- Charles Schwab (Pasadena, CA)
- Position Type: Regular Your opportunity As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a ... operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help… more
- Paycom Online (Sherman Oaks, CA)
- The Transition Specialist Representative leads the Paycom implementation by partnering with Outside Sales Reps, Client Relations Representatives (CRR), Paycom ... Specialists (PSD), and New Client Setup (NCS) Specialists to ensure a successful implementation...to all persons in all aspects of the employer-employee relationship . This policy applies to all terms and conditions… more
- Banc of California (Brea, CA)
- …(the "bank"). Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury management services to ... and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** The ACH Origination Specialist is responsible for onboarding new clients and delivering comprehensive technical… more
- Paycom Online (Pasadena, CA)
- …available benefits. The Strategic Account Manager (internally known as Client Relations Representative) is responsible for retaining existing company relationships ... through usage, retention, and additional revenue. Manages the ongoing relationship with existing clients by: + Leveraging technology to ensure they see a return on… more
- HSBC (Beverly Hills, CA)
- …throughout the client lifecycle, from prospect engagement through onboarding and ongoing client relationship management. The role shall require a client ... distinction of being one of a few dedicated sales specialist capabilities within the AM business. AM Client...mandates, investment products, markets, and business + Experience in Client Relationship Management, Client Servicing,… more
- Paycom Online (Pasadena, CA)
- …Identity theft and privacy protection plan + Legal assistance + Caregiver specialist and family-forming benefits + Mental health and well-being benefits + ... in a structured and fast-paced sales environment** + **Ability to analyze client needs and provide strategic business solutions** + **Solid problem-solving and… more
- Charles Schwab (Pasadena, CA)
- **Your opportunity** As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that ... operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help… more
- PNC (Los Angeles, CA)
- …needed to be successful in this position. **Preferred Skills** Business Decisions, Client Counseling, Client Relationship Building, Competitive Advantages, ... valued and have an opportunity to contribute to the company's success. As a Client Solution Specialist within PNC's Corporate Banking organization, you will be… more
- Columbia Bank (Torrance, CA)
- Client Service Specialist II Retail Banking Group Torrance, California **Description** **About Us:** At Columbia, we create a great place to work by offering a ... unique brand of relationship banking and fostering a culture where associates thrive....the first point of contact for most clients, the Client Service Specialist (Teller) play a key… more
- PNC (Pasadena, CA)
- …needed to be successful in this position. **Preferred Skills** Business Decisions, Client Counseling, Client Relationship Building, Competitive Advantages, ... valued and have an opportunity to contribute to the company's success. As a Client Solution Specialist Sr within PNC's Corporate Banking organization, you will… more
- Columbia Bank (Los Angeles, CA)
- Client Service Specialist - Crenshaw Float Retail Banking Group Los Angeles, California **Description** **About Us:** At Columbia, we create a great place to ... work by offering a unique brand of relationship banking and fostering a culture where associates thrive....the first point of contact for most clients, the Client Service Specialists (Teller) play a key role in… more
- BMO Financial Group (Los Angeles, CA)
- …assigned as needed. **Qualifications:** + 4 - 6 years of relevant experience in Client Relationship , Financial Services or Service Excellence in a corporate or ... operational service support and ensures the delivery of exceptional client experiences. Resolves client problems in a prompt and effective manner, while ensuring… more
- Bank of America (Beverly Hills, CA)
- …management, business development, wealth planning, investment management, or relationship management. Key responsibilities include providing quality client ... Wealth Management Specialist Beverly Hills, California **To proceed with your...advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision… more
- Citizens (Los Angeles, CA)
- …to ensure focus is on sales activities, and the overall client relationship . Qualifications, Education, Certifications and/or Other Professional Credentials ... Description The Business Banking Treasury Sales Specialist II is responsible for selling or refining...identify new prospects and calling plans by partnering with Relationship Managers and effectively evaluating client portfolios.… more
- Patterson Companies, Inc. (Los Angeles, CA)
- …queries, answers questions and solves problems in a timely fashion. + Holds client relationship meetings to monitor satisfaction levels with Patterson's service ... to own their income potential. As an Equipment Sales Specialist , you'll partner with dental practices to design, equip,...vital role in helping clients succeed. If you're a relationship -builder with strong sales experience and a passion for… more
- City National Bank (Sherman Oaks, CA)
- …demonstrated sales and marketing abilities including cross selling skills. * Superior client relationship skills. * Good understanding of commercial credit ... and attracting new colleagues and customers. * Prepares a Relationship Plan and calling schedule for each client...minimize loss exposure. * May serve as a product specialist acting as a technical consultant to clients and… more
- City National Bank (Los Angeles, CA)
- …representative of CNB, promoting and attracting new colleagues and customers. * Prepares a Relationship Plan and calling schedule for each client or prospect in ... of company, industry, business and needs to assist in client calling efforts. Sets objectives for each relationship...minimize loss exposure. * May serve as a product specialist acting as a technical consultant to clients and… more
- WTW (Los Angeles, CA)
- …involved on sales opportunities, potential of a tertiary role holding a more strategic client relationship depending on client . _Estimated size of book 10-25 ... quantify, mitigate, and transfer risk, taking advantage of our global capabilities, specialist industry experience, and unparalleled market know-how. The result is a… more
- Eliassen Group (Huntington Beach, CA)
- **Implementation Specialist ** **Huntington Beach, CA** **Type:** Permanent **Category:** Data **Industry:** Financial Services **Reference ID:** JN -102025-104058 ... in Huntington Beach, CA We are seeking a **Implementation** ** Specialist ** to join our team. This role goes beyond...(Data, Documents, Support, Product) to ensure seamless migration of client data and workflows. + Deliver tailored training via… more
- City National Bank (Beverly Hills, CA)
- …representative of CNB, promoting and attracting new colleagues and customers. * Prepares a Relationship Plan and calling schedule for each client or prospect in ... products and services in order to establish a total client banking relationship . Discusses financing opportunities and...minimize loss exposure. * May serve as a product specialist acting as a technical consultant to clients and… more
