- SCI Shared Resources, LLC (San Jose, CA)
- …possibilities of joining a Great Place to Work! Working from home or presenting to client families in the field, the Pre-Planning Advisor (PPA) is a self-starter ... and timely manner. Follow-up and generation of referrals from client families are integral to success and to establish...home and or cemetery staff, to provide seamless, high-quality service + Represents a continuous link from services… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …to join its growing team . This role is ideal for a experienced advisor who thrives in a collaborative, service -oriented environment and is passionate about ... seamless execution of client strategies. + Oversee client meetings, follow-ups, and service updates. +...Why Join Us + Be part of a mission-driven team that values trust, simplicity, and service … more
- Deloitte (San Diego, CA)
- …regularly scheduled training offerings designed to help our interns develop technical and client service skills. The interns will understand first-hand what a ... what it's really like to work for a professional services organization. The Discovery Internship is open to all...How You'll Grow Each intern is assigned a mentorship team , including a counselor and onboarding advisor ,… more
- Deloitte (Costa Mesa, CA)
- …regularly scheduled training offerings designed to help our interns develop technical and client service skills. The interns will understand first-hand what a ... what it's really like to work for a professional services organization. The Discovery Internship is open to all...How you'll grow Each intern is assigned a mentorship team , including a counselor and onboarding advisor ,… more
- Deloitte (Costa Mesa, CA)
- …regularly scheduled training offerings designed to help our interns develop technical and client service skills. The interns will understand first-hand what a ... what it's really like to work for a professional services organization. The Discovery Internship is open to all...How you'll grow Each intern is assigned a mentorship team , including a counselor and onboarding advisor ,… more
- Harris & Associates (Sacramento, CA)
- …construction expertise with senior-level leadership to ensure successful project delivery, client satisfaction, risk mitigation, and team development. With over ... acumen, and fiduciary responsibility to represent both the firm and the client with integrity, insight, and impact. Core Responsibilities + Lead a business… more
- Fifth Third Bank, NA (El Segundo, CA)
- …+ Work independently to identify and develop profitable new "lead left" client relationships by leveraging centers of influence, existing clients, & referral sources ... networks, referral sources and continually deepen knowledge of trends, practices, services and the competitive landscape. Portfolio Management + Work with One… more
- Deloitte (San Jose, CA)
- …solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client ... team As the global leader in providing professional services to the Investment Management industry, Deloitte Tax LLP...business-related field + 5+ years' experience providing tax planning services or preparing and reviewing client work… more
- APTIM (San Diego, CA)
- … client projects. This individual will serve as a technical leader, trusted client advisor , and key contributor to the evolution of APTIM's environmental and ... part of APTIM's broader initiative to expand its consultancy services in EHS, Sustainability, and Environmental Social Governance (ESG)...ESG-focused service offerings. **Key Responsibilities/Accountabilities:** + Lead and support APTIM's… more
- BMO Financial Group (San Francisco, CA)
- …on track with timelines. + Provides research and data gathering to sales team to facilitate solution to the client 's/prospect's business and bank's exposure ... Exciting opportunity! Ideal candidate will be forming a new dedicated centralized resource team focused on active portfolio exposure management. Team will work… more