- Robert Half Finance & Accounting (Marin County, CA)
- …to a strong team culture. + Grow the Business: Build relationships, secure referrals , and participate in networking events. + Shape the Firm's Future: Collaborate ... with leadership on strategic growth initiatives. *Contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration. Requirements + 4+ years in financial planning, wealth management. + CFP(R) certification required; Series 65 or… more
- Banfield Pet Hospital (Roseville, CA)
- …the day, assist with any transfers of cases from day before or external referrals to provide continuity of care, triage the treatment board. Assist Practice Manager ... in identifying potential "bottlenecks" and formulating solutions to remove barriers in medical operations that would impede the doctors in providing world class preventive care and client service. Confer with field leadership and assist with client resolution… more
- Oshman Family JCC (Palo Alto, CA)
- …lasting relationships with prospective and current members to promote retention and referrals . The role requires a proactive approach for engaging with current and ... prospective members while maintaining the OFJCC's highest standards of customer service. The Perks: + Medical, dental, and vision insurance + Paid holidays and paid time off + 403(b) retirement + Free membership at our award-winning fitness center + Employee… more
- General Dynamics Information Technology (Coronado, CA)
- …Manager and/or Coordinator. + Documents care provided, work performed, utilization, referrals , and all other information in the Military's Electronic Health Record ... (ie, AHLTA, GENESIS, etc.) and/or the HP Enterprise- wide database (ie, SPEAR), as directed by HP program Manager and/or Coordinator and required by headquarters and program staff. + Performs other tasks, within the scope of the ATC position description, as… more
- TEKsystems (San Bernardino, CA)
- …with physicians, and handling incoming calls-including intake calls from referrals for new enrollees. The ideal candidate is detail-oriented, comfortable ... multitasking, and thrives in a dynamic healthcare environments. 24 hours a week Skills home health, home healthcare, Email, Office suite, Administrative support, Support, credentialing Top Skills Details home health,home healthcare,Email,Office… more
- Citigroup (CA)
- …on products and special programs, identifying client needs, and providing appropriate referrals + Recognize transaction needs of clients, educate clients on all ... service and digital channels and leverage technology/ marketing tools available to uncover opportunities, and present product offers/financial solutions + Understand and comply with Citibank policies, standards and procedures + Appropriately assess risk when… more
- Charles Schwab (Encino, CA)
- …practice holistically through client asset consolidation, networking, and earning client referrals . If you currently have your securities license, enjoy working in ... a team setting, and share our passion for serving clients - this role is for you. **What you have** **Required Qualifications:** + A valid and active FINRA Series 7 license required + Obtaining or acquiringFINRA Series 66 (63/65) license and Life & Health… more
- Paychex (Palm Springs, CA)
- …and existing Paychex clients, with the goal of education, consultation and to secure referrals to end user sales. + Schedule and conduct meetings with existing and ... new channel accounts through telephone calls, targeted email campaigns, and corporate marketing programs, as directed by Sales Management. + Leverage the Go-to-Market Sales Strategy to identify customers' needs and present the Paychex solution to key… more
- Health Advocates Network (Corcoran, CA)
- …including laboratory values and special procedures with appropriate follow-up or referrals as indicated + Dictates admission summaries, and discharge summaries and ... other necessary documentation + Confers with patient's relatives, AR, legal Client, or healthcare proxy to inform them of patient's condition, changes in physical or mental status and treatment recommendations and to encourage their participation in the… more
- House of Blues (San Bernardino, CA)
- …pursue all avenues available, including promotion from within, employee referrals , outside advertising, employment agencies, internet recruiting, job fairs, college ... recruiting and search firms. Hiring Salary Range: $16.50-$25.00 USD Please note that the compensation information provided is a good faith estimate for this position only and is provided pursuant to the California Salary Transparency in Job Advertisements Law.… more