- H&R Block (Cupertino, CA)
- **516101BR** **Title:** Client Advisor - Small Business and Tax **What you'll do ** **:** Apply principles of accounting to analyze financial information ... + 5 years Minimum related work experience **Posting Title:** Client Advisor - Small Business & Tax **Sponsored Job:** \#hrbjob #indeedmh **Job Family:**… more
- JPMorgan Chase (Palo Alto, 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 ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
- Bank of America (Oakland, CA)
- …your network.** Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be ... be taught the foundational skills needed to be an advisor - from acquiring, building and managing client...and changes. * Opportunities to connect with experts including small business consultants, mortgage lenders and investment… more
- Hendrick Automotive Company (Pleasanton, CA)
- …vehicle. + Researches availability of models and optional equipment. + Engages in business development. + Addresses customer concerns. + Maintains CSI at or above ... o Doctorate Degree Field of Study/Work Experience: o Accounting √ Automotive o Business o Human Resources o Information Technology Desired Work Experience: √ up to… more
- H&R Block (Redwood City, CA)
- …an H&R Block brand that redefined the tax preparation experience for individuals and small businesses with complex tax and business service needs. We assist our ... **498796BR** **Title:** Block Advisors Tax Advisor **Our Company** **:** At H&R Block, we...tools - (video conferencing, phone, chat, email) + Generate business growth, increase client retention, and offer… more
- Citigroup (Sunnyvale, CA)
- …Refer opportunities to segment partners where appropriate (including, but not limited to Small Business Partners, Home Lending Officer, etc.) . Acquire new ... Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank,… more
- Stantec (San Francisco, CA)
- …HSSE training. + Provide support to integrate Stantec's HSSE management system with client systems where needed. + Assist business leadership, project teams and ... HSSE Advisor , Buildings - ( 240000IH ) **Description** Grow...Safety, Security, and Environment (HSSE) program within the Buildings Business Operating Unit (BOU). The position will be based… more
- JPMorgan Chase (San Francisco, CA)
- …Financial Advisor team, branch management, compliance and various other business units throughout the firm + Proactively supports firm and regional initiatives ... advisors the personalized service of a dedicated wealth management business and the global resources of one of the...and most respected financial firms in the world. Our small size and broad scope allow us to customize… more
- JPMorgan Chase (Santa Clara, CA)
- …the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide client ... service, operational marketing and administrative support to Private Client Advisors within Wealth Management. **Job responsibilities** + Support Advisors book of … more
- PNC (Redwood City, CA)
- …business customers so they can achieve their goals. PNC's targeted small business segments are Retail, Agricultural, Healthcare, Manufacturing, Professional ... from $1 million to $5 million. As a trusted advisor within a fast-paced, dynamic environment you will leverage...be successful in this position. **Preferred Skills** Book Of Business , Client Relations, Credit, Credit Products, Customer… more
- The ODP Corporation (San Carlos, CA)
- **Overview** At Office Depot Inc., the Service Advisor - Key Carrier (KC) is a part-time role providing "total solutions" to our customers encompassing Products, ... associate will quickly build and maintain customer relationships and become a trusted advisor by utilizing provided training to support sales offerings. The Service … more
- JPMorgan Chase (San Francisco, CA)
- … client service. You will have the opportunity to attract and retain Advisor talent, promote business opportunities, and foster a culture of teamwork, ... advisors the personalized service of a dedicated wealth management business and the global resources of one of the...top talent + Clear ability to recognize and anticipate advisor and client needs in a proactive… more
- City National Bank (Palo Alto, CA)
- **RELATIONSHIP MANAGER I** **WHAT IS THE OPPORTUNITY?** Responsible for acquiring small business and personal clients, and will be responsible for deepening ... personal clients. They will act as a trusted strategic advisor , providing financial advice & consistently connecting client...of success include acquisition of new personal and new small business clients, deposit and fee income… more
- Umpqua Bank (San Jose, CA)
- …will serve as the key banking relationship manager for assigned middle market client relationships. Accountable for prospecting new business and working with ... Client Solution Managers to deepen client relationships. While you maintain a "trusted advisor...by developing a clear and holistic understanding of the client 's or prospect's business and industry. Perform… more
- US Bank (San Francisco, CA)
- …is equivalent to an internal, in-house strategy consulting firm with a focus on only one client , ie, US Bank. As a member of the SE leadership team, you will work in ... SE leaders and colleagues. You will become a trusted advisor to the SE leadership team and leaders across...for US Bank's Operations. These complex initiatives usually span business areas and stakeholders not only across Operations, but… more
- Pinkerton (San Jose, CA)
- …that are currently available. Job Summary: The Account Manager serves as the client 's "Trusted Risk Advisor " by anticipating their needs and recommending ... identify client prospects and market trends. + Participate in business development activities, including sales presentations, RFPs, and contract negotiations. +… more
- JPMorgan Chase (Palo Alto, CA)
- … business acumen + Ability to attract, retain and develop a high performing Client Advisor team + Experience with and in-depth knowledge of the equity and ... years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset… more
- Fifth Third Bank, NA (San Francisco, CA)
- …and conducting relationship strategy review meetings with internal Fifth Third Business Partners and Client 's trusted advisors (eg attorney, accountants) ... Experience + Meet with customers on a regular basis to enhance the trusted advisor relationship and ensure business needs are being met + Lead and coordinate… more
- Deloitte (San Jose, CA)
- …Specialist Master level responsibilities include: + Provide service excellence by identifying key client business issues + Determine client needs by ... As a Specialist Master you will lead and deliver small engagements, or components of larger more complex engagements,...Evaluate and validate analysis and developing recommendations for the client in the context of the overall engagement +… more
- Deloitte (San Jose, CA)
- …companies. Manager level responsibilities include: + Provide service excellence by identifying key client business issues + Determine client needs by ... do As a Manager, you will lead and deliver small engagements, or components of larger more complex engagements,...Evaluate and validate analysis and developing recommendations for the client in the context of the overall engagement +… more