- Morgan Stanley (Menlo Park, CA)
- …* Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model * Support the team's marketing strategy by ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape...deliver the full firm to clients. *DUTIES and RESPONSIBILITIES:* * CLIENT SUPPORT * * Cultivate and enhance new… more
- Morgan Stanley (Irvine, CA)
- …* Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model * Support the team's marketing strategy by ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape...deliver the full firm to clients. *DUTIES and RESPONSIBILITIES:* * CLIENT SUPPORT * * Cultivate and enhance new… more
- JPMorgan Chase (Irvine, CA)
- …the use of our complex treasury and cash management products and services. As a Client Service Associate within the Commercial Bank, you will resolve client ... located in the United States and across the globe. Client Service Associates are a trusted member...+ Learn and understand existing and upcoming technologies to support client consultation and requests + Identify… more
- CIBC (San Francisco, CA)
- …Promptly research and bring about resolution of all client issues. + Provide integral support for client service teams and special projects + Achieve and ... learn more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) The Senior Client Service Associate executes the more complex transactions… more
- JPMorgan Chase (Irvine, CA)
- … client behaviors + Learn and understand existing and upcoming technologies to support client consultation and requests + Identify opportunities for use of ... client experience globally through the handling of the service and account management needs of designated high-profile clients...a high degree of success + Solicit feedback on product and service offerings in an effort… more
- HUB International (Sacramento, CA)
- …an Account Manager or Account Executive to service a book of business. The Client Service Manager provides support by knowing all the processes, steps, ... and Responsibilities** * Manages a team of commercial lines service staff. * Executes product , service...working environment, in order to provide the best possible client service and producer support .… more
- Apria (San Diego, CA)
- …reimbursement + Development opportunities to grow your career with a global company ** Client Service Representative** In this role, you will provide front-line ... industry and this role is empowered to solve our client 's problems. **_The Client Service ...position, you will be expected to learn about the product Lofta sells and provide support to… more
- Fiserv (Sacramento, CA)
- …make an impact on a global scale, come make a difference at Fiserv. **Job Title** Client Support **What does a successful Client Support Professional do ... at Fiserv:** We are seeking a Client Support Professional to support ...resolves inquiries on all aspects relating to the Managed Service Fee Model + Ensures complete and prompt resolution… more
- MUFG (San Francisco, CA)
- …KYC teams + Coordinates hand-offs to centralized support teams for fulfillment of client product needs, while keeping client apprised of the status of ... cash management services Decisions + Makes decisions offering select product solutions and risk mitigation strategies to client...+ Experience in and knowledge of best practices for client service and support +… more
- Acxiom (Sacramento, CA)
- …adopted for product use and clients are maximizing value from product / service investments. Handles escalations and coordinate across functional areas of the ... The Client Partner serves as the primary post-sale point... industry and/or business processes, deep knowledge of the product (s) being sold and technical expertise to drive and… more
- BlackRock (San Francisco, CA)
- …client experience and reduce incident count + Ensure timely and accurate day-to-day BAU client support , in partnership with internal teams + Host service ... client team, the comprehensive oversight and delivery of service for clients of the Aladdin (https://www.youtube.com/watch?v=Lzn2Av6QHK4) (R) business, connecting… more
- Wells Fargo (Walnut Creek, CA)
- …establishing and maintaining filing and record keeping necessary to support efforts to service and grow client relationships + Act as the liaison for all ... and prepare for appointments with new or prospective clients, establish and service client accounts, prepare forms, research account inquiries and/or issues… more
- City National Bank (Riverside, CA)
- …training for the internal sales/ service team. + This person will support internal sales activities including providing product and cross-sell opportunity ... Manager in supervising and participates in the operations, client service , and internal sales activities of...CNB colleagues in all divisions of the bank to support client retention objectives and proactively promotes… more
- Fifth Third Bank, NA (Ontario, CA)
- …+ Works collaboratively with business partners to ensure flawless service and product + implementation on new or existing client requests. MINIMUM KNOWLEDGE, ... primary point of contact for all TM services. This client service professional possesses treasury management expertise... data analytics and industry trends while engaging Operations, Product , IT and Sales resources to optimize the suite… more
- JPMorgan Chase (Irvine, CA)
- …with key partners in Relationship Management, Sales, Service , Operations and Product Management + Manage client and partner expectations and understanding ... Own our Client 's Onboarding experience end to end! Use your...Use your Project Management expertise to manage complex treasury product implementations for JP Morgan Chase Clients from around… more
- Bank of America (Modesto, CA)
- …a difference. Join us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). ... address all service needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through educating them on all of… more
- US Bank (Fontana, CA)
- …we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our ... what you excel at-all from Day One. **Job Description** Client Relationship Consultants build relationships with customers by meeting...[3 year to 5 years minimum experience in customer service and sales]. The successful candidate will be hired… more
- City National Bank (Woodland Hills, CA)
- …training for the internal sales/ service team.* This person will support internal sales activities including providing product and cross-sell opportunity ... Manager in supervising and participates in the operations, client service , and internal sales activities of...CNB colleagues in all divisions of the bank to support client retention objectives and proactively promotes… more
- Public Consulting Group (Sacramento, CA)
- …EDPlan Innovations.o Coordination with Technical Business Analyst to articulate change requests and product feedback and support execution of changes in the form ... To learn more, visit www.publicconsultinggroup.com . **Responsibilities** **School Nurse - Client Success Partner - Education** Client Success Partners will… more
- Wells Fargo (Pleasanton, CA)
- …and maintaining filing and record keeping necessary to support efforts to service and grow client relationships + When applicable, acts as the liaison ... and preparing for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues +… more