- Bank of America (Ontario, CA)
- …and makes introductions to appropriate internal service providers based on client needs and asset thresholds **The Advisor Development Program (ADP) ... Merrill Financial Solutions Advisor - Los Angeles Market Los Angeles, California;Seal...provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management… more
- NTT America, Inc. (Sacramento, CA)
- … and prospect situations that positions the sales team member as an expert client advisor . Success will require the ability to link company offerings, including ... bring value to them from the company's portfolio of services . + Sales client engagement and management....service . + Experience in the IT or professional services industry, focusing on business development and/or sales. +… more
- M&T Bank (Los Angeles, CA)
- …as assigned. **Scope of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating ... base .Promote and sell the full array of financial services distributed by the Company to current and new...and ultimately responsible for growth and retention of that client base. The Wealth Advisor is focused… more
- NTT DATA North America (San Francisco, CA)
- …on S/4HANA, SAP ECC, and related SAP product suites and act as a critical client contact and strategic advisor throughout the sales cycle of SAP S/4HANA solution ... are currently seeking a Digital Architect Pre Sales Lead Advisor to join our team in San Francisco, California...(US). **Senior SAP Pre-Sales Solution Architect** At NTT DATA Services , we know that with the right people on… more
- Bank of America (San Francisco, CA)
- …focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ... needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through... client materials and follows up on all client and Financial Advisor (FA) requests +… more
- Bank of America (Walnut Creek, CA)
- …focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ... needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through... client materials and follows up on all client and Financial Advisor (FA) requests +… more
- Bank of America (Pasadena, CA)
- …an impact. Join us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ... needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through... client materials and follows up on all client and Financial Advisor (FA) requests +… more
- Thrivent Financial (San Francisco, CA)
- …to you! Industry experience is optimal. You will play a critical role in our client experience, so an out-going and service -oriented mindset is a must. Team ... Solicit and sell appropriate products, complete applications, write recommendations, and service existing clients/contracts + Position products, services , and… more
- Wells Fargo (Westlake Village, CA)
- …and preparing for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues + ... . **In this role you will:** + Assist Financial Advisor (s) with sales, service and operational related...review **Required Qualifications:** + 2+ years of Brokerage and Client Services experience, or equivalent demonstrated through… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …is recruiting for a Client Service Associate at a growing, client -focused Registered Investment Advisor (RIA). This is a full-time permanent role based ... collaborative, high-performing team that values hard work, integrity, and strong client service . The firm offers a positive culture, low turnover, and excellent… more