Financial Center Client Service Specialist
2 days ago
At Bank of America, we're driven by a shared purpose to help make financial lives better. Our team is dedicated to delivering exceptional client service and building strong relationships with our customers. As a Financial Center Client Service Representative, you'll play a critical role in helping our clients achieve their financial goals.
Key Responsibilities- Provide personalized service to clients, responding to their needs and resolving issues in a timely and professional manner.
- Work closely with colleagues to ensure seamless delivery of banking solutions and services.
- Stay up-to-date on banking products and services, using this knowledge to inform client conversations and drive sales.
- Contribute to a positive and inclusive team culture, fostering a collaborative environment that supports the growth and development of colleagues.
As a Financial Center Client Service Representative, you'll enjoy a competitive compensation package, comprehensive benefits, and opportunities for professional growth and development. You'll also be part of a dynamic team that's passionate about making a difference in the lives of our clients and communities.
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Financial Services Representative
2 days ago
Pasadena, California, United States First Financial Credit Union Full time{"Job Title": "Member Contact Center Representative", "Job Description": "Job SummaryFirst Financial Credit Union is seeking a highly motivated and customer-focused Member Contact Center Representative to join our team. As a key member of our contact center, you will be responsible for providing exceptional service to our members, resolving issues, and...
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Client Executive, Commercial Lines Specialist
3 weeks ago
Pasadena, California, United States IMA Financial Group Full timeAbout the RoleWe are seeking a highly skilled Client Executive, Commercial Lines to join our team at IMA Financial Group. As a Client Executive, you will be responsible for managing a portfolio of commercial lines clients, providing exceptional service, and driving business growth.Key ResponsibilitiesManage a portfolio of commercial lines clients, providing...
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Client Executive, Commercial Lines Specialist
3 weeks ago
Pasadena, California, United States IMA Financial Group Full timeJob SummaryWe are seeking a highly skilled Client Executive, Commercial Lines to join our team at IMA Financial Group. As a key member of our commercial lines team, you will be responsible for managing a portfolio of clients and developing strategic relationships to drive business growth.Key ResponsibilitiesManage a portfolio of commercial lines clients,...
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Client Executive, Commercial Lines Specialist
4 weeks ago
Pasadena, California, United States IMA Financial Group Full timeJob SummaryWe are seeking a highly skilled Client Executive, Commercial Lines to join our team at IMA Financial Group. As a key member of our commercial lines team, you will be responsible for managing a portfolio of clients and delivering exceptional service to drive business growth and retention.Key ResponsibilitiesManage a portfolio of commercial lines...
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Client Executive, Commercial Lines Specialist
4 weeks ago
Pasadena, California, United States IMA Financial Group Full timeAbout the RoleWe are seeking a highly skilled Client Executive to join our team at IMA Financial Group. As a Client Executive, you will be responsible for managing a portfolio of commercial lines clients, providing exceptional service, and driving business growth.Key ResponsibilitiesManage a book of business with a focus on education and non-profit...
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Pasadena, California, United States IMA Financial Group Full timeAbout the RoleWe are seeking a highly skilled Client Executive to join our team at IMA Financial Group. As a Client Executive, you will be responsible for managing a portfolio of commercial lines clients, providing exceptional service, and driving business growth.Key ResponsibilitiesManage a book of business with a focus on education and non-profit...
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Private Client Financial Advisor
4 weeks ago
Pasadena, California, United States East West Bank Full timeAbout the RoleEast West Bank is seeking a highly skilled Private Client Manager to join our team. As a key member of our organization, you will be responsible for providing exceptional financial planning and management services to our high net worth clients.Key ResponsibilitiesConduct thorough financial assessments of clients to identify areas for...
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Private Client Financial Advisor
2 days ago
Pasadena, California, United States Unavailable Full timeJob Title: Private Client ManagerAt East West Bank, we are committed to helping our clients achieve their financial goals. As a Private Client Manager, you will play a key role in providing personalized financial services to high net worth individuals and families.Responsibilities:Assess clients' financial situations by gathering information on investments,...
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Private Client Financial Manager
1 day ago
Pasadena, California, United States East West Bank Full timeJob SummaryWe are seeking a highly skilled and experienced Private Client Manager to join our team at East West Bank. As a key member of our organization, you will be responsible for providing exceptional financial planning and management services to our high net worth clients.Key ResponsibilitiesAssess clients' financial situations by gathering information...
