- HSBC (Beverly Hills, CA)
- …of their assigned portfolio + Provide dedicated assistance in the delivery of service and support activities for both banking and wealth products, as well as ... in instances of Wealth Relationship Manager absence, including answer client calls, resolve enquiries and facilitate a smooth hand-off...accounts in addition to being part of the Wealth Center team and assisting clients with their day to… more
- Banc of California (Santa Ana, CA)
- …our proprietary technology, the HOA Platform. We're seeking a qualified person that will service client 's needs, have amazing follow up skills and seek first ... **HOW YOU'LL MAKE A DIFFERENCE** + Provide top level client service and support via email and...required + Minimum 3 years' banking experience in call center , branch banking, or customer service required… more
- Banc of California (Santa Ana, CA)
- …variety of employee resource groups, and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** The Client Service Specialist is a pivotal member of the HOA Services ... to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable...operates. **HOW YOU'LL MAKE A DIFFERENCE** + Front line client service support + Provide phone support… more
- Banc of California (Santa Ana, CA)
- …+ Assists and supports Branch Banking, Business Banking & Private Banking, Call Center and Loan Servicing teams with customer service issues and back-office ... 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
- Bank of America (Glendora, 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
- EverBank (Santa Monica, CA)
- …including hands-on experience managing compliance, audits, and daily financial center operations + Exceptional customer service skills, with a track ... **Assistant Financial Center Manager** The Assistant ...to associates on banking products, procedures, and delivering excellent client service . Mentors, develops, and coaches team… more
- Bank of America (Glendale, CA)
- Financial Solutions Advisor- Wilson-Glendale Financial Center Glendale, California **To proceed with your application, you must be at least 18 years of ... + 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 (Huntington Park, CA)
- Financial Center Assistant Manager - Slauson-Pacific Financial Center Huntington Park, California **To proceed with your application, you must be at ... **Job Description:** This job is responsible for managing a financial center (FC) in collaboration with senior...exceeded + Bilingual skills **Skills:** + Coaching + Customer Service Management + Customer and Client Focus… more
- Bank of America (San Dimas, CA)
- Relationship Banker -San Dimas Financial Center San Dimas, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge ... lobby to educate and assist with conducting transactions through self- service resources, such as mobile banking, online banking, or...is open for the entire market and the specific Financial Center location will be based on… more
- Bank of America (Whittier, 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 - LA North...Market Financial Center Manager - LA North Orange Market Whittier,...(fluent verbal and written) **Skills:** + Coaching + Customer Service Management + Customer and Client Focus… more
- Bank of America (Canoga Park, 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 - San Fernando... Financial Center Manager - San Fernando Valley West area...exceeded + Bilingual skills **Skills:** + Coaching + Customer Service Management + Customer and Client Focus… more
- Bank of America (Alhambra, 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 Alhambra, California **To...Develops talent, including proactive sourcing of candidates * Manages client traffic, engaging and appropriately routing clients, and fostering… more
- Bank of America (Palmdale, CA)
- …and products that will meet their needs. * Has a minimum six months of client service experience in financial services, retail sales or another ... FC Client Service Rep Palmdale, California **To...FC Client Service Rep Palmdale, California **To proceed with your... experience, has previously completed the Bank of America financial center internship program. * Can be… more
- ADP (San Dimas, CA)
- …professional manner. **TO SUCCEED IN THIS ROLE:** + You have at least four years of client service and/or call center experience OR a minimum of six years ... ADP is hiring a **Senior Client Service - Product Support Specialist...ADP is hiring a **Senior Client Service - Product Support Specialist -- Tax.** +...of Insurance/ Financial Institution experience. + Over the phone and in… more
- Bank of America (Glendale, CA)
- …level of proficiency with computers and current technology + 1+ years of customer/ client service experience, including experience handling difficult client ... integrity, commitment and drive to deliver a positive, differentiated service that improves our clients' financial lives...industry + 2+ years of experience working in a client service capacity **Skills:** + Attention to… more
- Allied Universal (Los Angeles, CA)
- …fan-facing areas such as ticketing, ushering, and emergency response. * Ensure client service expectations are met through effective operations planning, ... large-venue entertainment sector. This position requires a balance of operational leadership, client partnership, and financial acumen to ensure the successful… more
- EverBank (Westlake Village, CA)
- … and making the client 's needs a priority. + Provides support to financial center managers or relationship managers as important client service ... and deepen client relationships through consultative engagement and tailored financial solutions + Exceptional customer service skills, with the ability… more
- JPMorgan Chase (Whittier, 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 (Gardena, 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
- Stantec (Paramount, CA)
- We seek a Southern California and Hawaii Environmental Services Business Center Practice Leader (BCPL) to contribute to a purpose-driven organization focused on ... growth throughout Southern California and all sectors we serve. The Business Center Practice Leader (BCPL) is the "seller/doer" responsible for leading the pursuit… more
