- Cupertino Electric (Santa Fe Springs, CA)
- …processes and operational policies in selecting methods and techniques for obtaining solutions . Acts as advisor to subordinate(s) to meet schedules and/or ... project delivery, including financial performance, schedule adherence, risk management, client satisfaction, and strategic alignment with company objectives. + Lead… more
- Principal Financial Group (Costa Mesa, CA)
- …you passionate about making a difference in people's lives? As an **Associate Client Relationship Consultant** , you'll play a key role in driving business success ... build meaningful relationships, deliver exceptional service, and directly influence both client outcomes and your compensation. Once you've secured your insurance… more
- Banc of California (Santa Ana, CA)
- …cards, FX, lockbox, remote deposit and integrated payables. + Deep understanding of client business models and a trusted advisor in current and emerging ... California and Denver, Colorado, as well as full-stack payment processing solutions through its subsidiary, Deepstack Technologies. The bank is committed to… more
- NetApp (Los Angeles, CA)
- …this region will not be considered.** **JOB SUMMARY** As an **Enterprise Client Executive** covering the **Greater Los Angeles and Southern California region** , ... expand, and whitespace (new logo)** opportunities. You'll partner closely with a **dedicated Solutions Engineer** , as well as a **strong network of channel and… more
- JPMorgan Chase (Lakewood, CA)
- …best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial ... You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client...skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated… more
- PNC (Los Angeles, CA)
- …valued and have an opportunity to contribute to the company's success. As a Client Solution Advisor within PNC's Corporate Banking organization, you will ... be based in Los Angeles, CA. Client Solution Advisor (CSS) provides...implementation and production support issues raised by staff or client . Identifies and drives development of necessary solutions… more
- M&T Bank (Los Angeles, CA)
- …Leads the client relationship team and has overall responsibility for assuring the client has access to all resources and solutions of the firm.Work closely ... sales cycle to meet sales goal.Implement and deliver specific solutions . + Leads client relationship review discussion...of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible… more
- Bank of America (El Segundo, CA)
- … Focus + Issue Management + Oral Communications + Business Development + Client Solutions Advisory + Pipeline Management + Prioritization + Administrative ... client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include... client materials and follows up on all client and Financial Advisor (FA) requests +… more
- Bank of America (Pasadena, CA)
- … Focus + Issue Management + Oral Communications + Business Development + Client Solutions Advisory + Pipeline Management + Prioritization + Administrative ... client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include... client materials and follows up on all client and Financial Advisor (FA) requests +… more
- Wells Fargo (Irvine, CA)
- …clients via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or ... this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part.... **In this role you will:** + Assist Financial Advisor (s) with sales, service, and operational related activities such… more
- Verndale (Los Angeles, CA)
- …Consultant will drive solution architecture in sales pursuits, be a trusted client advisor and ensure consistent delivery for clients in the Salesforce ... as a subject matter expert in a skill and/or solution and is responsible for client delivery,...client locations + Translates business requirements into well-architected solutions that best leverage the Salesforce platforms and products… more
- VaynerMedia (Los Angeles, CA)
- …and grow senior-level client relationships; serving as an executive sponsor and client advisor for multiple clients within the agency portfolio What You've ... + Serve as the executive sponsor and senior strategic advisor for key client relationships, building trust...teams' recommendations are anchored to tangible business outcomes and client KPIs + Look beyond existing solutions … more
- Bank of America (Sun Valley, CA)
- Financial Solutions Advisor Registration Candidate- Sun Valley Financial Center- Bilingual Spanish Preferred Sun Valley, California **To proceed with your ... and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your... Focus * Oral Communications * Issue Management * Client Solutions Advisory * Pipeline Management *… more
- Bank of America (Long Beach, CA)
- … Associate, Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions Advisor at Bank ... Credit Solutions Advisor - Bixby/Atlantic Long Beach,...applications and previous experience utilizing laptop technology. **Skills:** + Client Management + Client Solutions … more
- IBM (Costa Mesa, CA)
- …* Working closely with client teams to understand their needs and offer solutions and design * Build up best practices within the Oracle Cloud ERP Financials ... Director and Sales Team, design and propose realistic, implementable solutions that incorporate client requirements, software capability...practices and share with team. * Act as senior client -facing advisor on designs and best practices.… more
- EPAM Systems (Los Angeles, CA)
- …trends, especially in AI, and translate them into actionable business strategies and client solutions + Act as a strategic advisor and client partner to ... You excel at building relationships with senior stakeholders, acting as a trusted advisor and client partner, and leading high-performing teams. If this sounds… more
- Bank of America (Lakewood, CA)
- Financial Solutions Advisor - Gateway Cities Market Cerritos, California;La Mirada, California; Downey, California; Paramount, California; Lakewood, California; ... Focus + Oral Communications + Active Listening + Attention to Detail + Client Solutions Advisory + Issue Management + Pipeline Management + Causation Analysis… more
- Bank of America (Anaheim, CA)
- Financial Solutions Advisor - North OC Anaheim,... Focus * Oral Communications * Issue Management * Client Solutions Advisory * Pipeline Management * ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Anaheim/Financial- Solutions - Advisor North-OC\_25041379) **Job Description:** The following laws… more
- Bank of America (Sherman Oaks, CA)
- Business Solutions Advisor - Riverside Woodman Financial Center Sherman Oaks, California **To proceed with your application, you must be at least 18 years of ... A working knowledge of small business products and services. + Bilingual skills. **Skills:** + Client Management + Client Solutions Advisory + Customer and … more
- Edward Jones (Irvine, CA)
- ** Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team.** At Edward Jones, we're all about making a ... licensed branch associates are highly visible members of the client team, working under the leadership of a financial... team, working under the leadership of a financial advisor . You thrive in an inclusive team environment, are… more
