Client Service Specialist

2 weeks ago


Beverly Hills, United States Phaxis Full time

We are currently seeking a Client Service Specialist to join our banking operations team based out of Beverly Hills.


Responsibilities:

  • Serve as the primary liaison between clients within the Entertainment Division and the organization, ensuring their needs are met effectively and promptly.
  • Offer personalized guidance and recommendations to clients on utilizing our range of products and services to optimize their financial operations.
  • Initiate proactive conversations with clients to identify opportunities for enhancing their financial strategies and resolving any operational challenges they encounter.
  • Independently execute operational tasks based on insights from Relationship Managers, demonstrating initiative and efficiency.
  • Foster seamless communication and collaboration between clients and internal departments to ensure smooth transactions and resolution of any issues.
  • Stay informed about industry regulations and best practices to ensure compliance and provide clients with accurate and up-to-date information.
  • Contribute to team efforts to improve overall client satisfaction and operational efficiency through collaboration and idea-sharing.


Your Skills & Experience:

  • 2+ years of experience in client service, banking operations, or relationship management support.
  • 2+ years of experience in a banking or financial services environment.
  • 2+ years of experience with bank products and services such as deposits, wealth management, cash management, international, etc.
  • Strong communication and interpersonal skills with the ability to build rapport with clients and internal stakeholders.
  • Proven track record of problem-solving and decision-making in a fast-paced environment.
  • Detail-oriented with excellent organizational skills to manage multiple tasks simultaneously.
  • Ability to work independently with minimal supervision while also thriving in a team-oriented environment.
  • Proficiency in Microsoft Office Suite and banking software/systems.



  • Beverly Hills, United States CalPrivate Bank Full time

    Job DescriptionJob DescriptionCalPrivate Bank is an equal opportunity employer, committed to diversity, equity and inclusion.Job Title - Client Services SpecialistDepartment - Beverly Hills BranchReports To - Client Services ManagerFLSA Status - Non-ExemptJob Summary:Interviews and determines customer’s banking needs. Aides in selecting accounts and...


  • Beverly Hills, United States CalPrivate Bank Full time

    Job DescriptionJob DescriptionCalPrivate Bank is an equal opportunity employer, committed to diversity, equity and inclusion.Job Title - Client Services SpecialistDepartment - Beverly Hills BranchReports To - Client Services ManagerFLSA Status - Non-ExemptJob Summary:Interviews and determines customer’s banking needs. Aides in selecting accounts and...


  • Beverly Hills, United States City National Bank Full time

    Overview: CLIENT SERVICES OFFICER WHAT IS THE OPPORTUNITY? This person is primarily responsible for the hiring, developing, coaching, and supervising the Customer Service Specialist in the department. They assist the Customer Service Manager in motivating and building the operational integrity of the staff in support of the department objectives. They...


  • Beverly Hills, United States City National Bank Full time

    Overview: CLIENT SERVICES OFFICER WHAT IS THE OPPORTUNITY? This person is primarily responsible for the hiring, developing, coaching, and supervising the Customer Service Specialist in the department. They assist the Customer Service Manager in motivating and building the operational integrity of the staff in support of the department objectives. They...


  • Woodland Hills, United States Mercer Global Advisors Full time

    Mercer Advisors is a different kind of wealth management firm. We exist so that our clients don't have to worry about money. Our firm was founded in 1985, on the belief that families at all wealth levels would benefit from a fully unified approach to managing their money - "A family office for your family." We connect the dots of our clients' financial lives...


  • Indian Hills, United States Sanders & Johnson, Inc. Full time

    Job DescriptionJob DescriptionBecome a full-time Client Care Specialist with Sanders & Johnson, Inc. and help provide a vital service to countless people in need! Our Indian Hills, CO office needs someone like you on our phones to assist both our customers and our technicians.What do we offer our Client Care Specialist? We're glad you asked!Based on...


  • Beverly Hills, United States EH National Bank Full time

    Job Description Job Description Understanding that exceptional people... create exceptional circumstances! Who we are: We are a bank that knows our clients by name, understands their banking needs and works as a team to provide the highest level of service possible. We provide modern banking tools strengthened by a renowned tradition of service. We offer our...


