- Bank of America (North Hollywood, CA)
- Financial Center Client Service Representative North Hollywood, California **Job Description:** At Bank of America, we are guided by a common purpose to ... 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 (Woodland Hills, 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 (Newport Beach, CA)
- …Solutions Advisor Stage I - Registration candidate - Consumer Investments - Newport Center Financial Center Newport Beach, California **Job Description:** ... 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
- Bank of America (Lake Forest, CA)
- Financial Solutions Advisor - Consumer Investments - El Toro Financial Center Lake Forest, California **Job Description:** At Bank of America, we are guided ... + 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 (Tustin, 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 Tustin, California **Job...Develops talent, including proactive sourcing of candidates * Manages client traffic, engaging and appropriately routing clients, and fostering… more
- Bank of America (Yorba Linda, CA)
- …Development Program - Financial Solutions Advisor Trainee: Yorba Linda Financial Center Yorba Linda, California **Job Description:** Merrill Wealth ... 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)
- …**Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities ... address all service needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through educating them on all of… more
- Stantec (Irvine, CA)
- Business Center Practice Leader - ( 240003IM ) **Description** Strong communities don't just happen-they're built. They're creatively imagined, collaboratively ... **Your Opportunity** Reporting to the Regional Business Leader (RBL), the Business Center Practice Leader (BCPL) is the "seller/doer" responsible for leading the… more
- Banc of California (Santa Ana, CA)
- …the company operates. **Responsibilities** + Assists with escalated issues for the Client Services Contact Center , other business areas and clients. Ensures ... range of loan and deposit products and services through more than 70 full- service branches throughout California and in Denver, Colorado, and Durham, North Carolina,… more
- JPMorgan Chase (Irvine, 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 (Lake Forest, 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
- US Bank (Rancho Santa Margarita, 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 (Montrose, 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
- 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
- Deloitte (Costa Mesa, CA)
- …technology solutions spanning core, digital, data, analytics, cloud and AI. Deloitte's Financial Services Industry consulting practice is the largest in the world, ... with executive clients and sponsors. + Manage and deliver components of client engagements that identify, design, and implement technology and creative business… more
- Atria Wealth Solutions (Riverside, CA)
- …manager regarding sales practices and business development initiatives. Work with Financial Center Managers to identify and leverage cross-sell opportunities. ... Join a Winning Team! CUSO Financial Services, LP (CFS) , in its partnership...this program to new heights in terms of member service and productivity. Altura Credit Union has a long… 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 II is responsible for handling customer inquiries into the Service Center . This may include phone, chat and email response, walk-in ... a timely manner + Maintain a thorough knowledge and understanding of the customer service center and operations to assist customers and resolve problems +… more
- Bank of America (Canoga Park, 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