- FM (Walnut Creek, CA)
- …Administrative Assistant** . This role will support all administrative aspects of the Client Service Team, and jointly support the Account Engineers Team, ... files and records + Purchasing supplies + Tracking invoices and budgets + Tracking Client Service Team processes + Travel itineraries + Organize and coordinate… more
- 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
- H&R Block (Novato, CA)
- …It's an exciting time to be a part of H&R Block! What you'll do As a Senior Client Advisor - Small Business and Tax you will apply principles of accounting to ... tax statements and returns for businesses and clients. The Senior Client Advisor - Small Business and...and transgender status), sexual orientation, gender identity or expression, service in the Armed Forces, national origin, physical or… more
- Columbia Bank (Santa Rosa, 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
- 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
- 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
