- Bank of America (Los Angeles, CA)
- …specialists and/or relevant team members to support the coordination of all sales and service activities. They work with the Financial Advisor and/or team Senior ... team with time sensitive updates + Execute on team service model + Assist the Financial Advisor Team and/or Senior Business Manager in developing, and monitoring… more
- Confluent (Sacramento, CA)
- …curve. In this role you'll partner with Account Executives to be the key technical advisor in service of the customer. You'll be instrumental in surfacing the ... customers' stated or implicit Business Needs, and coming up with Technical Designs to best meet these needs. You may find yourself at times facilitating art of the possible discussions and storytelling to inspire customers in adopting new patterns with… more
- Wells Fargo (Seal Beach, 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
- CVS Health (San Diego County, 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
- Robert Half Finance & Accounting (San Ramon, CA)
- …Trader who is eager to gain exposure to successful Financial Advisors and Client Service Associates (CSAs) while developing toward an Advisor career path. Key ... Services division is working with a well-established Registered Investment Advisor (RIA) firm in San Ramon, CA. This firm...and CSAs to ensure smooth portfolio operations and client service Why This Opportunity Stands Out + An amazing… more
- Ensono (Los Angeles, CA)
- …outcomes that reshape how our world runs. As an expert technology advisor and managed service provider with cross-platform certifications, Ensono empowers ... functions. This strategic position plays a pivotal role in ensuring seamless service delivery and operational efficiency. The VP collaborates closely with the… more
- AVEVA (San Leandro, CA)
- …Reporting to the Director of Legal - Commercial, the Legal Counsel will be trusted advisor who is customer service oriented, has an eagerness to tackle a wide ... with software licenses, SaaS and other cloud offerings, software consulting and service delivery, strategic teaming, prime and subcontractor agreements, as well as… more
- Hologic (San Diego, CA)
- …and aspects of the portfolio including but not limited to Capital, Disposable, and Service product lines. + Develop trusted advisor level relationships with key ... director and facility. + Leverage internal resource team across Clinical, Sales, Service , Technology and National Accounts to optimize customer experience. + Attend… more
- JPMorgan Chase (Palo Alto, 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