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Top Customer Success & Experience Jobs in Los Angeles, CA
Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
Provide exceptional service to bank customers, manage Home Equity Line of Credit applications, and ensure compliance with regulations while meeting productivity standards.
Top Skills:
EmpowerFinesse Phone SystemMainframe
Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
The Private Client Financial Advisor develops personalized wealth management strategies for clients, enhances partnerships, and drives client engagement.
Top Skills:
Insurance HealthInsurance LifeInsurance VariableSeries 63Series 65Series 66Series 7
Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
The Client Service Manager will coordinate client meetings, manage a service team, oversee onboarding, and address client issues while ensuring compliance and risk management.
Top Skills:
ExcelMS OfficePowerPointProject Management
Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
The Wealth Regional Director will manage a team of Financial Advisors, develop sales strategies, and ensure compliance with regulatory standards while engaging affluent clients.
Top Skills:
Financial Planning SoftwareFinra Regulations
Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
The internship involves managing sponsorship events for New Jersey Devils and New York Giants, coordinating schedules, liaising with teams, and assisting with ticket distributions.
Top Skills:
MS Office
Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
The Private Bank Lending Specialist manages loan transactions for high-net-worth clients, ensuring effective support and operational execution throughout the loan lifecycle.
Top Skills:
AfsExcelLoan Origination SystemsMoody'S CreditlensPowerPointWord
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