- Volunteers of America Los Angeles (Woodland Hills, CA)
- …assists clients to meet the agreed upon goals. + Acts as advocate for client before judicial, community, social service , and administrative bodies as needed; ... Resident Advocate Care Manager Location:Woodland Hills, CA Job ID:4246 Salary:$24.99 -...+ Maintains daily contact to identify new and ongoing service needs + Coordinates access to supportive services… more
- City National Bank (Los Angeles, CA)
- …to be responsive to their clients' credit needs with an elevated level of client service and credit acumen to address their needs appropriately and timely. ... in ad-hoc projects to support the organization's priorities. * Client Service : Provides exceptional client ...Bank of Canada, one of North America's leading diversified financial services companies. To learn more about… more
- World Insurance Associates, LLC. (Miami, FL)
- …best practices by client segment utilizing established workflows to deliver service excellence within the scope of services for assigned clients. + ... and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services , and human capital... client team to manage a variety of client service tasks and projects including preparing… more
- Zions Bancorporation (Los Angeles, CA)
- …environment for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and ... advanced credit expertise with proactive business development to deliver tailored financial solutions and exceptional customer service . **Key Responsibilities**… more
- Zions Bancorporation (Sacramento, CA)
- …environment for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and ... advanced credit expertise with proactive business development to deliver tailored financial solutions and exceptional customer service . **Key Responsibilities**… more
- JPMorgan Chase (Seattle, WA)
- …delivery of new accounts and full suite of products and services . Leverage service team to deliver an outstanding client experience + Protect the firm by ... provide a high-touch experience by building relationships and providing financial advice with a focus on client ...Outlook, Excel, Word, and PowerPoint Chase is a leading financial services firm, helping nearly half of… more
- Volunteers of America Los Angeles (Los Angeles, CA)
- …methods in order to prepare individuals for further success. The Clinical Case Manager I provides Intensive Case Management Services to clients who have ... Clinical Case Manager Location:Los Angeles, CA Job ID:4469 Salary:$30.65 -...the agreed upon goals. + Acts as advocate for client before judicial, community, social service , and… more
- Thrivent Financial (Agawam, MA)
- …+ Lead, supervise and support office staff to ensure operational efficiency and daily client service requests are met + Train, coach and mentor support staff ... with growth initiatives and business goals + Handle complex client service requests to ensure high standard...+ 5+ years of experience in the investment or financial services industry + 3+ years of… more
- Bank of America (Los Angeles, CA)
- …clients and prospects, while managing a portfolio of middle market relationships who need financial services and products to meet their needs. In addition to ... Sr. Relationship Manager - Middle Market (Aerospace, Defense and Space...with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial… more
- Bank of America (Annapolis, MD)
- …and money managed solutions + Recommends banking and investments strategies that align with client financial goals and needs + Triages client requests and ... and feedback to referral partners based on knowledge of client needs and potential product services recommended...Minimum of one year of experience working in the financial service industry and/or a sales environment… more
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