- Automation Anywhere, Inc. (San Jose, CA)
- …automation and advanced technologies, you will position yourself as a trusted advisor , showcasing how a platform like Automation Anywhere empowers organizations to ... value of a modern digital workforce. You will articulate technology, value, and service offerings to both business and technical users and identify all technical… more
- Cupertino Electric (San Jose, CA)
- …industry-including search engine and social media companies, co-location providers and cloud service hosts. **ABOUT THE ROLE** We are seeking a Senior Project ... policies in selecting methods and techniques for obtaining solutions. Acts as advisor to subordinate(s) to meet schedules and/or resolve technical problems. Develops… more
- Insight Global (San Jose, CA)
- Job Description Our client is an established and rapidly growing Investment Advisory Firm in search of an individual who is interested in developing their skill set ... areas of FactSet technology, Bloomberg research and Morningstar Direct technologies. Our client also provide continuous training in compliance processes. As a key… more
- Bank of America (San Jose, CA)
- …Financial Advisor at Merrill. This progression role is responsible for providing client service support to Financial Advisors (FAs). As a WMCA - ADP ... Advisor Development Program Client Associate San...WMCA - ADP. This job is responsible for providing client service support to multiple FAs. Key… more
- JPMorgan Chase (Milpitas, CA)
- …offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial ... care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using… more
- Tiffany & Co. (Walnut Creek, CA)
- …timeless design, and a dedicated commitment to corporate sustainability. **As a Tiffany Client Advisor you will:** + Hold the critical position of embodying ... our employees to deliver the Tiffany Experience to each client and Tiffany is committed to creating an organization...creating an organization that recognizes and rewards excellence in service of this promise. We expect all employees to… more
- Tiffany & Co. (Santa Clara, CA)
- The Private Client Advisor (PCA) at Tiffany & Co. is the ultimate Brand Ambassador, embodying the Tiffany brand in every interaction. In this role, the PCA will ... trends across luxury retail and lifestyle of the Private Client and bolster the Brand's general market posture by...experiences for Tiffany clients. Such work will be in service of achieving and exceeding commercial targets and gaining… more
- Columbia Bank (San Jose, CA)
- …and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. We are ... Senior Wealth Advisor Wealth Management Irvine, California Sacramento, California Santa...with their individual financial goals and objectives. + Achieve client satisfaction and loyalty through excellent service .… more
- Bank of America (San Jose, CA)
- …In lieu of this requirement, has previously held the role of: + Home Service Specialist II, Lending Client Associate, Lending Client Support Manager, ... Credit Solutions Advisor - Prospect-Saratoga Financial Center, San Jose San...service skills with ability to manage the full client end-to-end experience and problem resolution. + Strong written… more
- Bank of America (Brentwood, CA)
- …and needs * Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds * Mitigates and ... Financial Solutions Advisor - Brentwood/Concord Region Brentwood, California;Concord, California; Antioch,...them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on… more
- Bank of America (San Jose, CA)
- …+ Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution. + Has a proven sales track record. + ... Business Solutions Advisor - Village Oaks Financial Center San Jose,...This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients… more
- Bank of America (San Jose, CA)
- …and needs + Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds + Mitigates and ... Financial Solutions Advisor - San Jose Area San Jose, California;San Jose,...them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on… more
- Acosta Group (Palo Alto, CA)
- …and innovative technology that helps improve their lives. **Position Overview** Our Beauty Advisor will represent our client , Dyson, and their premium line of ... **Beauty Advisor - Dyson** Employment Type**Part Time** Location**CA -...in a salon environment + Experience in retail, customer service , and/or sales preferred + Access to reliable vehicle… more
- Acosta Group (Pleasant Hill, CA)
- **Sales Advisor - Dyson Home** Employment Type**Part Time** Location**CA - PLEASANT HILL** **Unleash Your Potential-Drive Sales with the Power of Dyson!** **Are you ... clean and have fun while doing it?** **ActionLink is searching for a** **Part-Time Sales Advisor **to join our Dyson Home Team as an in-store expert at Best Buy in… more
- H&R Block (Pleasanton, CA)
- …transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we ... about their lives, careers, businesses and money, you'll build client relationships that will grow stronger every year. Joining...stronger every year. Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and… more
- Kohl's (Livermore, CA)
- …as assigned What Skills You Have Required + Authentic passion for beauty + Client -facing retail or service industry experience + Excellent written and verbal ... and Evening Availability Required About the Role As Beauty Advisor , you will drive sales through an authentic passion...with a consultative approach and ensure an excellent overall client experience. You will maintain expert knowledge of top… more
- Robert Half Finance & Accounting (Danville, CA)
- …relationships + Prepare detailed reports, recommendations, and financial analyses + Handle client service tasks, CRM updates, and paperwork efficiently + Improve ... you can make a real impact for high-net-worth clients. As an Associate Advisor , you'll take ownership of client relationships, drive financial planning… more
- H&R Block (Pleasanton, CA)
- …value of H&R Block + Execute and hold all tax office associates accountable to Service Standards execution and client service experience, with escalation to ... Manager as necessary + Serve as point of contact for onsite escalated client service concerns + Ensure clients are scheduled properly and conflicts are resolved,… more
- The Cigna Group (Walnut Creek, CA)
- **EXPECTATIONS:** This role partners with the sales team and requires travel to client offices based on location. **GENERAL PURPOSE:** + Cigna's mission is to ... of our Enterprise goals improving affordability and customer health outcomes, client growth and retention, and network performance. **OVERVIEW:** + TheNurse… more
- H&R Block (Pleasanton, CA)
- …transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we ... make confident, informed decisions about their lives, careers, and money, you'll build client relationships that will grow stronger every year. Joining H&R Block as… more
