- Bank of America (Watsonville, CA)
- Financial Center Client Service Representative Watsonville, 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 (Milpitas, CA)
- … Solutions Advisor Registration Candidate- Consumer Investments- McCarthy Ranch Financial Center Milpitas, California **Job Description:** The following ... become an investment specialist in one of over 4,000 financial center locations nationwide. From day one,...bachelor's degree, or 1-2 years' experience working in the financial service industry and/or a sales environment… more
- CDM Smith (San Jose, CA)
- …**Job Description:** CDM Smith's Federal Services Unit is seeking an experienced and results-driven Client Service Leader to drive our digital growth with the US ... Government. The Client Service Leader will play a key...CDM Smith Placement Agreement from the CDM Smith Recruitment Center Manager to receive payment for your placement. Verbal… more
- JPMorgan Chase (Palo Alto, CA)
- At JPMorganChase, we are committed to extraordinary client service , taking care of our employees, and building relationships while maintaining a strong ... role will require strategic thinking, a passion for excellent client service , and a proven track record...will be responsible for promoting the delivery of comprehensive financial solutions that exceed client expectations and… more
- JPMorgan Chase (Menlo Park, 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 (San Jose, 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
- Maxim Healthcare Services (San Jose, CA)
- …as directed by the management team + Notifies the Operations Leader and Regional Center Service Coordinator of any concerns relating to each consumer including ... Position Description: The Client Relations Specialist completes tasks under the direction...recipient's ability to manage their program, and provides customer service . Spanish speaking preferred. Essential Duties and Responsibilities: +… more
- Zions Bancorporation (Fremont, CA)
- …for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses ... active for 70 years and has more than 80 full- service branch offices across the state. This dedication has...bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence… more
- CBRE (Santa Clara, CA)
- Data Center Supervisor - Mechanical & Electrical Job ID 211102 Posted 13-Mar-2025 Service line GWS Segment Role type Full-time Areas of Interest Data Centers, ... of America **About the Role:** As a CBRE Data Center Supervisor, you will provide oversight over the team...They are responsible for technical maintenance services in critical client environments. **What You'll Do:** * Manage, plan, coordinate,… more
- Bank of America (San Jose, 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
- Stanford University (Stanford, CA)
- …of productivity and service . + Provide inspiring leadership for the Student Financial team by articulating a clear and compelling vision. Ensure this vision is ... Student Financial Services Director and University Bursar **Vice Provost...Office, the Office of the Treasurer, the Student Services Center , the Budget Office, Student Life Offices, and others… more
- DLA Piper (Palo Alto, CA)
- …and the ability to multi-task and thrive in a fast-paced setting. Strong client service orientation, project management, and the ability to generate immediate ... members to support all marketing and business development activities for the financial services sector. The Marketing Manager will assist in achieving the revenue… more
- Bank of America (San Jose, CA)
- …a difference. Join us! 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
- Therma LLC (San Jose, CA)
- …to redefine the mechanical construction landscapes in California. Renowned for outstanding client service and attention to detail, we balance innovative, ... Controls Service Sales Representative - Therma Therma, 1601 Las...Education, Healthcare, Food & Beverage, Commercial, Industrial and Data Center facilities. Our culture is open, innovative, collaborative, and… more
- CDM Smith (San Jose, CA)
- …operations of the groups including staffing, quality, profitability, sales support and client service . * Monitors business operations through monthly reviews of ... reporting, acting where non-compliance is identified. * Working collaboratively with the Client Service Units, oversees, directs, and ensures a balanced… more
- Citigroup (Sunnyvale, CA)
- …investments, managed account solutions, best-in-class research and advice for all Wealth clients. The client is at the center of everything we do. As a Senior ... a financial advisory capacity . Experience in a proactive, successful sales and service role in the financial services industry . Strong analytical and … more
- Edward Jones (Los Altos, CA)
- …member of that team along with the financial advisor. You are the first voice a client hears when they call on the phone - the first face they see when they walk ... teams are two or three people, and in a Client Support Team Professional role, you are a critical...see them coming a mile away. You and your financial advisor are essential in working together to help… more
- Edward Jones (San Jose, CA)
- …member of that team along with the financial advisor. You are the first voice a client hears when they call on the phone - the first face they see when they walk ... teams are two or three people, and in a Client Support Team Professional role, you are a critical...see them coming a mile away. You and your financial advisor are essential in working together to help… more
- Valet Living (San Jose, CA)
- …quality of service + Apply effective problem-solving skills to resolve client complaints or needs + Represent our organization at industry-related trade shows ... proposal building, selling the MultiPro services at desired margins, client onboarding, CRM management, and one-time sales for an...the successful handoff of new work to the field service team + Support the adoption of Annual Price… more
- Stanford University (Stanford, CA)
- … administration policies and practices that balance controls, compliance, and customer service . FMS is primarily responsible for financial policy oversight, ... Real Estate Accounting Manager **Business Affairs: Financial Management Services (FMS), Redwood City, California, United...liaison to the hospitals and the Stanford Linear Accelerator Center (SLAC). The FMS work environment is grounded by… more