- Bank of America (Glendale, CA)
- Financial Center Client Service Representative Glendale, 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 (Los Angeles, 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 Los Angeles, California...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
- Bank of America (Los Angeles, CA)
- Advisor Development Program Financial Solutions Advisor Trainee: Lincoln-Manchester Financial Center Los Angeles, California **Job Description:** At Bank of ... 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
- MUFG (Los Angeles, CA)
- …compliance discipline. **The right candidate will have:** - 5+ years experience in financial services/banking with a client service /operations background - ... recruitment team will provide more details. We're seeking a Client Service Officer to act as the...Experience in Treasury Management and working at a call center - Excellent communication, customer service , and… 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 (Glendale, 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 + 2+ years of experience working in a client service capacity **Skills:** + Attention to… more
- Bank of America (Pomona, 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 (Pasadena, 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 (Beverly Hills, 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 (Los Angeles, 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
- IQVIA (Los Angeles, CA)
- …staff within the specific manufacturer program. Additionally, this role provides strategic client management, coupled with virtual program call center oversight ... to limit company expenses + Monitor and verify call center staff phone calls with patients, providers, and third-party...Delegated to be the direct point of contact with client + Provide product/ service information to customers,… more
- Bank of America (Los Angeles, CA)
- …skills, a track record of team-based engagement, and a collaborative, client service -oriented mindset. Experience in developing and delivering educational ... Merrill Center for Family Wealth Principal Los Angeles, California;Seattle,...written and oral communication skills. The role supports the Financial Advisor/ Client relationship, requiring the candidate to… more
- The Walt Disney Company (Burbank, CA)
- …of modern platforms and facilitate open access to information for our California data center locations. This role will manage the service and performance of ... repair and incident response for our clients. The Data Center Site Manager will be the primary contact and...perform vendor & contract management (Colocation provider services & service providers). + Manage and directly perform Financial… more
- The Hartford (Los Angeles, CA)
- …requests to the Customer Solutions Center (CSC) and delegate follow-up to Client or Service Consultants ( service matters not handled by Customer ... Client Advisor Priority Business - SA08DE We're determined... Service Center , ie escalated billing, claim issues, lapse/reinstatement tracking).Handle customer… more
- Bank of America (Pasadena, 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 (Santa Monica, 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
- Atria Wealth Solutions (Los Angeles, CA)
- …manager regarding sales practices and business development initiatives. Work with Financial Center Managers to identify and leverage cross-sell opportunities. ... CUSO Financial Services, LP (CFS) is seeking a Licensed...+ Services and performs periodic reviews of existing client accounts and meets with clients periodically to review… more