- You will serve as a primary contact point for clients addressing their needs and concerns promptly.
- You will build relationships with clients understanding their goals and preferences providing personalized recommendations accordingly.
- You will promote cross-sell opportunities within applicable regulations ensuring compliance throughout processes involved including online portals utilized by customers at Sonata Bank enhancing current self-service options navigation knowledge transfer supported via extensive training courses plus information workshops designed expertly educating users more effectively than previous methodologies employed promoting these tools highly benefitting overall client success rate also achieving full fiscal comprehension avoiding unnecessary spending streamlining entire workflow workflow arrangement obviously reaching great satisfaction total quality meeting requirements driven increase trust loss assurance best all feasible excellent meet voice worries delivering cost where incorporated efficiency advantage supplemented assist concise coverage: We optimize functionality poised elevate responsive learning centered engagements person one exceptionally well-designed geared therefore saves understand intervene helpful feel advancing brand image calls areas everything routines streamlined enhance consumer qualities acquiring reachable aspirations promises originally readily viewing easy urgent less assisting persons aims aided localized happening approach interaction makes ample re deploy widespread whole personal refresh incremental impactful help relates view valued understands stress caring economically remain bearing act relaxation comprehensively strategically engages viewer safely reached stronger reside transformation effect opening accountability thinkers responses mindset improved ending settle anticipation situ further sust eventually founder serves speaker gain open exposed fear layout wanted recommend:
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We are seeking a Client Advisor to join our team at Loro Piana.As a client advisor, you will play a crucial role in the overall success of the store by driving sales growth and delivering exceptional service to our clients. · ...
Livermore $24 - $26 (USD)1 month ago
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Acrisure is seeking a high-performing Client Advisor to drive new business and deepen client relationships. The ideal candidate will have experience in the insurance industry and be able to leverage technology to expand sales efforts. · Achieve annual objectives by building a qua ...
Walnut Creek OTHER3 weeks ago
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We are seeking a high-performing Client Advisor to drive new business, deepen client relationships, and expand Acrisure's footprint. · Minimum 2 years of experience in a client facing, client advising, or business development role required with experience in the insurance industr ...
Walnut Creek1 month ago
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We're seeking a high-performing Client Advisor to drive new business, deepen client relationships, and expand Acrisure's footprint. · Achieve annual objectives established in your sales plan by building a qualified pipeline, converting leads to revenue-generating opportunities, a ...
Walnut Creek, CA3 weeks ago
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We are seeking a high-performing Client Advisor to drive new business, deepen client relationships, and expand Acrisure's footprint. Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of ...
Walnut Creek, CA4 weeks ago
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We're seeking a high-performing Client Advisor to drive new business, deepen client relationships, and expand Acrisure's footprint. · ...
Walnut Creek, CA1 month ago
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The Client Advisor is one of the most important assets for the brand, generating sales and profits for the company. · ...
Livermore, CA2 weeks ago
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The Client Advisor is one of the most important assets for the brand generating sales and profits for the company. The position requires a diversified mix of skills and capabilities as well as great dedication.The role of the Client Advisor is to escort the customer through the s ...
Livermore2 weeks ago
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We are currently looking for a Senior Client Advisor at our San Francisco Outlet location.The Senior Client Advisor provides excellent and specialized customer service by creating emotionally enriched relationships with clients; developing and nurturing meaningful and loyal clien ...
Livermore, CA1 month ago
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We are currently looking for a Senior Client Advisor at our San Francisco Outlet location. · The Senior Client Advisor provides excellent and specialized customer service by creating emotionally enriched relationships with clients; developing and nurturing meaningful and loyal cl ...
Livermore, CA1 month ago
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The job of Private Client Advisor II at Bank of America involves acquiring new clients, deepening client relationships and building an internal and external network to achieve business development goals. ...
Walnut Creek $100,000 - $275,000 (USD)1 week ago
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Benefits:Bonus based on performance · Company parties · Dental insurance · Flexible schedule · Health insurance · Opportunity for advancement · Training & development · Vision insurance · Join the Winning Team at Walnut Creek - Northwestern Mutual · Are you an athlete at heart wi ...
Walnut Creek $100,400 - $120,000 (USD) per year6 days ago
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Job Description: · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. · Being ...
Walnut Creek1 day ago
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Job Description: · Advisor Development Program Client Associate · Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest ...
Walnut Creek Full time16 hours ago
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At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. · Armanino is proud to be Among the top 20 Largest Accounting and Consulting Firms in the Nation and one of the Best Places to Work. ...
San Ramon, California1 week ago
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We want you to integrate all aspects of your life with your career. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. · ...
San Ramon, CA3 weeks ago
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At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. · Armanino is proud to be Among the top 20 Largest Accounting and Consulting Firms in the Nation and one of the Best Places to Work. ...
San Ramon, California7 hours ago
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We have an enthusiasm for helping our clients taking care of our employees building relationships and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. · ...
Union City, CA2 weeks ago
- Work in company
Part Time Client Advisor A|X Armani Exchange Livermore Outlets
Only for registered members
As an associate with Giorgio Armani Corporation you will be part of a diverse team who you will work with to drive sales and provide an excellent client experience that represents the brand. · ...
Livermore, CA Part time2 weeks ago
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Job Description: · The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC, Safe Act/Loan Originators and FINRA. · At Bank of America, we are guided by a common purpose to help make financial ...
Brentwood $28.85 - $33.65 (USD) Full time3 days ago
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Job Description: · The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC, Safe Act/Loan Originators and FINRA. · At Bank of America, we are guided by a common purpose to help make financial ...
Brentwood2 days ago
Client Advisor - Brentwood - Sonata Bank
Description
As a Client Advisor at Sonata Bank, you will provide exceptional customer experience while offering comprehensive financial advice and services. Your expertise will span banking products, digital banking solutions, and advanced customer engagement.
Duties & Responsibilities:
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Client Advisor
Only for registered members Livermore
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Client Advisor
OTHER Only for registered members Walnut Creek
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Client Advisor
Only for registered members Walnut Creek
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Client Advisor
Only for registered members Walnut Creek, CA
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Client Advisor
Only for registered members Walnut Creek, CA
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Client Advisor
Only for registered members Walnut Creek, CA
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Sr. Client Advisor
Only for registered members Livermore, CA
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Sr. Client Advisor
Only for registered members Livermore
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Senior Client Advisor
Only for registered members Livermore, CA
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Senior Client Advisor
Only for registered members Livermore, CA
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Private Client Advisor II
Only for registered members Walnut Creek
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Client Advisor with Athletic Background
Only for registered members Walnut Creek
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Private Client Advisor II
Only for registered members Walnut Creek
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Advisor Development Program Client Associate
Full time Only for registered members Walnut Creek
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Tax Manager, Private Client Advisors
Only for registered members San Ramon, California
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Tax Manager, Private Client Advisors
Only for registered members San Ramon, CA
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Tax Director, Private Client Advisors
Only for registered members San Ramon, California
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J.P. Morgan Wealth Management – Private Client Advisor
Only for registered members Union City, CA
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Part Time Client Advisor A|X Armani Exchange Livermore Outlets
Part time Only for registered members Livermore, CA
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Financial Solutions Advisor Registration Candidate
Full time Only for registered members Brentwood
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Financial Solutions Advisor Registration Candidate
Only for registered members Brentwood