- T. Rowe Price (San Francisco, CA)
- …the economy and financial services industry + Strong consultative, client service , and relationship building skills + Strong interpersonal skills and ... ISC or the external partner , coordination with Service team. + Travel/ Client Facing Engagements -...MBA, CFA, CFP, CIMA + Extensive knowledge of the financial service industry + Previous intermediary experience… more
- ADP (Rancho Cucamonga, CA)
- ADP is hiring a **Sales Representative for Retirement Services ** . + **_Are you ready to control your financial future with unlimited upside earnings ... yourself! In this role, you will sell ADP's Retirement Services 401(k) solutions. With a little help from our...excites you to think that each sales process, each client /prospect interaction, and each day will be different, then… more
- SHI (Sacramento, CA)
- …a client -facing subject matter expert. This role involves identifying client needs, recommending suitable services , and building long-lasting relationships ... sales resources on offerings, and maintain expertise in cybersecurity to support client deployments and initiatives. **Role Description** + Partner with SHI… more
- Cushman & Wakefield (Irvine, CA)
- …talent workforce with focus on client needs, satisfaction and positive KPI results; Partner with service line leaders to build and create a culture of trust ... planning process, develop an overall vision for to increase client value and C&W service delivery and...overall business goals and strategies in order to ensure client satisfaction and identify opportunities to partner … more
- US Bank (Brea, CA)
- …school diploma or equivalent - One to two years of experience in financial services industry Preferred Skills/Experience: - Strong organizational skills with the ... best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We… more
- Edward Jones (Granite Bay, CA)
- …Conversational Skills + Digital Tool Utilization + Team Collaboration **Role Requirements** + ** Client Service :** Provide exceptional service to clients via ... financial advisor. You are the first voice a client hears when they call on the phone -...+ **Account Management:** Aptitude to learn and understand the financial services industry. Includes account opening, handling… more
- Sedgwick (Sacramento, CA)
- …National Top Companies Certified as a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Work Comp Claims Services Associate | ... benefits package to take care of your mental, physical, financial and professional needs **PRIMARY PURPOSE OF THE ROLE:**...professional needs **PRIMARY PURPOSE OF THE ROLE:** The Claims Services Associate is an important part of the … more
- Citigroup (Los Angeles, CA)
- …Banker as a corporate benefit, or financing, we aim to be your comprehensive financial partner . The Banker SAFE Act is an internally and externally recognized ... sources of wealth generation. + Anticipate events in a client 's life and business which have significant financial...experiences and skill sets of team members to maximize client effectiveness. + Build relationships/ partner with support… more
- RailPros Field Services (Irvine, CA)
- …passengers, and partner companies. We do more than just provide services - we are constantly innovating and staying abreast of industry developments to ... Who WE are: RailPros is the premier provider of engineering and diversified safety services to America's rail and transit industry. Driven by a passion for our… more
- Intuit (San Diego, CA)
- …**Proven Track Record** : Demonstrated success in leading end-to-end ERP or financial software implementations for complex businesses, including a history of driving ... & Analytical Acumen** : Ability to think strategically about service offerings, delivery models, and go-to-market plans. Strong analytical, problem-solving,… more