- S&P Global (CA)
- …analysis to help drive improved sales performance and custom projects to support client business needs. **Responsibilities and Impact:** + Conduct training ... **Grade Level (for internal use):** 10 **Market Analytics Product Advisor ** **About The Role:** This newly created role will...or a related field. + Proven experience in product support or customer service , preferably in a… more
- US Bank (Watsonville, CA)
- …and portfolio construction resulting in tailored investment management and insurance services based upon a client 's unique situation. Basic Qualifications ... and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes...at-all from Day One. **Job Description** The Wealth Management Advisor (WMA) position is the investment planning and investment… more
- JPMorgan Chase (Irvine, CA)
- …relationship with a trusted partner for your clients and want top tier technology and support to assist in building that experience, this is the team for you. As a ... Personal Advisor , in JP Morgan's Wealth Management's National Branch Personal...or phone, build a personalized financial plan for each client , and match clients with investment portfolios that are… more
- SAP (San Francisco, CA)
- …Within this role you will further act as trusted value and transformation advisor during the whole customer value journey for assigned customers giving them guidance ... between customer's strategic value drivers & how SAP BTM can support delivering those. **Identify Value Potential** . Discover potential initiatives leveraging… more
- Southern California Edison (Rosemead, CA)
- Join the Clean Energy Revolution Become a Data Scientist, Advisor at Southern California Edison (SCE) and build a better tomorrow. In this job, you'll partner ... solutions that improve safety, efficiency, reliability, and cost effectiveness. You will support a diverse portfolio of use cases by working across the full… more
- Robert Half Finance & Accounting (San Ramon, CA)
- …tailored to each client 's needs and goals. + Build and strengthen client relationships through proactive communication and ongoing support . + Monitor market ... (required). + 5+ years of experience in the financial services industry. + Proven success in a client...analytical, problem-solving, and interpersonal skills. + Self-starter with a client - service mindset and commitment to ethical practices.… more
- BMO Financial Group (Culver City, CA)
- …a comprehensive banking solution in the best interest of the customer. Determines client needs and provides solutions though the sales of managed products and ... services (eg mutual funds, mutual fund wrap accounts, ETF...in collaboration with the lead relationship manager. + Determines client needs and provides solutions though the sales of… more
- The Cigna Group (San Francisco, CA)
- …targets, including prospective review, request for proposal, finalist meetings, and new client onboarding. + Support achievement of business persistence targets, ... **EXPECTATIONS:** This role partners with the sales team and requires travel to client offices based on location. **GENERAL PURPOSE:** + Cigna's mission is to… more
- BD (Becton, Dickinson and Company) (Milpitas, CA)
- …planning, organization design, associate engagement, organizational announcements. + Acts as the trusted advisor of client leaders to support them in ... support for the management team of the BDB Service , USR Sales, Finance, Business Development organizations. The HR...and Key Business Objectives, provides strategic HR business partnering support for Client Leaders, works with the… more
- H&R Block (San Jose, CA)
- …value of H&R Block + Execute and hold all tax office associates accountable to Service Standards execution and client service experience, with escalation to ... Day Joining us as an Associate Team Leader, you'll support a single retail office during tax season to...+ Serve as point of contact for onsite escalated client service concerns + Ensure clients are… more