- M&T Bank (Los Angeles, CA)
- …for individuals, business owners, and/or families. **Primary Responsibilities:** + Leads the client relationship team and has overall responsibility for assuring ... base .Promote and sell the full array of financial services distributed by the Company to current and new...of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible… more
- TIAA (San Francisco, 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
- CRC Insurance Services, Inc. (San Jose, CA)
- …and external stakeholders, providing technical training and support, and analyzing client needs to recommend appropriate technology solutions. The Trainer will also ... improvement initiatives and maintain a high level of customer service . Our teams are able to collaborate using video...which means you'll feel like you're part of the team while also enjoying the convenience of working from… more
- Public Consulting Group (Sacramento, CA)
- … value. . Work closely with PCG's project teams to ensure alignment between service offerings and client needs for successful project delivery. . Support ... development activities, in close partnership with a focused business development team , through participation in proposals, demonstrations, strategic client … 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 + ... to financial center associates during meetings to assist with team delivery of an exceptional client experience...service skills with ability to manage the full client end-to-end experience and problem resolution + Has a… more
- Livingston International (CA)
- …with internal resources to best meet client needs. Transition relationship to the service delivery team in a seamless manner. + Perform other related duties ... Trade Advisor Join Livingston, the largest customs broker in...communicate effectively with all levels of management. + Strong client service and presentation skills. + Strong… more
- Samsung SDS America (Santa Ana, CA)
- …contributor role that requires working across many departments, and working closely with the client 's current security team with opportunities to build a team ... role in the global logistics market with unique logistics services . With its innovative IT technology, SDS developed the...business with Business Process Outsourcing. As Korea's no.1 IT service provider, Samsung SDS has completed a number of… more
- Navy Federal Credit Union (Vacaville, CA)
- …of insurance/investment products and services to achieve the financial client 's goals as a registered representative/ advisor /agent of Navy Federal Investment ... Overview To provide financial consulting services to assist members and non-members with identifying...to grow book of business + Partners with Wealth Advisor in assigned territory to segment book of business… more
- Travelers Insurance Company (Sacramento, CA)
- …loving what you do and where you do it. **Job Category** Customer Service , Sales **Compensation Overview** The annual base salary range provided for this position ... how people protect what matters most! As an Insurance Advisor Trainee, you'll become a trusted sales consultant helping...an expert -Real Impact from Day One: manage your client relationships and close deals -Master Consultative Selling: no… more
- City National Bank (Los Angeles, CA)
- * ADVISOR II - FOREIGN EXCHANGE* WHAT IS THE OPPORTUNITY? This colleague is responsible for meeting sales goals by servicing existing foreign exchange clients, ... selling new FX services to existing clients as appropriate and, depending on...Interface with various operations units to ensure that FX client issues and concerns are addressed. * Interface with… more