- 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
- Alameda Health System (San Leandro, CA)
- …are at risk for health status decline. The goals and focus of these service efforts are to provide timely delivery of intensive case management services during the ... + Provides community resource education and coaching, focusing on individual client self-management principles. This includes preparing for provider visits and… 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
- Automation Anywhere, Inc. (San Jose, CA)
- …automation and advanced technologies, you will position yourself as a trusted advisor , showcasing how a platform like Automation Anywhere empowers organizations to ... value of a modern digital workforce. You will articulate technology, value, and service offerings to both business and technical users and identify all technical… more
- Cupertino Electric (San Jose, CA)
- …industry-including search engine and social media companies, co-location providers and cloud service hosts. **ABOUT THE ROLE** We are seeking a Senior Project ... policies in selecting methods and techniques for obtaining solutions. Acts as advisor to subordinate(s) to meet schedules and/or resolve technical problems. Develops… 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 (Walnut Creek, 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. (Walnut Creek, 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...creating an organization that recognizes and rewards excellence in service of this promise. We expect all employees to… more
- Columbia Bank (Walnut Creek, 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
- Robert Half Finance & Accounting (Danville, CA)
- …and building relationships. + Prepare reports, recommendations, and financial analyses. + Handle client service tasks, CRM updates, and paperwork. + Help improve ... to deliver strategies that truly make an impact. The lead advisor owns the client relationships and is responsible for managing to-do's, preparing cases,… more
- Bank of America (Brentwood, 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 - Brentwood/Concord Region Brentwood, California;Concord, California; Antioch,...them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on… 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
- 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
- AAA Northern California, Nevada & Utah (Walnut Creek, CA)
- …packages, ground transportation, and car rentals, prioritizing cost and providing exceptional client service . In addition, this role requires expertise in SABRE ... reservations in an accurate and timely manner. + Deliver exceptional customer service maintaining professional client relations through prompt and accurate… more
- Robert Half Finance & Accounting (Danville, CA)
- …relationships + Prepare detailed reports, recommendations, and financial analyses + Handle client service tasks, CRM updates, and paperwork efficiently + Improve ... you can make a real impact for high-net-worth clients. As an Associate Advisor , you'll take ownership of client relationships, drive financial planning… more
- H&R Block (Pleasanton, 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 (Livermore, CA)
- …as assigned What Skills You Have Required + Authentic passion for beauty + Client -facing retail or service industry experience + Excellent written and verbal ... and Evening Availability Required About the Role As Beauty Advisor , you will drive sales through an authentic passion...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
