- Xerox (Sacramento, CA)
- …and tomorrow. Today, Xerox is continuing its legacy of innovation to deliver client -centric and digitally-driven technology solutions and meet the needs of ... industrial environments, our differentiated business and technology offerings and financial services are essential workplace technology solutions that drive… more
- Raymond James Financial, Inc. (Walnut Creek, CA)
- …in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem ... at Raymond James could take you! **Essential Duties and Responsibilities** + Services a high volume of daily interactions, including basic inquiries and scheduling… more
- MUFG (Los Angeles, CA)
- …team will provide more details. **Job Summary:** The Japanese Corporate Banking (JCB) Client Services Analyst's primary responsibility is to assist JCB corporate ... once the rates are agreed upon. As a JCB Client Services Analyst, you will contribute to...and support the relationship manager to market JCB's full service and dedicated client service … more
- Bank of America (San Jose, CA)
- …appropriate internal specialists, and executing highly customized solutions to meet client needs + Recommending investment products and services that are ... at Merrill. This progression role is responsible for providing client service support to Financial Advisors (FAs)....and prioritizes client interests + Identifies appropriate client solutions through application of learnings and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Half Finance and Accounting is partnering with a Wealth Management Firm seeking a Client Service Associate. You will support an exclusive group of high-net-worth ... as the liaison between the advisor and various internal functions including client services , trading, billing, performance, and portfolio management. + Manage… more
- JPMorgan Chase (Westminster, CA)
- …in JP Morgan Wealth Management, you will be tasked with delivering exceptional client service , operational marketing, and administrative support to our Private ... preserving client relationships, conducting account reviews, and advocating firm services to enhance client relationships. Your responsibilities will also… more
- Bank of America (San Francisco, CA)
- …one year of financial services industry or sales experience **Skills:** + Client Experience Branding + Client Solutions Advisory + Investment Management ... Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized...help to deliver Bank of America's core banking, investment solutions and approach to client care. We… more
- Bank of America (Redding, CA)
- …with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management ... + Managing a portfolio of clients by providing exceptional client care with industry leading products, services ,...and prioritizes client interests + Identifies appropriate client solutions through application of learnings and… more
- JPMorgan Chase (Irvine, CA)
- …collaboratively in a team environment to deliver bespoke solutions and exceptional client service . + The Securities Industry Essential (SIE) exam, FINRA ... At JPMorgan Private Client , we are devoted to providing distinguished experiences...trust, comprehensively understanding their unique aspirations, and offering bespoke solutions and tailored advice. You will empower clients to… more
- JPMorgan Chase (San Francisco, CA)
- …right thing, exceeding expectations, and embracing diversity and inclusion. As a Private Client Banker in a Chase Branch, you will represent our brand and culture ... with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service to a… more