- EMCOR Group (Palo Alto, CA)
- …to face" relationship between EMCOR Facilities Services and supplier in the service of the client 's requirements. Utilizes multiple trade skills such as ... campuses to single sites, EFS provides a range of services that support mission-critical areas of financial...so as to incorporate feedback on supplier effectiveness and client feedback. Includes service inspections, and asset… more
- Bank of America (Pleasant Hill, CA)
- …and needs + Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds + Mitigates and ... Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended **Required** **Qualifications**… more
- Bank of America (Tarzana, CA)
- …applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client 's unique priorities + ... service skills with ability to manage the full client end-to-end experience and problem resolution. + Has a...+ A working knowledge of small business products and services . **Skills:** + Client Management + … more
- Cognizant (San Jose, CA)
- …is running efficiently and according to requirements communicated by the CTS Field Operations Manager and Operations Lead and by the Client Program Managers and ... Cognizant is one of the world's leading professional services companies, we help our clients modernize technology, reinvent processes and transform experiences, so… more
- City National Bank (Los Angeles, CA)
- …to Bank policies. Approves or declines credit requests within assigned authority. * Attends client meetings at Relationship Manager , Team Manager or Credit ... and supported; and the data and analytics used to support the decision are accurate and calculated correctly. *...past dues based on information provided by the Relationship Manager . * Performs quarterly financial reviews of client… more
- BMO Financial Group (Newport Beach, CA)
- …you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable ... the client 's/prospect's business and needs. + Assists with sales and service administration and processing ensuring client experience is seamless and… more
- Bank of America (Monterey, CA)
- …+ Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds **The Advisor ... leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is… more
- ABM Industries (Santa Clara, CA)
- …accurate recordkeeping and optimization of facility operations to support client 's objectives, key performance indicators (KPIs), and service level ... and clients in a timely and professional manner. . Support the Facility Manager in managing facility-related...pressure and in a fast-paced environment. . Strong customer service skills and a focus on client … more
- Bank of America (Beverly Hills, CA)
- …applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client 's unique priorities + ... service skills with ability to manage the full client end-to-end experience and problem resolution + Has a...+ A working knowledge of small business products and services + Bilingual **Skills:** + Client Management… more
- Bank of America (Encinitas, CA)
- …and needs * Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds * Mitigates and ... and feedback to referral partners based on knowledge of client needs and potential product services recommended...at least one year experience working in the financial service industry and/or a sales environment where goals were… more