• Advisor Services Specialist

    TEKsystems (Concord, CA)
    6 month contract to hire! Hybrid Opening! Description The Advisor Services Relationship Manager provides support to Financial Advisors on new client and account ... addition to account change request support and tracking. The Advisor Services Relationship Manager also provides administrative...shift between 5am and 5pm PST - Previous Customer Service /phone Experience is desired but not mandatory - Would… more
    TEKsystems (01/11/25)
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  • Financial Solutions Advisor Stage I…

    Bank of America (Brentwood, CA)
    …passionate about helping clients reach their financial goals, join Bank of America's ** Advisor Development Program** and become an investment specialist in one ... Financial Solutions Advisor Stage I - Registration candidate - Consumer...we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each… more
    Bank of America (12/07/24)
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  • Specialist - Technology Support…

    WESCO (Pleasanton, CA)
    As a Specialist - Technology Support Services , you will be the trusted advisor and technical support professional for the Wesco Global Solutions business. ... The Technology Support Services team is the first tier of support in...to fulfill the tasks. Escalate projects to the Senior Specialist team or Solution Architect team when a project… more
    WESCO (01/15/25)
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  • AI Data Specialist

    Deloitte (Pleasanton, CA)
    …of our existing assets and building new AI enabled assets. Human Capital As-A- Service Today's disruptive environment calls for a different mindset and a new approach ... and in the future. Deloitte Human Capital as a Service brings that insight, through broad and deep capabilities...for this role ends on 2/28/2025 The AI Data Specialist in Deloitte's Human Capital Consulting Asset Shop will… more
    Deloitte (01/17/25)
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  • Retirement Education Specialist - Bilingual…

    Principal Financial Group (Walnut Creek, CA)
    …Excellence- Education Team has an exciting opening for a **Bilingual Retirement Education Specialist ** **.** We are seeking top talent to join our enthusiastic team. ... participation in the retirement plan. + Collaborate with the Plan Sponsor, Advisor and internal teams to provide appropriate education solutions. + Develop… more
    Principal Financial Group (12/07/24)
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  • HRO TotalSource - Small Business Specialist

    ADP (Pleasanton, CA)
    …life-long friendships here. + **Collaborate Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal partners, and overall ... life. + **Focus on your mental health and well-being.** We're here to provide exceptional service to our clients, and none of that happens without each of us taking… more
    ADP (01/07/25)
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