- SHI (San Francisco, CA)
- **Job Summary** The Client Advisor will focus on developing new business with existing customers and acquiring new customers across a focused Named Account List, ... composed of Fortune 1000 businesses. As a Client Advisor , you will primarily focus on driving conversations with technology C-levels in digital… more
- JPMorgan Chase (Oakland, CA)
- …offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
- Gap Inc. (San Francisco, CA)
- …the BR journey as we create what's next. **About the Role** As a Banana Republic Client Advisor , you will create aspirational and on trend looks that enhance the ... with a thorough understanding of designers, brands, and seasonal trends. As a Client Advisor , you will provide a superior level of service through an inclusive… more
- Neuberger Berman (San Francisco, CA)
- **Summary** The Vice President, Institutional Client Advisor (CA) will work both independently and in partnership with the Managing Director, Client ... 39 cities worldwide, the firm manages $439 billion in client assets (as of September 30, 2023) across a...2,700 employees in total-united in their commitment to delivering client outcomes and investment excellence. It is our people… more
- H&R Block (Novato, CA)
- **517548BR** **Title:** Associate Client Advisor -Small Bus & Tax **What you'll do ** **:** **What you'll do ** Apply principles of accounting to analyze ... ability to use macros, pivot tables, and query **Posting Title:** Associate Client Advisor - Small Business & Tax **Sponsored Job:** \#indeedkm **Job Family:**… more
- MUFG (San Francisco, CA)
- …of our recruitment team will provide more details. **_Job Summary:_** The Senior Client Relationship Advisor manages a portfolio of both borrowing and ... As a key member of the client 's relationship team, the Senior Client Relationship Advisor serves as the client 's dedicated point of contact for deposit… more
- Neuberger Berman (San Francisco, CA)
- …NB Alternative products and strategies Serve as the primary internal and client -facing point of contact for the illiquid alternatives platform Provide clients, ... in order to drive utilization and education of those solutions and satisfy client needs and objectives Travel frequently to various domestic locations to attend … more
- Bank of America (Oakland, CA)
- …targets to measure their ability to progress to the next phase as an advisor + Prioritizes client requests and makes introductions to appropriate internal ... service providers based on client needs and asset thresholds **The Advisor Development Program (ADP) Journey:** During this stage of your journey, the Merrill… more
- Bank of America (Oakland, CA)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are ... Wealth Management Client Associate - RDA Oakland, California **Job Description:**...us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs).… more
- HNTB (San Jose, CA)
- …knowledge and experience in partnership with internal project team members and external client counterparts. Serves as an advisor on tunnel and complex ... or unusual engineering projects within discipline. + Coordinates technical aspects with client counterpart and teaming partners at local leadership level for work… more
- Wells Fargo (Pleasanton, CA)
- …clients via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or ... **About this role:** Wells Fargo is seeking a 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
- Robert Half Finance & Accounting (San Francisco, CA)
- …or Email for fastest consideration for this opportunity. Our esteemed client , a nationally renowned Registered Investment Advisor overseeing approximately ... $10 billion in assets, is seeking a dynamic Associate Advisor to join their team in the vibrant landscape...+ Act as the primary point of contact for client communications. + Assess client portfolios and… more
- Forrester (San Francisco, CA)
- …information officers, chief technology officers, and chief digital officers is a client 's trusted advisor and thought partner. By building deep relationships ... Executive Partners (EPs): 1) develop a comprehensive understanding of a client 's key priorities, company environment, and personal aspirations; 2) provide candid,… more
- Acosta Group (San Carlos, CA)
- …love and creative technology that helps improve their lives. **Position Overview** The Sales Advisor will represent our client , Dyson, and their premium line of ... **Sales Advisor - Dyson Home** Location**CA - SAN CARLOS**...the power of clean!** We are seeking a**Part Time**Sales Advisor ** who will enjoy bringing to life the latest… more
- BMO Financial Group (Oakland, CA)
- …+ Uses a consultative sales process to develop strong customer relationships; acts as client 's trusted advisor and primary point of contact. + Proactively works ... and deliver a differentiated experience. Our customer-centric approach prioritizes client goals through financial planning, delivering solutions that are tailor… more
- WSP USA (Oakland, CA)
- …with our Northern California Transportation Business Line and serve as a trusted client advisor on large scale, complex passenger rail transit projects and ... provides a flexible and agile workplace model while meeting client needs. Employees are also afforded a comprehensive suite...contributions to your team will be essential in meeting client objectives, goals and challenges. Are you ready to… more
- Capgemini (San Francisco, CA)
- …in managing mid-sized to large global or regional accounts, are seen as a trusted advisor by the client , and have group responsibility towards the client . ... **Job Title:** Global Client Partner (Technology Consulting Client ) **Job Location:** San Francisco, New York **Job description:** Capgemini Global Client … more
- Morgan Stanley (San Francisco, CA)
- …exceptional analytical skills *Ability to multi-task; meet deadlines and manage Financial Advisor and client expectations *Good collaboration skills in a ... to help grow our National Sales Ultra High Net Worth team serving this client segment (UHNW). The Senior Ultra High Net Worth Sales Specialist will collaborate with… more
- Bank of America (San Francisco, CA)
- …written and oral communication skills. The role supports the Financial Advisor / Client relationship, requiring the candidate to have strong relationship ... (UHNW) individuals and families + Experience and interest in authoring client -facing and/or Advisor -facing pieces to share family governance insights… more
- Wheeler Accountants LLP (San Jose, CA)
- …Experience with other accounting software a plus. Qualities indicative of being a client 's "trusted advisor ". A combination of knowledge and practical experience ... We're not your typical CPA firm. Yes, we provide tax, attestation, consulting, and client accounting services to a wide range of clients― but we do it differently.… more