- Wells Fargo (Beverly Hills, CA)
- …. **In this role you will:** + Assist Financial Advisor (s) colleagues with service and operational related activities ... via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes +… more
- Bank of America (San Francisco, CA)
- …Planner and Investment Management Specialist to support the coordination all sales and service activities. Works with the Financial Advisor and/or team Senior ... and effective. **Job Description:** The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client relationships. He… more
- Wells Fargo (Los Angeles, CA)
- …(https://www.wellsfargojobs.com/career-areas/) . **In this role you will:** + Assist Financial Advisor (s) with sales, service and operational related activities ... via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes,… more
- CVS Health (Lafayette, CA)
- …Experience** + Seek out customers to ensure they have a fantastic beauty advisor experience through personalized sales service based on customer needs, effective ... techniques + Seek to further your product knowledge and client service skills. As a retail beauty advisor , you are a CVS beauty sales enthusiast! **Why You'll… more
- Deloitte (Sacramento, CA)
- …and mitigating risk during engagement execution, and serving as a trusted risk advisor to senior client service executives. Recruiting for this role ends ... finance, and delivery - to act as a strategic advisor to help manage deal flow and to optimize...negotiation skills to lead an environment driven by customer service and teamwork + Excellent leadership skills, including ability… more
- AVEVA (San Leandro, CA)
- …licensing program. Reporting to the Legal Director, the Sr. Legal Counsel will be trusted advisor who is customer service oriented, has an eagerness to tackle a ... with software licenses, SaaS and other cloud offerings, software consulting and service delivery, strategic teaming, prime and subcontractor agreements, as well as… more
- JPMorgan Chase (Irvine, CA)
- …will have the opportunity to work in unison with one or more Home Lending Advisor (s) to create an outstanding customer experience for home buyers. You will rely on ... take complete applications, request documentation from borrowers and review with Home Loan Advisor (s). + Discuss products and pricing at the request of, or in the… more
- Raymond James Financial, Inc. (Walnut Creek, CA)
- …Summary** Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a ... dynamic Client Service Associate who is a motivated, detail oriented and...organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports. +… more
- The County of Los Angeles (Los Angeles, CA)
- …review, and develop review procedures. + Determines need for and conducts in- service training to improve quality of admission and continued stay reviews, and ... reimbursement. + Analyzes cases for referral to the physician advisor to ensure that the admission or continued stay...the assigned medical areas. + Provides input for the in- service training program by identifying areas of deficiency in… more
- ADP (La Palma, CA)
- …This role focuses on servicing a book of business and providing the best customer service !** ADP is hiring an **Associate Account Manager** . **This is not a sales ... to join a company with_ _award-winning_ _training_ _and_ _world-class service guidelines_ _to help you achieve success,_ _growth, and...own a book of business and become a trusted advisor and advocate to our clients? In this role,… more