- TEKsystems (Concord, CA)
- 6 month contract to hire! Hybrid Opening! Description The Advisor Services Relationship Manager provides support to Financial Advisors on new client and account ... addition to account change request support and tracking. The Advisor Services Relationship Manager also provides administrative...shift between 5am and 5pm PST - Previous Customer Service /phone Experience is desired but not mandatory - Would… more
- Bank of America (Sacramento, 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
- Bank of America (Stockton, 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
- BMO Financial Group (Sacramento, CA)
- …stakeholders to build capability and drive business growth. + Meets high-quality service standards to maximize relationship retention and growth. + Develops rapport ... requirements. + Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. + Applies expertise and thinks… more
- Guardian Life (Sacramento, CA)
- …or financial retail sales a plus (in Wealth Management). + Customer service cross-selling experience (introducing additional products and services on inbound ... to enable Field Representatives to serve as The Trusted Advisor to their clients. Through continued growth and creation...diversify their practices, clients, and income streams. The Annuity Specialist is an integral part of Park Avenue Securities.… more
- Deloitte (Sacramento, CA)
- …of our existing assets and building new AI enabled assets. Human Capital As-A- Service Today's disruptive environment calls for a different mindset and a new approach ... and in the future. Deloitte Human Capital as a Service brings that insight, through broad and deep capabilities...for this role ends on 2/28/2025 The AI Data Specialist in Deloitte's Human Capital Consulting Asset Shop will… more
- Guardian Life (Sacramento, CA)
- …Park Avenue Securities is Guardian's broker-dealer and corporate Registered Investment Advisor (RIA), which offers clients an expanded suite of products and ... help them achieve financial well-being. The High Net Worth Specialist is an integral part of Park Avenue Securities...travel focused on agency events, conferences and in person advisor meetings. **Salary Range:** $60,000 - $67,500 The salary… more
- Deloitte (Sacramento, CA)
- …Experience with Office365 (eg, SharePoint, Teams, One Drive) + Experience in professional services , risk management, client service , or consulting services + ... Confidentiality & Privacy (C&P) is seeking a Lead Specialist to support the strategic priorities and mitigation...Team US Confidentiality & Privacy serves as a trusted advisor to the US Firms Businesses and Enabling Areas,… more
- Deloitte (Sacramento, CA)
- …you will work directly with clients, building a relationship as a trusted tax specialist and advisor - the "go-to" tax professional. You will collaborate daily ... The team At Deloitte, our tax consultants provide a full range of tax services to clients. We help our clients combine tax data, processes, technology, and people… 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
- Deloitte (Sacramento, CA)
- Sr Specialist , Business Development Representative Would you like to flex your "sales muscles" in a dynamic, fast-paced environment? Are you ready to challenge ... to develop sales opportunities for the Sales Executives & Service Lin + Building strong cross-functional relationships with all...manage the pursuit process and act as a key advisor to the pursuit team throughout the sales process.… more
- ADP (Folsom, CA)
- …list of accounting firms and aligned to sales reps in our Small Business Services channel, possibly sales reps from our majors mid-market division, and CPA Sales ... **Collaborate Daily** . You will serve as a trusted advisor , partner, and ADP ambassador to accountants, internal partners,...mental health and well-being.** We're here to provide exceptional service to our clients, and none of that happens… more
- Deloitte (Sacramento, CA)
- …tax planning for the largest organizations across all industries. In the Operational Partnership Services (OPS) service line, which is a part of the Partnership ... Busy Season? You've earned your stripes as a tax specialist and tapped into the world of cutting-edge tax...Sr. Manager in our Partnership Solutions Group, Operational Partnership Services team you will: + Refine your skillset with… more
- Deloitte (Sacramento, CA)
- …tax planning for the largest organizations across all industries. In the Operational Partnership Services (OPS) service line, which is a part of the Partnership ... Tax Compliance and Busy Season? Are you a tax specialist with experience in federal/tax and or partnership tax...a Senior on our Partnership Solutions Group, Operational Partnership Services (OPS) team you will: + Refine your skillset… more
- Confluent (Sacramento, CA)
- …looking for a seasoned technologist to join our Advanced Technology Team, a specialist group within Confluent that focuses on the deep technical aspects of Kafka ... and distributed systems. As a technical advisor to the sales team, you will collaborate closely...such as Technical Account Managers, Sales Engineers, or Professional Services . **What You Will Do:** + Engage with Customers:… more
- SHI (Sacramento, CA)
- …we're proud to be a $14 billion global provider of IT solutions and services . Over 17,000 organizations worldwide rely on SHI's concierge approach to help them solve ... Provide leadership and mentorship to others in the Solution Specialist roles. + Support CiscoSA Team Solution Specialists and...as required by management. + Act as a trusted advisor for all Cisco products and related technologies. +… more
- CalSTRS (Sacramento, CA)
- …program by providing investment selection advice, research and gate-keeping services . Private Equity is a fast-paced, team-oriented environment with opportunities ... with a high degree of independence and serve as a high-level specialist to provide investment expertise in co-investment underwriting and portfolio management for… more
- BMO Financial Group (Sacramento, CA)
- …develop and leverage strong relationships with the Portfolio Management and Treasury Product Services Teams, as well as other key product and support partners within ... or exceeded. + Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy and new initiatives,… more
- Deloitte (Sacramento, CA)
- …departments maximize the strategic value to the organization. You will deliver services for companies that are implementing tax solutions related to enterprise ... compliance, reporting and planning, while also positioning tax as a strategic business advisor for the digital era. We specialize in tax and can effectively address… more
- C&S Wholesale Grocers, Inc. (Stockton, CA)
- …functions within a facility. This role is expected to act as an advisor and work hand in hand with facility Director, Operations. This role's responsibilities ... time and attendance etc. Manage teams to include: Payroll Specialist , Warehouse Administrator and Discipline Coordinator.Continuously observe, seek out areas… more