- Wells Fargo (Concord, CA)
- …you** **will:** + Develop, retain, and grow complex to highly complex client relationships through the art of relationship management, by understanding the needs ... proactively but strategically, managing expectations, and soliciting feedback; act as an advisor to guide and influence others in growing relationships + Act as… more
- IBM (Costa Mesa, CA)
- …address critical business challenges. * Travel up to 75% as required to support client engagements and business development activities. "Hybrid: Your work ... the distribution sector. This individual will serve as a trusted advisor to C-suite executives, helping organizations navigate the complex cybersecurity landscape… more
- CVS Health (Los Angeles, CA)
- …beauty trends and techniques + Seek to further your product knowledge and client service skills. As a retail beauty advisor , you are a CVS beauty sales ... to our customers, you will provide friendly, knowledgeable sales service to every client who enters the...out customers to ensure they have a fantastic beauty advisor experience through personalized sales service based… more
- NTT America, Inc. (Sacramento, CA)
- …participates in functional QA reviews of projects. **Duties and Responsibilities:** **A. Services Sales/Presales support ** + 1st call credibility + Support ... team + Generation of follow up business through existing client relationships **B. Project delivery support ** +...by addressing them early on + Utilize the trusted advisor position to influence the client +… more
- Charles Schwab (Sacramento, CA)
- **Your opportunity** Schwab Advisor Services , the industry leader of custodial, operational, trading, product, and technology solutions for independent fee-based ... self-starter, who has a proven ability to deliver excellent client service with the ability to anticipate...compliance, competition, and fee structures. + In-depth knowledge of Advisor Services products, operating system, and … more
- Robert Half Finance & Accounting (Mountain View, CA)
- …+ Collaborate with internal teams and external advisors (CPAs, attorneys, etc.) to ensure seamless client service + Prepare for and follow up on client ... San Francisco Bay Area (Hybrid or Onsite) Industry: Financial Services / Wealth Management Are you a seasoned financial...a steward of the firm's planning philosophy, values, and client service standards Why Join This Team?… more
- City National Bank (Newport Beach, CA)
- …the activities of branch personnel towards attainment of branch goals, including sales, client service and proper credit quality and risk management. Responsible ... for all functions of assigned branch with particular emphasis on managing a client -driven sales and service environment. This may be accomplished through active… more
- JPMorgan Chase (San Francisco, CA)
- …a diverse suite of products and applications including, but not limited to; Advisor Services , Wealth Planning & Advice, Goal Based planning, liabilities ... asset allocation, tactical shifts and security selection and perform client portfolio reviews on a regular basis in conjunction...strategy and builds presentations on behalf of the Financial Advisor (s) + Ad Hoc service requests as… more
- Charles Schwab (San Francisco, CA)
- …for the digital wealth strategy and platform direction on behalf of Schwab's Retail, Advisor Services and Wealth Advisory clients and associated rep/ advisor ... their own destiny. **We are driven** by our purpose to champion every client 's goals with passion and integrity. **We challenge** conventions strategically to create… more
- Antech Diagnostics (Los Angeles, CA)
- …Ethics policies. + Provide product and lab diagnostic support and service , including consultation at staff in- services and veterinarian seminars. + Conduct ... and technology; veterinary professional education and training; and board-certified specialist support services . _Antech offers an industry competitive benefits… more