- 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
- Bank of America (Palo Alto, 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 - Silicon Valley Area Cupertino, California;Mountain View, California;...and feedback to referral partners based on knowledge of client needs and potential product services recommended… more
- Norstella (Sacramento, CA)
- …the Pharmacy "practice" and helps to implement appropriate changes to our solutions and service (s) to improve client result + All other duties, as assigned ... Clinical Advisor Company: MMIT Location: Remote, United States Date...breadth of expertise, cutting-edge data solutions and expert advisory services alongside advanced technologies such as real-world data, machine… more
- Bank of America (Bakersfield, CA)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Honolulu/Merrill-Experienced-Financial- Advisor \_24007333) **Job Description:** Merrill Wealth Management is a leading… more
- Comerica (San Diego, CA)
- …navigating internal territory concerns by finding the best solution for the client ; orchestrating the appropriate providers; and addressing service issues where ... Vice President, Senior Wealth AdvisorThe Vice President, Senior Wealth Advisor role will be responsible for contributing to the...business and being accountable for the success of the client relationship. What we can offer you Comerica Funded… 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
- 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
- US Bank (San Diego County, 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
- ADP (San Dimas, CA)
- **ADP is hiring a Data History Conversion Services Advisor .** In this position you will play a lead role in analyzing, presenting, scoping and securing data ... history conversion services and data history termination service engagements...system implementation, sales representative, IT representative, business consultant, application support/ client service representative) + Technical domain level… more
- Citigroup (Downey, CA)
- …in a financial advisory capacity . Experience in a proactive, successful sales and service role in the financial services industry . Strong analytical and ... . Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services **Time Type:**… more