- 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 Francisco, CA)
- …a 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
- Bank of America (Bakersfield, CA)
- …will meet their needs. * Has a minimum six months of client service experience in financial services , retail sales or another results-driven environment. ... Financial Center Client Service ...extended hours as needed. Desired Qualifications: * Experience in financial services and knowledge of financial… more
- Bank of America (Oxnard, 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 - Oxnard Main Financial ...challenging environment while simultaneously creating interest in solutions and services that meet the client needs. This… more
- CIBC (San Francisco, CA)
- …visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a Family Office Client Service Manager , you will provide customized ... also support Family Office Executives and Senior Relationship Managers in providing exceptional client service . _At CIBC we enable the work environment most… more
- CVS Health (Sacramento, CA)
- …strategic individual contributor to join our Digital, Data, Analytics, and Technology (DDAT) Client Services and Operations Division. This role will support the ... growth and delivery of our Professional Services business, helping to win and retain clients while...client and business success. + Capture and document client feedback to inform product development and service… more
- BlackRock (San Francisco, CA)
- …and the enhancement of the client experience. **Role Responsibility** In the role of Client Service Officer (CSO) you will be a dedicated member of the ... best of BlackRock to clients and provide a differentiated client experience. ** Client Service Officer...the appropriate internal partners + Serves as connector between client , Relationship Manager , and broader organization to… more
- Bank of America (Oxnard, CA)
- FC Client Service Representative - Oxnard Main Financial Center Oxnard, California **To proceed with your application, you must be at least 18 years of ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Oxnard/FC- Client - Service -Representative Oxnard-Main- Financial -Center\_25034384) **Job Description:** At… more
- World Wide Technology (San Francisco, CA)
- …class results for your customers. **What will you be doing?** The Client Manager will sell broad technical services , solutions and products to our customers ... **Why should you join Global Enterprise Sales?** As a Client Manager you will lead WWT sales...up to 25%. **Responsibilities:** + Position WWT capabilities and service offerings with client business and technology… 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
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