- Insight Global (Santa Barbara, CA)
- …Summary: We are seeking a highly knowledgeable and detail-oriented Federal Procurement Support Specialist to join our remote team. In this client-facing role, you ... will serve as a trusted advisor and technical resource for users of our procurement...Serve as the primary point of contact for client support , offering expert guidance on procurement workflows and documentation… more
- JPMorgan Chase (San Francisco, CA)
- …Morgan Wealth Management, offers US based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of ... within JPMorgan Advisors, you will be a vital member of the Financial Advisor 's team. Your role will involve close collaboration with Financial Advisors, acting as… more
- Bank of America (Walnut Creek, CA)
- …and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial ... of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service...+ Managing the branch's Wealth Management Client Associates and Service Support Staff + Representing the office… more
- Thrivent Financial (Lakewood, CA)
- …registered/insurance licensed/appointed in all states in which the candidate will be doing support work for t he sponsoring financial advisor . Must be willing ... the financial solutions we offer, the client activities we support , and the resources we provide to the Christian...their families. Responsibilities may include working with a Financial Advisor to develop and implement business and marketing plans… more
- Bank of America (San Diego, CA)
- …and leading a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Coaching teams to ... managing, and providing ongoing development for the Wealth Management Client Associates, Service Support Staff, and the branch's Operations Department. The MCRM… more
- JPMorgan Chase (Temecula, CA)
- …care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using ... an environment that meets a high standard of customer service and excellence within the community by building deep...capabilities, and skills** + At least 5 years of Advisor management experience required, coupled with a proven track… 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 ... regulatory requirements, and establishing and maintaining filing and record keeping necessary to support efforts to service and grow client relationships + When… 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 ... Risk Manager role involves providing quality and risk management support throughout the opportunity and engagement lifecycle, including risk...finance, and delivery - to act as a strategic advisor to help manage deal flow and to optimize… more
- JPMorgan Chase (San Francisco, CA)
- …of client service and make your mark by delivering high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan Advisors ... and mobile suite + Perform daily administrative and operational duties that support the Financial Advisor (s) and clients, including direct communication with… more
- CVS Health (Burlingame, CA)
- …Experience** + Seek out customers to ensure they have a fantastic beauty advisor experience through personalized sales service based on customer needs, effective ... + Seek to further your product knowledge and client service skills. As a retail beauty advisor ,...make an impact! **Physical Requirements** + Physical abilities to support the essential functions of the role as listed… more