- City National Bank (Los Angeles, CA)
- * CLIENT CARE SPECIALIST * WHAT IS THE...account inquiries, product and services suggestions, etc. Informs Client Care Leads and Client Contact Center ... OPPORTUNITY? The Client Care Specialist is responsible for responding to and handling a...Independently analyze and resolve complex operational problems on clients' accounts . Independently handle issues for deposits, savings, loan, credit… more
- Citigroup (San Francisco, CA)
- …to customer profile data attributes from the client agreement, account opening initiation, including complex and cross-border accounts , asset transfer, ... The Registered Wealth National Client Onboarding Specialist is a subject matter expert on investment procedures and processes and will work on a team focused on… more
- Terracon (Carson, CA)
- …Description:** **"Explore with us" in Southern California as Terracon's next Senior Client Development Specialist !** For this opportunity, our new employee-owner ... violation history. **Exemption:** Exempt **Requisition ID:** 31839BR **Posting Title:** Senior Client Development Specialist - Public Sector **Employment Type:**… more
- Ethos Veterinary Health (San Marcos, CA)
- Client Care Specialist Get to Know Us: At Veterinary Specialty Hospital of San Diego - North County, we're more than just a hospital; we're a dedicated community ... (https://www.vshnorthcounty.com/?gad\_source=1&gad\_campaignid=20736222473&gbraid=0AAAAAoj2fGfcaomDiQNvbeRmd2eHBWpOc&gclid=EAIaIQobChMIwpvSrL\_0jgMVmyBECB2mFgSZEAAYASAAEgLqJfD\_BwE) Join Our Pawsome Team as a Client Care Specialist and Make… more
- Robert Half Finance & Accounting (San Rafael, CA)
- …with a collaborative and client -focused wealth management team who is seeking a Client Service Specialist to join their team! This role is a key part ... of the client services function,...of communication tools. + Maintain a paperless office, completing account paperwork electronically whenever possible. + Input, update, and… more
- PNC (Ontario, CA)
- …valued and have an opportunity to contribute to the company's success. As a Client Solution Specialist Sr within PNC's Corporate Banking organization, you will ... implementation and servicing issues. + Initiates, updates and verifies client , account , or transaction details in relevant systems/applications. Provides… more
- Maxim Healthcare (Modesto, CA)
- Maxim Healthcare is hiring for a Client Relations Specialist to work with clients, patients and active caregivers to monitor program participants' ability to ... care, and provide customer service. To support this market's client population, proficiency in both English and Spanish is...client service planning meetings as instructed by the Account Manager or Operations Leader + Maintains the consumer… more
- EFI Global (Sacramento, CA)
- …a solid understanding of the forensic consulting industry? EFI Global is seeking a ** Client Engagement Specialist ** to join our dynamic Client Services team. ... effectiveness, and strengthening business relationships. This role goes beyond traditional client liaison work. You'll manage end-to-end client engagement,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description We are looking for a Client Accounts Specialist to join our team in San Francisco, California. This role involves managing billing processes and ... client accounts while ensuring exceptional service delivery....Processing: Records third-party expenses and disbursements in expense systems. Account Management: Monitors unapplied cash, reallocates payments when bills… more
- Charles Schwab (Cupertino, CA)
- …working relationships + Basic understanding of brokerage regulations and rules that govern client accounts + May be asked to become a Notary **In ... the status quo" and transform the finance industry together._ As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for… more
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