- Edward Jones (Westlake Village, CA)
- …Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on the phone - ... them coming a mile away. You and your financial advisor are essential in working together to help your...your family's well-being + Full-time Associates receive the following benefits : + Edward Jones' compensation and benefits … more
- Wells Fargo (Fresno, CA)
- …+ Answer phones and greet and direct visitors + Assist Financial Advisor (s) colleagues with service and operational related activities such as providing service ... via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes +… more
- WTW (Los Angeles, CA)
- **Description** As a Health and Benefits Director, you will lead client engagements involving the design and management of the full array of health and benefits ... input into the evolution of the WTW Health and Benefits practice and to be a leader in the...**The Role:** Serve as the strategic partner and trusted advisor to clients in the design and management of… more
- WTW (San Francisco, CA)
- …clients and prospects by developing leading edge solutions to address their health and benefits and broader benefits issues. You will lead large, highly visible ... Role** + Serve as the strategic partner and trusted advisor to large, complex clients in the design and...in the design and management of their health and benefits programs, + Primary accountability for creating and executing… more
- WTW (San Francisco, CA)
- **Description** As a Health and Benefits Director you will lead client engagements involving the design and management of the full array of health and benefits ... input into the evolution of the WTW Health and Benefits practice and to be a leader in the...**The Role** Serve as the strategic partner and trusted advisor to clients in the design and management of… more
- JPMorgan Chase (San Francisco, CA)
- …within JPMorgan Advisors, you will be a vital member of the Financial Advisor 's team. Your role will involve close collaboration with Financial Advisors, acting as ... affluent clients. Utilizing your in-depth knowledge of the Financial Advisor role, you will build strong relationships with clients,...achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on… more
- ADP (La Palma, CA)
- ADP is hiring a Small Business Services - Health & Benefits Sales Agent **.** + Are you ready to build a rewarding future? Uncapped commissions, lavish incentive ... Agency Inc's group healthcare solutions, educating small business clients on the benefits of offering health coverage to their employees. Additionally, you will be… more
- Bank of America (Carlsbad, CA)
- …effective. **Job Description:** This job is responsible for supporting the Financial Advisor (FA) team to further develop and enhance existing client relationships. ... process, including client onboarding and resolving escalations + Assists the Financial Advisor team and/or Senior Business Managers in developing and monitoring the… more
- Bank of America (San Francisco, CA)
- …and effective. **Job Description:** The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client relationships. He ... the coordination all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, implement, and monitor the… more
- Wells Fargo (Beverly Hills, CA)
- …. **In this role you will:** + Assist Financial Advisor (s) with sales, service, and operational related activities such as ... via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes,… more