- Banc of California (Santa Ana, CA)
- …banking and/or financial services experience. + 5+ years of experience in customer service and/or relationship management. + 2+ years of leadership experience. + ... integrated payables. + Deep understanding of client business models and a trusted advisor in current and emerging payments. + Creative and strategic thinker with… more
- Aaron's Inc (Ontario, CA)
- ** Customer Accounts Advisor ** The salary...customers are 100% satisfied with the product. As a Customer Account Advisor , you will build ... also eligible for incentive pay based on performance._ Aaron's Customer Account Advisors serve as coaches to...life. **The Work** + Attainment and upkeep of customers' accounts including maintaining updated customer information in… more
- Graphic Packaging International, LLC (Irvine, CA)
- Account Executive Advisor Requisition ID: 11997 Location: Irvine, CA, US, 92606 Department: Sales Travel: Up to 50% **If you are a GPI employee, please click the ... of, we'd love to hear from you.** **A World of Difference. Made Possible.** Account Management/Key Accounts work focuses on medium to long-term planning and… more
- Bank of America (Orange, CA)
- …one year of financial services industry or sales experience **Skills:** * Advisory * Account Management * Client Experience Branding * Customer and Client Focus ... Financial Solutions Advisor Registration Candidate - Orange Hills Financial Center Orange, California **To proceed with your application, you must be at least 18… more
- Altium (San Diego County, CA)
- …#1 in the EDA industry **About the Role:** **As a Strategic Business Advisor , you'll be the trusted consultant for Altium's Enterprise customers, ensuring they ... technical expertise with industry knowledge to drive deal strategies, optimize customer workflows, and deliver measurable business outcomes. By leading value… more
- CIBC (Newport Beach, CA)
- …(https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Private Banking Advisor 's primary purpose is identifying, cultivating and introducing new ... at the time of your interview._** **How you'll succeed** The Private Banking Advisor 's specific focus is growth through new relationships and opportunities as well… more
- Aaron's Inc (Ontario, CA)
- …a great career journey. Here's one possible path with us: **Delivery Driver** **>** ** Customer Accounts Advisor ** **>** **Sales Manager** **>** ** Customer ... Accounts Manager** **>** **General Manager** **The Details** **What You Need:** * Solid communication skills * Working knowledge of electronics * Desire to help customers **What You'll Do:** + Load, secure and protect merchandise + Offload, install and… more
- Kohl's (Northridge, CA)
- About the Role As Beauty Lead Advisor , you will drive sales through an authentic passion for beauty and engage clients by identifying their needs with a consultative ... timely and consistent sales floor replenishment to drive sales and enhance the customer experience + Actively engage and complete all required training to expand… more
- Bank of America (Orange, CA)
- …High School Diploma / GED / Secondary School or equivalent Skills: * Advisory * Account Management * Client Experience Branding * Customer and Client Focus * ... Financial Solutions Advisor - Irvine Area Orange, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend… more
- Bank of America (Buena Park, CA)
- Financial Solutions Advisor - Gateway Cities Market Cerritos, California;La Mirada, California; Downey, California; Paramount, California; Lakewood, California; ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Cerritos/Financial-Solutions- Advisor --Gateway-Cities-Market\_25038436-1) **Job Description:** Please Note that this requisition contains… more
- Travelers Insurance Company (Irvine, CA)
- …decisions + Exercise critical thinking and decision-making skills to become a trusted advisor solidifying customer confidence + Make a difference to our ... our journey to be the undeniable choice for the customer and an indispensable partner for our agents and...and brokers. Travelers is looking for an Associate Operations Account Specialist to collaborate with underwriting and other key… more
- Siemens (Cypress, CA)
- …are critical to our success. You'll be working directly with the customer to develop trusted- advisor relationships and recommend services and solutions. ... Service Manager,** **you will:** + Manage assigned service agreement accounts , drivingtoafinancial targetandoutstanding customer satisfaction and retention +… more
- Altium (San Diego County, CA)
- …the resources to become #1 in the EDA industry **About the Role:** As a **Technical Account Manager** , you'll be the trusted advisor for a portfolio of Altium's ... Engineering or equivalent experience + 3+ years in technical account management, customer success, or ECAD/EDA client-facing...+ Medical, Dental, Vision Plans and HSA and FSA accounts + ❤️ Basic Life and AD&D insurance; disability… more
- Pegasystems (Anaheim, CA)
- …a client can maximize license to drive business benefits + Penetrate new organizations/ accounts and radiate new business within existing customer base in ... Account Executive (State & Local Gov - Los...them to become more efficient, smarter, and most importantly customer centric. **Picture Yourself at Pega:** You will be… more
- Anywhere Real Estate (Riverside, CA)
- Anywhere Insurance Agency is looking for an Insurance Sales Account Executive to join our world class company! Why work at Anywhere Insurance Agency? This is the ... a proactive role in your success as an Insurance Account Executive by providing all the necessary training, licensing,...Executive, you will: + Interact with prospects to understand customer needs and requirements to generate and present quotes… more
- PNC (Irvine, CA)
- …management and the resolution of legal and compliance related issues for assigned accounts . Communicates with Investment Advisor and Fiduciary Advisor , ... provide investment and/or fiduciary advice to meet client needs for assigned accounts . Prepares appropriate analysis and recommendations for advisor or committee… more
- Scholastic (Irvine, CA)
- …relationships with prospective customers to expand market presence and drive sales growth. Customer Account Maintenance and Growth: + Build and maintain strong ... Establish and nurture relationships with key stakeholders, decision-makers, and influencers within customer organizations. + Act as a trusted advisor to… more
- Pegasystems (Anaheim, CA)
- …management and leadership. **What You'll Do at Pega:** + Develop a trusted advisor relationship with multiple people in the account to expand engagement ... them to become more efficient, smarter, and most importantly, customer -centric. Our Client Success team is an integral part...expertise** , where applicable, within a set of defined accounts that are of critical importance to Pega based… more
- Wells Fargo (Woodland Hills, CA)
- …skills, deep financial product knowledge, and a proven ability to influence advisor behavior and business outcomes. The Market Growth Director will work closely ... Influence to drive sales results + Drive sales and Advisor participation across a wide range of Wells Fargo...expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements… more
- Insight Global (Irvine, CA)
- …such as technical teams and procurement. The role also involves cultivating long-term customer relationships, acting as a trusted advisor , and leading regular ... centers on driving revenue growth through direct sales and key account management, particularly within the Out-Of-Band markets. This includes developing strategic… more
