- SHI (Los Angeles, 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 driving conversations with...Innovative Solutions and World Class Support to their Target Customer List. This position is a remote position with… more
- Raymond James Financial, Inc. (Beverly Hills, CA)
- …identify investment opportunities and solutions for clients. * Opens, transfers, and closes customer accounts . * Maintains appropriate account records while ... learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next… more
- SCI Shared Resources, LLC (Newhall, CA)
- …plan is based on exceeding defined quotas. **BENEFITS:** Medical*Dental*Vision*Flexible Spending Accounts (health care and dependent care)*Health Savings Account ... possibilities of joining a Great Place to Work! The Re-Engagement Planning Advisor is responsible for learning the industry, products, product finance / insurance… more
- Atria Wealth Solutions (Los Angeles, CA)
- …LLC. (SPF), a subsidiary of Atria Wealth Solutions is looking for a Financial Advisor to work remotely in an in-house capacity and serve as a centralized resource ... the Greater Los Angeles, CA area. Our In-House Financial Advisor is responsible for: + Focus on sales and...+ Focus on sales and service of existing house accounts and assigned accounts from outside representatives… more
- Republic Services (Sun Valley, CA)
- …and assists in the promotion of the Company's recycling efforts. The Sustainability Advisor works directly with the Company's customer base via telephone, onsite ... day-to-day operational decisions at the local level, closest to the customer . Our customers, including small businesses, major corporations and municipalities, want… more
- The Hartford (Los Angeles, CA)
- …help others accomplish theirs, too. Join our team as we help shape the future. Customer Service (Priority Account ~ 40%): Manages more complex PA Book of ... Client Advisor Priority Business - SA08DE We're determined to...issues and renewal coordination for their cases. Together with Account Executive, develops pro-active account activities, identifies… more
- Atria Wealth Solutions (Los Angeles, CA)
- CUSO Financial Services, LP (CFS) is seeking a Licensed Financial Advisor to provide retirement and investment services for members of Los Angeles Police Federal ... billion in assets. Learn more about LAPFCU at https://www.lapfcu.org/. As a Financial Advisor your responsibilities include, but are not limited to, the following: +… more
- PNC (Los Angeles, CA)
- …have an opportunity to contribute to the company's success. As a Senior Banking Advisor within the PNC Private Bank organization, you will be based in Los Angeles, ... and to continue building upon that we expect our employees to be: + ** Customer Focused** - Knowledgeable of the values and practices that align customer … more
- Bank of America (Pasadena, CA)
- Financial Solutions Advisor - Consumer Investments- Los Angeles Region Rolling Hills Estates, California;Los Alamitos, California; Los Angeles, California; Santa ... Counselor (CRPC). + Obtained your insurance licenses **Skills:** + Account Management + Advisory + Client Experience Branding +... Management + Advisory + Client Experience Branding + Customer and Client Focus + Oral Communications + Active… more
- Sedgwick (Los Angeles, CA)
- …Work(R) Most Loved Workplace(R) Forbes Best-in-State Employer Professional Liability Claims Advisor | Remote (Must be in California) **Experience** **Juris Doctorate ... and to manage the total claim costs while providing high levels of customer service. **ESSENTIAL FUNCTIONS and RESPONSIBILITIES** + Analyzes and processes complex or… more
- Grifols Shared Services North America, Inc (Los Angeles, CA)
- …-based selling skills (including group presentations, etc.). Build relationships in accounts aligned with customer segmentation. * Develop physician influencer ... customers to become regarded as a valued strategic partner and trusted advisor providing customer -centric solutions. Consistently demonstrate follow through and… more
- TIAA (Los Angeles, CA)
- …the internal team and shares best practices with team members. + Documents all Advisor activity in customer management system and updates calendars. + Supports ... **Wealth Distribution Internal Advisor Consultant** The Wealth Distribution Internal Advisor...as needed on the entire product suite including Managed Accounts , Mutual Funds, Closed End Funds, Exchange Traded Funds,… more
- Raymond James Financial, Inc. (Pasadena, CA)
- …and performance tracking. * Servicing of alternative investments and foreign accounts , including setup and maintenance. * May participate in live meetings ... with the Financial Advisor and their respective client(s). * Manages budgeting and...team's performance. * Onboards new clients, opens new client accounts and researches client and security information using internal… more
- Amazon (Los Angeles, CA)
- …and growth from the largest and fastest growing small- and mid-market accounts to enterprise-level customers including public sector. The AWS Global Support team ... companies and believes that world-class support is critical to customer success. AWS Support also partners with a global...teams and AWS partners, working closely with our Global Account Managers, the CPM oversees strategy execution in truly… more
- City National Bank (Los Angeles, CA)
- …for retirement and non-retirement accounts including establishing new accounts , processing account transfers, securities processing, restricted stock, ... **What you will do** + Open Investment Advisory Program accounts and work directly with clients, Financial Advisors and...and KYCQ requirements are complete. + Prepare all new account documents, account transfers (acats), DTC delivery… more
- Clay Lacy Aviation (Van Nuys, CA)
- …meet the minimum requirements and are goal-oriented, dedicated, proactive, and enjoy a customer -centric culture, we would be delighted to get to know you better. ... our experienced team. If you are goal-oriented, dedicated, proactive, and enjoy a customer -centric culture, we would be delighted to get to know you better. Position… more
- Bank of America (Los Angeles, CA)
- …Description:** This job is responsible for supporting the Private Wealth Financial Advisor (FA) team to further develop and enhance existing client relationships. ... Job expectations include leading client meetings related to investment strategy, account performance, new products, and market developments to promote growth and… more
- Stryker (Los Angeles, CA)
- …better. Employees and new hires in sales and field roles that require access to customer accounts as a function of the job may be required, depending on ... program and tobacco cessation program. + Financial benefits include Health Savings Account (HSA), Flexible Spending Accounts (FSAs), 401(k) plan, Employee Stock… more
- Palo Alto Networks (Los Angeles, CA)
- …that arise + Build and maintain relationships with key customers to solidify reference accounts and to assist the account teams with defining plans to drive ... base. Your team, in partnership with the sales account managers, will displace competitor technologies and build market...Ownership of advanced 'proof of concept' testing in strategic accounts either at the customer site or… more
- Bank of America (Pasadena, CA)
- …processes, laws, and guidelines in performing day-to-day activities, such as opening accounts , account maintenance, and Digital Assisted Shopping * Manages ... has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor...technology. Skills: * Active Listening * Business Acumen * Customer and Client Focus * Oral Communications * Problem… more