- Franklin Energy (San Francisco, CA)
- …programs to help them to meet their energy saving goals. The Energy Advisor II is responsible for providing our services directly to homeowners, landlords, building ... written summary reports directly to the customer, and summary reports to the client /Program ManagerBe able to work in a team atmosphere, and willing to collaborate… more
- Franklin Energy (San Jose, CA)
- …programs to help them to meet their energy saving goals. The Energy Advisor is primarily for providing our services directly to homeowners, landlords, building ... written summary reports directly to the customer, and summary reports to the client /Program ManagerBe able to work in a team atmosphere, and willing to collaborate… more
- New York Life Insurance Company (San Dimas, CA)
- …Professional (Agent), you will build up your personal career path and develop your client base in the SoCal area by helping clients and their families with their ... plans and achieve business goals. Prospect for potential clients and maintain client relationships. Discuss financial concerns and needs for individuals and their… more
- 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
- The AI Team of Sacramento (West Sacramento, CA)
- We are currently looking for a Customer Service Advisor . The right candidate will be in training to manage the entire sales process and communicating with the ... the first interaction, until services are rendered. You will maintain customer service with the client after they are on board. You will help your community by:… 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 ... and demonstrates ultimate ownership and accountability. Acting as the client s \u201Ctrusted advisor .\u201DIdentifying and maintaining consistent formal/informal… more
- Logicalis (Corona, CA)
- …local to Corona, CA Metropolitan Area, as this role requires regular client site visits Provides comprehensive professional services delivery as related to ... and provides subject matter expertise (SME) and implementation guidance to client and within Logicalis. Essential Duties and Responsibilities * Performs… more
- Fidelity TalentSource LLC (Burbank, CA)
- …tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needsLeveraging technology, you can ... investment solutions and growing relationships with a dedicated local advisor . The Expertise We re Looking ForEffectively utilizing Fidelity...one-on-one appointments to make the best use of the client s time, as well as plan for post-appointment… more
- Russell Tobin & Associates (San Francisco, CA)
- …Partners and PG enablement team, this role will be the primaryOperations advisor in client -facing strategy calls, responsible for highlighting data-driven ... on campaign set-up, management and optimization best practices.Role Details Partner with Client Partners and PG Enablement team to assist with planning, strategizing… more
- SHI (Anaheim, CA)
- **Job Summary** The Client Advisor will focus on developing new business with existing customers and acquiring new customers across a focused Named Account List, ... composed of Fortune 1000 businesses. As a Client Advisor , you will primarily focus on...possess a professional attitude + Strong interpersonal and customer service skills + Self-motivated with ability to work with… more
- JPMorgan Chase (Newport Beach, 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
- JPMorgan Chase (Azusa, 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
- Gap Inc. (Palo Alto, CA)
- …the BR journey as we create what's next. **About the Role** As a Banana Republic Client Advisor , you will create aspirational and on trend looks that enhance the ... understanding of designers, brands, and seasonal trends. As a Client Advisor , you will provide a superior...Advisor , you will provide a superior level of service through an inclusive environment that inspires brand loyalty… more
- Bank of America (Hayward, CA)
- …your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a ... Financial Solutions Advisor Development Program- Consumer Investments- Greater Bay Region...of America's core banking, investment solutions and approach to client care. We will equip you with everything you… more
- Bank of America (San Francisco, CA)
- …to the next phase as an advisor + Builds relationships with internal service providers based on client needs and asset thresholds + Manages risk proactively ... achieve business growth goals, profiling activities to determine a client 's investor profile and financial resource objectives, building a...in every aspect of business, product, and service transaction leveraging available tools **The Advisor … more
- Bank of America (Westlake Village, CA)
- …and makes introductions to appropriate internal service providers based on client needs and asset thresholds **The Advisor Development Program (ADP) ... Merrill Financial Solutions Advisor - Valley Coast Market Westlake Village, California;Santa...achieve business growth goals, profiling activities to determine a client 's investor profile and financial resource objectives, building a… more
- Hendrick Automotive Company (Pleasanton, CA)
- …o 3-5 years o 5+ years Education/Experience: Prior sales and/or customer service experience desired. Certificates and Licenses: √ Valid Driver's License o Automobile ... Salesperson License Computer Skills: Intermediate knowledge of Microsoft Office products. Intermediate ability to learn web applications for customer management. Communication Skills: Ability to understand and follow instructions. Ability to communicate… more
- Bank of America (Los Angeles, CA)
- …your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a ... Advisor Development Program Financial Solutions Advisor ...of America's core banking, investment solutions and approach to client care. We will equip you with everything you… more
- Bank of America (Modesto, CA)
- …your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a ... Advisor Development Program - Financial Solutions Advisor...of America's core banking, investment solutions and approach to client care. We will equip you with everything you… more
- Bank of America (Santa Barbara, CA)
- …your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a ... Advisor Development Program - Financial Solutions Advisor...of America's core banking, investment solutions and approach to client care. We will equip you with everything you… more
