- Fidelity TalentSource LLC (Brea, CA)
- …We re Looking ForA college degree is encouraged yet not requiredWe feel customer service , sales, phone or financial services experience will prepare you for this ... Job Description: Financial RepresentativeIn the Financial Representative role,...success by providing a warm and welcoming environment upon client arrivals, helping them with service interactions… more
- Fidelity TalentSource LLC (Seal Beach, CA)
- …you engage in financial planning discussions by presenting solutions and service offerings that best meet client needsLeveraging technology, you can prepare ... The Purpose of Your Role Working in our Investor Center , you will develop customized financial plans...needs, you will have a lasting impact on the client s financial future.Please note this role… more
- EY (Irvine, CA)
- …Development Life Cycle (SDLC) for a BPM vendor tool implementation. Deliver quality client service , monitor progress, manage risk, and ensure that key ... abreast of current business and industry trends relevant to our client 's business. Demonstrate in-depth technical capabilities, professional knowledge, and ability… more
- Hired by Matrix (Cypress, CA)
- …to enhance organizations' team capacities for over three decades. As a full- service search firm, we partner with companies across industries, including Financial ... by joining an international fire, HVAC and security equipment company If so, our client is hiring a Program Compliance Specialist! What You'll Do: Will be focused on… more
- Bank of America (Pasadena, CA)
- Financial Center Client Service Representative Pasadena, California **Job Description:** At Bank of America, we are guided by a common purpose to help ... their needs. * Has a minimum six months of client service experience in financial ... experience, has previously completed the Bank of America financial center internship program. * Can be… more
- Bank of America (Irvine, 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 (Irvine, 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 Irvine, California **Job...Develops talent, including proactive sourcing of candidates * Manages client traffic, engaging and appropriately routing clients, and fostering… more
- Bank of America (Pasadena, CA)
- Financial Center Assistant Manager Pasadena, California **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... a difference. Join us! Job Description: This job is responsible for managing a financial center (FC) in collaboration with senior team members, supporting the… more
- ADP (San Dimas, CA)
- …professional manner. **TO SUCCEED IN THIS ROLE:** + You have at least two years of client service and/or call center experience OR a minimum of four years ... ADP is hiring an ** Client Service & Product Support Specialist...ADP is hiring an ** Client Service & Product Support Specialist -- Tax.** +...of Insurance/ Financial Institution experience. + Over the phone and in… more
- Bank of America (Anaheim, CA)
- …of proficiency with computers and current technology + Has 1+ years of customer/ client service experience, including experience handling difficult client ... integrity, commitment and drive to deliver a positive, differentiated service that improves our clients' financial lives...industry + 1+ years of experience working in a client service capacity **Skills:** + Attention to… more
- US Bank (North Hollywood, CA)
- …need. Job postings in areas with a high volume of applicants, such as customer service , contact center , and Financial Crimes investigations, remain open for ... best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We… more
- JPMorgan Chase (Brea, 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
- JPMorgan Chase (Azusa, 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
- US Bank (Toluca Lake, CA)
- …need. Job postings in areas with a high volume of applicants, such as customer service , contact center , and Financial Crimes investigations, remain open for ... best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We… more
- Black & Veatch (Irvine, CA)
- ** Client Director - Water Business - Inland Empire** Date:..._are_ Black & Veatch. We put them at the center of everything we do and empower them to grow, ... talents and perspectives to use. **The Opportunity** As the ** Client Director** , you will have the opportunity to:...Manage all aspects of an Engineering Procurement Construction (EPC) service project including risk to cost, schedule and quality… more
- Bank of America (Northridge, CA)
- …Development Program** and become an investment specialist in one of over 4,000 financial center locations nationwide. From day one, you will receive training ... your key milestones, you will begin working in a financial center where you will help to...bachelor's degree, or 1-2 years' experience working in the financial service industry and/or a sales environment… more
- Bank of America (Northridge, 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
- HUB International (Long Beach, CA)
- …occur if requested by those who need support. Trusted Capital Group (TCG) is a full- service financial services company located in Austin, Texas. We are a highly ... client may wish to take to improve their financial situation. This position is also responsible for aligning...mind and top of class solutions, investments, administration, and service . We are committed to the highest Ethics, Competency,… more
- Universal Health Services (Riverside, CA)
- …facilitating the admission process for pre-scheduled patients to the Surgery Center . Reviews patient information for admissions and initiates communication with ... prior to visit to ensure chart readiness for admission to Surgery Center . 11. Assimilates and coordinates patient information for pre-scheduled procedures and… more
- Compass Group, North America (Long Beach, CA)
- …Crothall serves many of the Top 100 Hospitals throughout its over 1300 healthcare service teams in 46 states. Crothall has been recognized as one of Modern ... US, we are known for our great people, great service , and great results. If you've been hungry and...for the right role or advancement opportunity + Demonstrated financial acumen including profit and loss management, inventory, and… more
