- Mizuho Corporate Bank (Los Angeles, CA)
- Job Summary The Client Relationship Specialist (Bilingual Korean - English) plays a critical role in supporting the bank's relationship management ... client 's financial transactions, ensuring accurate documentation, maintaining client records, and facilitating smooth communication between clients and internal… more
- Charles Schwab (San Diego County, CA)
- …us "challenge the status quo" and transform the finance industry together._ As a Client Relationship Specialist (CRS), you have the opportunity to bring ... operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help… more
- JPMorgan Chase (San Francisco, CA)
- …of: * the banker that manages the overall bank relationship with the client * the Client Specialist , who initially helps determine the appropriate ... The Client Specialist is a sophisticated wealth...The Client Specialist is a sophisticated wealth expert that focuses...wealth services to best meet the objectives of each client . The Client Specialist provides… more
- Indeed (San Francisco, CA)
- …seekers. (*Comscore, Total Visits, March 2024) **Day to Day** As a Senior Client Success Specialist you will communicate directly with advertising agency ... get up to speed and have an impact from day one. + Demonstrate relationship management, churn prevention, and client engagement skills while also understanding… more
- Umpqua Bank (Kelseyville, CA)
- Client Service Specialist Retail Banking Group Kelseyville, California **Description** **About Us:** At Umpqua, we create a great place to work by offering a ... unique brand of relationship banking and fostering a culture where associates thrive....the first point of contact for most clients, the Client Service Specialist (Teller) plays a key… more
- Robert Half Office Team (San Diego, CA)
- …client , a growing company committed to delivering exceptional service, is seeking a Client Services Specialist to act as the primary liaison between the ... formal education. + Industry knowledge is a plus, but passion for client success and relationship management is a must. TalentMatch(R) Robert Half is the world's… more
- HUB International (San Rafael, CA)
- …to explain complex information clearly and concisely. + Exceptional interpersonal and client relationship management skills + Strong attention to detail and ... service professionals to join the team. **Summary:** As a Financial Services Client Service Specialist , you will be the primary point of contact for our valued… more
- Banc of California (Santa Ana, CA)
- …(the "bank"). Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury management services to ... related to Payment Card Industry accounts. + Troubleshoots and resolves client inquiries regarding online website and mobile application including maintenance and… more
- Ventura County (Ventura, CA)
- …maintain client confidentiality and uphold professional ethical code, including client /counselor relationship ; acquire knowledge of laws applicable to the ... maintain client confidentiality, and uphold professional ethical code, including client -counselor relationship ; acquire knowledge of laws applicable to the… more
- Lowe's (Merced, CA)
- …best service and value, from the comfort of their home. In Home Sales Specialist deliver a superior client experience by accurately assessing customer needs and ... customer homes or other locations to discuss project plans. The In Home Sales Specialist must be comfortable owning the customer relationship and engaging in… more
- Bank of America (Beverly Hills, CA)
- …management, business development, wealth planning, investment management, or relationship management. Key responsibilities include providing quality client ... Wealth Management Specialist Beverly Hills, California **Job Description:** Merrill Wealth...advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision… more
- BlackRock (San Francisco, CA)
- …by role.** **Hybrid Market Leader/Wholesaler** **: responsible for all aspects of client relationship and driving sales through all channels (RIA, Independent, ... solutions to clients and provide exceptional service to clients.** **Alternatives Specialist ** **: responsible for developing client relationships and educating… more
- UMB Bank (Sacramento, CA)
- …banking officers. As the primary contact, you will be a vital part of the client 's relationship to help deliver growth and opportunity by creating a trusting ... As the **Treasury** **Service Specialist ** will support and manage the day-to-day operations...email to support day-to-day servicing needs + Develop a relationship with the client proactively to identify… more
- Allied Universal (Pacific Palisades, CA)
- …perks, and more. Allied Universal(R) is hiring a **Executive Protection Security Specialist $40.00 per Hour** . The Executive Protection Security Specialist ... leadership floors of a high-profile customer building. The Executive Protection Security Specialist will mitigate risk and provide immediate response in the event of… more
- Bank of America (Newport Beach, CA)
- Business Development Specialist (FP) San Francisco, California;Newport Beach, California **Job Description:** Merrill Wealth Management is a leading provider of ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- EverBank (Irvine, CA)
- **Banking Specialist : This position will support Sterling Bank & Trust a division of EverBank, NA** The Banking Specialist promotes the organization's banking ... services, recognizes sales opportunities, opens accounts, delivers exceptional client service, and makes appropriate introductions to team specialists such as… more
- Bank of America (Pasadena, CA)
- Residential Real Estate Specialist Scottsdale, Arizona;Los Angeles, California; Charlotte, North Carolina; Pasadena, California **Job Description:** At Bank of ... difference. Join us! **Job Description:** The Residential Real Estate Specialist (RRES) is the primary source of expertise for...financing residential real estate. Working in concert with the client team to ensure a holistic approach, the RRES… more
- Cognizant (San Francisco, CA)
- …and developing effective sales strategies. This role requires deep technical expertise, strong client relationship leadership skills, and the ability to lead and ... **Service Line Specialist - CMT** **Location:** San Francisco, CA (must...+ Provide thought leadership, leading the mind-share conversation across client leadership levels and internal senior management. + Partner… more
- Patterson Companies, Inc. (San Jose, CA)
- …queries, answers questions and solves problems in a timely fashion. + Holds client relationship meetings to monitor satisfaction levels with Patterson's service ... Who are we looking for as an Equipment Sales Specialist ? Patterson Dental is looking for business-minded professionals who...sales visits ahead of the meeting; develops general and client -specific sales strategies. + Develops short and long term… more
- Clark Construction Group, LLC (Los Angeles, CA)
- …the Inland Empire. Occasional travel to other regions may be required. **Responsibilities** Client Engagement & Relationship Management + Facilitate and execute ... is seeking a highly skilled and strategic Business Development Specialist to join our team. In this role, you...you will be responsible for developing and cultivating strong client relationships and strategic partnerships within the Los Angeles,… more