- Charles Schwab (San Francisco, CA)
- …this role to work on site in the specified locations. As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and ... investment advisory solution, providing clients with a personal relationship, specialized service , and ongoing advice built on Schwab's approach to investing. You… more
- Charles Schwab (San Francisco, CA)
- …to work on site in the specified locations. As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and ... investment advisory solution, providing clients with a personal relationship, specialized service , and ongoing advice built on Schwab's approach to investing. You… more
- Frontall USA LLC (Burlingame, CA)
- …car Dental insurance Health insurance Paid time off Vision insurance About the client : A global logistics and freight forwarding company that acts as an intermediary ... 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
- Daisy Co. (Alameda, CA)
- …your area achieves its sales goals while maintaining Daisy's standard of excellence in client service . What You'll Be Doing Area Sales Leadership Take full ... site walks, leading in-person 1:1 coaching, and participating actively in client meetings. This role balances strategy with hands-on tactical execution, direct… more
- NextMed (San Francisco, CA)
- …and maintain strong relationships with new doctor clients. Act as a trusted advisor to understand their needs and provide solutions that enhance their practice. ... targets. Collaboration: Work closely with other sales professionals, operations, and customer service teams to ensure a seamless onboarding process and high … more
- Insight Global (San Jose, CA)
- Job Description Our client is an established and rapidly growing Investment Advisory Firm in search of an individual who is interested in developing their skill set ... areas of FactSet technology, Bloomberg research and Morningstar Direct technologies. Our client also provide continuous training in compliance processes. As a key… more
- JPMorgan Chase (Menlo Park, 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 ... care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using… more
- Tiffany & Co. (Santa Clara, 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...experiences for Tiffany clients. Such work will be in service of achieving and exceeding commercial targets and gaining… more
- Columbia Bank (San Jose, CA)
- …and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. We are ... Senior Wealth Advisor Wealth Management Irvine, California Sacramento, California Santa...with their individual financial goals and objectives. + Achieve client satisfaction and loyalty through excellent service .… more
- Bank of America (San Jose, CA)
- …In lieu of this requirement, has previously held the role of: + Home Service Specialist II, Lending Client Associate, Lending Client Support Manager, ... Credit Solutions Advisor - Prospect-Saratoga Financial Center, San Jose San...service skills with ability to manage the full client end-to-end experience and problem resolution. + Strong written… more
- Robert Half Finance & Accounting (San Ramon, CA)
- …your next career move. Requirements Ideal Candidate Profile You're a experienced advisor with a passion for delivering ethical, client -centered financial ... Description Financial Advisor - Wealth Management | San Ramon, CA...across investments, retirement, insurance, and more. With a strong client base from day one, you'll have the autonomy… more
- Bank of America (San Jose, CA)
- …and needs + Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds + Mitigates and ... Financial Solutions Advisor - Orchard Park Financial Center San Jose, California...them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on… more
- Bank of America (Oakland, CA)
- …and needs * Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds * Mitigates and ... Financial Solutions Advisor - Oakland/Richmond Area Albany, California;Piedmont, California; Oakland,...them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on… more
- Robert Half Finance & Accounting (San Ramon, CA)
- …This Firm + Collaborative, relationship-driven culture with a deep commitment to client service . + Mentorship and professional development opportunities to ... the Role The firm is seeking an Associate Wealth Advisor to join its collaborative and client -focused...primary point of contact for clients, providing responsive, high-touch service . + Build trust with clients by engaging thoughtfully… more
- H&R Block (Menlo Park, CA)
- …transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we ... about their lives, careers, businesses and money, you'll build client relationships that will grow stronger every year. Joining...stronger every year. Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and… more
- Kohl's (Redwood City, CA)
- …as assigned What Skills You Have Required + Authentic passion for beauty + Client -facing retail or service industry experience + Excellent written and verbal ... About the Role As Beauty Advisor , you will drive sales through an authentic...with a consultative approach and ensure an excellent overall client experience. You will maintain expert knowledge of top… more
- Robert Half Finance & Accounting (San Ramon, CA)
- …+ Strong analytical, problem-solving, and interpersonal skills. + Self-starter with a client - service mindset and commitment to ethical practices. + Candidates ... 4 days on-site. The firm's philosophy is rooted in providing objective, client -first advice designed to help clients accumulate, protect, and transfer wealth. With… more
- H&R Block (Menlo Park, CA)
- …value of H&R Block + Execute and hold all tax office associates accountable to Service Standards execution and client service experience, with escalation to ... Manager as necessary + Serve as point of contact for onsite escalated client service concerns + Ensure clients are scheduled properly and conflicts are resolved,… more
- H&R Block (Menlo Park, CA)
- …transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we ... make confident, informed decisions about their lives, careers, and money, you'll build client relationships that will grow stronger every year. Joining H&R Block as… more
- Bank of America (Palo Alto, CA)
- …an impact. Join us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ... needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through... client materials and follows up on all client and Financial Advisor (FA) requests +… more
