- H&R Block (Cupertino, CA)
- …of the client 's financial records. + Participates in meetings and training sessions to continuously improve the bookkeeping service provided to the client ... transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we… more
- Columbia Bank (Riverside, CA)
- …the Role:** Responsible for being the key banking advisor for Middle Market client relationships. Accountable for prospecting new business and working with Client ... and core banking products and services that benefit the client . + Identifies, attracts and secures new commercial relationships...- knowledge may be gained through coursework and on-the-job training . Keeps up to date on regulation changes. +… more
- Columbia Bank (San Diego, CA)
- …management, pipeline management, and a high-level understanding of most client financial considerations. This role encompasses a multi-faceted wealth management ... top-line professional, establishing and sharing best practices in segmentation, client engagement processes, team dynamics, and relationship management both… more
- Acosta Group (Van Nuys, CA)
- …Flexible Schedule Fun Work Environment Career Advancement Opportunities This part-time associate promotes alcohol products for suppliers at multiple Target locations ... are an equal employment opportunity employer. **Overview:** As a Brand Ambassador, the associate will be performing the role of a dedicated and enthusiastic user of… more
- MAAC (Metropolitan Area Advisory Committee) (Chula Vista, CA)
- …care, or special needs programming Support AOD counselors with co-occurring client caseloads, training in co-occurring services, appropriate assessments and ... position with 5-10 hours a week Compensation range (hourly): Associate : $32.93 - $39.66 Licensed: $39.66 - $43.05 MAAC...to meet the needs of MAACs' clients. + Maintain client case files in accordance with contractual obligations and… more
- VCA Animal Hospitals (Los Angeles, CA)
- …drive operational excellence, optimize service delivery, and enhance both patient and client experiences. You'll also help the hospital uphold its commitment to ... the hospital, supporting their growth initiatives, and fostering collaboration between client -facing and medical teams. This dynamic role offers the opportunity for… more
- H&R Block (Glendale, CA)
- …office community involvement + Build an engaging team environment by training and coaching associates and recognizing outstanding associate contributions ... as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to...Manager in recruiting and interviewing candidates for tax office associate positions + Serve as point of contact for… more
- Columbia Bank (Pasadena, CA)
- …Serves as the key banking relationship manager for assigned middle market client relationships. Accountable for prospecting new business and working with Client ... a "trusted advisor" role, engaging in dialogue with Executive-level client contacts to assess holistic banking needs and to...- knowledge may be gained through coursework and on-the-job training . Keeps up to date on regulation changes. +… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …A leading independent Registered Investment Advisor is seeking experienced and client -focused professionals to join its dynamic Wealth Management team. The firm ... Wealth Manager plays a pivotal role in managing and deepening client relationships, delivering comprehensive financial planning, and contributing to the strategic… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …both Managers and Senior Managers who are passionate about delivering exceptional client service and embody the firm's "Wealth of Life" philosophy-centered on ... Position Overview: The Wealth Manager is responsible for managing client relationships, delivering financial planning services, and supporting business development… more