- Bank of America (South Pasadena, CA)
- Financial Center Client Service Representative- Bilingual in Mandarin Preferred South Pasadena, California **Job Description:** At Bank of America, we ... 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
- JPMorgan Chase (Newport Beach, 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 (Rolling Hills Estates, 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
- Bank of America (Rowland Heights, 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 (Monterey Park, CA)
- Senior Banker - Monterey Park Financial Center - Mandarin Required Monterey Park, California **Job Description:** At Bank of America, we are guided by a common ... This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual… more
- Bank of America (Garden Grove, CA)
- Financial Solutions Advisor - Consumer Investments - Lampson-Valley View Financial Center Garden Grove, California **Job Description:** The following laws or ... + Recommends banking and investments strategies that align with client financial goals and needs + Triages...Identifies and engages potential new clients through referrals or financial center clientele + Provides coaching and… more
- Bank of America (Alhambra, CA)
- …effectively and cohesively. Responsibilities: * Operates as a back up financial center leader within a market * Manages client traffic, engaging and ... Market Financial Center Manager - San Gabriel...owner, fostering a team environment, and instilling an effective client -centric and risk culture. Job expectations include driving operational… 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 a ** Client Service & Product Support Specialist...ADP is hiring a ** Client Service & Product Support Specialist -- Tax.** +...of Insurance/ Financial Institution experience. + Over the phone and in… more
- Adecco US, Inc. (Santa Ana, CA)
- …future: https://www.adeccousa.com/associate-resource- center / Adecco is hiring immediately for this Client Service Specialist job in Santa Ana, CA. Apply ... Adecco is hiring immediately for Client Service Specialist jobs. Work as...Job Duties: . Build and nurture business relationships with financial advisors in the designated sales territory. . Maintain… more
- US Bank (Brea, 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
- Bank of America (Newport Beach, CA)
- …professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions and operations ... in the market while working with the Home Office to ensure superior client service . Key responsibilities include partnering with the market leadership team,… more
- Bank of America (Anaheim, CA)
- …toggling between systems, and communicating resolutions while delivering a great client experience. Job expectations include providing seamless service delivery ... are guided by a common purpose to help make financial lives better through the power of every connection.... controls **Skills:** + Attention to Detail + Customer Service Management + Customer and Client Focus… more
- Banc of California (Santa Ana, CA)
- …operates. **HOW YOU'LL MAKE A DIFFERENCE** + Assists with escalated issues for the Client Services Contact Center , other business areas and clients. Ensures all ... offers a broad range of loan and deposit products and services, with full- service branches throughout California and Denver, Colorado, as well as full-stack payment… more
- US Bank (Norwalk, 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 (Brea, 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 (Irvine, CA)
- …(63 & 65 in lieu of 66) licenses** + Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded ... technology to achieve business growth goals, profiling activities to determine a client 's investor profile and financial resource objectives, building a… 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
- WSP USA (Costa Mesa, CA)
- … Service Representative I is responsible for handling customer inquiries into the Service Center . This may include phone and email response, walk-in center ... service + Maintain a thorough knowledge and understanding of the customer service center and operations to assist customers and resolve problems + Resolve… more
- Bank of America (Van Nuys, 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...requirement, has previously held the role of: + Home Service Specialist II, Lending Client Associate, Lending… more