance portion of Dealer Management… more
- Sacramento Credit Union (Sacramento, CA)
- …products and services , policies and procedures. + Working knowledge of Sales Finance Act, indirect lending and dealer policies and procedures is desirable. + ... TITLE: LOAN SERVICE SPECIALIST STATUS: NON-EXEMPT DEPARTMENT: LENDING DEPARTMENT REPORTS...who have consumer loan processing/servicing experience for our Loan Services Specialist position. Individuals who have knowledge of DMV… more
- Principal Financial Group (Modesto, CA)
- …field preferred. + 2+ years of related work experience in life insurance/broker- dealer or RIA operations: client service , account opening, account management, ... products, services , regulations, and compliance standards. + Strong customer service , organization, critical thinking, and ability to learn new skills required.… more
- City National Bank (Los Angeles, CA)
- …WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * 5 or more years of Customer Service or Operational experience at a Broker Dealer * 5 or more years of ... *LEAD CLIENT SERVICES OFFICER* WHAT IS THE OPPORTUNITY? Oversee the...retention, and portfolio management efforts. Assist clients with escalated service and operational requests. Adheres to CNS and CNB… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …of 2 years of client service experience, preferably in financial services or wealth management. + Familiarity with broker- dealer platforms; experience with ... based in Walnut Creek, CA is seeking a Client Service Associate to join its growing team. This firm...Respond promptly to client inquiries regarding financial products and services . + Support client onboarding and ensure a smooth… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …of 2 years of client service experience, preferably in financial services or wealth management + Familiarity with broker- dealer platforms (experience with ... A boutique financial advisory firm is seeking a Client Service Associate to join its close-knit, client-focused team. With...Respond to client inquiries across a range of financial services + Support client onboarding and ensure a smooth… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …Qualifications Required: + Bachelor's degree + 2+ years of experience in client service , preferably in financial services or wealth management + Strong ... on a people-first philosophy, emphasizing trust, long-term relationships, and exceptional service . The company's client base is stable and primarily referral-driven,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …experience in a client service or operations role within a financial services firm (RIA, broker- dealer , custodian, or bank) + Strong communication and ... Description Client Service Associate Walnut Creek, CA | In-Office Preferred...We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …of 2 years of client service experience, preferably in financial services or wealth management + Familiarity with broker- dealer platforms (experience with ... A boutique wealth management firm is seeking a Client Service Associate to join its growing team. With a...management firm + Working knowledge of financial products and services + Licenses such as Series 7 and 66… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …Requirements What You Bring + Bachelor's degree + 2+ years of client service experience in financial services or wealth management + Strong communication ... the Role Are you passionate about delivering exceptional client service in a people-first environment? As a Client ...oriented + Experience with CRM systems (Salesforce preferred) and broker- dealer platforms (LPL a plus) + Ability to multitask,… more