- JPMorgan Chase (Olympia, WA)
- …clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
- KeyBank (Yelm, WA)
- **Location:** 1100 E Yelm Avenue - Yelm, Washington 98597 **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client base ... their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services...referral opportunities from new clients and the existing bank client base. + Coordinate all aspects of investment product… more
- KeyBank (Centralia, WA)
- … advisor , and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client ... documents calling efforts. + Develops and maintains an in-depth knowledge of private client products and services, as well as knowledge of competitive products… more
- KeyBank (Tacoma, WA)
- …new account opening data entry, adding new clients to Wealth Direction (WD), and providing client and advisor support in leveraging WD in client activities. ... Pacific Avenue - Tacoma, Washington 98402 **Job Summary** The Client Relationship Associate (CRA) supports the KPB Relationship Manager...KPB Relationship Manager and field team to manage their client book, grow, expand and retain client … more
- Acxiom (Olympia, WA)
- We are seeking a Client Solutions Architect - Senior Director who combines deep expertise in cloud data architecture with strong hands-on experience in Databricks ... This role is ideal for a senior leader who can serve as a trusted advisor to enterprise clients, guiding them through the design and delivery of modern, privacy-safe… more
- Columbia Bank (Tacoma, WA)
- …Together for better. **About the Role:** Works with Columbia Wealth Advisors and Private Bankers to provide wealth planning services for clients. Advises clients on ... identify financial information and deliver financial guidance based upon a client 's risk tolerance, financial goals and objectives, and individual circumstances. +… more
- Cognizant (Olympia, WA)
- …some SLS' will also engage in new logo markets. The Specialist will be a "trusted advisor " to both the client and the Cognizant Client Partner blending ... more of hyperscale and hybrid cloud & Infrastructure solutions supporting Cognizant's client account teams in vertical markets and their account expansion plans into… more
- CBRE (Olympia, WA)
- …** Client Relationship Management** + Serve as a trusted advisor tohigh valuecorporate buyersthroughout the transaction lifecycle. + Maintain frequent ... proactively engage corporate buyers of transferable tax credits including Fortune 1000and private companies. + Build and manage a pipeline of corporate relationships… more
- Public Consulting Group (Olympia, WA)
- …structures. * Apply a structured methodology and change management tools to advise client on strategy to support adoption of changes for projects * Responsible for ... OCM Plan, and execution of the plan as lead advisor * Operate independently as a lead and Subject...team of OCM, and non SME team to execute client needs and OCM plan * Advise the … more
- Confluent (Olympia, WA)
- …a Federal Customer Success Technical Architect (CSTA) to act as a trusted technical advisor and advocate to work with our customers. The primary objective of this ... Azure) + Solid understanding of cloud networking and security technologies (eg VPC, Private Link, Private Service Connect, TLS/SSL, SASL, Kerberos, etc.) +… more
- American Express Global Business Travel (Olympia, WA)
- …a variety of complexity, for air, road, rail, and accommodations + Manage private jet aviation travel services + Ensure contingency plans are available for flights, ... and/or back office systems + Act as a trusted advisor by using travel expertise to proactively provide advice...car, air, and hotel + Passion for excellence in client service, including proactive anticipation of needs + Native… more