- UMB Bank (Sacramento, CA)
- …not-for-profits, partnerships, and other business entities and individuals. The Corporate Trust Associate Relationship Manager role supports our Corporate ... experience. This role is responsible for administrative support to existing corporate trust clients, responding to client inquiries, and providing overall… more
- CIBC (San Francisco, CA)
- …CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Senior Client Service Associate executes the more complex ... role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **_At...are** + Bachelor's degree and/or 3-10 years' experience in trust and account administration and/or investments + Experience in… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …the quality of our work. The Opportunity They are looking for a proactive and detail-oriented Client Service Associate to join our growing team. This role is ... philosophy, emphasizing trust , long-term relationships, and exceptional service . The company's client base is stable...+ Bachelor's degree + 2+ years of experience in client service , preferably in financial services or… more
- ADP (La Palma, CA)
- ADP is hiring customer service professionals for their ** Associate Client Support Consultants** positions. Hybrid position, Monday thru Friday work week. + ... technology, and more. You carry the weight of ADP's service reputation and client satisfaction in your...have a way with clients that builds rapport, establishes trust , and shines with professionalism. Over the phone and… more
- ADP (La Palma, CA)
- ADP is hiring an ** Associate Account Manager** . **This is not a sales position. This role focuses on servicing existing clients.** + _Are you ready_ _to join a_ ... to join a company with_ _award-winning_ _training_ _and_ _world-class service guidelines_ _to help you achieve success,_ _growth, and...will vary, as will the solutions you provide each client . There will be no shortage of new questions… more
- Zions Bancorporation (Gardena, CA)
- …in Small Business & Middle Market Excellence Awards. We are looking for a ** Client Service Associate (Teller)** to provide top-notch customer service ... Associates at California Bank & Trust work in a relationship-centered culture where they...and with each other. Our workplace culture values each associate 's unique experiences, background and perspectives and provides a… more
- City National Bank (Los Angeles, CA)
- * CLIENT SERVICE ASSOCIATE SENIOR CNS* WHAT IS THE OPPORTUNITY? Serve as a registered representative for City National Securities (CNS). Process stock, ... WILL YOU DO? * Provide support to Investment Officers, Trust Officers, Financial Advisors, CNB colleagues, and client... Trust Officers, Financial Advisors, CNB colleagues, and client requests across a broad range of brokerage activities… more
- WTW (Los Angeles, CA)
- …within our Retail & Distribution Industry Vertical Division (IVD). The Associate Client Advocate (ACA) owns client service activities and client ... **Description** The Associate Client Advocate (ACA) client...design and delivery of full client presentations/proposals, client advocacy reports, client service … more
- WTW (Los Angeles, CA)
- …+ Real Estate, Hospitality, & Leisure + Global Natural Resources The Associate Client Advocate (ACA) owns client service activities and client ... we unlock potential. Learn more at wtwco.com . The Associate Client Advocate (ACA) client -facing...design and delivery of full client presentations/proposals, client advocacy reports, client service … more
- Umpqua Bank (Walnut Creek, CA)
- …10+ years' experiencein presentations to prospective clients,required + 10+ years'successful sales/ client service experience in trust administration,required ... Trust Market Manager Wealth Management South Jordan, Utah...Directly responsible for the administration of larger, more complex client relationships in the office. + Responsible for the… more