- Fidelity TalentSource LLC (Los Angeles, CA)
- …consultationsYour subject matter expertise will be used to address unique and complex client service requestsAbility to work in a dynamic, fast-paced and ... environmentYou will conduct comprehensive investment related discussions and participate in client meetings for investment, life event and service … more
- Fidelity TalentSource LLC (Los Angeles, CA)
- …licenses.Prefer associates to have 8+ years of Relationship Management or Client Service experience; preferably within Retirement/401K industryExperience with ... marketplace, through proactive solicitation and/or research, to advise and drive client happiness.Designing and conducting strategic planning and service review… more
- Fidelity TalentSource LLC (Brea, CA)
- …by reinforcing the principles of consultative selling. You will impact associate development through focused coaching support in the key foundational areas, ... including communication skills, our product offering and practice management techniques. The Expertise We...ask that you have sales experience in the financial service industryWe require a Series 7 & 63 and… more
- Fidelity TalentSource LLC (Burbank, CA)
- …trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, ... it The\u00A0Purpose\u00A0of Your RoleWe fully support you with an open architecture product platform and top resources in the financial industry, while you nurture… more
- Morgan Stanley (Pasadena, CA)
- …its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *California-Pasadena* ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape...Diploma/Equivalency * College degree preferred *Knowledge/Skills* * Strong industry, product , and branch procedures knowledge * Exceptional writing, interpersonal… more
- Bank of America (Pasadena, CA)
- Wealth Management Client Associate Pasadena, California **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... a difference. Join us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- Google (Los Angeles, CA)
- …work towards strategic goals in a fast-paced environment. + Excellent client service , relationship building, organizational, analytical, problem-solving, and ... existing businesses grow. Using your relationship-building skills, you provide Google-caliber client service , research and market analysis. You anticipate how… more
- BlackRock (Los Angeles, CA)
- …competitive Private Debt asset class. The team will do so by leveraging its product expertise, proprietary and tenured client relationships and proven history of ... close partnership primarily with Portfolio Managers, Alternative Specialists and other Product Strategists to provide coordinated client coverage, strategy… more
- Morgan Stanley (Pasadena, CA)
- …* Coordinates enrollment campaigns/meetings for existing clients * Assigns work to team's Client Service Associate as appropriate * Cultivates and develops ... across the firm to respond quickly and accurately to client questions and concerns. The Wealth Management Associate...a team-wide effort to organize, streamline and enhance a client experience that emphasizes value, service and… more
- City National Bank (North Hollywood, CA)
- …to work directly with clients on a daily basis in handling all areas of client service , operational tasks, and sales consultation. Expert in all aspects of ... providing exemplary client service and assisting clients with any...sales activities including recognizing referral/sales opportunities and making appropriate product / service recommendations. Will be capable of opening… more
- Zions Bancorporation (Los Angeles, CA)
- …or without the assistance of TMOs including conducting sales presentations and product demonstrations. + Reviews and analyzes client statements and interview ... and with each other. Our workplace culture values each associate 's unique experiences, background and perspectives and provides a...active for 70 years and has more than 80 full- service branch offices across the state. This dedication has… more
- STERIS (Los Angeles, CA)
- …create a healthier and safer world by providing innovative healthcare and life science product and service solutions around the globe. How You Will Make a ... Client Services Account Manager Req ID: 42408 Job...increases their utilization with SPM and satisfaction with the product + Proactively engage Customers and maintain regular contact… more
- Ensono (Los Angeles, CA)
- …+ Strong written / verbal Communication skills + Designing skills + Strong Client Service orientation + Strong Analytical Skills, follow-up capability, and ... Associate Source Code PromoterRemote - United StatesJR010257 **About...They perform functions in both a mainframe and a client server environment, maintain and assist with ongoing technical… more
- WTW (Los Angeles, CA)
- As a Health and Benefits Associate Director, you will be a leader on the client service team and will be responsible for fostering relationships cross the ... standards + Proactively advising clients and ensuring the delivery of superior client service + Facilitating specialist resources and subject matter experts… more
- KPMG (Los Angeles, CA)
- …and lead multiple engagements, play a positive role in well-functioning and collegial client service teams, supervise and assist with the development and ... **Business Title:** Senior Associate , International Tax **Requisition Number:** 112245 - 8...and experienced staff professionals, maintain professionalism, and provide excellent client service + Ability to develop and… more
- WTW (Los Angeles, CA)
- …and Benefits Senior Associate , you will be a key member of the client service team, engaging directly with clients and establishing relationships across all ... day to day contact for clients + Proactively advising clients and providing superior client service + Contributing to the creation of benefit plan analysis,… more
- KPMG (Los Angeles, CA)
- **Business Title:** Associate Director, Cyber Architecture and Engineering - Remote **Requisition Number:** 112180 - 8 **Function:** Business Support Services **Area ... are, join our team. KPMG is currently seeking an Associate Director, Cyber Architecture and Engineering to join our...multiple public and private cloud vendors to advocate for product enhancements to meet the firm's needs and inform… more
- Stryker (Los Angeles, CA)
- …You will become a trusted partner to our clients through your focus on client service , excellent account management, and commitment to our mission of improving ... award-winning organization by visiting stryker.com **Stryker** Position Title: Trauma Sales Associate **Company Overview** Stryker is one of the world's leading… more
- Wolford America (Los Angeles, CA)
- …in Beverly Center! Job Summary To promote sales by providing excellent service to customers, using professional product presentations, sales techniques, and ... KPI targets through initiating cross-selling and add-ons + Maintain Client Book & actively gain new customers for database...Take part in regular training & team meetings regarding product knowledge, customer service , promotions, and visual… more
- Publicis Groupe (Los Angeles, CA)
- …to client 's business, the industry landscape, as well as product strategies and information. 8. Conceptualizes, brainstorms, imagines, and develops creative ... is possible. **R = Results-Driven** Creativity is always in service of results and never for its own sake....job. Selling it to both internally and to the client is the other 50% Results Oriented: Create work… more