- Umpqua Bank (Walnut Creek, CA)
- Private Client Advisor Wealth Management Walnut Creek, California **Description** **About Us:** At Umpqua, we create a great place to work by offering a unique brand ... Together for better. **About the Role:** Our Private Client Advisor will work with the high and ultra-high net...acquire, and retain relationships. The PCA leads our team-based service model, ensures the delivery of our client experience,… more
- Kohl's (Vacaville, CA)
- About the Role As Beauty Lead Advisor , you will drive sales through an authentic passion for beauty and engage clients by identifying their needs with a consultative ... You Have Required + Authentic passion for beauty + Client-facing retail or service industry experience + Excellent written and verbal communication skills with the… more
- Kohl's (Vacaville, CA)
- About the Role As Beauty Advisor , you will drive sales through an authentic passion for beauty and engage clients by identifying their needs with a consultative ... You Have Required + Authentic passion for beauty + Client-facing retail or service industry experience + Excellent written and verbal communication skills with the… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- … Associate to join their team. The Senior Client Service Associate works alongside a Senior Financial Advisor to provide top-tier support to both ... on LinkedIn for prompt consideration!** Job Posting: Senior Client Service Associate Employment Type: Full-Time Location: Walnut...meetings under the guidance and supervision of a financial advisor . + Handling client service tasks such… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …preparation, and follow-ups. + Maintain accurate CRM records and handle client service requests. + Assist in financial planning analysis and data management. + ... in client meetings and strategy discussions. + Act as a secondary advisor , leading client reviews and recommending investment updates. *Please contact Michelle… more
- H&R Block (Lafayette, CA)
- …+ **High school diploma / equivalent or higher** **Posting Title:** **Block Advisor Tax Associate ** **Sponsored Job:** **\#6549** **Pay Range Minimum:** **11** ... **524883BR** **Title:** Tax Associate **Our Company** **:** At H&R Block, we...or related field** + **Previous experience in a customer service or retail environment** + **Experience working in a… more
- Bank of America (Walnut Creek, CA)
- Wealth Management Client Associate (FP) Walnut Creek, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities… more
- Travelers Insurance Company (Walnut Creek, CA)
- …partner for our agents and brokers. Travelers is looking for an Associate Operations Account Specialist to collaborate with underwriting and other key business ... critical thinking and decision-making skills to become a trusted advisor solidifying customer confidence + Make a difference to...Make a difference to our customers by executing on service level commitments and delivering quality products in a… more
- JPMorgan Chase (Napa, CA)
- …care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using ... investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will be tasked with delivering… more
- H&R Block (Lafayette, CA)
- …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 ... individuals and small businesses with complex tax and business service needs. As a **Multi-Unit Team Leader 3** at...and logistics for three offices with support from two Associate Team Leaders + Partner with the District General… more