- CIBC (San Francisco, CA)
- …about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Senior Client Service Associate executes the ... resolution. This role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **_At CIBC we enable the work environment… more
- Columbia Bank (Walnut Creek, CA)
- …and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. We are ... Senior Wealth Advisor Wealth Management Irvine, California Sacramento,...with their individual financial goals and objectives. + Achieve client satisfaction and loyalty through excellent service .… more
- Bank of America (Oakland, CA)
- … client relationships through platform services, supporting clients with self- service or transactional activities, and providing exceptional client care. ... Senior Banker Oakland, California **To proceed with your...educates, and trains clients on conducting simple transactions through self- service technologies + Leverages available resources, technologies, and processes… more
- Zions Bancorporation (Walnut Creek, CA)
- …flow, drive operational efficiencies, and implement innovative payment solutions. As a ** Senior Treasury Management Sales Consultant** , you will lead with insight ... opportunities to expand wallet share through tailored treasury solutions that align with client goals. + Understand client operations and financial strategies to… more
- Robert Half Finance & Accounting (Danville, CA)
- …relationships + Prepare detailed reports, recommendations, and financial analyses + Handle client service tasks, CRM updates, and paperwork efficiently + Improve ... make a real impact for high-net-worth clients. As an Associate Advisor, you'll take ownership of client ...ensure everything runs smoothly to support both clients and senior advisors. The firm champions your growth with FINRA… more
- Robert Half Finance & Accounting (Danville, CA)
- …and building relationships. + Prepare reports, recommendations, and financial analyses. + Handle client service tasks, CRM updates, and paperwork. + Help improve ... responsible for managing to-do's, preparing cases, delegating tasks to associate advisors, and handling everything needed to support both...advisors, and handling everything needed to support both the client and the senior advisor. The firm… more
- Allied Universal (Concord, CA)
- …this role, you will market comprehensive security solutions through multi-year service contracts to decision makers operating within diverse industry verticals, ... new business and establish a trusted partnership with the client and operations team + Build and maintain consultative...tracking using the CRM tool and ongoing communication to senior management + Be a part of a culture… more
- Columbia Bank (Walnut Creek, CA)
- …years' experiencein presentations to prospective clients,required + 10+ years'successful sales/ client service experience in trust administration,required + 10+ ... Directly responsible for the administration of larger, more complex client relationships in the office. + Responsible for the...Reports on the activities of the assigned office to senior management of the trust company. + Responsible for… more
- Robert Half Office Team (Walnut Creek, CA)
- …with implementation of the programs. This role will work collaboratively with Senior Programs Associate ; Programs Associates and State Chairs. The focus ... Description Robert Half's client in Walnut Creek, CA is seeking a...and digital forms * Assist with membership renewals customer service (seasonally) * Assist with Membership Department's archiving project… more