- H&R Block (Cupertino, CA)
- **516101BR** **Title:** Client Advisor - Small Business and Tax **What you'll do ** **:** Apply principles of accounting to analyze financial information ... + 5 years Minimum related work experience **Posting Title:** Client Advisor - Small Business & Tax **Sponsored Job:** \#hrbjob #indeedkm **Job Family:**… more
- JPMorgan Chase (Palo Alto, 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
- Bank of America (Mountain View, CA)
- …your network.** Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be ... be taught the foundational skills needed to be an advisor - from acquiring, building and managing client...and changes. * Opportunities to connect with experts including small business consultants, mortgage lenders and investment… more
- Bank of America (San Jose, CA)
- …**Required Qualifications:** + Has demonstrated experience and proven success with business -to- business sales and/or small business banking + Has strong ... Business Solutions Advisor - Eastridge Center...in-person customer service and sales + Experience working with small business clients + Experience meeting or… more
- Bank of America (San Jose, CA)
- …Required Qualifications: * Has demonstrated experience and proven success with business -to- business sales, or small business banking. * Has strong ... Business Solutions Advisor - Prospect Saratoga...in-person customer service and sales. * Experience working with small business clients. * Experience meeting or… more
- H&R Block (Palo Alto, CA)
- …an H&R Block brand that redefined the tax preparation experience for individuals and small businesses with complex tax and business service needs. We assist our ... **517172BR** **Title:** Block Advisors Tax Advisor **Our Company** **:** At H&R Block, we...tools - (video conferencing, phone, chat, email) + Generate business growth, increase client retention, and offer… more
- Citigroup (Sunnyvale, CA)
- …Refer opportunities to segment partners where appropriate (including, but not limited to Small Business Partners, Home Lending Officer, etc.) . Acquire new ... Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank,… more
- ADP (Pleasanton, CA)
- …decide for yourself. In this role, you will close sales and win new business within a defined territory. You'll attend our award-winning training program and join a ... sticking with the process through implementation until your new business is up and running on the solutions you...+ **Collaborate Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal… more
- JPMorgan Chase (Palo Alto, CA)
- …years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset ... Be a trusted advisor to our Commercial Bank clients. Manage multiple...treasury and cash management products and services. As a Client Service Senior Associate in the Commercial Bank, you… more
- JPMorgan Chase (Redwood City, CA)
- …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 book of … more
- Deloitte (San Jose, CA)
- … engagements that identify, design, and implement technology solutions to solve our client 's most complex business challenges; You will determine the platforms ... Technology Strategy & Business Transformation Senior Manager Monitor Deloitte's Strategy practice...hiring a Senior Manager to serve as a trusted advisor to our clients, working with them to make… more
- PNC (Sunnyvale, CA)
- …business customers so they can achieve their goals. PNC's targeted small business segments are Retail, Agricultural, Healthcare, Manufacturing, Professional ... from $1 million to $5 million. As a trusted advisor within a fast-paced, dynamic environment you will leverage...be successful in this position. **Preferred Skills** Book Of Business , Client Relations, Credit, Credit Products, Customer… more
- The ODP Corporation (Los Gatos, CA)
- **Overview** At Office Depot Inc., the Service Advisor - Key Carrier (KC) is a part-time role providing "total solutions" to our customers encompassing Products, ... associate will quickly build and maintain customer relationships and become a trusted advisor by utilizing provided training to support sales offerings. The Service … more
- City National Bank (Sunnyvale, CA)
- **RELATIONSHIP MANAGER I** **WHAT IS THE OPPORTUNITY?** Responsible for acquiring small business and personal clients, and will be responsible for deepening ... personal clients. They will act as a trusted strategic advisor , providing financial advice & consistently connecting client...of success include acquisition of new personal and new small business clients, deposit and fee income… more
- BMO Financial Group (San Jose, CA)
- …delivering the integrated BMO One Client focus across all lines of business including Wealth, Retail, Small Business , and Capital Markets. Facilitates ... growth initiatives for the Bank through significant business development and excellent management of key ...are achieved or exceeded. + Provides strategic input into business decisions as a trusted advisor . +… more
- Deloitte (San Jose, CA)
- …companies. Manager level responsibilities include: + Provide service excellence by identifying key client business issues + Determine client needs by ... do As a Manager, you will lead and deliver small engagements, or components of larger more complex engagements,...Evaluate and validate analysis and developing recommendations for the client in the context of the overall engagement +… more
- Deloitte (San Jose, CA)
- …companies. Manager level responsibilities include: + Provide service excellence by identifying key client business issues + Determine client needs by ... do As a Manager, you will lead and deliver small engagements, or components of larger more complex engagements,...Evaluate and validate analysis and developing recommendations for the client in the context of the overall engagement +… more
- Deloitte (San Jose, CA)
- …design specification, test plans, test cases and project financials. + Identifying key client business issues, determining client needs by supplementing ... and technology enabled solutions focused on "heart of the business " issues in specific sectors including Health Care &...Do As a Manager, you will lead and deliver small engagements, or components of large, complex engagements that… more
- Citigroup (San Mateo, CA)
- …but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + Organize client events to enhance ... contribute to the objectives of the function and overall business . Evaluates moderately complex and variable issues with substantial...skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of… more
- Deloitte (San Jose, CA)
- …advisory services with clients in more than 20 industries. We provide powerful business solutions to some of the world's most well-known and respected companies, ... and treasury technology solution delivery. This position will focus on business opportunities, growing the practice and strengthening the existing client… more