- Thrivent Financial (Lakewood, CA)
- …integrity of sensitive/confidential information + Basic understanding of t he sponsoring financial advisor o ur products and services , and Thrivent Financial + ... Organization/Business Overview: Big Island So Cal Group is an independent financial services practice of Thrivent Financial. We take a broad-based approach to… more
- Bank of America (Carlsbad, CA)
- …+ Referral Identification + Referral Management + Relationship Building + Administrative Services + Client Investments Management + Customer Service Management + ... leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is… more
- Livermore Ford (Livermore, CA)
- …* Diagnose, maintain, and repair vehicle automotive systems * Communicate directly with the Service Advisor so that customers can be informed if any additional ... service is needed. Complete online multi-point inspection report *...of automotive repair and maintenance * Have excellent customer service skills * Are a team player * Should… 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 ... + Referral Identification + Referral Management + Relationship Building + Administrative Services + Client Investments Management + Customer Service Management +… more
- Amazon (Irvine, CA)
- Description Equal parts advisor and operating partner, Amazon's team of Business Coaches assist and guide our Delivery Service Partner (DSP) business owners as ... partner with a network of small independent delivery businesses (Delivery Service Providers) to deliver customer orders. Utilizing continuous improvement initiatives… more
- Grifols Shared Services North America, Inc (San Francisco, CA)
- …transfusion medicine and develop, produce and market innovative medicines, solutions and services in more than 110 countries and regions. The primary responsibility ... to become regarded as a valued strategic partner and trusted advisor providing customer-centric solutions. Consistently demonstrate follow through and the… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …Robert Half Finance and Accounting is partnering with an independent Registered Investment Advisor (RIA) and financial planning firm in Mountain View, Ca with over ... performance and continued client trust. The Role: The Client Service Associate will play a vital role in delivering...Candidate: + 3+ years of experience in a client service or operations role within an RIA or financial… more
- Google (Mountain View, CA)
- …our automated financial processes, the Finance organization is an important partner and advisor to the business. The US base salary range for this full-time position ... is $113,000-$162,000 + bonus + equity + benefits. Our salary ranges are determined by role, level, and location. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant… more
- UCLA Health (West Hills, CA)
- …Surgery, Vascular Surgery, Cardiac Surgery, and Urology patients. Functions as advisor to unit and administration. Analyzes and resolves problems, interprets ... policies (eg, fiscal management, HR, contracts and grants, resource management in defined areas) and demonstrates solid subject matter knowledge. Exercises judgment within defined procedures and policies to determine appropriate action. Supervises staff to… 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 ... contract risks associated with the provision of professional consulting services . The Risk Manager role involves providing quality and...finance, and delivery - to act as a strategic advisor to help manage deal flow and to optimize… more