- HUB International (Encino, CA)
- …experience as a senior SEC regulatory compliance professional for either a large financial services firm or in-house Legal team . + Experience leading a team ... **ABOUT US** At **HUB International** , we are a team of entrepreneurs. We believe in protecting and supporting the aspirations of individuals, families, and… more
- Fiserv (Sacramento, CA)
- …strategic and consultative management for a portfolio of existing clients. As the strategic advisor to the client , this individual is required to have an ... in-depth understanding of the client 's business, goals, strategies, and industry trends and directions....+ Must be able to work in a virtual team setting to coordinate the appropriate resources to meet… more
- T. Rowe Price (San Francisco, CA)
- …within the system. + Provide insight and proactive ideas for improvement to optimize team 's time and improve client experience + Work with senior leadership ... group strives to build strong long-term relationships through outstanding customer service and a comprehensive suite of investment management solutions to our… more
- Columbia Bank (Riverside, CA)
- …Together for better. **About the Role:** Responsible for being the key banking advisor for Middle Market client relationships. Accountable for prospecting new ... to identify loan, deposit, and core banking products and services that benefit the client . + Identifies,...advisor to clients, functions as the Middle Market client "expert" in providing differentiating consult, ideas, and options.… more
- Parexel (Sacramento, CA)
- …a timely manner with an understanding of issues which may impact project profitability and client satisfaction + Acts as a trusted advisor to clients, often on ... and methodologies, as well as extensive knowledge of what services RS provides. A Senior/Vice President Technical provides a...resolutions to possible problems or conflicts within the project team and/or the client + Provides guidance… more
- EverBank (Westlake Village, CA)
- …to financial center managers or relationship managers as important client service team member and serves as an advisor to the client 's ongoing ... services , recognizes sales opportunities, and makes introductions to team specialists including financial center managers, relationship managers, or other… more
- IBM (San Jose, CA)
- …processes and SAP solutions for simplicity, amplification, and maintainability that meet client needs. * Team Delivery leadership: Leading and managing high ... As a senior managing SAP consultant, you will serve as a client -facing practitioner responsible for selling, leading, managing, and implementing offerings with a… more
- CVS Health (San Jose, CA)
- …beauty trends and techniques + Seek to further your product knowledge and client service skills. As a retail beauty advisor , you are a CVS beauty sales ... to our customers, you will provide friendly, knowledgeable sales service to every client who enters the...out customers to ensure they have a fantastic beauty advisor experience through personalized sales service based… more
- Deloitte (San Jose, CA)
- …skills to manage multiple engagements independently. + Foster and manage strong client relationships, serving as a trusted advisor . + Lead, motivate, ... coordination to ensure high-quality delivery to our clients. At Deloitte, we provide services using an approach designed to provide the flexibility to serve the… more
- Raymond James Financial, Inc. (Sacramento, CA)
- …a high level of customer service , and address and resolve escalated advisor and client issues. * Use appropriate interpersonal styles and communicate ... to drive department sales objectives and to increase financial advisor utilization within a specific territory. * Works closely...a specific territory. * Works closely with other consultant team members to meet sales goals by identifying and… more