- Bank of America (Fairfield, CA)
- Client Service Representative - North Fairfield Financial Center Fairfield, California **Job Description:** At Bank of America, we are guided by a common ... 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 (Pleasant Hill, CA)
- …Stage I - Registration candidate - Consumer Investments - Pleasant Hill Financial Center Pleasant Hill, California **Job Description:** The following laws ... 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 (Alameda, CA)
- Financial Center Assistant Manager - South Shore Financial Center Alameda, California **Job Description:** At Bank of America, we are guided by a common ... difference. Join us! **Job Description:** This job is responsible for managing a financial center (FC) in collaboration with senior team members, supporting the… more
- CDM Smith (Concord, CA)
- …Unit:** NAU **Job Description:** CDM Smith has a new opportunity for an experienced Client Service Leader to lead client engagement and business development ... business development activities. * Being responsible of the overall financial performance of projects within a client ...costs. * Engaging in routine coordination with other area client service leaders and internal business units… more
- CDM Smith (Walnut Creek, 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
- Behavior Treatment & Analysis (Walnut Creek, CA)
- …billable hours and service delivery. Regulatory Compliance * Ensure the center complies with HIPAA regulations to protect client confidentiality and data ... Summary The ABA Center Manager ensures optimal center operations by focusing on client experience,...management. * Work closely with Clinical Managers to address client needs and uphold service quality standards.… more
- BMO Financial Group (San Ramon, CA)
- …referred during client service interactions. Typically meets client service needs through a pooled call center environment or a dedicated one-on-one ... writing, editing and distributing communications. + Tracks collection of client service fees + Collaborates with internal...- $80,400.00 **Pay Type:** Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary… more
- Behavior Treatment & Analysis (Richmond, CA)
- …and clinical standards within the center . * Continuously assess and improve service delivery processes to enhance client outcomes. 6. Data and Reporting * ... the Office Assistant Coordinator on scheduling and daily operations. * Ensure the center meets its financial goals. Qualifications: * Education & Experience: *… more
- JPMorgan Chase (Walnut Creek, 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 (Fairfield, 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
- Sedgwick (Concord, CA)
- … in solving escalated problems related to the workers' compensation process and service . + Assists client with claim review meeting scheduling. + Contributes ... in achieving client -driven performance objectives and service standards within...preferred. **Experience** Two (2) years experience as a customer service representative in an inbound call center … more
- Behavior Treatment & Analysis (Richmond, CA)
- …an Assistant Coordinator who is willing to learn about ABA therapy to better assist client needs. The Assistant Center Coordinator is also to observe and direct ... in greeting and checking in clients, providing excellent customer service and addressing any client concerns or...aspects of scheduling and daily operations. + Ensure that financial goals are met for the center … more
- Bank of America (Napa, 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 (Vallejo, 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 (Napa, 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
- WSP USA (Oakland, CA)
- …Agent (CSA ) is responsible for handling inbound customer inquiries into the Customer Service Center (CSC). This will include phone, email and chat response. The ... + Serve as the primary point of contact for customers addressing their service issues and concerns. + Foster strong relationships with customers and colleagues by… more
- Bank of America (Walnut Creek, CA)
- … financial goals. 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 ... lobby to educate and assist with conducting transactions through self- service resources, such as mobile banking, online banking, or...position, you will train at one financial center , and then potentially move to… more
- Stantec (Walnut Creek, CA)
- …airport, roadway, and transit projects. We are actively seeking a Business Center Operations Leader (functioning as a General Manager), to lead our Transportation ... Business Center (BC) in California, Washington, Hawaii, Alaska, and associated...in integrating innovation into our execution to achieve our financial (bottom line) performance and quality objectives, further diversify… more
- BMO Financial Group (San Ramon, CA)
- …the client 's/prospect's business and needs. + Assists with sales and service administration and processing ensuring client experience is seamless and ... $10MM-$50MM in company revenues. The ideal candidate will have a strong COI ( Center of Influences) network, established in the market place, and a proven track… more
- Citigroup (Pleasant Hill, 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