- James Perse Los Angeles (Santa Monica, CA)
- JAMES PERSE IS CURRENTLY HIRING A FULL TIME SENIOR CLIENT ADVISOR FOR OUR BRENTWOOD, CA LOCATION OBJECTIVE OF THE POSITION The Senior Client ... standards, and operational standards. In the absence of Store Management, the Senior Client Advisor is charged with overseeing all aspects of the… more
- Fiserv (San Francisco, CA)
- …make an impact on a global scale, come make a difference at Fiserv. **Job Title** Client Support Advisor **What does a successful Client Support Advisor ... do at Fiserv?** As a Client Support Advisor , you will support public sector clients. Our Government...with development, operations, and support teams and engage with senior management for escalation purposes both internally and externally… more
- KeyBank (CA)
- …knowledge and Key's product set. Sr . Payments Advisors serve as the client 's trusted advisor for cash management solutions to develop, manage and retain ... For Those Who Work At Home, Colorado **Job Summary** Sr . Payments Advisors partner with Relationship Managers and work...profitable client relationships and deliver subject matter expertise to … more
- M&T Bank (Costa Mesa, CA)
- …as assigned. **Scope of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating ... WSs, etc), and ultimately responsible for growth and retention of that client base. The Wealth Advisor is focused on the profitable expansion of our fee revenue… more
- NTT DATA North America (San Francisco, CA)
- …on S/4HANA, SAP ECC, and related SAP product suites and act as a critical client contact and strategic advisor throughout the sales cycle of SAP S/4HANA solution ... are currently seeking a Digital Architect Pre Sales Lead Advisor to join our team in San Francisco, California...team in San Francisco, California (US-CA), United States (US). ** Senior SAP Pre-Sales Solution Architect** At NTT DATA Services,… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …Manager / Senior Wealth Manager A leading independent Registered Investment Advisor is seeking experienced and client -focused professionals to join its ... Client Relationship Management + Serve as a trusted advisor to high-net-worth clients, delivering personalized financial planning and investment advice.… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …and Senior Managers who are passionate about delivering exceptional client service and embody the firm's "Wealth of Life" philosophy-centered on well-being, ... financial plans across retirement, tax, estate, and risk management. + Support senior advisors in client acquisition and business development. + Participate… more
- Charles Schwab (Los Angeles, CA)
- …candidate for this role to work on site in the specified locations. As a Sr . Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a ... a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA's advice philosophy will empower you to use a vast array… more
- The Cigna Group (Walnut Creek, CA)
- …achievement of our Enterprise goals improving affordability and customer health outcomes, client growth and retention, and network performance. + **OVERVIEW:** + The ... including prospective review, request for proposal, finalist meeting and new client onboarding. + Supports achievement of business persistency targets including… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Job Opportunity: Senior Client Service Associate - Multi-Family Office A prestigious, forward-thinking multi-family office based in San Francisco is ... seeking a Senior Client Service Associate to join its...a select group of clients, acting as a trusted advisor and strategic partner. You'll lead service delivery, mentor… more