- 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 (Alamo, CA)
- Financial Solutions Advisor - Consumer Investments - Alamo Financial Center Alamo, California **Job Description:** The following laws or regulations restrict ... + 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 (Mill Valley, CA)
- Financial Center Assistant Manager - East Blithedale Financial Center Mill Valley, California **Job Description:** At Bank of America, we are guided by a ... difference. Join us! **Job Description:** This job is responsible for managing a financial center (FC) in collaboration with senior team members, supporting the… 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
- 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
- CIBC (San Francisco, CA)
- …in personal tax, financial planning or investment management + Strong client service commitment + Strong interpersonal and verbal communication skills with ... visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Senior Client Service Associate executes the more complex transactions… more
- Bank of America (San Francisco, CA)
- …professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions and operations ... in the market while working with the Home Office to ensure superior client service . Key responsibilities include partnering with the market leadership team,… more
- Bank of America (San Francisco, CA)
- …effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs).The position is ... well as collaboratively in a dynamic team environment. **Responsibilities:** + Provides excellent Client Service to the bank's clients through educating them on… more
- Stanford University (Stanford, CA)
- Housing Service Center Supervisor - 2 Year Fixed Term **Residential & Dining Enterprises, Stanford, California, United States** Student Services Post Date Oct ... university and department policies and procedures on issues regarding admission, financial aid, housing, registrar services, visa services, student life, advising,… more
- Bank of America (San Francisco, 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
- WSP USA (San Francisco, CA)
- …Conduct and related policies and procedures. + Commitment to internal and external client service . + Perform additional responsibilities as required by business ... for a **Senior Vice President, Tolling & Mobility Solutions Technical Excellence Center (TEC) Leader** for our **San Francisco Bay Area** office. This position… 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 (San Leandro, 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
- Citigroup (San Jose, CA)
- …face-to-face customer service , digital engagement and basic sales/referrals + Open, client service orientation and desire to help customers is required + ... on the bank floor to proactively identify and address client sales and service needs; appropriately convert...demonstrate expertise in digital capabilities and to identify the financial needs of the clients. May require standing 60-70%… 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
- Cisco (San Jose, CA)
- …disruption through innovation and execution using technology solutions from Cisco. As a Client Executive, Data Center you will collaborate with their Production, ... success, and you create a culture of accountability, innovation, and growth. Financial Performance - You exceed bookings goal and maintaining forecast accuracy;… more
- JPMorgan Chase (San Francisco, CA)
- …combined with cutting-edge financial technology and the most welcoming and friendly service , you will be front and center representing our brand and culture. ... by providing education and advice tailored to suit their financial needs. As a Branch Operations Lead Trainee in...opportunities to make customers lives easier by setting up self- service options and building relationships. Throughout the week, you… 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
- 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