- Intuit (Los Angeles, CA)
- …- Seasonal Local Service Expert, you will serve as a trusted advisor , empowering customers to achieve positive financial outcomes while supporting Intuit's mission ... your clients.Additionally, you will play a key role in growing TurboTax's client base within the local community, establishing long-term relationships, and driving… more
- SMBC (Los Angeles, CA)
- …prospecting new business opportunities and collaborating with internal partners to enhance client relationships. Acting as a "trusted advisor ," the Relationship ... the trusted advisor to clients, functions as the Middle Market client "expert" and the go-to-person providing differentiating consult, ideas, and options for the… more
- Frontall USA LLC (La Mirada, CA)
- …car Dental insurance Health insurance Paid time off Vision insurance About the client : They are a global logistics and freight forwarding company that acts as ... to identify the needs of prospective clients and perform as a trusted advisor for their forwarding needs. Key Responsibilities: Seek out new clients and establish… more
- James Perse Los Angeles (Studio City, CA)
- JAMES PERSE IS CURRENTLY HIRING A FULL TIME SENIOR CLIENT ADVISOR FOR OUR STUDIO CITY, CA LOCATION OBJECTIVE OF THE POSITION The Senior Client Advisor is ... and operational standards. In the absence of Store Management, the Senior Client Advisor is charged with overseeing all aspects of the store and staff,… more
- JPMorgan Chase (San Gabriel, 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
- Columbia Bank (Los Angeles, CA)
- Private Client Advisor Wealth Management South Jordan, Utah Bellevue, Washington Seattle, Washington Sacramento, California Greenwood Village, Colorado Los ... Together for business. Together for better. **About the Role:** Our Private Client Advisor will work with the high and ultra-high net wealth individual,… more
- Tiffany & Co. (Pasadena, CA)
- …timeless design, and a dedicated commitment to corporate sustainability. **As a Tiffany Client Advisor you will:** + Hold the critical position of embodying ... our employees to deliver the Tiffany Experience to each client and Tiffany is committed to creating an organization...the Tiffany brand in each client interaction using the Tiffany touch; your own flair… more
- Tiffany & Co. (Glendale, CA)
- …timeless design, and a dedicated commitment to corporate sustainability. **As a Tiffany Client Advisor you will:** + Hold the critical position of embodying ... our employees to deliver the Tiffany Experience to each client and Tiffany is committed to creating an organization...the Tiffany brand in each client interaction using the Tiffany touch; your own flair… more
- James Perse Los Angeles (Century City, CA)
- WE ARE CURRENTLY HIRING A FULL TIME CLIENT ADVISOR FOR OUR BLOOMINGDALE'S CENTURY CITY MEN'S SHOP OBJECTIVE OF THE POSITION The Client Advisor is ... with James Perse. + Ensure the highest standards of client service are maintained at all times. + Maintain...all store and company procedures while maintaining operational and client experience excellence. + All other duties as assigned.… more
- Xerox (Los Angeles, CA)
- …and business development to ensure seamless document workflow, inventory management, and client satisfaction. The Advisor will also identify opportunities to ... Document Advisor **General Information** Press space or enter keys...Xerox is continuing its legacy of innovation to deliver client -centric and digitally-driven technology solutions and meet the needs… more
- M&T Bank (Los Angeles, CA)
- …as assigned. **Scope of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating ... WSs, etc), and ultimately responsible for growth and retention of that client base. The Wealth Advisor is focused on the profitable expansion of our fee revenue… more
- Bank of America (Pasadena, CA)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are ... Wealth Management Client Associate - Mandarin Language Required Pasadena, California **To proceed with your application, you must be at least 18 years of age.**… more
- BMO Financial Group (Anaheim, CA)
- …+ Uses a consultative sales process to develop strong customer relationships; acts as client 's trusted advisor and primary point of contact. + Proactively works ... and deliver a differentiated experience. Our customer-centric approach prioritizes client goals through financial planning, delivering solutions that are tailor… more
- City National Bank (Los Angeles, CA)
- …of real time risk, reporting, and escalation * High Profile and High Net Worth Client and Advisor service * Data driven approach to safety, soundness, planning, ... will include, but not limited to: * Operations and client & colleague service support for our 3 business...rotations across trading, payments, new accounts for clients and client service activities, risk and/or strategy teams * Works… more
- JPMorgan Chase (Los Angeles, CA)
- …to best compete. + Establish excellent collaborative working relationships with the Client and Consultant Advisor teams, investment teams, research, portfolio ... Asset & Wealth Management, managing over $2 trillion in client assets, is a global leader in investment and...lead role in prospecting for new clients, deepening existing client and consultant relationships, and creating and providing thought… more
- Columbia Bank (Los Angeles, CA)
- Senior Wealth Advisor Wealth Management Irvine, California Sacramento, California Santa Rosa, California Eugene, Oregon Los Angeles, California Medford, Oregon San ... Together for business. Together for better. **About the Role:** A Senior Wealth Advisor is an experienced financial professional who can work within a team structure… more
- Bank of America (Sun Valley, 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 Registration Candidate- Sun Valley Financial Center- Bilingual...of America's core banking, investment solutions and approach to client care. We will equip you with everything you… more
- Edward Jones (Covina, CA)
- …the skills, systems and business practices you need to succeed in our client -first business model. The new financial advisor compensation program includes ... at a professional crossroads, a career as a financial advisor may be the right change for you. Financial...contribute to the firm's purpose. They deeply understand the client 's goals and why they are important to accelerate… more
- City National Bank (Los Angeles, CA)
- * ADVISOR SENIOR - FOREIGN EXCHANGE* WHAT IS THE OPPORTUNITY? The Senior Foreign Exchange advisor plays a pivotal role in driving the growth of our foreign ... exchange (FX) sales desk. This client -facing position requires exceptional leadership, strong sales expertise, communication skills, and the ability to navigate… more
- Edward Jones (Los Angeles, CA)
- …the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client ... relationships. It's our sole profit center. And as an Edward Jones advisor , you're at the helm. That's why we provide every possible resource to help you succeed. A… more
