- ADP (San Dimas, CA)
- ADP is hiring a ** Client Service & Product Support Specialist -- Tax.** + _Are you ready to join a company offering career advancement opportunities ... our clients. Ready to #MakeYourMark? **Apply now!** **To learn more about Client Service at ADP, visit** https://jobs.adp.com/teams-roles/ client - service /… more
- ADP (San Dimas, CA)
- ADP is hiring a ** Client Service and Product Support Specialist - Employment Tax.** + _Are you ready_ _to join a_ _company offering_ _career advancement_ ... technology, and more. You carry the weight of ADP's service reputation and client satisfaction in your...product rollouts and existing offerings to contribute to client retention. + **Educate and Provide Recommendations.** You will… more
- ADP (San Dimas, CA)
- ADP is hiring a ** Client Service Manager -- Payroll Tax.** + Are you ready to join a company offering career advancement opportunities throughout your career ... your team so they can provide the best client service for payroll tax needs. You...positive working environment for your team members. + **Provide Client Support .** You will help our clients… more
- Bank of America (Pasadena, CA)
- Financial Center Client Service Representative Pasadena, California **Job Description:** Job Description: This job is responsible for providing a positive ... services and products that will meet their needs; basic product information is needed, as well as the ability...pricing, terms and conditions) * Minimum six months of client service experience in financial services, retail… more
- City National Bank (Los Angeles, CA)
- …verification purposes. *Must-Have** * Minimum 4 years experience in client service , banking operations or relationship management support required. * Minimum ... are the primary contact person providing proactive and consultative support to resolve operations issues that may from time...and operational needs. As the operational expert for the client , the Sr Account Officer is positioned to proactively… more
- City National Bank (Los Angeles, CA)
- …for verification purposes. *Must-Have** * 4 years experience in client service , banking operations or relationship management support required. * 4 years ... are the primary contact person providing proactive and consultative support to resolve operations issues that may from time...and operational needs. As the operational expert for the client , the Sr Account Officer is positioned to proactively… more
- SMBC (Los Angeles, CA)
- …customers for record-keeping purposes. Work with our partner bank to set up service products. Provide support to customers for troubleshooting to resolve the ... information updated and accurate in billing database. Expand knowledge of cash management service products to provide support to GTBD sales team and Relationship… more
- City National Bank (Beverly Hills, CA)
- …to achieve exemplary service levels when working with or for the client in problem resolution. Support internal sales activities including developing ... for managing and conducting annual reviews for the internal sales/ service team. * CLIENT SERVICE ...CNB colleagues in all divisions of the bank to support client retention objectives and proactively promotes… more
- MUFG (Los Angeles, CA)
- …to the overall product management portfolio and build out of global client service model and management of global agreements. **Key Responsibilities:** + ... client user experience across the lifecycle of TB product services. Product strategic execution includes aligning...client life-cycle. This include optimizing the onboarding and service model for Transaction Banking products as well as… more
- CBRE (Los Angeles, CA)
- … Client Care Senior Associate to support capital raising efforts and client service for its flagship US enhanced return fund series. Reporting directly to ... Client Care Job ID 183837 Posted 16-Jan-2025 Service line REI Segment Role type Full-time Areas of...Confidently manage stakeholder relationships and daily workflow/requests. + Deliver product updates to the Client Solutions team… more
- Bank of America (Los Angeles, CA)
- … Service Centers and Accounts Payables. Internal contacts will include client management, fulfillment, contract management, product management, and senior ... Product Management, Treasury Sales, Relationship Management, Implementations, Customer Service , Account Management and Product Sales, and executive… more
- Nuveen Investments (Los Angeles, CA)
- …external clients as well as partnering with investment, product marketing and product development teams to support product marketing, development and ... by the largest buy-side analyst team in market. The client portfolio manager (CPM) team provides support ...opportunities + Partner with various investment teams to monitor product performance and support product … more
- DLA Piper (Los Angeles, CA)
- …electronically based on client requirements. + Continuously strives to improve client service and deliverables. Utilizes knowledge of the legal industry to ... inquiries. Tracks and resolves tickets assigned by the Accounting Service Desk on a daily basis. Meets SLA requirements...deliver appropriate solutions to the client . + Shares expertise and knowledge to … more
- City National Bank (Los Angeles, CA)
- …training for the internal sales/ service team.* This person will support internal sales activities including providing product and cross-sell opportunity ... Manager in supervising and participates in the operations, client service , and internal sales activities of...CNB colleagues in all divisions of the bank to support client retention objectives and proactively promotes… more
- Wells Fargo (Beverly Hills, CA)
- …establishing and maintaining filing and record keeping necessary to support efforts to service and grow client relationships + Act as the liaison for all ... and prepare for appointments with new or prospective clients, establish and service client accounts, prepare forms, research account inquiries and/or issues… more
- US Bank (El Monte, CA)
- …clients - Basic knowledge of applicable bank and branch policies, procedures and support systems - Proven customer service and interpersonal skills - Experience ... we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our… more
- City National Bank (Los Angeles, CA)
- …Cross-Functional team. * Collaborate with marketing, sales, product and customer service teams to ensure consistent client experience. * Motivate and empower ... across the broader CNB organization. This individual procures strategic and actionable client insights and recommendations to support business objectives and… more
- Pegasystems (Los Angeles, CA)
- …effectively under pressure. + Strong knowledge of business processes (Sales, Marketing, Service , Support ), business applications and automation + Experienced in ... Client Success Manager - State & Local Government...and to take proactive action + Leverage industry and product knowledge to share insights about how customer can… more
- MUFG (Los Angeles, CA)
- …and communication skills are critical. **Major Responsibilities:** + In-house support for client onboarding assignments (including account opening, ... + Develop a network of contacts in Transaction Banking, Product , Operations, Technology and Client Delivery to...process management and problem resolution. + Provide direction or support to less experienced staff, as well as participate… more
- Citigroup (Los Angeles, CA)
- …high client satisfaction. + Utilize internal systems to properly support CPB clients and perform responsibilities through proficient use of the following ... The Client Onboarding Sr. Analyst is a seasoned professional...KYC QA Team, Account Opening Operations department, and other product partners to ensure efficient and seamless processing and… more