- Crash Champions (Pinole, CA)
- …**Posted Max Pay Rate** USD $25.00/Hr. **ID** _2025-17120_ **Category** _ASAP - Associate Service Advisor Program_ **Position Type** _Regular Full-Time_ ... Champions is the largest founder-led multi-shop operator (MSO) of high-quality collision repair service in the US The company, which also operates the growing Crash… more
- JPMorgan Chase (Santa Rosa, CA)
- …single point of contact for advisors in a given location, making connections for the advisor across Product, Service or Technology. You will answer advisor ... offers US based clients and their advisors the personalized service of a dedicated wealth management business and the...customize solutions tailored to clients' specific needs. As an Advisor Concierge with JP Morgan Advisors, you will serve… more
- H&R Block (San Anselmo, CA)
- …and play, our door is always open. A Typical Day Joining us as an Associate Team Leader, you'll support a single retail office during tax season to consistently ... of H&R Block + Execute and hold all tax office associates accountable to Service Standards execution and client service experience, with escalation to the… more
- Columbia Bank (Walnut Creek, CA)
- …financial services assistant. Advisors will be eligible to have a dedicated financial service assistants as production grows. This helps you focus more on client ... approach to LTC and Insurance solutions. **About the Role:** A Senior Wealth Advisor is an experienced financial professional who can work within a team structure.… more
- Bank of America (Corte Madera, CA)
- …In lieu of this requirement, has previously held the role of: + Home Service Specialist II, Lending Client Associate , Lending Client Support Manager, Lending ... Credit Solutions Advisor - Corte Madera, CA - Bilingual Spanish...and including termination. **Responsibilities:** + Provides specialized and personalized service offering advice and guidance to financial center clients… more
- Walmart (Concord, CA)
- …a Techie Leverages digital tools to plan for and drive sales improve the service experience and elevate associate engagement utilizing hand held technology and ... Be a Team Member Collaborates with team members to fulfil sales and service requests educating other associates on tools tasks resources and mentor new technicians… more
- H&R Block (Novato, CA)
- …that will grow stronger every year. Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business services needs year-round. ... experience for individuals and small businesses with complex tax and business service needs. We assist our clients in reaching their financial goals year-round.… more
- CARMAX (Fairfield, CA)
- …career should be! **General Summary:** Under general supervision, deliver exceptional customer service by acting as a liaison between the customer and retail ... technician (Traditional), or mechanical associate (Flow) on the phone before, during, and after...(Flow) on the phone before, during, and after the service /repair processes. **Principle Duties and Responsibilities:** ♦ Meet and… more
- H&R Block (Lafayette, CA)
- …concisely via phone, email and chat + Experience utilizing effective customer service techniques + Analytical and problem-solving skills + Successful completion of ... well-being, and financial wellness needs. + Medical coverage - allows eligible associate well-being programs including mental health support and coaching + 401k… more
- Raymond James Financial, Inc. (Walnut Creek, CA)
- …in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem ... level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports. + Opens new client… more
- Bank of America (Walnut Creek, CA)
- Wealth Management Client Associate Walnut Creek, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Walnut-Creek/Wealth-Management-Client- Associate \_25048205) **Job Description:** Merrill Wealth Management is a leading… more
- Principal Financial Group (Walnut Creek, CA)
- …Do** Are you passionate about making a difference in people's lives? As an ** Associate Client Relationship Consultant** , you'll play a key role in driving business ... position offers the opportunity to build meaningful relationships, deliver exceptional service , and directly influence both client outcomes and your compensation.… more
- JPMorgan Chase (Lafayette, CA)
- …care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using ... investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will be tasked with delivering… more
- US Bank (Walnut Creek, CA)
- …**Job Description** Provides sales, processing, operational, administrative and customer service support to Financial Advisors of US Bancorp Investments. Performs ... met - Has a deep understanding of the Financial Advisor 's business model, needs and key drivers as well...be eligible for additional compensation through the Wealth Management Associate Monthly Incentive Sharing Program._** If there's anything we… more
- GE Appliances, a Haier company (Oakland, CA)
- …possibilities_ . Interested in joining us on our journey? Join Bodewell, the official service team of GE Appliances, and become more than a technician; be a trusted ... advisor , a customer hero, and a brand ambassador for a company that's redefining service excellence. As an Appliance Care Expert, you'll combine hands-on repair… more
- Bank of America (San Rafael, CA)
- …deepening client relationships through platform services, supporting clients with self- service or transactional activities, and providing exceptional client care. ... educates, and trains clients on conducting simple transactions through self- service technologies + Leverages available resources, technologies, and processes to… more
- H&R Block (Novato, CA)
- …laws and acts that govern the process. You will serve as business advisor to our clients aiming at maximizing engagement and achieving qualitative outcomes. Day ... stereotypes and transgender status), sexual orientation, gender identity or expression, service in the Armed Forces, national origin, physical or mental disability,… more
- Columbia Bank (Walnut Creek, CA)
- …Degreeor equivalent work experience, preferred + Certified Trust and Financial Advisor (CTFA) designation or JD degree, preferred + 10+years'experiencein trust ... experiencein presentations to prospective clients,required + 10+ years'successful sales/client service experience in trust administration,required + 10+ years'thorough understanding… more