- Bank of America (Monterey, CA)
- Financial Center Client Service Representative Monterey, California **To proceed with your application, you must be at least 18 years of age.** ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Monterey/ Financial - Center - Client - Service -Representative\_25045318) **Job Description:**… more
- JPMorgan Chase (Salinas, 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 (Monterey, CA)
- …and money managed solutions + Recommends banking and investments strategies that align with client financial goals and needs + Triages client requests and ... to appropriate internal service providers based on client needs and asset thresholds + Mitigates and controls...Identifies and engages potential new clients through referrals or financial center clientele + Provides coaching and… more
- Bank of America (Monterey, CA)
- …an impact. Join us! This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a ... position, you will train at one financial center , and then potentially move to...lobby to educate and assist with conducting transactions through self- service resources, such as mobile banking, online banking, or… more
- H&R Block (Monterey, CA)
- …value of H&R Block + Execute and hold all tax office associates accountable to Service Standards execution and client service experience, with escalation to ... + Serve as point of contact for onsite escalated client service concerns + Ensure clients are...help associates plan for their unique health, wellbeing and financial wellness needs. + Employee Assistance Program with Health… more
- H&R Block (Monterey, CA)
- …transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we ... about their lives, careers, businesses and money, you'll build client relationships that will grow stronger every year. Joining...individuals and small businesses with complex tax and business service needs. We assist our clients in reaching their… more
- Transdev (Monterey, CA)
- … service , employee oversight, management of contract assets, risk management, client and customer satisfaction, and financial performance. This position is ... the management team and employee workforce to achieve corporate/property safety goals, service performance, and financial objectives. + Identifies, suggests, and… more
- H&R Block (Monterey, CA)
- …transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we ... make confident, informed decisions about their lives, careers, and money, you'll build client relationships that will grow stronger every year. Joining H&R Block as… more
- H&R Block (Watsonville, CA)
- …transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we ... decisions about their lives, careers, and money, you'll build client relationships that will grow stronger every year. It...+ Ensure all H&R Block clients are receiving superior service + All other duties as assigned Your Expertise… more
- H&R Block (Monterey, CA)
- …that will grow stronger each year. Joining H&R Block as a seasonal Client Service Professional/Receptionist means you'll focus on how to wow clients ... as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to...to ensure all clients needs have been met during service both in person, over the phone or virtually… more
- H&R Block (Monterey, CA)
- …transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we ... and accurate tax returns + Generate business growth, increase client retention, and offer additional products and services +...or related field + Previous experience in a customer service or retail environment + Experience working in a… more