- JPMorgan Chase (San Francisco, CA)
- …appropriate JPMorgan Chase wealth services to best meet the objectives of each client . The Client Specialist provides high level advice and counsel, ... wealth management solutions, and delivers a high level of service . As a Client Specialist ...a Trust Officer in instances where we deliver trust services to the client **Job Responsibilities** +… more
- JPMorgan Chase (San Diego County, CA)
- …so, the Commercial Real Estate Commercial Term Lending team is a great fit! As a Client Specialist on the Commercial Term Lending team, you will support one or ... more Client Managers and serve as a contact point for...You will also develop a comprehensive understanding of treasury services through collaboration with the Treasury Management Officer. Commercial… more
- Umpqua Bank (Yuba City, CA)
- Client Service Specialist - 20 hours Retail Banking Group Yuba City, California **Description** **About Us:** At Umpqua, we create a great place to work by ... the first point of contact for most clients, the Client Service Specialist (Teller) plays...and identify opportunities to provide additional bank products and services . + Always performs teller transactions and cash handling… more
- Terracon (Carson, CA)
- …. Terracon's growth is due to our talented employee-owners exceeding expectations in client service and growing their careers with new and exciting opportunities ... **31839BR** ** Service Line:** Client Development **Office Name:**...with us" in Southern California as Terracon's next Senior Client Development Specialist !** For this opportunity, our… more
- CBRE (Roseville, CA)
- Client Services Specialist Job ID 219973 Posted 13-May-2025 Service line Advisory Segment Role type Full-time Areas of Interest Administrative, ... is built on our shared values - respect, integrity, service and excellence - and we value the diverse...education, training, and experience. The minimum salary for the Client Services Specialist position is… more
- HUB International (San Rafael, CA)
- … client service professionals to join the team. **Summary:** As a Financial Services Client Service Specialist , you will be the primary point ... balances, transactions, statements, fees, and other financial products and services . + Investigate and resolve client complaints...+ Collaborate effectively with other departments to ensure seamless client service delivery. + Stay up to… more
- Charles Schwab (Brea, CA)
- …us "challenge the status quo" and transform the finance industry together._ As a Client Relationship Specialist (CRS), you have the opportunity to bring your ... for you. **What you have** **Required Qualifications:** + 1+ years of Client /Customer Service experience **Preferred Qualifications:** + Previous experience in… more
- Maxim Healthcare Services (Alhambra, CA)
- Position Description: The Client Relations Specialist completes tasks under the direction of the Account Manager for Employer of Record programs in CA. The ... Client Relations Specialist monitors each program recipient's...recipient's ability to manage their program, and provides customer service . Ideal candidate is bilingual in Mandarin. Essential Duties… more
- WestCare Foundation (Fresno, CA)
- Client Services Specialist Job Details Job Location Fresno - 1900 N Gateway - Fresno, CA Position Type Full Time Education Level High School Salary Range ... to residents whom have a cash balance in the client funds account; + Responsible for the disbursement of...party benefits for clients, ie, TANF, CalFresh, which a client may be eligible + Responsible for the coordination… more
- Zions Bancorporation (San Diego, CA)
- …in Small Business & Middle Market Excellence Awards. We are looking for a Premier Client Support Specialist in San Diego, CA. This role focuses on coordinating ... to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and...active for 70 years and has more than 80 full- service branch offices across the state. This dedication has… more
- Anywhere Real Estate (San Jose, CA)
- The Client Experience Specialist is a service minded professional who manages all non-licensed aspects of the transaction, from contract to close, to create ... efficient, and accurate manner. + Collaborating closely with agent services department, agents or other third parties to ensure...applicable systems while providing continuous updates to the agent, client and third parties. + Serve as all deal… more
- PennyMac (Moorpark, CA)
- …customer requests, and supporting divisional customer service objectives. The Senior Client Escalation Specialist will : + Perform complex data and document ... PENNYMAC Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and...the complete mortgage journey. A Typical Day The Senior Client Escalation Specialist is a skilled role… more
- ADP (San Dimas, CA)
- ADP is hiring a ** Client Service & Product Support Specialist -- Tax.** + _Are you ready to join a company offering career advancement opportunities ... our clients. Ready to #MakeYourMark? **Apply now!** **To learn more about Client Service at ADP, visit** https://jobs.adp.com/teams-roles/ client - service /… more
- Banc of California (Santa Ana, CA)
- …required. College degree is preferred. + Minimum 6 months client service experience. + Prior banking or financial services industry experience preferred. ... First point of contact for branch escalation, research, and account opening questions. Client services agents may also provide communication for wires and… more
- ADP (La Palma, CA)
- ADP is hiring a ** Client Onboarding Specialist ** . + Are you looking to grow your career in an agile, dynamic environment with plenty of opportunities to ... you. Read on and decide for yourself. As a Client Onboarding Specialist , you will carry the...to ensure your clients achieve long-term success. Once ADP services are delivered, your efforts will have a direct… more
- WTW (Los Angeles, CA)
- …and client engagement in those activities through daily coordination with an assigned Client Specialist in our Global Service Delivery (GSD) Team. The ... + Retail & Distribution + Financial Institutions + Professional Services + Healthcare and Life Sciences + Construction +...information working in collaboration with the Client Specialist + Responsible for coordination of all service… more
- WTW (Los Angeles, CA)
- …ACA manages client service activities and engagement, coordinating daily with a Client Specialist in our Global Service Delivery (GSD) Team. As the ... and receive all client information in collaboration with the Client Specialist . + Oversee all service delivery activities, including audits, policy… more
- JPMorgan Chase (Pasadena, CA)
- … from pre-approval to the funding of a loan + Lead the sales team ( Client Associate and Client Specialist ) in loan production within credit standards ... a Relationship Manager is for you. As an MFL Client Manager, Executive Director in Commercial Real Estate, you...+ Promote the bank's commercial real estate programs and services through strong sales principles and practices, credit analysis… more
- Optiv (San Francisco, CA)
- …Members of this cross-functional team will typically include a Solutions Architect, Client Operations Specialist and services practices personnel as ... As a Client Manager (CM) you'll be responsible for selling Optiv security services and security technology solutions to a select few strategic accounts… more
- WTW (San Francisco, CA)
- …quality standards + Proactively advising clients and ensuring the delivery of superior client service + Facilitating specialist resources and subject matter ... of client deliverable to ensure alignment to client objectives, leverage of optimal WTW services ...to client objectives, leverage of optimal WTW services and solutions, and adherence to WTW professional excellence… more