- Bank of America (Santa Rosa, CA)
- Financial Center Client Service Representative Santa Rosa, California **To proceed with your application, you must be at least 18 years of age.** ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Santa-Rosa/ Financial - Center - Client - Service -Representative\_25044486) **Job Description:**… more
- Bank of America (San Rafael, CA)
- Senior Banker - Smith Ranch Financial Center San Rafael, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer ... 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 (Fairfield, 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 (Berkeley, 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 - Oakland Area...+ Bilingual Spanish preferred **Skills:** + Coaching + Customer Service Management + Customer and Client Focus… more
- Bank of America (Berkeley, 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 - Berkeley area...exceeded + Bilingual skills **Skills:** + Coaching + Customer Service Management + Customer and Client Focus… 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
- Robert Half Finance & Accounting (San Francisco, CA)
- …out to Michelle Espejo via email or LinkedIn for additional information or questions. Client Service Associate | Multi Family Office | San Francisco | Hybrid ... most successful families. This multi-family office provides investment management, financial planning, lending strategies, and tailored family office services, all… more
- JPMorgan Chase (Lafayette, 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
- Stantec (Petaluma, CA)
- …We seek a Northern California Environmental Services Water Sector Business Center Practice Leader (BCPL) to contribute to a purpose-driven organization focused ... They should also have strong federal, state, and local water agency client networks, regulatory agency relationships, expertise in the Sacramento-San Joaquin River… more
- IBM (San Francisco, CA)
- …is seeking an Associate Partner to join the Customer & Commerce Transformation Center of Competence (CoC) - a global team helping clients reimagine their front ... office through AI-led transformation. Building on IBM's own " Client Zero" journey-where IBM transformed its Sales, Marketing, Commerce, and Service functions-… more
- World Wide Technology (San Francisco, CA)
- …outcomes for organizations around the globe. Through its Advanced Technology Center , a collaborative ecosystem of the world's most advanced hardware and ... teams? Join WWT today! **Why should you join Global Enterprise Sales?** As a Client Services Executive you will lead WWT Services sales efforts with regional Fortune… more
- Bank of America (Albany, 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
- World Wide Technology (San Francisco, CA)
- …ability to travel up to 25%. **Responsibilities:** + Position WWT capabilities and service offerings with client business and technology objectives. + Manages ... for organizations around the globe. Through its Advanced Technology Center , a collaborative ecosystem of the world's most advanced...**Why should you join Global Enterprise Sales?** As a Client Manager you will lead WWT sales efforts with… more
- Principal Financial Group (Walnut Creek, CA)
- …This position offers the opportunity to build meaningful relationships, deliver exceptional service , and directly influence both client outcomes and your ... making a difference in people's lives? As an **Associate Client Relationship Consultant** , you'll play a key role...minimum 9+ months of training in a regional training center learning the group benefit business, here are the… more
- Amazon (San Francisco, CA)
- Description The Amazon Web Services (AWS) Center for Quantum Computing (CQC) is a multi-disciplinary team of scientists, engineers, and technicians, on a mission to ... that supports the experimental physics efforts at the AWS Center for Quantum Computing. Why AWS? Amazon Web Services...- from foundational services such as Amazon's Simple Storage Service (S3) and Amazon Elastic Compute Cloud (EC2), to… more
- Thrivent Financial (San Francisco, CA)
- …+ Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. + Provide personal, actionable ... Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind... services firm, one that puts generosity at the center of saving and investing. Here, you'll make an… more
- Bank of America (Corte Madera, CA)
- …+ Provides 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
- EverBank (San Rafael, CA)
- …organization's banking services, recognizes sales opportunities, opens accounts, delivers exceptional client service , and makes appropriate introductions to team ... specialists such as financial center managers, relationship managers, small business,...business, commercial banking, and treasury management. This job understands client needs to offer the appropriate financial … more
- Bank of America (Mill Valley, CA)
- …role-specific considerations. 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 (Pacifica, CA)
- …an impact. 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