- Fidelity TalentSource LLC (Brea, CA)
- …clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with ... markets and productsStrong social skills and the ability to deliver highly personalized service to each clientAbility to find success in a dynamic, deadline driven,… more
- Fidelity TalentSource LLC (Brea, CA)
- …contribute to branch success by providing a warm and welcoming environment upon client arrivals, helping them with service interactions and identifying planning ... Fidelity s best-in-class experience for them throughout their visit inspiring client dedication and engagement in order to develop long-lasting positive… more
- 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
- Fidelity TalentSource LLC (Seal Beach, 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
- Southern Veterinary Partners (Huntington Beach, CA)
- …Assist in developing the paraprofessional team to deliver quality care and exceptional client service * Ensure all staff treat clients and patients with care ... & interpersonal skills, and are passionate about high-quality care and client experience - this is the perfect opportunity for you!*Opportunity Highlights**… 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
- Fresno First Bank (Los Angeles, CA)
- …Prepares proposals and performs sales presentations and product training at client locations.Prepares client implementation documents. Prepares and maintains ... referrals from bank employees.Provides telephone support and acts as primary customer service contact for Merchant Services customers to assist with general account… 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
- 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
- Morgan Stanley (Pasadena, CA)
- …* Coordinates enrollment campaigns/meetings for existing clients * Assigns work to team's Client Service Associate as appropriate * Cultivates and develops ... across the firm to respond quickly and accurately to client questions and concerns. The Wealth Management Associate...a team-wide effort to organize, streamline and enhance a client experience that emphasizes value, service and… 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
- 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 ... Spanish/English + 2+ years of administrative experience within a customer service -focused environment + Exposure to/experience with the workers' compensation process… 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
- Illumination Foundation (Fullerton, CA)
- …Orange County, Los Angeles County and the Inland Empire. Job Description The Client Care Associate /CNA helps patients with direct health care needs, assisting ... for $1.00 swing shift differential and $2.00 graveyard shift differential. Responsibilities Client Care: + Assist with daily living activities to ensure the… more
