- Bank of America (Los Angeles, CA)
- Financial Center Client Service Representative - Figueroa-Adams Financial Center Los Angeles, California **Job Description:** At Bank of America, ... 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 (Downey, CA)
- Financial Center Client Service Representative - Imperial-Paramount Financial Center Downey, California **Job Description:** At Bank of America, ... pricing, terms and conditions) + Minimum six months of client service experience in financial ... experience, has previously completed the Bank of America financial center internship program + Flexible to… more
- JPMorgan Chase (Chicago, IL)
- …Bank. As a Client Service Leader within the JP Morgan Wealth Management Client Service Center team, you will play a pivotal role in our mission ... The JP Morgan Wealth Management Service Center Team: Our investment professionals...serving a variety of unique types of accounts and client segments including Self-Directed Investing, Chase Private Client… more
- Mass Markets (Las Cruces, NM)
- …as a trusted partner in the industry. Looking to add an experienced Call Center Client Account Manager I to support complex business process outsourcing ... accounts. This role will oversee enterprise and public sector client relationships and service delivery. This is...contact center clients. Experience in both contact center operations and client services or account… more
- Mass Markets (Las Cruces, NM)
- …as a trusted partner in the industry. Looking to add an experienced Call Center Client Account Manager III to support complex business process outsourcing ... accounts. This role will oversee enterprise and public sector client relationships and service delivery. This is...contact center clients. Experience in both contact center operations and client services or account… more
- Bank of America (Phoenix, AZ)
- Call Center Telephone Banker - Client Solutions Phoenix, Arizona **Job Description:** At Bank of America, we are guided by a common purpose to help make ... of solutions that the bank offers to help achieve financial goals. Key responsibilities include balancing service ...Interpret Relevant Laws, Rules, and Regulations + Adaptability + Client Experience Branding + Customer Service Management… more
- Truist (Orlando, FL)
- …Specific activities may change from time to time. 1. Deliver care through exceptional client service and create a differentiating client experience while ... the bank. 5. Inform and educate clients on their self- service options through various Truist technologies to improve their...and related training or experience 2. One year of client servicing work experience (call center , retail,… more
- KeyBank (Powell, OH)
- …is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will ... deliver and refer appropriate financial solutions to KeyBank's client base with...investment products. (required) + Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting… more
- JPMorgan Chase (Kent, WA)
- …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
- Berkshire Bank (Springfield, MA)
- …an exceptional client experience as the leader of your financial center . Key Accountabilities: + Develops Business:educates clients on products/services ... awareness of Federal/state banking regulations. Ensures team executes Financial Center Consistency standards and provides an exceptional client experience.… more