- 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 (San Jose, 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
- 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 (San Jose, 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 ... **498791BR** **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
- PNC (Sunnyvale, CA)
- …business customers so they can achieve their goals. PNC's targeted small business segments are Retail, Agricultural, Healthcare, Manufacturing, Professional ... the company's success. As a Relationship Manager I - Business Banker within PNC's Business Banking organization,...from $1 million to $5 million. As a trusted advisor within a fast-paced, dynamic environment you will leverage… more
- The ODP Corporation (Los Gatos, 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
- City National Bank (Palo Alto, CA)
- …further success. Key measures of success will include acquisition of new personal and new small business clients, deposit and fee income growth from both new and ... solutions catered to their unique and evolving focuses. + Business Development - nurture existing client relationships,...**Skills and Knowledge** + Banking Products for Personal & Small Business clients - deep knowledge of… 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
- 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
- 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
- Deloitte (San Jose, CA)
- …risk assessment, design specification, test plans, and test cases. + Identifying key client business issues, determining client needs by supplementing ... and technology enabled solutions focused on "heart of the business " issues in specific sectors including Health Care &...Do As a Manager, you will lead and deliver small engagements, or components of large, complex engagements that… more
- Deloitte (San Jose, CA)
- …and deploy innovative and technology enabled solutions focused on "heart of the business " issues in specific sectors including Health Care & Life Sciences, Digital ... Our OTT team applies deep sector knowledge and technical business operations consulting experience to take a more strategic...a Senior Consultant, you will help lead and deliver small engagements, or components of large, complex engagements for… more
- Deloitte (San Jose, CA)
- …advisory services with clients in more than 20 industries. We provide powerful business solutions to some of the world's most well-known and respected companies, ... and treasury technology solution delivery. This position will focus on business opportunities, growing the practice and strengthening the existing client… more
- ADP (Milpitas, CA)
- ADP is hiring a **Sales Representative, Small Business Services.** + _Are you ready to build a rewarding future? Uncapped commissions, lavish incentive trips, ... Daily, you will cultivate relationships, set appointments, gather leads from established business partners, assess client or prospect needs to present the… more
- General Motors (Mountain View, CA)
- …strategy for a business -critical part of the organization. You will lead a small team of HR Business partners to shape, deliver and continuously improve HR ... talent strategy in alignment with GM's long-term global software business strategy + As a trusted advisor ...best interest of both. + Ability to consult, uncover business and client needs and develop innovative… more
- Deloitte (San Jose, CA)
- … engagements focused on identifying, designing, and implementing both technology and creative business solutions for large companies + Managing small teams to ... Operate, AI, and Engineering. We serve as a trusted advisor and managed service provider bringing a mix of...Collibra, + Alation + Ability to understand and communicate client strategic business drivers and operational process… more
- KPMG (Santa Clara, CA)
- ** Business Title:** Associate Director, Cyber Architecture and Engineering - Remote **Requisition Number:** 112180 - 13 **Function:** Business Support Services ... environment and data effectively; serve as an internal senior trusted advisor providing security consulting services across multiple technical domains to project… more