- NetApp (Mountain View, CA)
- …or Austin, TX._** **Key Responsibilities** + Serve as the executive sponsor and trusted advisor for a marquee global client in the automotive industry. + Develop ... potential of their data. We are seeking a Global Client Executive (GCE) to lead one of our most...client within NetApp to influence product innovation and service delivery. + Ensure customer satisfaction, retention, and expansion… 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
- 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
- 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 - San Jose Area San Jose, California;San Jose,...them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on… more
- H&R Block (Palo Alto, 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
- 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 (Palo Alto, 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 ... decisions about their lives, careers, and money, you'll build client relationships that will grow stronger every year. It...+ Ensure all H&R Block clients are receiving superior service + All other duties as assigned Your Expertise… more
- H&R Block (Palo Alto, 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
- Wells Fargo (San Jose, CA)
- …and prepare for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues, ... . **In this role you will:** + Assist Financial Advisor (s) colleagues with service and operational related...Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills + Client service focus with the ability to… more
- ADP (Milpitas, CA)
- …to solve their most critical business challenges. You carry the weight of ADP's service reputation and client satisfaction in your hands. The nature of what ... external book of business. The role will oversee a client book split between Fresno (about 50%) and the...to join a company with award-winning training and world-class service guidelines to help you achieve success, growth, and… more
- NTT DATA North America (Santa Clara, CA)
- …and executing growth strategy, revenue forecasting, achieving financial targets, ensuring service excellence, and maintaining overall client satisfaction. The ... an entrepreneurial environment focused on expanding market share and client mindshare. Act as a trusted advisor ...NTT DATA as a preferred partner. Collaborate with internal service lines and external partners to create joint GTM… more
- Robert Half-Robert Half Corporate (San Jose, CA)
- **JOB REQUISITION** Client Solutions Director ( Client Solutions Director) **LOCATION** CA SAN JOSE **JOB DESCRIPTION** **Robert Half** is looking for ... professionals to join our business development team. As a ** Client Solutions Director** in the **Management Resources** practice, you will focus on cultivating… more
- Anywhere Real Estate (San Jose, CA)
- The ** Client Experience Specialist** is a service -minded professional who manages all non-licensed aspects of the transaction, from contract to close, to create ... with all parties involved in the transaction. + Prioritize service to the agent and all parties with a...unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction.… more
- Edward Jones (Sunnyvale, CA)
- …Conversational Skills + Digital Tool Utilization + Team Collaboration **Role Requirements** + ** Client Service :** Provide exceptional service to clients via ... critical member of that team along with the financial advisor . You are the first voice a client...**Can you see yourself ** + Delivering exceptional personalized service to ensure clients feel understood and informed +… more
- IBM (San Jose, CA)
- …We are looking for a seasoned IBM Associate Partner - SAP AI-Enabled Testing-as-a- Service Architect to join our team and lead the practice in developing and ... will possess extensive knowledge of SAP solutions, AI technologies, and Testing-as-a- Service (TaaS) methodologies, enabling us to deliver innovative, efficient, and… more
