- Fidelity TalentSource LLC (Seal Beach, CA)
- Job Description:Planning Consultant As a Planning Consultant , you will provide a world-class planning experience, uncover opportunities to deepen client ... and plan implementations, and develop an engagement strategy that supports each client s unique planning needs. Through your integrity and adoption of Fidelity… more
- Fidelity TalentSource LLC (Seal Beach, CA)
- Job Description:Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and ... is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry.… more
- US Bank (Yorba Linda, CA)
- …skills and discover what you excel at-all from Day One. **Job Description** Client Relationship Consultants build relationships with customers, engaging them via ... the best possible counsel while adapting a digital first mindset. Strong client relationships are based on trust, assessing and attending to customers' banking… more
- US Bank (North Hollywood, CA)
- …both reactively and proactively - Experience in the financial services industry preferred ** Client Relationship Banker 2 ** **Basic Qualifications:** - High ... skills and discover what you excel at-all from Day One. **Job Description** Client Relationship Consultants build relationships with customers, engaging them via… more
- Deloitte (Costa Mesa, CA)
- …advisory services to our clients. + Playing a key role in client communication, relationship development and retention + Ensuring products/deliverables meet ... for an experienced SAP treasury transformation and treasury technology delivery Senior Consultant to join our treasury advisory practice to help drive growth and… more
- Bank of America (Lake Forest, CA)
- …solutions + Multi-lingual ability is a plus + High school diploma + CRM ( Client Relationship Management System) + Industry business acumen **Shift:** 1st shift ... Merchant Consultant - South Orange County Market Aliso Viejo,...revenue goals while balancing operational excellence, risk management, and client experience expectations, maintaining accurate records and adhering to… more
- Regions Bank (Irvine, CA)
- …of the system. **Job Description:** At Ascentium Capital, the Direct Sales Consultant develops business while retaining and servicing these clients for their ... Prepares and presents point of view around a customized client solution to a diverse customer base in a...and exceeding production sales goals + Experience using Customer Relationship Management (CRM) platforms and other applicable sales tools… more
