- Bank of America (Los Angeles, CA)
- Financial Center Client Service Representative - Figueroa-Adams Financial Center Los Angeles, California **Job Description:** At Bank of America, ... their needs. * Has a minimum six months of client service experience in financial ... experience, has previously completed the Bank of America financial center internship program. * Can be… more
- JPMorgan Chase (Los Angeles, CA)
- …interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you ... At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and… more
- Bank of America (Hacienda Heights, CA)
- …providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking ... based on client needs + Partners with financial center leaders, performance managers, and market...service skills with ability to manage the full client end-to-end experience and problem resolution + Has a… more
- Bank of America (Granada Hills, CA)
- …providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking ... based on client needs + Partners with financial center leaders, performance managers, and market...service skills with ability to manage the full client end-to-end experience and problem resolution. + Has a… more
- Bank of America (Montrose, CA)
- Senior Banker - Montrose Financial Center Montrose, California **Job Description:** At Bank of America, we are guided by a common purpose to help make ... This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual… more
- Bank of America (Huntington Park, CA)
- Senior Banker - Slauson-Pacific Financial Center - Bilingual Spanish Required Huntington Park, California **Job Description:** At Bank of America, we are guided ... This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual… more
- Bank of America (San Rafael, CA)
- …by applicable law. Responsibilities: * Operates as a back up financial center leader within a market * Manages client traffic, engaging and appropriately ... Market Financial Center Manager San Rafael, California;San...owner, fostering a team environment, and instilling an effective client -centric and risk culture. Job expectations include driving operational… more
- Bank of America (Oakdale, CA)
- …environment, instilling an effective client -centric and risk culture in the center , and helping clients achieve the financial goals. Job expectations include ... Financial Center Manager - Modesto area...Develops talent, including proactive sourcing of candidates * Manages client traffic, engaging and appropriately routing clients, and fostering… more
- Bank of America (Yuba City, CA)
- …Advisor Stage I - Registration candidate - Consumer Investments - Yuba City Financial Center Yuba City, California **Job Description:** The following laws or ... become an investment specialist in one of over 4,000 financial center locations nationwide. From day one,...bachelor's degree, or 1-2 years' experience working in the financial service industry and/or a sales environment… more
- Bank of America (Newbury Park, CA)
- Financial Center Assistant Manager - Newbury Park Financial Center Newbury Park, California **Job Description:** At Bank of America, we are guided by a ... a difference. Join us! Job Description: This job is responsible for managing a financial center (FC) in collaboration with senior team members, supporting the… more
- Bank of America (Sacramento, CA)
- Relationship Banker - Foothill Farms Financial Center Sacramento, California **Job Description:** At Bank of America, we are guided by a common purpose to help ... is open for the entire market and the specific Financial Center location will be based on...lobby to educate and assist with conducting transactions through self- service resources, such as mobile banking, online banking, or… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …assets, the team fosters a collaborative, entrepreneurial culture that emphasizes development, client service excellence, and long-term career growth. What We ... financial planning to address all aspects of a client 's financial life. With a diversified investment...annual reviews, and discretionary profit-sharing bonus Position Summary The Client Service Associate plays a critical role… more
- CDM Smith (Concord, CA)
- …Unit:** NAU **Job Description:** CDM Smith has a new opportunity for an experienced Client Service Leader to lead client engagement and business development ... business development activities. * Being responsible of the overall financial performance of projects within a client ...costs. * Engaging in routine coordination with other area client service leaders and internal business units… more
- VCA Animal Hospitals (Chico, CA)
- …quality customer service . Skills and Qualifications * Excellent knowledge of client service and communication center operations. * Strong organizational ... Client Service Supervisor We are seeking... Client Service Supervisor We are seeking a highly experienced...needed to manage the business. * Handle communication of financial information to clients and doctors. * Act as… more
- VCA Animal Hospitals (Victorville, CA)
- …of high-quality service . Skills and Qualifications + Excellent knowledge of client service and communication center operations + Strong organizational ... We are seeking a highly experienced Client Service Professional to join our...needed to manage the business. + Handle communication of financial information to clients and doctors. + Act as… more
- ADP (San Dimas, CA)
- …professional manner. **TO SUCCEED IN THIS ROLE:** + You have at least four years of client service and/or call center experience OR a minimum of six years ... ADP is hiring a **Senior Client Service - Product Support Specialist...ADP is hiring a **Senior Client Service - Product Support Specialist -- Tax.** +...of Insurance/ Financial Institution experience. + Over the phone and in… more
- Behavior Treatment & Analysis (Walnut Creek, CA)
- …billable hours and service delivery. Regulatory Compliance * Ensure the center complies with HIPAA regulations to protect client confidentiality and data ... Summary The ABA Center Manager ensures optimal center operations by focusing on client experience,...management. * Work closely with Clinical Managers to address client needs and uphold service quality standards.… more
- Bank of America (Santa Rosa, CA)
- …* Provides specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking ... internal partners based on client needs * Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance… more
- BMO Financial Group (Newport Beach, CA)
- …referred during client service interactions. Typically meets client service needs through a pooled call center environment or a dedicated one-on-one ... policies and procedures for Commercial Bank to ensure quality client service and product delivery while protecting...- $161,400.00 **Pay Type:** Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary… more
- NTT America, Inc. (Sacramento, CA)
- …+ MBA preferred. + 10 + years managing a client services or customer service team in the data center industry with experience managing medium and large ... Client Success Management strategy is achieved by leading a team of Client Success Specialists responsible for service delivery, lifecycle account management,… more