- Ensono (Los Angeles, CA)
- …point for significantly "visible" and/or prolonged outages. + Participate in monthly/quarterly service review meetings with Client as required to review ... Mainframe teams + Knowledge of DR planning and execution + Experience with client facing and Service Delivery communication acumen. + Experience with on-boarding… more
- TIAA (Palo Alto, CA)
- **Wealth Advisor ** Supported with a robust array of resources and solutions, The Wealth Advisor is part of a team who partners with clients to identify their ... them work towards well defined financial objectives. The Wealth Advisor partners with their team to grow their collective...with their team to grow their collective book through client referrals. **Key Responsibilities and Duties** + Manages time… more
- CVS Health (Sacramento, CA)
- …5 mb/sec upload. INCLUDE SCREENSHOT AT TOP OF RESUME PLEASE. The role of Pharmacy Advisor Rep I on the Pharmacy Advisor team, a specially developed, clinical ... (and fielding return inbound calls) in which the Pharmacy Advisor Rep I will assist patients in refilling medications....member on the value and purpose of the program, client -related messages as well as identifying ways to help… more
- Thrivent Financial (Costa Mesa, CA)
- …expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. ... contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income… more
- TIAA (Pasadena, CA)
- **Wealth Management Advisor ** Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established ... you aspire to be, you will thrive as an Advisor at TIAA. * Deeply curious with a demonstrated...a demonstrated ability to uncover the needs of the client . * Giving and receiving constructive feedback are hallmarks… more
- US Bank (Aptos, CA)
- …uniquely positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With a ... due diligence + Portfolio construction resulting in tailored investment management and insurance services based upon a client 's unique situation + Refer and… more
- Bank of America (Simi Valley, CA)
- …and needs + Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds + Mitigates and ... Financial Solutions Advisor - West Hills Market Sun Valley, California;Simi Valley,...and feedback to referral partners based on knowledge of client needs and potential product services recommended… more
- Bank of America (Morgan Hill, CA)
- …applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client 's unique priorities + ... service skills with ability to manage the full client end-to-end experience and problem resolution + Has a...+ A working knowledge of small business products and services + Bilingual skills **Skills:** + Client … more
- Bank of America (Yuba City, CA)
- …and needs * Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds * Mitigates and ... Financial Solutions Advisor - North Sacramento Area Yuba City, California;Roseville,...and feedback to referral partners based on knowledge of client needs and potential product services recommended… more
- Kestra Financial (Palo Alto, CA)
- …Redtail CRM to effectively manage both client and prospect workflow + Communicate client requests to the Financial Advisor . + Deepen client relationships ... excel? The Senior Sales Associate reports to the Financial Advisor and is critical in meeting clients' needs and...needs. + Prepare sales presentations/proposals to explain investments and services to a potential client . + Complete… more