- Illumination Foundation (Stanton, CA)
- …County, Los Angeles County and the Inland Empire. Job Description: The Client Care Assoicate is responsible for addressing clients' immediate shelter needs, ... staff, and providing basic amenities as needed. Additionally, the associate will maintain the cleanliness and orderliness of the...this role is $18.00 - $20.00 per hour. Responsibilities: Client Care: + Assist with client intakes… more
- BMO Financial Group (Fresno, CA)
- …service support to grow the Bank's market share and maximize profitability of client relationships. Ensures client problem resolution is prompt and effective, ... and that enhancement opportunities are identified and closed or referred during client service interactions. Typically meets client service needs through a… more
- BMO Financial Group (Tempe, AZ)
- Provides daily operational service support and ensures the delivery of exceptional client experiences. Resolves client problems promptly and effectively, while ... opportunities are identified and addressed or referred to during client service interactions. + Handles transactional requests, escalations, and investigations… more
- M&T Bank (Paramus, NJ)
- **Overview:** Supports servicing and related sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth (HNW) and ... Ultra-High Net Worth (UHNW) client relationships in Wealth Management. Delivers on the ...client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and communicates with key… more
- First National Bank of Omaha (Minneapolis, MN)
- …how it fits into our organization's success.** **Summary of the Job:** * Client Support: Assist brokers in managing client accounts, including processing orders, ... Tasks: Handle administrative duties such as scheduling meetings, maintaining client records, preparing reports, and processing documentation. * Sales Support:… more
- Raymond James Financial, Inc. (Jacksonville, FL)
- …the financial advisors and branch office. * Onboards new clients, opens new client accounts and researches client and security information using internal ... databases and other technologies. * Ensures key client information and documentation is current with firm and...assesses and responds to all corporate action items and client account alerts. * Prepares financial reports, spreadsheets and… more
- Truist (Sarasota, FL)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more
- Raymond James Financial, Inc. (Green Bay, WI)
- …the financial advisors and branch office. + Onboards new clients, opens new client accounts and researches client and security information using internal ... databases and other technologies. + Ensures key client information and documentation is current with firm and...assesses and responds to all corporate action items and client account alerts. + Prepares financial reports, spreadsheets and… more
- City National Bank (Los Angeles, CA)
- …the ongoing business and operational needs. As the operational expert for the client , the Account Officer is positioned to proactively execute on the concepts ... for those clients they manage. * Resolves problems, answers questions related to client accounts and utilization of bank products and services. Works with clients to… more
- BlackRock (New York, NY)
- …The person will be a member of the Product Expert team within Aladdin Client Experience, focusing on one of the product areas listed above, and partnering closely ... and steps to resolve + Act as key liaison between the Aladdin Client Experience, Aladdin Client Engagement, Implementations, Product Marketing, Engineering, and… more