- 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 (San Jose, 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 (San Jose, 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 ... **517146BR** **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
- Umpqua Bank (San Jose, CA)
- …will serve as the key banking relationship manager for assigned middle market client relationships. Accountable for prospecting new business and working with ... Client Solution Managers to deepen client relationships. While you maintain a "trusted advisor...by developing a clear and holistic understanding of the client 's or prospect's business and industry. Perform… 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