• Specialist , Prime Client…

    Coinbase (Sacramento, CA)
    …collaboration, connection, and alignment. Attendance is expected and fully supported. As a Specialist , Prime Client Services you'll join a high performing ... Coinbase's institutional suite of products (Prime, Custody), providing premier client service and operations to our most...Work experience in customer support roles focused on Institutional Client Services or High Net Worth Individuals… more
    Coinbase (08/09/25)
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  • Client Services Specialist

    CBRE (Stockton, CA)
    Client Services Specialist Job ID 233458 Posted 13-Aug-2025 Service line Advisory Segment Role type Full-time Areas of Interest Administrative, ... such as percentages, discounts, and commissions and conduct basic financial analysis. Must know how to abstract a lease....education, training, and experience. The minimum salary for the Client Services Specialist position is… more
    CBRE (08/14/25)
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  • Client Service Specialist

    Umpqua Bank (Templeton, CA)
    Client Service Specialist Retail...and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best ... the first point of contact for most clients, the Client Service Specialist (Teller) plays...and identify opportunities to provide additional bank products and services . + Always performs teller transactions and cash handling… more
    Umpqua Bank (08/08/25)
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  • Client Service Specialist I

    Umpqua Bank (Lakeport, CA)
    Client Service Specialist I Retail...and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best way ... the first point of contact for most clients, the Client Service Specialist (Teller)playsa key role...and identify opportunities to provide additional bank products and services . + Always performs teller transactions and cash handling… more
    Umpqua Bank (08/28/25)
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  • JP Morgan Wealth Management - Executive Director,…

    JPMorgan Chase (San Francisco, CA)
    …appropriate JPMorgan Chase wealth services to best meet the objectives of each client . The Client Specialist provides high level advice and counsel, ... wealth management solutions, and delivers a high level of service . As a Client Specialist ...pretrial diversions or program entries. Chase is a leading financial services firm, helping nearly half of… more
    JPMorgan Chase (08/28/25)
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  • Client Services Specialist

    CBRE (El Segundo, CA)
    Client Services Specialist Job ID 230239 Posted 23-Jul-2025 Service line Advisory Segment Role type Full-time Areas of Interest Sales Support Location(s) ... such as percentages, discounts, and commissions and conduct basic financial analysis. Must know how to abstract a lease....education, training, and experience. The minimum salary for the Client Service Coordinator position is $65,000 annually… more
    CBRE (07/24/25)
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  • Client Service Specialist…

    Umpqua Bank (Napa, CA)
    Client Service Specialist - Napa...and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best way ... the first point of contact for most clients, the Client Service Specialists (Teller) play a key...stays current on changes. + Discuss and uncover customer's financial needs to identify and offer appropriate products and… more
    Umpqua Bank (08/16/25)
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  • Sr Client Service Specialist

    SMBC (Los Angeles, CA)
    …and with a 400-year history, SMBC Group offers a diverse range of financial services , including banking, leasing, securities, credit cards, and consumer finance. ... and escalates issues to the appropriate areas. The Sr. Client Specialist is also responsible for training.... BA/BS or equivalent experience . 5+ years of client facing role at a major financial … more
    SMBC (07/19/25)
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  • Private Client Experience Specialist…

    JPMorgan Chase (Irvine, CA)
    …Capabilities, and Skills** + A minimum of two years of financial services experience. + Demonstrated experience delivering exceptional client service to ... Specialist to help support a team that is dedicated to delivering unparalleled service . As a Client Experience Specialist in the Firm's Consumer and… more
    JPMorgan Chase (08/30/25)
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  • Senior Client Relationship…

    Mizuho Corporate Bank (Los Angeles, CA)
    …5 -7 years of experience in client relationship management in Banking or financial services + Strong knowledge of banking products, services and ... financial institution and commitment to delivering exceptional service and driving client satisfaction . In...of ~$2 trillion. Mizuho's 60,000 employees worldwide offer comprehensive financial services to clients in 35 countries… more
    Mizuho Corporate Bank (07/23/25)
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