- Robert Half Finance & Accounting (Mill Valley, CA)
- …Managers and Senior Wealth Managers who are passionate about delivering exceptional client service and embody the firm's "Wealth of Life" philosophy-centered on ... Position Overview: The Wealth Manager is responsible for managing client relationships, delivering financial planning services, and supporting business development… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …both Managers and Senior Managers who are passionate about delivering exceptional client service and embody the firm's "Wealth of Life" philosophy-centered on ... Position Overview: The Wealth Manager is responsible for managing client relationships, delivering financial planning services, and supporting business development… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …A leading independent Registered Investment Advisor is seeking experienced and client -focused professionals to join its dynamic Wealth Management team. The firm ... Wealth Manager plays a pivotal role in managing and deepening client relationships, delivering comprehensive financial planning, and contributing to the strategic… more
- Cherry Bekaert (Sacramento, CA)
- …and consistently recognized as a Great Place to Work, Cherry Bekaert delivers innovative advisory , assurance and tax services to our clients. We are proud to foster ... Tax team is looking for a Sales Tax Senior Associate with a background in consulting. **As a Sales...for sales and use tax overpayments, work to reduce client 's tax audits, and assist with strategic tax planning.… more
- Robert Half Office Team (San Diego, CA)
- …of both daily and strategic tasks. Reports to the CEO's Advisory Associate . Key Responsibilities Family Office & Client Administration + Manage household ... (a senior financial advisor and firm owner) and the Advisory Associate across a wide range of...including executive support, family office services, investment operations, and client service. This role serves as a key liaison… more
- Capgemini (San Francisco, CA)
- …preferred; experience with AIP (AI pipeline builder) is a bonus. . Consulting/ advisory experience or strong client communication skills. **WHAT YOU'LL LOVE ... **_About the team_** _We are a high-impact data strategy and advisory team focused on Data-Driven Transformation (DDT). Our mission is to help organizations unlock… more
- VCA Animal Hospitals (San Diego, CA)
- …thrive for a dynamic and fulfilling career + Empathetic partners who develop strong client and Associate relationships built on trust **_Total Rewards_** As a ... to delivering the highest quality patient care with exceptional client service + Teaching hospital with rotating interns, specialty...+ Outstanding opportunity to participate with the MARS Oncology Advisory Board + San Diego County comes with an… more
- Compass Group, North America (CA)
- …role will lead the national Environmental Services (EVS) Products&Innovation Advisory Board, champion cleaning and disinfection excellence, validate product efficacy ... national deployment. **Key Responsibilities:** + Lead the EVS Products&Innovation Advisory Board Meetings, ensuring strategic vetting and cross-functional review of… more
- Bank of America (Long Beach, CA)
- …has previously held the role of: + Home Service Specialist II, Lending Client Associate , Lending Client Support Manager, Lending Specialist, Senior ... MS applications and previous experience utilizing laptop technology. **Skills:** + Client Management + Client Solutions Advisory + Customer and Client … more
- Bank of America (Chatsworth, CA)
- …* Problem Solving * Account Management * Client Experience Branding * Client Management * Client Solutions Advisory * Relationship Building * ... and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or… more