- HSBC (San Francisco, CA)
- …our investors, our communities and the planet we all share. The Senior Credit Advisor will be the go-to expert on all credit and risk-based products with emphasis ... and support to Private Banking relationship managers and business heads....relationship managers and business heads. As our Senior Credit Advisor you will: + Be responsible for identifying, structuring,… 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
- Robert Half Finance & Accounting (San Ramon, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for a Financial Advisor at a fiduciary-focused wealth management firm. This is a ... you'll have the opportunity to work with an established client base while advancing your advisory career. The role...technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in… more
- SAP (San Ramon, CA)
- …Customer Advisory organization. You will leverage your deep expertise to support the entire sales cycle, including identifying opportunities, providing post-sale ... customer support , and assisting customers in expanding their SAP footprint....at scale. **Key Responsibilities** + Act as the go-to advisor for HANA Cloud migrations and transformation engagements. +… more
- Robert Half Finance & Accounting (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 (Newport Beach, CA)
- …and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership. + Analyzes client and industry data to ... and optimizes sales processes through continuous process improvements to enhance client experiences and business outcomes. Manages sales processes, client … more
- BMO Financial Group (Sacramento, 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
- H&R Block (Colma, 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
- The Cigna Group (Sacramento, CA)
- **EXPECTATIONS:** This role partners with the sales team and requires travel to client offices based on location. **GENERAL PURPOSE:** + Cigna's mission is to ... of our Enterprise goals improving affordability and customer health outcomes, client growth and retention, and network performance. **OVERVIEW:** + The Nurse… more
- Public Consulting Group (San Diego, CA)
- …is seeking a highly motivated and dependable Case Manager with an interest in public service to join our CalWORKs Employment Services Program. In this fully in ... as One Stop Career Centers, community colleges, and nonprofit services to deliver hands on support to...with work activities. + Follows procedural requirement by updating client case files in systems. + Maintains up-to-date knowledge… more
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