- JPMorgan Chase & Co. (San Francisco, CA)
- …to monitor risk metrics across the team Work with Team Leader to monitor Client Advisor loadings. Submit and monitor fee schedules and billing Manage ... Bank, you will provide integral daily support to Investors in managing client relationships. Additionally, you will coordinate with a team of talented colleagues… more
- Baker Tilly US, LLP (San Francisco, CA)
- …and international tax services.You will enjoy this role if: You like being your client 's personal advisor and collaborating with their other advisors such as, ... technical authorities and apply them to complex situationsAssist with managing client engagement staffing, billings/collections, and ensure client profitability… more
- Baker Tilly US, LLP (San Francisco, CA)
- …and international tax services.You will enjoy this role if:You like being your client 's personal advisor and collaborating with their other advisors such as, ... technical authorities and apply them to complex situations.Assist with managing client engagement staffing, billings/collections, and ensure client profitability… more
- Morgan Stanley (Menlo Park, CA)
- …benchmarks for the current asset allocation in conjunction with the Financial Advisor / Private Wealth Advisor . Client EngagementMay participate in ... Investments is a senior level position on a Financial Advisor / Private Wealth Advisor team. This...overseeing the strategic investment policy and program for all client assets managed by the team. The Director of… more
- Farther (San Francisco, CA)
- …build the future of wealth management with you.Job DescriptionAs a Senior Financial Advisor , you are an entrepreneur under the Farther umbrella building a client ... backing you. You have maximum autonomy to grow your client base and serve your clients. You are responsible...admin work, and differentiates you from every other investment advisor out there.As a pioneering member of Farther's … more
- Cross Border Talents (San Francisco, CA)
- Job Opportunity: Customer Technical Advisor (Italian Speakers) At the moment, Cross Border Talents is looking for Italian speakers to work in Greece. Are you ... interested in moving abroad? Your Role as a Customer Technical Advisor : Respond and record consumer inquiries/questions raised through free phone lines for… more
- Eminence Talent Group (San Francisco, CA)
- Company Overview: Our client , a distinguished entity in the realm of intellectual property law, collaborates with top-tier firms to protect their clients' innovative ... clients' intellectual property. Role Overview: We are seeking an entry-level Technical Advisor with an advanced degree in chemistry or relevant laboratory experience… more
- Acosta Sales & Marketing (Berkeley, CA)
- …and creative technology that enhances their lives.* Position Overview The Coffee Sales Advisor will represent our client , Nespresso, and their premium line of ... Coffee Sales Advisor - Part Time LocationCA - BERKELEY **Are you an outgoing coffee enthusiast that would like to share your beverage passion with others? ** If so,… more
- Hines (San Francisco, CA)
- …Management with Hines, you will facilitate the day-to-day relationship between Hines and the client , acting as a trusted advisor and strategic thought leader to ... integrated set of servicesClient Relationship Management & DevelopmentManages the client relationship, acting as a trusted advisor ...the client relationship, acting as a trusted advisor and strategic thought leader to meet and exceed… more
- JPMorgan Chase (Palo Alto, CA)
- …and strong business acumen. Ability to attract, retain, and develop a high performing Client Advisor team. Experience with and in-depth knowledge of the equity ... all aspects of their balance sheet and generate new client acquisition. You will be part of a local...responsible for developing and retaining a local team of Client Advisors. You will partner with local leadership on… more
- Aon (San Francisco, CA)
- …internally and externally to exchange information and make recommendations.* Key member of the client facing team, acting as a trusted advisor to the client ... aspects of the placements from initial market selection through policy delivery to client .* With minimal guidance and supervision, identifies and analyzes client … more
- Aon Hewitt (San Francisco, CA)
- …internally and externally to exchange information and make recommendations.Key member of the client facing team, acting as a trusted advisor to the ... of the placements from initial market selection through policy delivery to client .With minimal guidance and supervision, identifies and analyzes client exposures… more
- AKQA Media (San Francisco, CA)
- …imagination, delivering impressive returns for our clients.A champion for excellence and enduring client relationships, the Senior Client Director at AKQA is a ... highly organized and credible leader. The Senior Client Director will nurture and build senior ... programs and business activityIs a clear partner and advisor to day-to-day clients, is sought for opinionsDemonstrates critical… more
- Tbwa Chiat/Day Inc (San Francisco, CA)
- …prioritize global simplicity and transparency in all our services. Role Overview: As Client Director, Web Services, you will play a pivotal role in identifying and ... during and after the sale. Responsibilities: Manage and expand revenue within existing client accounts such as Amazon, Meta, and Google while actively pursuing new… more
- Gartner (San Francisco, CA)
- This Client Director role is responsible for setting and directing strategy for global clients or major regional accounts that are of substantial strategic and ... the account, carrying a sales quota.What you'll do:Understanding of large/global client business strategy, drivers, goals and initiatives and translating these into… more
- Nesco Resource (Concord, CA)
- …coordinate case management within company standards, industry best practices and specific client service requirements; and to manage the total claim costs while ... and reviewing attorney invoices; monitors counsel for compliance with client guidelines.Uses appropriate cost containment techniques including strategic vendor… more
- Converge Technology Solutions (San Francisco, CA)
- …ability to clearly articulate network security solutions and services to our existing client base and prospects is essential. Your involvement in client ... - What you need for successDesire to be in a sales-driven, 100% client -facing roleAbility to deliver detailed statements of work (SOW) and proposals with a… more
- The Agency Recruiting (San Francisco, CA)
- … service. Key Responsibilities: Client Management: Develop and maintain strong client relationships, acting as a trusted advisor on tax-related matters. Lead ... to a diverse clientele. Our team is dedicated to providing exceptional client service, fostering a collaborative and supportive work environment, and supporting the… more
- AHEAD (San Francisco, CA)
- …team. Focused primarily on successful delivery but utilizes their position as a trusted advisor to explore other client needs and working with the team to ... directing a diverse team of advisory and delivery talent. Provides onsite, hands-on client engagement management which involves the day-to-day running of a client… more
- AHEAD (San Francisco, CA)
- …team. Focused primarily on successful delivery but utilizes their position as a trusted advisor to explore other client needs and working with the team to ... directing a diverse team of advisory and delivery talent. Provides onsite, hands-on client engagement management which involves the day-to-day running of a client… more
