- Charles Schwab (Mission Viejo, CA)
- …us "challenge the status quo" and transform the finance industry together._ As a Client Relationship Specialist (CRS), you have the opportunity to bring ... 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
- Banc of California (Santa Ana, 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 ... related to Payment Card Industry accounts. + Troubleshoots and resolves client inquiries regarding online website and mobile application including maintenance and… more
- Citizens (Newport Beach, CA)
- Description The Private Bank Sr Lending Specialist supports the Relationship Manager with their client 's loan portfolio with extraordinary care and service. ... The Senior Lending Specialist works in primarily operational, processing, and analytical capacities,...Private Bank guidelines and lead the conversation with the Relationship Manager, Client Relations Team, or Credit… more
- Bank of America (Newport Beach, CA)
- …management, business development, wealth planning, investment management, or relationship management. Key responsibilities include providing quality client ... Wealth Management Specialist Newport Beach, California **Job Description:** Merrill Wealth...advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision… more
- Bank of America (Newport Beach, CA)
- Business Development Specialist (FP) San Francisco, California;Newport Beach, California **Job Description:** Merrill Wealth Management is a leading provider of ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- EverBank (Irvine, CA)
- **Banking Specialist : This position will support Sterling Bank & Trust a division of EverBank, NA** The Banking Specialist promotes the organization's banking ... services, recognizes sales opportunities, opens accounts, delivers exceptional client service, and makes appropriate introductions to team specialists such as… more
- Patterson Companies, Inc. (Orange, CA)
- …queries, answers questions and solves problems in a timely fashion. + Holds client relationship meetings to monitor satisfaction levels with Patterson's service ... Who are we looking for as an Equipment Sales Specialist ? Patterson Dental is looking for business-minded professionals who...sales visits ahead of the meeting; develops general and client -specific sales strategies. + Develops short and long term… more
- Antech Diagnostics (Fountain Valley, CA)
- …strong relationship building and communication skills. The Customer Support Specialist accurately enters orders and is knowledgeable about Antech products and ... support position in the future. **Job Purpose/Overview** The Customer Support Specialist delivers on the Antech Customer Service Vision of unwavering commitment… more
- ADP (La Palma, CA)
- …opportunity for you. Read on and decide for yourself. As a Client Onboarding Specialist , you will carry the ADP relationship forward after a sale and enable ... ADP is hiring a ** Client Onboarding Specialist ** . + Are...use our products with ease through your expertise and relationship -building. + **Implement ADP Technologies.** You will consult with… more
- City National Bank (Irvine, 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
- HUB International (Diamond Bar, CA)
- …transition of new clients to the company and then to the assigned Payroll Specialist + Scans and attaches all client setup paperwork and employee enrollment ... being a part of the HUB family!" _Clara - Client Service Associate_ **WE'LL TAKE CARE OF YOU.** We...payroll system. When problems are identified the payroll implementation specialist will develop solutions and work with staff to… more
- Citizens (Irvine, CA)
- Description The Sr Private Bank Lending Specialist supports the Relationship Manager with their loan portfolio with extraordinary care and service. The Sr ... lending specialist works in primarily operational, processing, and analytical capacities,...Primary responsibilities include + Works closely with RM and client to identify lending needs and solutions. + Performs… more
- Bank of America (Newport Beach, CA)
- …Sized clients **Skills:** + Account Management + Business Development + Client Solutions Advisory + Portfolio Management + Relationship Building ... Sr. Merchant Specialist San Diego, California;Newport Beach, California; Rancho Cordova,...the banker and TSO * Deep understanding of a client 's commerce ecosystem and the ability to consult on… more
- Allied Universal (Irvine, CA)
- …company discounts, perks, and more. Allied Universal is currently seeking a Staffing Specialist . If you are a dynamic individual with a passion for service ... The Allied Universal corporate headquarters in Irvine, is currently seeking a **Staffing Specialist ** that can help support recruiting on a national level. As an… more
- Terracon (Carson, CA)
- …Experience in the A/E/C industry is highly preferred, and familiarity with a Client Relationship Management (CRM) system is a plus. CPSM certification is ... and curiosity in pursuit of innovative solutions to overcome client challenges. As a Marketing Specialist , you'll be part of a company that values and… more
- Allied Universal (Irvine, CA)
- …The Allied Universal corporate headquarters in Irvine, is currently seeking a **Staffing Specialist ** that can help support recruiting on a national level. As an ... entry-level staffing specialist , you will be responsible for conducting structured interviews,...availability, and functional fit, to determine if they meet client requirements. + **Extend offers of employment:** Immediately extend… more
- Zurich NA (Hollywood, CA)
- Senior Ergonomics Specialist 124354 Zurich North America is seeking a Certified Professional Ergonomics Specialist to join Zurich Resilience Solutions. The ... customers' risk management and helping build their resilience. Combining our close relationship and in-depth knowledge of our customers' operations with our industry… more
- Deloitte (Costa Mesa, CA)
- …looking for a role where you can establish a deep and long term relationship with your client while delivering ongoing support and enhancements for technology ... matters with SAP solutions. Work you'll do As a Specialist Master you will: + Manage client ...a Specialist Master you will: + Manage client relationships with excellent written and oral communication +… more
- Cargomatic (Long Beach, CA)
- …well-being. We are seeking a dynamic and experienced Sales Onboarding and Implementation Specialist to join our Sales Operations team. As a Sales Onboarding and ... Implementation Specialist at Cargomatic, you will play a critical role...with the sales and account management teams to understand client requirements and develop customized onboarding and implementation plans.… more
- Deloitte (Costa Mesa, CA)
- …and advisory services to many of the world's most admired companies. The Senior Specialist is an integral part of Deloitte's A&A Growth Team focused on developing ... + Supports target teams with company and competitor research, relationship mapping, and developing and tracking progress of ...to support regular target team meetings + Creating of client facing meeting materials + Liaises with local A&A… more