Email Alert for
ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.
Pacific Premier Bank
Huntington Beach, CA, United States
The Client Associate is responsible for providing a full range of professional, technical, and general support to customers and Bank personnel. Provide excellent customer service to PPB Consumer and Business customers as well as internal Bank teams. RESPONSIBILITIES Ensure delivery of exceptional customer service via telephone or through email by t
Job Source: Pacific Premier BankThe Whittier Trust Company
Newport Beach, CA, United States
Whittier Trust and the Whittier Trust Company of Nevada, Inc. is the oldest and largest privately owned multi-family office headquartered on the West Coast. Providing exceptional client service and highly customized investment solutions for high-net-worth individuals and their families to help them reach their long-term goals is our only mission. O
Job Source: The Whittier Trust CompanyThe Palms at Bonaventure Assisted Living
Newport Beach, CA, United States
United States - California Business management, administration and support Global Wealth Management Job Reference # 287932BR City Newport Beach Job Type Full Time Your role Are you truly service oriented? Do you know how to take care of people? We’re looking for a Registered Client Associate to: • keep management systems up-to-date with
Job Source: The Palms at Bonaventure Assisted LivingValer
Huntington Beach, CA, United States
Our mission is to speed and simplify prior authorization management, enabling our clients to deliver faster, easier healthcare to their patients. Valer's technology automates submissions, status checking, verification, reporting, and EHR synchronization across all healthcare settings, specialties, and payers from one platform and portal. All buil
Job Source: ValerRockefeller Financial
Newport Beach, CA, United States
About Rockefeller Capital Management: Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corpo
Job Source: Rockefeller FinancialRockefeller Financial
Newport Beach, CA, United States
About Rockefeller Capital Management: Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corpo
Job Source: Rockefeller FinancialAdecco USA
Lake forest, CA, United States
Adecco is assisting a local client in their search of a Customer Care Associate please see below for more details. Position: Customer Care AssociatePay Rate: $20/HRWork Schedule: Monday to Friday, 5:00 AM - 2:00 PMEmployment Type: Temp to HireJob Summary:The Customer Care Associate will be responsible for providing exceptional customer service and
Job Source: Adecco USAJobot
Newport Beach, CA, United States
This Jobot Job is hosted by: Scott FilbinAre you a fit? Easy Apply now by clicking the "Apply" buttonand sending us your resume.Salary: $65,000 - $80,000 per year A bit about us: Exciting opportunity with entreprenurial, financially stable and growing boutique wealth management firm. Looking for a solid Client Associate to support 2 financial adv
Job Source: JobotIrvine, CA, United States
The Client Associate is responsible for providing a full range of professional, technical, and general support to customers and Bank personnel. Provide excellent customer service to PPB Consumer and Business customers as well as internal Bank teams.
RESPONSIBILITIES
Ensure delivery of exceptional customer service via telephone or through email by taking ownership of each customer inquiry, question or concern to resolution
Make appropriate decisions on behalf of the customer quickly and effectively.
Provide information and knowledgeable assistance efficiently and professionally.
Ability to effectively prioritize work to ensure efficiency.
Follows up and follows through on all pending customer inquiries on daily basis while tracking all activities in the department's ticketing system
Consistently meet defined key performance indicators.
Provide technical assistance, support, training and troubleshooting for Consumer and Business customers including but not limited to the following services Consumer and Business Online Banking, Remote Deposit Capture, ATM Debit Card inquiries, Mobile Banking, General Account Inquiries, Password resets for various systems, Reg E claims, Bill Pay, and Telephone Banking
Coordinate with Bank vendors when needed in order to resolve customer inquiries.
Coordinate with the Information Technology and Information Security teams to escalate security issues to stop fraud activity; communicate and recommend fraud solutions to customers.
Understand and comply with bank policy, laws, regulations, and the bank's BSA/AM Program, as applicable to your job duties. This includes but is not limited to; complete compliance training and adhere to internal procedures and controls; report any known violations of compliance policy, laws, or regulations and report any suspicious customer and/or account activity.
QUALIFICATIONS 1+ years banking experience including internal and external customer service or call center experience.
A reasonable, good faith estimate of the minimum and maximum base salary for this position is $17.29/hr. to $25.94/hr. Actual compensation will vary based on various factors including but not limited to location, experience, and performance. A discretionary bonus and/or business line incentive may be provided, in addition to a medical and other benefits, dependent on the position. For more information regarding our benefits, please visit https://www.ppbi.com/careers.html
#LI-Onsite
#LI-FG1
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
Email Alert for Client Associate jobs in Irvine, CA, United States
ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.