- Bank of America (Palo Alto, CA)
- Financial Center Client Service Representative Palo Alto, 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 (Redwood City, CA)
- Senior Banker - Redwood Shore Financial Center Redwood City, California **Job Description:** At Bank of America, we are guided by a common purpose to help make ... 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 (San Leandro, CA)
- …interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core ... demanding environment. + A bachelor's degree, or 1-2 years' experience working in the financial service industry and/or a sales environment where goals were met… more
- Bank of America (Union City, CA)
- …Financial Solutions Advisor Registration Candidate- Consumer Investments- Union City Financial Center Union City, California **Job Description:** The ... are guided by a common purpose to help make financial lives better through the power of every connection....client leads and make referrals to appropriate internal service providers based on client needs and… more
- JPMorgan Chase (San Francisco, 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
- AIG (San Francisco, CA)
- Client Director Join us as a Client Director to play a highly influential role in protecting our clients and growing our business. Where you can make an impact: ... Client & Broker Engagement At AIG, we are reimagining...Manage account and product portfolio across Distribution and Profit Center resources + Drive the AIG value proposition and… more
- US Bank (Half Moon Bay, 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 (San Francisco, CA)
- …Client Investment Associate in JP Morgan Wealth Management, you will provide client service , operational marketing and administrative support to Private ... care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using… more
- WSP USA (San Francisco, CA)
- …is currently initiating a search for a **Facilities Architecture Technical Excellence Center Lead** for our Northern California Transportation Business Line in the ... and help grow all business lines to meet our client 's objectives. At WSP, we are driven by inspiring...and help shape the future! The **Facilities Technical Excellence Center (TEC) Lead** provides leadership within a sector of… more
- Zions Bancorporation (Millbrae, 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
- Tiburcio Vasquez Health Center (Hayward, CA)
- …adhere to visit standards defined in contract scopes of work. + Develop individual service plans with each client to meet the health, psychosocial, educational, ... Tiburcio Vasquez Health Center is a non-profit community health center...and parenting teens, adults and their families. + Monitor client progress to determine effectiveness of service … more
- Stanford University (Stanford, CA)
- …skills to clearly and effectively communicate information to internal and external audiences, client groups, and management. + Strong customer service skills. + ... Centralized Testing Center Coordinator **Vice Provost for Student Affairs, Stanford,...the CTC. + Monitor and ensure accuracy of routine financial transactions which may include researching and resolving discrepancies.… more
- Bank of America (Oakland, 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 (San Francisco, 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
- Bank of America (Oakland, 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
- Tiburcio Vasquez Health Center (Hayward, CA)
- …the day-to-day supervision of care services. This position combines direct service with hands-on administrative responsibilities in support of all Clinical programs. ... to represent the programs/projects for the effective integration of multidisciplinary patient/ client services across multiple departments. Based on the discretion of… more
- Tiburcio Vasquez Health Center (Hayward, CA)
- …the day-to-day supervision of care services. This position combines direct service with hands-on administrative responsibilities in support of all Clinical programs. ... to represent the programs/projects for the effective integration of multidisciplinary patient/ client services across multiple departments. Based on the discretion of… more
- Citigroup (Piedmont, CA)
- …position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall ... + Assist in strategies to grow the small business client and implement appropriate sales plans to target Book...Recognize transaction needs of clients, educate clients on all service and digital channels and leverage technology/ marketing tools… more
- JPMorgan Chase (San Francisco, CA)
- …+ Perform as part of larger global team; + Provide high-quality, professional client service ; + Adhere to departmental billing protocols; + Work quickly ... **Job Responsibilities** + Field inquiries from bankers on financial matters, industry sectors, individuals, economics companies, transactions, markets, and… more
- Stanford University (Stanford, CA)
- … administration policies and practices that balance controls, compliance, and customer service . FMS is primarily responsible for financial policy oversight, ... Financial Analyst **Business Affairs: Financial Management...liaison to the hospitals and the Stanford Linear Accelerator Center (SLAC). The FMS work environment is grounded by… more