  • Woodland Hills, United States VCA Animal Hospitals, Inc. Full time

    VCA Veterinary Specialists of the Valley is seeking a Client Service Representative to complement our talented team in Woodland Hills, California. We have full-time or part-time positions available, 8 hr shifts, day, evening and/or overnight with the Client Service, Representative, Customer Service, Animal Care, Retail, Client, Associate


  • Beverly Hills, United States Select Physical Therapy Full time

    Overview: When patients enter our center in Beverly Hills, we want them to have an exceptional experience starting at the front desk. Thats where you come in. As a patient service specialist, youll manage both the patient side and business side of our center. The front desk is your station to be a patient advocate, communicate with individuals via email and...


  • Beverly Hills, United States Security Industry Specialists, Inc. Full time

    About this position: - Department: Retail - Location: Beverly Hills, CA - Employment Type: Full-Time & Part Time About us: Security Industry Specialists (SIS) provides security solutions to some of the most recognized companies and brands in the world. We deliver services that consistently exceed those of our peers. We accomplish this through innovation,...


  • Woodland Hills, United States Veterinary Cancer Group SFV Full time

    Description Position at Veterinary Cancer Group SFV Veterinary Cancer Group SFV is hiring an Experienced Client Care Specialist to join our amazing oncology team! The Client Care Specialist is the primary support to our front office.Veterinary Cancer Group in San Fernando Valley invests heavily in our employees' long-term growth and happiness and strive to...

  • Waxing Specialist

    2 weeks ago


    Beverly Hills, United States Miniluxe Inc Full time

    Job DescriptionJob DescriptionPosition: Wax Specialist About MiniLuxeOver the last decade, we have been reimagining and revolutionizing the world’s most used but least regulated beauty service: Self - Care. We celebrate self-care as an everyday luxury for everyone, anywhere, at any time. We are doing this by becoming the world’s leading ethical and...


  • Laguna Hills, United States Recall Masters Full time

    Job DescriptionJob DescriptionJob Description:Recall Masters is the leading provider of automotive recall information, services, and vehicle owner communications dedicated to helping automakers and their franchise dealers expedite the repair of recalled vehicles and make the roadways safer for everyone. We have partnered with 17 of the top 25 National Dealer...

  • Client Advisor

    2 weeks ago


    Beverly Hills, United States Burberry Full time

    At Burberry, we believe creativity opens spaces. Our purpose is to unlock the power of imagination to push boundaries and open new possibilities for our people, our customers and our communities. This is the core belief that has guided Burberry since it was founded in 1856 and is central to how we operate as a company today.- We aim to provide an environment...

  • Billing Specialist

    7 days ago


    Beverly Hills, United States Physical Therapy Specialists Of Beverly Hills Full time

    Overview: **Physical Therapy Specialist**, a member of the Confluent Health family, is looking for a Full Time On Site Billing Specialist to join our team!** At** **Physical Therapy Specialist** **you’ll find an amazing culture because we want our employees to love coming to work and do what they love - helping our patients get back to their everyday...

  • Client Advisor

    4 days ago


    Beverly Hills, United States Burberry Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Select how often (in days) to receive an alert: At Burberry, we believe creativity opens spaces. Our purpose is to unlock the power of imagination to push boundaries and open new possibilities for our people, our customers and our communities. This is the core belief...

  • Client Advisor

    2 weeks ago


    Beverly Hills, United States Burberry Limited Full time

    INTRODUCTION At Burberry, we believe creativity opens spaces. Our purpose is to unlock the power of imagination to push boundaries and open new possibilities for our people, our customers and our communities. This is the core belief that has guided Burberry since it was founded in 1856 and is central to how we operate as a company today.    We aim to...

  • Client Advisor

    2 weeks ago


    Beverly Hills, California, United States Burberry Full time

    INTRODUCTIONAt Burberry, we believe creativity opens spaces. Our purpose is to unlock the power of imagination to push boundaries and open new possibilities for our people, our customers and our communities. This is the core belief that has guided Burberry since it was founded in 1856 and is central to how we operate as a company today. We aim to provide an...

  • Sales Specialist

    2 weeks ago


    Beverly Hills, United States St. John Knits Full time

    ABOUT ST. JOHNSt. John is an American luxury house. A tireless passion for knitwear innovation since the brand’s inception in 1962 enables St. John to create the most luxurious knitwear in the world. The brand has evolved over the years, but the foundation of the collection remains the same today as it did from the very start – great American design,...

  • Sales Specialist

    1 month ago


    Beverly Hills, United States St. John Knits Full time

    ABOUT ST. JOHNSt. John is an American luxury house. A tireless passion for knitwear innovation since the brand’s inception in 1962 enables St. John to create the most luxurious knitwear in the world. The brand has evolved over the years, but the foundation of the collection remains the same today as it did from the very start – great American design,...