179 client services team jobs at 43 companies in San Bernardino, CA
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Client Delivery Team Manager
Newport Beach, California, United States
$89k-$166k/yrOnsiteFull Time
BMOTSX: BMO: Provides personal and commercial banking, investment, and wealth services.
5+ YOE5–7 years client relationship or financial services experience preferred; bachelor’s degree preferred; strong product, regulatory, data analysis, document management, Microsoft Office, project and people management skills.
Capital Group: Providing active investment management and research-driven financial strategies
8+ YOERequires 8–10 years in RFP, proposal management, or client servicing in asset management or financial services, team leadership, investment knowledge, cross-functional partnership, and a bachelor's degree.
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
3+ YOERequires data analytics, change management, project management, reporting, presentation, negotiation, organizational, strategic thinking, and team-building skills, plus 3+ years of client-facing experience.
IMA Financial Group: Provides commercial insurance brokerage and wealth management services.
10+ YOESupervisory experience managing P&C service teams, client management and renewals, BA/BS preferred or 10 years insurance experience, active insurance license, strong communication and Microsoft/Salesforce skills.
Microsoft Word, Microsoft Outlook, Microsoft Excel, Microsoft PowerPoint, Microsoft Teams, Salesforce
Louis VuittonEuronext Paris: MC: Designs and sells luxury leather goods, clothing, and accessories.
Deliver personalized client service, achieve individual and team sales goals, learn brand and product knowledge, and use clienteling tools to build long-term relationships.
Patterson Autos: Operates a group of car dealerships and service centers.
Professional, friendly demeanor; strong organization and attention to detail; multitasking ability; proactive, team-oriented attitude. Hospitality or customer service experience preferred but not required.
Kennedy Jenks: Provides engineering and environmental consulting for water and infrastructure.
15+ YOEPE license (or ability to obtain), 15+ years relevant consulting/engineering experience, BS/MS in engineering, business development and client leadership, team building, travel as needed.
Boston or Chicago or Dallas or Hoboken or Irvine or Los Angeles or New York City or United States
$107k-$195k/yrHybridFull Time
EY: Global firm providing audit, tax, and professional consulting services.
5+ YOEBachelor's degree, CPA or licensed attorney, 5+ years in professional services or tax, estate and wealth planning, federal/state personal and trust taxation, flow-through and C-Corp experience, team management, and automated tax processing knowledge.
Stefanini: Global provider of IT consulting and digital business solutions.
3+ MgmtHigh school diploma or equivalent and 3+ years of management experience, including coaching, training, mentoring, interviewing, hiring, and terminations. Requires strong communication, organization, troubleshooting, and client-service skills.
LVMHEuronext Paris: MC: A diversified luxury conglomerate managing fashion, spirits, and beauty brands.
6+ YOE6+ years retail experience with emphasis on operations and store management, business school or equivalent experience, client service focus, leadership, KPI-driven, computer literate, flexible schedule including evenings/weekends.
3+ YOE5+ MgmtRequires 3 years of Treasury Management Client Support experience, strong PC and Microsoft Office skills, and client-service, troubleshooting, organizational, and team leadership abilities; supervisory experience preferred.
Life TimeNYSE: LTH: Operates premium athletic country clubs and lifestyle resorts.
2+ YOE2 years swim coaching experience, high school diploma/GED, ASCA and USA Swimming membership, lifeguard certification, BLS/CPR and First Aid, Safety Training for Swim Coaches, ability to swim 25 yards and lift/move clients.
Telecare: Operates behavioral health programs and psychiatric treatment facilities.
1+ YOE1+ MgmtRequires a licensed mental health professional, master's degree, mental health experience, supervisory experience or training, CPR, CPI, First Aid, driver's license, vehicle insurance, and willingness to transport clients.
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
5+ YOE5+ years client-facing retail/service experience; passion for beauty; strong communication and coaching skills; availability for days, nights, weekends and holidays; ability to lift up to 50 lbs and stand for full shifts.
Wedgewood Weddings: Provides all-inclusive wedding planning and venue management services.
Requires positive energy, urgency, efficiency under pressure, willingness to perform varied duties, and ability to work with diverse team members and clients.
Small Business & Investment Services - Sales Assistant (Non-Licensed) - Full Time - Onsite (So.CA)
Huntington Beach, California, United States
$22-$34/hrOnsiteFull Time
Nuvision: Member-owned financial institution offering personal banking and lending services.
2+ YOE2+ years in financial services/customer service/sales support; basic accounting; proficient in MS Office; strong client engagement and organizational skills.
Cincinnati or Raleigh or Charlotte or Chicago or Cleveland or Columbia or Columbus or Dallas or Rochester or Rosemont or Boston or Sacramento or St. Louis or Salt Lake City or San Antonio or San Diego or San Francisco or Silicon Valley or Seattle or Albany or Stamford or Tampa or Toledo or Atlanta or Austin or Tulsa or Washington or Denver or Des Moines or Detroit or Buffalo or Florham Park or Fort Worth or Greensboro or Hartford or Houston or Indianapolis or Grand Rapids or Irvine or Jacksonville or Kansas City or Las Vegas or Little Rock or Los Angeles or Louisville or Birmingham or Melville or Miami or Milwaukee or Minneapolis or Montpelier or Nashville or New Orleans or New York City or Philadelphia or Phoenix or Pittsburgh or Portland
$99k-$232k/yrOnsiteFull Time
PwC: Providing audit, tax, and management consulting services to businesses.
5+ YOERequires a bachelor's degree and 5+ years of experience; SAP CRM/ERP proficiency, business process modeling, enterprise integration, project budgeting, team leadership, coaching, and client management.
12+ YOEBachelor's degree required, 12+ years energy industry experience, strong technical/economic/regulatory knowledge, track record in transactions, client development, team leadership, and strong English communication.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint