- Citigroup (Los Angeles, CA)
- …landscape. The Relationship Manager is adept at understanding a client 's financial performance and participates actively in the credit underwriting ... The Mid-Corp Relationship Manager is a strategic professional who closely follows...clients and deliver the global Citi platform to the client , drive out-sized wallet capture, and exceed return hurdles.… more
- JPMorgan Chase (San Diego County, CA)
- …+ Wealth Manager that acts as the day-to-day manager of the client 's investment assets + A Financial Planner for certain clients + An Insurance ... wealth management solutions, and delivers a high level of service . As a Client Specialist within JP...pretrial diversions or program entries. Chase is a leading financial services firm, helping nearly half of… more
- BrightSpring Health Services (San Diego, CA)
- …services company, you will be vital in the company's success! TheAccount Manager of Client Servicescultivates and maintains an on-going strategic relationship ... in the Monthly/Quarterly Business Reviews (QBR's) and Pharmacy Optimization Services (PSOP's) + Leads client contract renewal...Three to five years of previous experience in a client management, customer service , or client… more
- Bank of America (Santa Maria, CA)
- …(such as pricing, terms and conditions) * Minimum six months of client service experience in financial services , retail sales or another results-driven ... FC Client Service Representative - Santa Maria Financial ...challenging environment while simultaneously creating interest in solutions and services that meet the client needs. This… more
- HUB International (Carlsbad, CA)
- …environment with financial security and career satisfaction **POSITION SUMMARY:** The Client Services Manager provides critical support to clients ... manage their health and welfare programs. The Employee Benefits Client Service Manager oversees the...manage operational sales support and client related services . + Develops and executes product, service … more
- Robert Half Office Team (Carlsbad, CA)
- Description A boutique financial advisory firm is seeking a polished and proactive Client Services Manager to serve as the right hand to their advisory ... financial journey. You'll be the go-to person for client communications, account maintenance, and service coordination-ensuring... confidence Requirements + 3+ years of experience in financial services or wealth management + Strong… more
- Bank of America (Walnut Creek, CA)
- …professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions and operations ... while working with the Home Office to ensure superior client service . Key responsibilities include partnering with... financial , operational, and reputational risks. The **Market Client Relationship Manager (MCRM)** is a direct… more
- JPMorgan Chase (Irvine, CA)
- …account leader, we would love to speak with you about joining our team. As a Client Service Account Manager Vice President in Healthcare Payments, you will ... 25% **Preferred qualifications, capabilities, and skills** + Healthcare Revenue Cycle, Financial Services , Banking & Treasury Experience. + Bachelor's degree… more
- Bank of America (San Diego, CA)
- …cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Coaching teams to deliver a modern, digital first ... while working with the Home Office to ensure superior client service . Key responsibilities include partnering with... financial , operational, and reputational risks. The **Market Client Relationship Manager (MCRM)** is a direct… more
- Bank of America (Los Angeles, CA)
- …Plans. The PWCRM partners closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. ... Private Wealth Client Relationship Manager Los Angeles, California...responsibilities include, but are not limited to:** + Ensuring client service expectations are met and exceeded… more