- Bank of America (Santa Rosa, CA)
- Financial Center Client Service Representative Santa Rosa, 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/Santa-Rosa/ Financial - Center - Client - Service -Representative\_25044486) **Job Description:**… more
- Bank of America (Pittsburg, CA)
- …providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking ... based on client needs + Partners with financial center leaders, performance managers, and market...service skills with ability to manage the full client end-to-end experience and problem resolution. + Has a… more
- Bank of America (Vacaville, CA)
- Relationship Banker - Vacaville Financial Center Vacaville, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge ... lobby to educate and assist with conducting transactions through self- service resources, such as mobile banking, online banking, or...is open for the entire market and the specific Financial Center location will be based on… more
- Bank of America (Berkeley, CA)
- …environment, instilling an effective client -centric and risk culture in the center , and helping clients achieve the financial goals. Job expectations include ... Financial Center Manager - Berkeley area...exceeded + Bilingual skills **Skills:** + Coaching + Customer Service Management + Customer and Client Focus… more
- CDM Smith (Concord, CA)
- …Unit:** NAU **Job Description:** CDM Smith has a new opportunity for an experienced Client Service Leader to lead client engagement and business development ... business development activities. * Being responsible of the overall financial performance of projects within a client ...costs. * Engaging in routine coordination with other area client service leaders and internal business units… more
- Stantec (Walnut Creek, CA)
- …We seek a Northern California Environmental Services Water Sector Business Center Practice Leader (BCPL) to contribute to a purpose-driven organization focused ... They should also have strong federal, state, and local water agency client networks, regulatory agency relationships, expertise in the Sacramento-San Joaquin River… more
- JPMorgan Chase (Lafayette, CA)
- …in JP Morgan Wealth Management, you will be tasked with delivering exceptional client service , operational marketing, and administrative support to our Private ... our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate… more
- JPMorgan Chase (Napa, 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 (Albany, 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 (Benicia, CA)
- …role-specific considerations. 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
- Bank of America (Martinez, CA)
- …role-specific considerations. 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
- Edward Jones (Albany, CA)
- …Conversational Skills + Digital Tool Utilization + Team Collaboration **Role Requirements** + ** Client Service :** Provide exceptional service to clients via ... financial advisor. You are the first voice a client hears when they call on the phone -...**Can you see yourself ** + Delivering exceptional personalized service to ensure clients feel understood and informed +… more
- CDM Smith (Walnut Creek, CA)
- …* Oversees groups operations including staffing, quality, profitability, sales support and client service . * Monitors business operations through monthly reviews ... loss, as well as achieve monthly, quarterly, and annual financial and sales goals. This position directs the delivery...laws for reporting, addressing any non-compliance. * Collaborates with Client Service Units, oversees, directs, and ensures… more
- H&R Block (Novato, CA)
- …form) with clients, client suppliers, vendors and banking contacts + Assist in client service coverage as needed to ensure service delivery + Partner ... payroll services to Block Advisors small business clients including assisting with client onboarding, accurate and timely recording of financial transactions, … more
- Black & Veatch (Walnut Creek, CA)
- …an employee-owned company, our people _are_ Black & Veatch. We put them at the center of everything we do and empower them to grow, explore new possibilities and use ... you will have the opportunity to: + Manage all aspects of large Design Build/ Service projects, including risk to safety, cost, schedule, quality and client … more
- Wells Fargo (Walnut Creek, CA)
- …initial point of contact for operational, service and technology inquiries from Financial Advisors, the branches, and other Support Center associates + Act ... branch exams and regulatory requirements from an operational support perspective + Strong client service skills + Strong attention to detail and accuracy skills… more
- UL, LLC (Oakland, CA)
- …as needed. + Engage clients and internal staff to develop creative solutions to meet client needs; provide exceptional customer service with a focus on growing ... Reviews of commercial and technical contracts, project schedule, project financial model, CAPEX and OPEX costs, site visits and...Ensure a quality of work that meets and exceeds client expectations. + Manage project schedules, risk tracking and… more
- H&R Block (Novato, CA)
- …notified of any issues, concerns and solutions related to the maintenance of the client 's financial records. + Participates in meetings and training sessions to ... system and determines the best method to record the financial information, such as income, expenses, returned checks, bank...continuously improve the bookkeeping service provided to the client . + Attends… more
- Black & Veatch (Walnut Creek, CA)
- …+ **Effective communication** - Excellent communications/human relations skills (written, verbal, client service ) and able to interface with diverse ... _are_ Black & Veatch. We put them at the center of everything we do and empower them to...Solution and Operations leadership, while gaining exposure to all client types, delivery methods, contracting models and project risk… more
- MUFG (Walnut Creek, CA)
- …heard and your actions to count?** Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across ... 150,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for...With a vision to be the world's most trusted financial group, it's part of our culture to put… more