- Deloitte (San Francisco, CA)
- …technology enablement, and regulatory compliance initiatives for life sciences clients. + Client Engagement: Serve as a trusted advisor to clients, understanding ... & data platforms. Our delivery models are tailored to meet each client 's unique requirements. What we do Our Industry Solutions offering provides verticalized… more
- Bank of America (Walnut Creek, CA)
- …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a ... Description:** This job is responsible for supporting the Financial Advisor (FA) team to further develop and enhance existing... (FA) team to further develop and enhance existing client relationships. Key responsibilities include serving as a key… more
- Bank of America (San Francisco, CA)
- …the Financial Advisor team to further develop and enhance existing client relationships. He or she provides specialized support as a Specialist/Manager in any ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- Bank of America (San Jose, CA)
- …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a ... **Job Description:** This job is responsible for working with Financial Advisor (FA) teams to provide comprehensive financial planning solutions. Key… more
- Thrivent Financial (Irvine, CA)
- …associates. This role will foster a culture of excellence, compliance, and client -centric service, ensuring that advisors are equipped with the knowledge, skills, ... training team to enable the development and execution of advisor training deliverables. Foster Growth within Existing Teams: +...within Existing Teams: + Support existing practices to launch client facing sales roles directly on to their team.… more
- Bank of America (Los Angeles, CA)
- …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a ... Manager role is a key contributor to a Financial Advisor team in creating strategy and ensuring execution related...team assignments, projects and key initiatives, and overall team client service strategy. Requires a thorough knowledge of the… more
- T. Rowe Price (San Francisco, CA)
- …and a comprehensive suite of investment management solutions to our diverse client base which include Banks, Broker/Dealers, RIA, TAMP's, and Intermediary Platform ... to expand and deepen TRP's significant presence in the advisor sold market by expanding our relationship with financial...ideas for improvement to optimize team's time and improve client experience + Work with senior leadership across T.… more
- Bank of America (Arcadia, CA)
- …and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or ... transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting… more
- Bank of America (Truckee, CA)
- …and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or ... transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting… more
- Deloitte (Costa Mesa, CA)
- …Work You'll Do As a Specialist Leader at Deloitte, you serve as a senior advisor to both the firm and our clients, leveraging deep expertise in high-demand areas ... Microsoft platforms and integrate with other technologies, focusing primarily on client service delivery while also driving sales activities and thought leadership.… more