- Fidelity TalentSource LLC (Brea, CA)
- …by reinforcing the principles of consultative selling. You will impact associate development through focused coaching support in the key foundational areas, ... ask that you have sales experience in the financial service industryWe require a Series 7 & 63 and...and effective follow up skillsPartnering with branch consultants in client appointments to support the introduction and implementation of… more
- Capstone Logistics, LLC (Chino, CA)
- …Ensure partner needs are met on a daily basis Document and resolve any customer service or associate issues daily and report them to the Regional Director or ... Think you have what it takes? JOB SUMMARY: Interacts with partners ( client partner and common carrier representatives) to ensure superior levels of customer… more
- Fidelity TalentSource LLC (Newport Beach, CA)
- …relationshipYour subject matter expertise will be used to address unique and complex client service requestsYour appreciation for working in a dynamic and ... Job Description:Wealth Management Planning ConsultantFor you, client interactions aren t just transactions. They re...Your RoleYou are providing the highest level of customer service to Fidelity s most sophisticated and most valued… more
- Fidelity TalentSource LLC (Pasadena, CA)
- …tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needsLeveraging technology, you can ... and conduct efficient one-on-one appointments to make the best use of the client s time, as well as plan for post-appointment follow-upGrowing relationships through… more
- Capstone Logistics, LLC (Mira Loma, CA)
- …customer needs are met on a daily basis. Document and resolve any customer service or associate issues daily. Ensure all associates follow policies and work ... management of the warehouse crew. We provide unloading services for our client . The Opportunity: Negotiation of rates with common carrier representatives Running… more
- Galapagos Federal Systems, LLC (Riverside, CA)
- …You must be able to adeptly identify and address technical issues, generate detailed service reports, respond to client inquiries, and execute upgrade tasks such ... encompassing field operations, maintenance, equipment repair/replacement, patching, software/equipment installation, client assistance, and troubleshooting. This multifaceted role involves providing… more
- Morgan Stanley (Sherman Oaks, CA)
- …its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *California-Sherman ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated… more
- JPMorgan Chase (Irvine, CA)
- …with the use of our complex treasury and cash management products and services. As a Client Service Associate within the Commercial Bank, you will resolve ... Sales partners, and Bankers located in the United States and across the globe. Client Service Associates are a trusted member of the client 's team and deeply… more
- Raymond James Financial, Inc. (Pasadena, CA)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... Duties and Responsibilities** * Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes… more
- ADP (San Dimas, CA)
- ADP is hiring an ** Associate Client Service & Product Support Specialist -- Tax.** + _Are you ready to join a company offering career advancement ... Ready to #MakeYourMark? Apply now! **To learn more about Client Service at ADP, visit** https://jobs.adp.com/teams-roles/ client -… more
- ADP (La Palma, CA)
- ADP is hiring ** Associate Client Support Consultants** . Bilingual in English and Spanish is strongly preferred. + _ _ _Are you ready to join a company offering ... users on ADP technology, and more. You carry the weight of ADP's service reputation and client satisfaction in your hands. The nature of what you do every day… more
- Banfield Pet Hospital (Downey, CA)
- …is to manage the hospital and ensure the highest qualityof veterinary care, exceptional client service , associate engagement and maximum productivity of the ... client needs). Oversee and train associates on professional, efficient and exceptional client service (lead by example), toinclude client education about… more
- HUB International (La Palma, CA)
- …to having many more years of being a part of the HUB family!" _Clara - Client Service Associate_ **WE'LL TAKE CARE OF YOU.** We care about our people, and ... the service team to provide provides day-to-day service for employee benefits clients by maintaining client... service for employee benefits clients by maintaining client relationships, supporting client retention, maintaining strong… more
- Banfield Pet Hospital (Corona, CA)
- …of the team when called upon and ensuring quality medical care, exceptional client service , associate engagement and maximum productivity. Helping create ... being a member of the team. Providing professional, efficient and exceptional client service (lead by example), ensuring all associates do the same, to include… more
- HUB International (Long Beach, CA)
- …to having many more years of being a part of the HUB family!" _Clara - Client Service Associate_ **WE'LL TAKE CARE OF YOU.** We care about our people, and ... accounts, serve as the HUB's primary contact to the client . + Provides professional, courteous service to...to the client . + Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners,… more
- Zions Bancorporation (Huntington Beach, CA)
- …in Small Business & Middle Market Excellence Awards. We are looking for a Part-Time Client Service Associate (Teller) to provide top notch customer ... and with each other. Our workplace culture values each associate 's unique experiences, background and perspectives and provides a...active for 70 years and has more than 80 full- service branch offices across the state. This dedication has… more
- HUB International (La Palma, CA)
- …to having many more years of being a part of the HUB family!" _Clara - Client Service Associate_ **WE'LL TAKE CARE OF YOU.** We care about our people, and ... a generous 401k plan and more! **THE OPPORTUNITY:** Our service professionals play a vital role in supporting our..._Personal Lines Account Manager_ is responsible for providing exceptional service to our clients and their co-workers. They work… more
- HUB International (La Palma, CA)
- …to having many more years of being a part of the HUB family!" _Clara - Client Service Associate_ **WE'LL TAKE CARE OF YOU.** We care about our people, and ... paid time off, a generous 401k plan and more! **THE OPPORTUNITY:** Our service professionals play a vital role in supporting our clients with day-to-day account… more
- HUB International (La Palma, CA)
- …to having many more years of being a part of the HUB family!" _Clara - Client Service Associate_ **WE'LL TAKE CARE OF YOU.** We care about our people, and ... in Chicago, Illinois, HUB International Limited (HUB) is a leading full- service global insurance broker providing property and casualty, life and health,… more
- Bank of America (Brea, CA)
- Wealth Management Client Associate Brea, California **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... Join us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities… more
