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Umpqua Bank
Sacramento, CA, United States
Client Service Specialist Retail Banking Group Sacramento, California Description About Us: Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and offers banking services to customers throughout the nation. It’s an especially exciting time to join our team as, following the recent merger with Columbia Bank, we have gro
Job Source: Umpqua BankUmpqua Bank
Lincoln, CA, United States
Client Service Specialist I Retail Banking Group Lincoln, California Description About Us: Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and offers banking services to customers throughout the nation. It’s an especially exciting time to join our team as, following the recent merger with Columbia Bank, we have grow
Job Source: Umpqua BankAmerican River Bank
Sacramento, CA, United States
** JOB POSITION POSTING Client Service Representative - Healdsburg Office** **Opening:** Part-time position (32 hours per week) **Job Title:** Client Service Representative **Location:** Healdsburg Office **DUTIES & RESPONSIBILITIES:** * Provide an extraordinary Client experience to Clients of American River Bank promoting professionalism, confid
Job Source: American River BankUmpqua Bank
Lincoln
Client Service Specialist I Retail Banking Group Lincoln, California **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and offers banking services to customers throughout the nation. It’s an especially exciting time to join our team as, following the recent merger with Columbia Bank, we have g
Job Source: Umpqua BankUmpqua Bank
Folsom, CA, United States
Client Service Specialist - Float Retail Banking Group Folsom, California Description About Us: Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and offers banking services to customers throughout the nation. It’s an especially exciting time to join our team as, following the recent merger with Columbia Bank, we have
Job Source: Umpqua BankTotal Landscape Concepts
Rancho Cordova
Job Description Job Description About Us: Total Landscape Concepts is a renowned landscaping company committed to creating breathtaking outdoor spaces that delight our clients. Our dedication to customer satisfaction, innovation, and sustainability sets us apart in the industry. We are looking for an enthusiastic and organized Office Assistant/Cus
Job Source: Total Landscape ConceptsRelation Insurance Inc
Sacramento, CA, United States
Apply Job Type Full-time Description WHO WE ARE Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success
Job Source: Relation Insurance IncBMO Financial Group
Sacramento, CA, United States
Provides administrative and operational support to the delivery of financial and investment planning and advice to deliver an exceptional customer experience. Works collaboratively within the assigned team / branch and with business partners. Responsibilities: Identifies gaps, issues and best practices through monitoring of sales and service perf
Job Source: BMO Financial GroupRoseville, CA, United States
Job DescriptionJob Description
Title: Client Service Specialist
Status : Part Time (Flex Schedule) / Full Time with Benefits & 401K
Hours : Monday thru Friday 9:00am – 5:30pm
Potential Incentives : Time Off, Sporadic Shortened Friday Hours, Bonuses, Work Hard/Play Hard Work Life Balance
DO NOT CALL PLACE OF BUSINESS AS YOU WILL BECOME DISQUALIFIED
Essential Duties and Responsibilities
Answering the phone, screening calls and transferring calls appropriately
Conducting business in a service orientated manner that is attentive, respectful, friendly and kind when serving clients and colleagues
Maintaining relationships with clients, prospects, vendors, venues, and other business partners
Running office errands, ordering office supplies and kitchen inventory
Supporting the Servicing/Processing Department and Marketing Department with clerical errands and tasks such as but not limited to, preparing for monthly large business events, quarterly client events, and handling of sensitive client material
Scheduling/confirming appointments for prospects and clients, promptly entering sensitive client information and data into database
Greeting clients, offering a beverage upon arrival, preparing cookies for appointments
Cleaning up and maintaining conference rooms for client meetings, maintaining kitchen and copy room
40 wpm certification
Assisting in preparation / attending evening Dinner Seminars at High-End restaurants 4-6 times / Month (Additional Compensation)
Education and Experience
High School diploma required – college education preferred
Knowledge of computers and applications such as Microsoft Outlook, Excel and Office
Knowledge of customer service principles and practices
Minimum of 2 years of experience in office environment
Key Competencies
Exceptional interpersonal and written communication skills
Professional personal presentation
Customer service orientation
Initiative and reliable
Analytical and innovative problem-solver
Highly organized and detail-oriented
Company DescriptionPeak Financial Freedom Group is a fast growing financial planning firm in Roseville, CA. The co-founders of the company have over 50 years of experience in the financial industry, are Amazon best-selling authors, hosts of their own radio show, and hosts of their own television show, heard/seen every week. Peak works closely with retirees and pre-retirees in the community to develop and design personal written comprehensive retirement income plans that protect and grow the clients' assets to create dependable income and avoid unnecessary risks. Peak is looking for individuals who are driven, committed and have a great work ethic. Due to the growth of our company, the possibility for advancement will be available to those who show dedication and excel at their position.Company DescriptionPeak Financial Freedom Group is a fast growing financial planning firm in Roseville, CA. The co-founders of the company have over 50 years of experience in the financial industry, are Amazon best-selling authors, hosts of their own radio show, and hosts of their own television show, heard/seen every week. Peak works closely with retirees and pre-retirees in the community to develop and design personal written comprehensive retirement income plans that protect and grow the clients' assets to create dependable income and avoid unnecessary risks. Peak is looking for individuals who are driven, committed and have a great work ethic. Due to the growth of our company, the possibility for advancement will be available to those who show dedication and excel at their position.
Client Service Specialist / Office Assistant jobs in Roseville, CA, United States
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