- Bank of America (Rancho Mirage, CA)
- …and needs * Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds * Mitigates and ... Financial Solutions Advisor - Southern Inland Empire Hemet, California;Rancho Mirage,...and feedback to referral partners based on knowledge of client needs and potential product services recommended… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …financial solutions + Coach and develop junior team members in Operations and Client Services + Oversee complex execution activities, including asset transfers, ... this opportunity is for you. Jennifer Fukumae with Robert Half's Financial Services Division is partnering with a high-growth, relationship-centered firm to identify… more
- Wolters Kluwer (Sacramento, CA)
- …role. Candidate can be located anywhere in the US** The Customer Success Advisor is responsible for building and maintaining post sales strategic relationships with ... assigned accounts. This role will serve as a trusted advisor to accounts in complex industries, providing strategic vision,...+ Develop key relationships in an account to diversify client contact touch points and interaction frequency. + Engaging… more
- H&R Block (Stockton, CA)
- …Generate business growth, increase client retention, and offer additional products and services + Provide clients with IRS support + All certification levels ... means you'll serve clients with diverse tax and business services needs year-round. You'll have the support ...client relationships + Provide tax preparation, tax audit support and tax planning year-round + Create confidence in… more
- Robert Half Finance & Accounting (San Jose, CA)
- …to Michelle Espejo via email or LinkedIn for additional information or questions. Tax Advisor | Wealth Management| San Jose Our client is a growing wealth ... service advice. Known for its collaborative culture and client -first mindset, the firm is expanding its tax advisory...tax advisory offering to meet rising demand. This Tax Advisor role is a chance to help build a… more
- Adecco US, Inc. (Santa Ynez, CA)
- **Account Coordinator/ Advisor ** Adecco is now hiring for an Account Coordinator/ Advisor position for a company in the Buellton, CA area for a temporary to-hire ... opportunity! **Responsibilities:** . Provide exceptional service , advisement and order-taking to clients and medical professionals that call daily. . Compose clear… more
- ICF (Los Angeles, CA)
- …to gather information to inform a client 's regulatory strategy and to represent the client as appropriate, as well as to support internal clients such as the ... Description **Regulatory Advisor , Energy and Utilities (California)** **Preferred Location** :...a plan and materials to expand ICF's regulatory advisory services + Other duties as required to support… more
- Southern California Edison (Fullerton, CA)
- Join the Clean Energy Revolution Become a Design Contract Planning, Advisor at Southern California Edison (SCE) and build a better tomorrow. In this job, you'll be ... partners, mentor and lead Planners and Designers. As a Design Contract Planning, Advisor , your work will help power our planet, reduce carbon emissions, and create… more
- US Bank (Irvine, CA)
- …we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our ... Day One. **Job Description** Serves as a dedicated Philanthropic Advisor for selected high net worth and ultra-high net...members of the relationship team to meet all of client 's philanthropic planning, wealth planning, estate planning and wealth… more
- Sedgwick (Sacramento, CA)
- …to coordinate case management within company standards, industry best practices and specific client service requirements; and to manage the total claim costs ... Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Claims Advisor , Environmental |...while providing high levels of customer service . **ESSENTIAL FUNCTIONS and RESPONSIBILITIES** + Analyzes and processes… more