- SF Fire Credit Union (San Francisco, CA)
- …Shared trust, continuous innovation of products and services, competitive rates, and excellent member service . These qualities foster a true sense of member ... Member Services Advisors are responsible for providing exceptional service and support to our members via our remote...(2 levels). This job description is specific to the Member Services Advisor role. Member … more
- AAA Northern California, Nevada & Utah (San Jose, CA)
- …Details: Guaranteed base pay + generous commission plan! . The Service Advisor focuses on delivering an outstanding member experience as well as facilitating ... and charges, accurate completion of timelines, and delivering quality work. The Service Advisor is responsible for scheduling work, preparing estimates, ordering… more
- Atria Wealth Solutions (San Jose, CA)
- …support personnel at vendors and broker-dealer to ensure a high degree of quality service and member satisfaction. Report specific problems to Program Manager on ... CUSO Financial Services, LP (CFS) is seeking a Financial Advisor Associate to join its growing team providing retirement...growing team providing retirement and investment services to its member base in San Jose CA and the surrounding… more
- Sutter Health (San Francisco, CA)
- **Organization:** SHSO-Sutter Health System Office-Bay **Position Overview:** The Physician Advisor (PA) is a key member of the hospital's leadership team ... and the hospital to appropriately optimize the use of Sutter Health Internal Physician Advisor Services (IPAS). The physician Advisor will work closely with the… more
- Atria Wealth Solutions (San Francisco, CA)
- …Shared trust, continuous innovation of products and services, competitive rates, and excellent member service . These qualities foster a true sense of member ... in its partnership with San Francisco Fire Credit Union, is seeking a Financial Advisor to provide investment and retirement planning services for its members in the… more
- JPMorgan Chase (San Bruno, CA)
- …offered through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available ... care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using… more
- Gilead Sciences, Inc. (Foster City, CA)
- …us in this mission! **Sr Counsel II- Cell** **therapy transaction Legal and Business advisor ** We are seeking a **Senior Counsel II** to join our team. This ... and Clinical Legal and serve as the main legal advisor to assigned projects as well as business partners....and deliver results timely. + Must have strong client service orientation. + Must have excellent written and verbal… more
- Lucile Packard Children's Hospital Stanford (Palo Alto, CA)
- …summarizes the general nature, level and purpose of the job. The Quality Improvement Advisor (QIA) is a primary support role to clinical operations for quality and ... responsibilities in accordance with the hospital's policies and procedures, including its Service Standards and its Code of Conduct. + Consults both administrative… more
- CIBC (Belvedere, CA)
- …client portfolio through relationship management, financial services support, and exceptional client service . As a Financial Advisor , you'll deliver on CIBC's ... please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a member of the Personal and Business Banking Team, you'll build and… more
- BMO Financial Group (San Francisco, CA)
- …stakeholders to build capability and drive business growth. + Meets high-quality service standards to maximize relationship retention and growth. + Develops rapport ... and power economic growth around the world. As a member of the BMO team you are valued, respected...recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit… more
- Morgan Stanley (San Francisco, CA)
- …financial plans and investment portfolios. Under the direction of the Financial Advisor / Private Wealth Advisor , this industry professional combines ... and concerns. The Wealth Management Associate is an integral member of the advisory team and is responsible for...streamline and enhance a client experience that emphasizes value, service and attention to detail * Thoroughly understands and… more
- Morgan Stanley (Menlo Park, CA)
- …financial plans and investment portfolios. Under the direction of the Financial Advisor / Private Wealth Advisor , this industry professional combines ... concerns. The Wealth Management Analyst/ Associate is an integral member of the advisory team and is responsible for...craft comprehensive financial strategy in conjunction with the Financial Advisor / Private Wealth Advisor * Works… more
- Atria Wealth Solutions (San Jose, CA)
- …the perfect fit for you. Overview In this role, responsibilities will include providing member service and sales support for the Investment & Insurance Services ... . CFS ( Member FINRA/SIPC) is a broker-dealer and Registered Investment Advisor with a stable, 25-year track record of serving the investment needs of… more
- Bank of America (San Francisco, CA)
- …strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on ... Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the...leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service … more
- Amazon (East Palo Alto, CA)
- …for new services, domains, or solutions. Key job responsibilities -As a key member of the business development and sales management teams, ensure success in building ... customer facing guidance and best practices. -Become a trusted advisor to within customer accounts to enable them to...advocates." -Act as a conduit and liaison between customers, service engineering teams and support -Manage a team of… more
- Manulife (San Francisco, CA)
- …sponsors and the JH team + Maintain the highest standard of excellence in advisor service by attending to inquires/requests + Train advisors and their support ... and position the best JH tools/resources to support key intermediaries ongoing service commitments to plan sponsors and eligible employees + Work with intermediaries… more
- Stanford University (Stanford, CA)
- …support. * Plan, coordinate, and schedule new student orientation, advisor orientation, thesis orientation, department graduation events, and other student ... decisions. May have to escalate issues to a senior advisor . * Apprise students of research, fellowship and scholarship...resolve funding entry issues. * Serve as a key member of project teams. Serve as a key … more
- Deloitte (San Francisco, CA)
- …offices. + Business Development: Participate in sales pursuit efforts as a team member or subject matter advisor . Develop and maintain relationships with client ... Offering in a variety of ways, including: + Client Service : Advise clients on leading practices and technology/industry trends,...to establish and maintain our status as a trusted advisor The team Deloitte's SAP practice helps clients move… more
- Amazon (San Francisco, CA)
- …the Specialist GTM teams aligned to AWS Core Services. This role will be a member of the GTM Ops team supporting GTM Specialists, partnering to help grow adoption ... Sales Operations lead will act as a trusted business advisor to GTM Specialists for the various IBU-aligned teams,...will require a technical depth of understanding of the Service offerings, and understanding of the solutions to meet… more
- LinkedIn (San Francisco, CA)
- …world's largest professional network, built to create economic opportunity for every member of the global workforce. Our products help people make powerful ... drive priorities within GTM Operations. Acting as a strategic advisor to LinkedIn's Field Sales team, this role oversees...the Deal Desk team to deliver the best possible service to our internal and external customers - across… more