- Bank of America (Carson, CA)
- Financial Center Client Service Representative Carson, California **Job Description:** At Bank of America, we are guided by a common purpose to help make ... 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
- Bank of America (Woodland 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 (Newport Beach, CA)
- Financial Solutions Advisor - Consumer Investments - Newport Center Financial Center Newport Beach, California **Job Description:** At Bank of America, ... + Recommends banking and investments strategies that align with client financial goals and needs + Triages...Identifies and engages potential new clients through referrals or financial center clientele + Provides coaching and… more
- Bank of America (Altadena, CA)
- Senior Banker - Altadena Financial Center Altadena, 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 (Garden Grove, CA)
- …Stage I - Registration candidate - Consumer Investments - Lampson Valley View Financial Center Garden Grove, California **Job Description:** At Bank of America, ... 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 (Arcadia, 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 - West Arcadia...Develops talent, including proactive sourcing of candidates * Manages client traffic, engaging and appropriately routing clients, and fostering… more
- Bank of America (Van Nuys, CA)
- …Program - Financial Solutions Advisor Trainee: North Sherman Oaks Financial Center Van Nuys, California **Job Description:** Merrill Wealth Management ... your key milestones, you will begin working in a financial center where you will help to...bachelor's degree, or 1-2 years' experience working in the financial service industry and/or a sales environment… more
- Bank of America (Chino Hills, CA)
- Relationship Banker - Chino Hills Financial Center , Spanish Preferred Chino Hills, California **Job Description:** At Bank of America, we are guided by a common ... by partnering with experts in small business, lending, and investments + Manages financial center traffic, appointments, and outbound calls effectively + Drives… more
- ADP (San Dimas, CA)
- …professional manner. **TO SUCCEED IN THIS ROLE:** + You have at least two years of client service and/or call center experience OR a minimum of four years ... ADP is hiring a ** Client Service & Product Support Specialist...ADP is hiring a ** Client Service & Product Support Specialist -- Tax.** +...of Insurance/ Financial Institution experience. + Over the phone and in… more
- City National Bank (Los Angeles, CA)
- …Completes other related work as assigned. **Must-Have + HS Diploma + Minimum 3 years of Client Service experience, Call Center experience a plus + Minimum 3 ... years of financial transaction processing experience **Skills and Knowledge** + Knowledge...with a focus on high quality client service in a fast pace call center … more
- Bank of America (Glendale, CA)
- … needs **Required Qualifications:** + Bilingual Mandarin + 1+ years of customer/ client service experience, including experience handling difficult client ... integrity, commitment and drive to deliver a positive, differentiated service that improves our clients' financial lives...industry + 2+ years of experience working in a client service capacity **Skills:** + Attention to… more
- CBRE (Los Angeles, CA)
- …groups. + Excellent listening skills with the ability to effectively assess and solution client needs. Financial Knowledge: + Requires advanced financial and ... Client Cultivation & Sales Leader - US Defense Industrial Base Job ID 170262 Posted 25-Jul-2024 Service line GWS Segment Role type Full-time Areas of Interest… more
- Bank of America (Irvine, CA)
- …**Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities ... address all service needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through educating them on all of… more
- Banc of California (Santa Ana, CA)
- …the company operates. **Responsibilities** + Assists with escalated issues for the Client Services Contact Center , other business areas and clients. Ensures ... range of loan and deposit products and services through more than 70 full- service branches throughout California and in Denver, Colorado, and Durham, North Carolina,… more
- JPMorgan Chase (Westlake Village, 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
- US Bank (Chino, CA)
- …need. Job postings in areas with a high volume of applicants, such as customer service , contact center , and Financial Crimes investigations, remain open for ... best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We… more
- US Bank (Rancho Palos Verdes, CA)
- …need. Job postings in areas with a high volume of applicants, such as customer service , contact center , and Financial Crimes investigations, remain open for ... best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We… more
- JPMorgan Chase (Upland, CA)
- …Client Investment Associate in JP Morgan Wealth Management, you will provide client service , operational marketing and administrative support to Private ... care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using… more
- Black & Veatch (Los Angeles, CA)
- ** Client Director - Water Business - Inland Empire** Date:..._are_ Black & Veatch. We put them at the center of everything we do and empower them to grow, ... talents and perspectives to use. **The Opportunity** As the ** Client Director** , you will have the opportunity to:...Manage all aspects of an Engineering Procurement Construction (EPC) service project including risk to cost, schedule and quality… more
- SMBC (Los Angeles, CA)
- …set ups, maintenance and closings as required. Conduct analysis, use tools and service platforms to research and solve client problems and complaints. Execute ... SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a...service needs where possible. Meet team objectives across client satisfaction, effectiveness and quality as measured through metrics… more