- Bank of America (Santa Rosa, CA)
- Financial Center Client Service Representative Santa Rosa, California **Job Description:** At Bank of America, we are guided by a common purpose to help ... 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 (Santa Rosa, 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 (Napa, CA)
- …Development Program** and become an investment specialist in one of over 4,000 financial center locations nationwide. From day one, you will receive training ... 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 (Rohnert Park, CA)
- …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 ... conducting consistent follow-up routines. Responsibilities: * Partners with teams to provide financial center clients with both consumer and small business… more
- VCA Animal Hospitals (Rohnert Park, CA)
- …quality or care provided. The MD works with the HM to ensure delivery of top-level client service to every client . + Oversees the client /patient flow ... VCA Animal Care Center of Sonoma County (ACC) (http://https://vcahospitals.com/sonoma-county?utm\_source=maps&utm\_medium=organic&utm\_campaign=VCA\_Animal\_Care\_Center\_of\_Sonoma\_County) , a… more
- Edward Jones (Santa Rosa, CA)
- …member of that team along with the financial advisor. You are the first voice a client hears when they call on the phone - the first face they see when they walk ... see them coming a mile away. You and your financial advisor are essential in working together to help...clients. Our BOAs are a valued part of the client team, and we credit much of our success… more
- H&R Block (Petaluma, CA)
- …tax office associates accountable to Standard Operating Procedures (SOP) execution and client service experience, with escalation to the Multi-Unit Team Leader ... + Serve as point of contact for onsite escalated client service concerns + Ensure clients are...can help you plan for the health, well-being and financial wellness needs for you and your family. At… more
- JPMorgan Chase (Santa Rosa, CA)
- …combined with cutting-edge financial technology and the most welcoming and friendly service , you will be front and center representing our brand and culture. ... of their lives, by providing education, and advice tailored to suit their financial needs. As an Associate Banker in Branch Banking, you will contribute… more
- H&R Block (Novato, CA)
- …Block is the industry's largest consumer tax services provider* and we have been focused on client service for over 60 years. When you join our team, you'll find ... decisions about their lives, careers, and money, you'll build client relationships that will grow stronger every year. Joining...can help you plan for the health, well-being and financial wellness needs for you and your family. At… more
- H&R Block (Petaluma, CA)
- …informed decisions about their lives, careers, businesses and money, you'll build client relationships that will grow stronger every year. Joining **Block Advisors** ... individuals and small businesses with complex tax and business service needs. We assist our clients in reaching their... needs. We assist our clients in reaching their financial goals year-round. **Job ID:** 498902BR **City:** PETALUMA **State:**… more
- Kelly Services (Napa, CA)
- …function in assigned area of the business. * Preparing monthly financial statements, detailed account analyses, and accounting reports. * Consistently monitoring ... billing and invoices, checking balances, drafting statements, and maintaining client files. * Communicating with internal and external customers...you will have access to a retirement savings plan, service bonus and holiday pay plans (earn up to… more
- H&R Block (Petaluma, CA)
- …confident, informed decisions about their lives, careers, and money, you will build client relationships that will grow stronger each year. Joining H&R Block as a ... help associates plan for their unique health, wellbeing and financial wellness needs. + **Medical coverage** and well-being programs...to ensure all clients needs have been met during service both in person, over the phone or virtually… more