- H&R Block (Cupertino, CA)
- **557326BR** **Title:** Associate Client Advisor - Small Bus & Tax **What you'll do ** **:** Applies principles of accounting to analyze financial ... Excel including ability to use macros, pivot tables, and query **Posting Title:** Associate Client Advisor - Small Bus & Tax **Sponsored Job:** \#LI-KM2… more
- JPMorgan Chase (Santa Barbara, CA)
- …and entrepreneurial mindset in an inclusive community of Wealth Advisors. As a Wealth Advisor Development Associate at JPMorgan Chase & Co., you will have the ... knowledge needed to evolve into becoming a successful Wealth Advisor . **Job Responsibilities** + Build and maintain a successful...protecting the interests of the firm while enhancing the client experience + Understands and adheres to our risk… more
- H&R Block (Oxnard, CA)
- **524385BR** **Title:** Block Advisors Tax Advisor **Our Company** **:** At H&R Block, we believe in the power of people helping people. Our defining Purpose is to ... 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
- H&R Block (Novato, CA)
- **524708BR** **Title:** Block Advisors Tax Advisor **Our Company** **:** At H&R Block, we believe in the power of people helping people. Our defining Purpose is to ... 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
- Zions Bancorporation (Irvine, CA)
- …Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence ... clients and with each other. Our workplace culture values each associate 's unique experiences, background and perspectives and provides a collaborative environment… more
- JPMorgan Chase (San Francisco, CA)
- Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ... make your mark by delivering high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan Advisors team, you will play a… more
- JPMorgan Chase (San Francisco, CA)
- …scope allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business ... their clients. You will establish, maintain, and build relationships while delivering exceptional client service. In this role you will have extensive client … more
- JPMorgan Chase (Irvine, CA)
- …the use of our complex treasury and cash management products and services. As a Client Service Sr. Associate in the Commercial Bank, you will resolve client ... Be a trusted advisor to our Commercial Bank clients. Manage multiple...located in the United States and across the globe. Client Service Senor Associates are a trusted member of… more
- JPMorgan Chase (Encino, CA)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide ... client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. **Job responsibilities** + Support Advisors… more
- Stryker (Riverside, CA)
- …please visit our website at www.stryker.com. **About the Role** As a Trauma Sales Associate , you will work with a high degree of intensity and commitment to support ... trusted partner to our clients through your focus on client service, excellent account management, and commitment to our...and committed to building strong relationships as a trusted advisor to our clients. **Required Skills** * **Integrity** :… more
- BlackRock (San Francisco, CA)
- …important?** The team's guiding principles are to: + Serve as a trusted advisor by providing unbiased advice on portfolio issues and multi-asset solutions + Deliver ... flexible framework using a dynamic approach to investment solutions that adapts to client needs + Take ownership of implementation and performance, by focusing on… more
- ADP (San Francisco, CA)
- ADP is hiring a **Sales Representative, Small Business Services.** + _Are you ready to build a rewarding future? Uncapped commissions, lavish incentive trips, and ... set appointments, gather leads from established business partners, assess client or prospect needs to present the best ADP...+ **Collaborate** **Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal… more
- ADP (Culver City, CA)
- ADP is hiring a **Sales Representative, Small Business Services.** + **_Are you ready to build a rewarding future? Uncapped commissions, lavish incentive trips, and ... set appointments, gather leads from established business partners, assess client or prospect needs to present the best ADP...+ **Collaborate** **Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal… more
- ADP (La Palma, CA)
- ADP is hiring a Sales Representative, Small Business Services. **_* Are you ready to build a rewarding future? Uncapped commissions, lavish incentive trips, and ... set appointments, gather leads from established business partners, assess client or prospect needs to present the best ADP...here. **Collaborate Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal… more
- Bank of America (Merced, CA)
- …helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. ... Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and… more
- M&T Bank (Los Angeles, CA)
- …support work towards building your own portfolio of business, eventually becoming a Wealth Advisor or Investment Advisor Associate . There is the opportunity ... coordinate the delivery of any additional services they need, always with the client 's convenience in mind. We can also recommend more comprehensive options if the… more
- Umpqua Bank (Novato, CA)
- …million OR may manage smaller-sized store if successfully obtains and retains Small Business Advisor certification. Concentrates approximately 20 percent of time ... and development of store associates. Responsible for developing and maintaining client relationships, utilizing the full spectrum of banking services. + Manages… more
- H&R Block (Lafayette, CA)
- …people leader, capable of managing multiple offices? Do you enjoy exceeding client expectations?_ **Block Advisors** is looking for a **Multi-Unit Team Leaders 3** ... accelerate our year-round tax and business services by managing three Block Advisor offices and providing leadership to the customer-centric teams that work within… more
- BlackRock (San Francisco, CA)
- …sub-advisory relationships, USWAs mandate is to deliver One BlackRock to retail advisor practices. **Role Description:** BlackRock Portfolio Design Specialist is an ... Associate /VP eligible role in US Wealth Advisory. The team...+ Implement customized portfolio solutions in conjunction with the advisor 's investment goals + Deliver fiduciary and investment insights… more
- Pinkerton (Santa Clara, CA)
- …provide enterprise risk management services and programs specifically designed for each client . Pinkerton employees are one of our most important assets and critical ... to improve efficiency. 20. Serve as a subject matter expert and trusted advisor for data-driven decision making. 21. All other duties, as assigned. **Education,… more