- TEKsystems (Concord, CA)
- **Hybrid in Chicago, IL Description: The Advisor Services Specialist provides support to Financial Advisors on new client and account set-up procedures and ... addition to account change request support and tracking. The Advisor Services Specialist also provides...documentation requirements and account processing methodologies + Adheres to Service Center Standards (balances Advisor need with… more
- TEKsystems (Concord, CA)
- … services or wealth management? Look no further! We are looking for an Advisor Services Specialist for a support a wealth management client. The ... Advisor Services Specialist provides support...is preferred but not required. + Candidates without financial services experience but have online chatbot customer service… more
- TEKsystems (Concord, CA)
- …Finance Grads! Description Our financial client is looking to build a team of Advisor Services Specialists to provide support to their Financial Advisors on new ... issues, in addition to account change request support and tracking. The Advisor Services Relationship Specialists also provides administrative training and… more
- Bank of America (Pleasant Hill, 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
- Acosta Group (Oakland, CA)
- **Photography Sales Advisor - Sony** Location**CA - OAKLAND** **Is photography a passion or hobby of yours?** ActionLink is seeking a driven individual with a flair ... conversation to join our growing sales team. This dedicated specialist will showcase and demonstrate the latest innovations in...store by teaming up to deliver world class customer service + Complete same-day online survey using our App… more
- Air Mobility Command (Travis AFB, CA)
- …The position serves as a PreK-12 Education subject matter expert and advisor for the installation commander, tenant unit and squadron commanders, local education ... regarding military-connected students. Responsibilities As the installation School Liaison Specialist complies with Department of Defense (DOD) requirements; actively… more
- 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
- BMO Financial Group (San Ramon, CA)
- …Banking role is responsible for direct oversight of sales, business development and service activities of a team of Small Business Officers within BMO's Business ... activities + Customer retention and cross sell + Customer service + Revenue and profit generation Guides, directs, and...to customers/clients and prospects. + Acts as a trusted advisor to senior leaders for making business decisions and… more