- Bank of America (Los Angeles, CA)
- …relevant team members to support the coordination of all sales and service activities. They work with the Financial Advisor and/or team Senior Business ... execution of the EGP model. Core Responsibilities: Develop and service client segments and the next generation...must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support… more
- Edward Jones (Mountain View, CA)
- …associates branch teams. Most of our teams are two or three people, and in a Client Support Team Professional role, you are a critical member of that team along ... clients. Our BOAs are a valued part of the client support team, and we credit much...Digital Tool Utilization + Team Collaboration **Role Requirements** + ** Client Service :** Provide exceptional service … more
- Edward Jones (Pleasant Hill, CA)
- …associates branch teams. Most of our teams are two or three people, and in a Client Support Team Professional role, you are a critical member of that team along ... clients. Our BOAs are a valued part of the client support team, and we credit much...Digital Tool Utilization + Team Collaboration **Role Requirements** + ** Client Service :** Provide exceptional service … more
- EPAM Systems (Los Angeles, CA)
- …software Engineering Services provider. You'll serve as a trusted advisor to clients, designing future-ready service landscapes that leverage GenAI, ... Managed Services ** at EPAM Systems, you will revolutionize our service delivery model by implementing AI-first strategies while leading multiple strategic … more
- GE HealthCare (CA)
- …remote and onsite support . + Maintain up-to-date knowledge of modality products, service expertise, and tools to maintain "field advisor " status. + Utilize ... Engineer I (TSE I) drives customer satisfaction through Service Excellence by providing technical support and... and counsel both remote and onsite to Field Service Engineers (FSE's), Client Service … more
- Palo Alto Networks (Santa Clara, CA)
- …few! **Your Career** The Consulting Director will help drive Proactive Consulting Services across the cloud security domain. This senior-level consultant will serve ... as a trusted advisor and key contributor to helping our customers strengthen...maturation, and innovation of Unit 42's cloud security consulting services . + Lead and deliver complex cloud security assessments… more
- Deloitte (San Francisco, CA)
- …and technical issues. + Serve as a trusted advisor by managing client relationships, delivering consultative services , and consistently exceeding client ... Come join the world's leading professional services firm where you will have the opportunity...and monitoring industry trends. + Prepare clear and compelling client reports, participate in internal and external presentations, and… more
- Bank of America (Walnut Creek, CA)
- …Referral Management + Relationship Building + Administrative Services + Client Investments Management + Customer Service Management + Process Simplification ... relationship management activities and developing, implementing, and monitoring the team's client service model. Job expectations include assisting with … more
- Robert Half Finance & Accounting (San Ramon, CA)
- …CRM systems (Tamarac) + Support Advisors with investment analysis and client meeting preparation + Participate in advisor development and training activities ... investment advisory firm specializes in retirement planning and investment supervisory services , taking a long-term, client -focused approach. The firm has… more
- Deloitte (San Jose, CA)
- …that support this important Strategic Growth Offering are based in various service lines across tax. National Federal Tax Services ("NFTS") is a national ... a broad range of government credits and incentives ("C&I") services across more than 150 countries and regions worldwide....the purpose of delivering results for our clients. NFTS service lines provide tax planning and compliance support… more