- Raymond James Financial, Inc. (Walnut Creek, CA)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office...stressful situations and provide a high level of customer service in a calm and professional manner. + Analyze… more
- JPMorgan Chase (Wooster, OH)
- …+ Ability to quickly and accurately learn products, services, and procedures. + Client service experience or comparable experience. + High school diploma or ... the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with… more
- US Bank (Sacramento, CA)
- …**Job Description** Provides sales, processing, operational, administrative and customer service support to Financial Advisors of US Bancorp Investments. Performs ... paper flow in adherence to the firm's record-keeping requirements, maintaining client files and supplies, answering phones, opening and disseminating mail. Assists… more
- Zions Bancorporation (Los Angeles, CA)
- …opportunities to expand wallet share through tailored treasury solutions that align with client goals. + Understand client operations and financial strategies to ... track record of success in consultative sales, revenue generation, and client relationship growth. + Deep understanding of treasury products including payables,… more
- Zions Bancorporation (Los Angeles, CA)
- …clients and with each other. Our workplace culture values each associate 's unique experiences, background and perspectives and provides a collaborative environment ... active for 70 years and has more than 80 full- service branch offices across the state. This dedication has...bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence… more
- Bank of America (Walnut Creek, CA)
- Wealth Management Client Associate Walnut Creek, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/ Walnut -Creek/Wealth-Management- Client - Associate \_25048205) **Job Description:** Merrill Wealth… more
- Columbia Bank (Walnut Creek, CA)
- Client Service Specialist Retail Banking Group Walnut Creek, California **Description** **About Us:** At Columbia, we create a great place to work by ... the first point of contact for most clients, the Client Service Specialist (Teller) plays a key...fully onsite at posted location. 1333 North California Blvd Walnut Creek, CA 94596 **Our Benefits:** We offer a… more
- CGI Technologies and Solutions, Inc. (Seattle, WA)
- …located in our Walnut Creek, CA office with work performed at client site in Seattle, WA. **Your future duties and responsibilities:** . Operate various ... **Passport Support Associate III** **Category:** Administration **Main location:** United States,...As an employee working on a contract by the Service Contract Act, you will be eligible for $4.93… more
- Leap (Walnut Creek, CA)
- …standards. + Experience: A background in retail, luxury retail, or high-touch client -facing roles, demonstrating expertise in premium customer service , brand ... About the Brand Founded as a jewelry rental service rocksbox is dedicated to helping customers express...to finding exceptional talent to represent our boutique in Walnut Creek, CA. We are seeking dynamic Seasonal Part-Time… more
- Columbia Bank (Los Angeles, CA)
- …and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. We are ... strategies consistent with their individual financial goals and objectives. + Achieve client satisfaction and loyalty through excellent service . + Other… more