- Bank of America (Beverly Hills, CA)
- …investment management, or relationship management. Key responsibilities include providing quality client service , and operations support and executing problems ... goals to support responsible growth **Responsibilities:** + Provides quality client service and effective operations support by...problems related to client concerns + Documents client interactions and provides team members with… more
- ADP (Visalia, CA)
- …provide service excellence and works collaboratively with our other Client Service teams including our HR team and our Sales team . ... loss analysis. Provides virtual safety awareness training to our client to increase product/ service penetration and ...client acceptance process. Works directly with our Sales Team . Conducts onsite risk and safety evaluations at prospective… more
- Public Consulting Group (Sacramento, CA)
- … performance, metrics and benchmarking best practices. + Understands, establishes and drives client service delivery standards to all client and PCG ... and translate opportunities to provide and improve PCG's services in response to evolving client needs and market trends. _Leadership & Team Building_ + Works in… more
- Stantec (Irvine, CA)
- …established timeframes and budgets. - Meet technical, contractual, schedule, budgetary and client service objectives for projects. - Apply strong engineering ... Stantec's Buildings team is on a mission to become the...continually strengthens skills. Your Capabilities and Credentials - Outstanding client service skills with ability to lead… more
- Bank of America (Beverly Hills, CA)
- … client relationships through platform services, supporting clients with self- service or transactional activities, and providing exceptional client care. ... educates, and trains clients on conducting simple transactions through self- service technologies * Leverages available resources, technologies, and processes to… more
- Bank of America (El Cerrito, CA)
- … client relationships through platform services, supporting clients with self- service or transactional activities, and providing exceptional client care. ... educates, and trains clients on conducting simple transactions through self- service technologies + Leverages available resources, technologies, and processes to… more
- Raymond James Financial, Inc. (San Diego, CA)
- …goals for assets under management and required production. + Provides a high level of client service . + Manages the full scope of a client relationship ... to fully position new Advisors for success. In conjunction with a Mentor, Branch Manager , and/or a team of Financial Advisors, the Financial Advisor Trainee will… more
- The County of Los Angeles (Los Angeles, CA)
- …+ Participates in planning, executing, and documenting interventions related to the client care plan. + Participates in multi-disciplinary team conferences to ... an effective treatment plan. + Within scope-of-practice guidelines, provides direct client care, completes required documentation, updates treatment team … more
- Bank of America (San Francisco, CA)
- …previously held the role of: + Home Service Specialist II, Lending Client Associate, Lending Client Support Manager , Lending Specialist, Senior Banker, ... to financial center associates during meetings to assist with team delivery of an exceptional client experience...service skills with ability to manage the full client end-to-end experience and problem resolution. + Strong written… more
- Horizon Services, Inc. (San Mateo, CA)
- …other's growth. This position is responsible for collaborating with the Program Manager on creating a welcoming atmosphere for incoming clients, monitoring and ... care. Position will perform intakes/admissions, treatment plans, monitoring of client 's progress, maintaining documentation per organization's guidelines, discharges and… more