- US Bank (Sacramento, CA)
- …what you excel at-all from Day One. **Job Description** The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products ... in tailored investment management and insurance services based upon a client 's unique situation. Basic Qualifications - Bachelor's degree, or equivalent work… more
- Cushman & Wakefield (Los Angeles, CA)
- **Job Title** Talent Acquisition Advisor - West Region (Hybrid) **Job Description Summary** Cushman & Wakefield is a leading global real estate services company, ... We are seeking an enthusiastic individual who is passionate about providing excellent client service with a process improvement mindset and that excels in a fast… more
- SAP (San Ramon, CA)
- …and customer outcomes at scale. **Key Responsibilities** + Act as the go-to advisor for HANA Cloud migrations and transformation engagements. + Guide customers on ... Candidate(s) will be required to work 3 days a week in office/ client site as per our Pledge to Flex return to office policy… more
- JPMorgan Chase (Irvine, CA)
- …in building that experience, this is the team for you. As a Personal Advisor , in JP Morgan's Wealth Management's National Branch Personal Advising group, you will ... appointments via video or phone, build a personalized financial plan for each client , and match clients with investment portfolios that are designed and managed by… more
- BMO Financial Group (San Francisco, CA)
- …management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional client experience. Demonstrates an ... understanding of and care for the client through proactive delivery of holistic advice and solutions...of holistic advice and solutions designed to meet the client 's specific financial planning needs. Coordinates and integrated team… more
- BMO Financial Group (San Francisco, CA)
- …throughout the team. + Acts as the daily sales contact for the client for sales related questions such as product information, pricing, implementation timeframes and ... + Acts as the key sales contact with the client to gather the required detailed information necessary to...the team in pre-sales such as pitch preparation and client research and preparation of prospect and client… more
- BMO Financial Group (Santa Monica, 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 ... in collaboration with the lead relationship manager. + Determines client needs and provides solutions though the sales of...Works collaboratively and in partnership with members of the client relationship team to apply a consultative sales process… more
- The Cigna Group (Walnut Creek, CA)
- …achievement of our Enterprise goals improving affordability and customer health outcomes, client growth and retention, and network performance. + **OVERVIEW:** + The ... including prospective review, request for proposal, finalist meeting and new client onboarding. + Supports achievement of business persistency targets including… more
- Grant Thornton (Los Angeles, CA)
- … to make recommendations on business and process improvement and serve as a business advisor to client + Other duties as assigned You have the following ... and resources to thrive in your role to meet client needs and help you achieve more, confidently. Your...day-to-day may include: + Manage, direct, and monitor multiple client services teams on client engagements; plan,… more
- Kohl's (Whittier, CA)
- …and best in class merchandise sets. Key Accountabilities + Builds strong Client loyalty and drives sales through hospitality mentality. + Influences Clients by ... upsell products and services. + Demonstrates credibility to the Client through knowledge of products and beauty trends. +...+ Minimum Qualifications + Authentic passion for beauty + Client facing Retail or Service Industry experience + Excellent… more