- Intuit (Long Beach, 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
- Kitchen Guard (Santa Monica, CA)
- …responsibilities, this position also involves outside sales activities to expand our client base and promote our comprehensive fire and life safety solutions. Enjoy ... and implement effective sales strategies to maximize revenue. Act as a trusted advisor to clients, ensuring their fire safety needs are met with tailored solutions.… more
- James Perse Los Angeles (Malibu, CA)
- JAMES PERSE IS CURRENTLY HIRING A PART TIME SENIOR CLIENT ADVISOR FOR OUR MALIBU, 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
- Bank of America (Beverly Hills, CA)
- Private Client Advisor II Beverly Hills, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Beverly-Hills/Private- Client - Advisor -II\_25020985) **Job Description:** At Bank of America,… more
- JPMorgan Chase (Glendale, 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. (Los Angeles, 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
- Tiffany & Co. (Beverly Hills, CA)
- The Private Client Advisor (PCA) at Tiffany & Co. is the ultimate Brand Ambassador, embodying the Tiffany brand in every interaction. In this role, the PCA will ... trends across luxury retail and lifestyle of the Private Client and bolster the Brand's general market posture by...clients that will lead to facilitating tailored presentations and client consultations. They will develop strategies to build sales… more
- CIBC (Newport Beach, CA)
- …a level of service delivery that is professional, seamless and timely. Serve as client 's primary client advisor while introducing and supporting the team ... CIBC.com (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… 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
- Columbia Bank (Irvine, CA)
- …+ Conduct extensive research and audit functions. + Independently administer client / advisor authentication, analysis to approve or reject investment transactions ... Care Team Lead I is responsible for supporting the client service team in the delivery of gold standard...Care Team Lead I will be a resource to client service personnel that discuss investment transactions related to… more
- JPMorgan Chase (El Segundo, CA)
- …to monitor risk metrics across the team + Work with Team Leader to monitor Client Advisor loadings. + Submit and monitor fee schedules and billing + Manage ... Bank, you will provide integral daily support to Investors in managing client relationships. Additionally, you will coordinate with a team of talented colleagues… more
- Columbia Bank (Irvine, CA)
- …Send various forms to clients as requested and required. + Assist Financial Advisor with client support and time management. + Process confidential information ... processing to include department mail & processing checks and securities. + Maintain client and mailing database. Update Financial Advisor 's calendar. + Service… more
- BMO Financial Group (Encino, 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