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Financial Services Professional
2 weeks ago
South Pasadena, California, United States International Search Consultants Full time{"title": "Client Advisor Opportunity", "description": "Join Our Team of Financial Services ProfessionalsInternational Search Consultants is partnering with a leading Multi-Family Office & Trust Company to fill a Client Advisor position. This is an exciting opportunity to grow and expand the firm through a high-touch and personalized model to Ultra-High Net...
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Client Manager
4 weeks ago
Pasadena, California, United States IMA Financial Group Full timeAbout the RoleWe are seeking a highly skilled and experienced Client Manager to join our team at IMA Financial Group. As a Client Manager, you will be responsible for managing a book of business worth $800k in revenue, processing renewals and new business, and maintaining accurate records.Key ResponsibilitiesManage a portfolio of clients and develop...
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Private Client Financial Advisor
3 days ago
Pasadena, California, United States East West Bank Full timeJob Title: Private Client ManagerAbout the Role:As a Private Client Manager at East West Bank, you will play a key role in helping high net worth individuals achieve their financial goals. You will be responsible for assessing clients' financial situations, developing personalized financial plans, and providing ongoing guidance and support to help them grow...
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Client Executive
2 weeks ago
Pasadena, California, United States IMA Financial Group Full timeJob SummaryWe are seeking a highly skilled Client Executive - Commercial Lines to join our team at IMA Financial Group. As a key member of our team, you will be responsible for managing a portfolio of commercial lines clients, providing exceptional customer service, and driving business growth.Key ResponsibilitiesManage a portfolio of commercial lines...
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Financial Services Manager
1 week ago
Pasadena, California, United States East West Bank Full timeAbout the RoleWe are seeking a highly skilled and experienced Private Client Manager to join our team at East West Bank. As a key member of our organization, you will be responsible for providing exceptional financial planning and management services to our high net worth clients.Key ResponsibilitiesAssess clients' financial situations by gathering...
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Senior Client Manager, HNW Personal Lines
4 weeks ago
Pasadena, California, United States IMA Financial Group Full timeAbout the RoleWe are seeking a highly skilled Senior Client Manager to join our team at IMA Financial Group. As a Senior Client Manager, you will be responsible for providing exceptional service to our high net worth clients, managing their personal lines insurance needs, and driving business growth.Key ResponsibilitiesProcess incoming client inquiries,...
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Commercial Lines Client Manager
2 days ago
Pasadena, California, United States IMA Financial Group Full timeJob SummaryWe are seeking a highly skilled Client Executive to join our team at IMA Financial Group. As a key member of our commercial lines team, you will be responsible for managing a portfolio of clients and developing strategic relationships to drive business growth.Key ResponsibilitiesManage a portfolio of commercial lines clients, providing exceptional...
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Financial Reporting Specialist
3 weeks ago
Pasadena, California, United States Regal Executive Search, LLC Full timeFinancial Reporting and Accounting SpecialistRegal Executive Search, LLC is seeking a highly skilled Financial Reporting and Accounting Specialist to join our team. As a key member of our accounting department, you will be responsible for preparing and reviewing financial statements, including balance sheets, income statements, and cash flow statements.Key...
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Financial Services Career
2 weeks ago
Pasadena, California, United States New York Life Full timeNew York Life Financial Services CareerWe are seeking a highly motivated and experienced financial services professional to join our team at New York Life. As a financial professional, you will have the opportunity to work with the veteran community and your own personal network, improving their lives and the lives of their family and friends through...
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Client Service Associate
1 week ago
Pasadena, California, United States Wedbush Securities Full timeJob Title: Registered Client Service AssociateWe are seeking a highly skilled and detail-oriented Registered Client Service Associate to join our team at Wedbush Securities. As a key member of our client service team, you will be responsible for providing exceptional support to our financial advisors and senior management.Responsibilities:Provide sales and...
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Client Service Associate
1 month ago
Pasadena, California, United States East West Bank Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Premier Client Service Associate to join our team at East West Bank. As a key member of our Client Services team, you will be responsible for providing exceptional service and support to our Relationship Managers and Portfolio Managers, ensuring seamless delivery of our banking services to...