Trusted Advisor Jobs in San Francisco, CA
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Looking for Trusted Advisor jobs in San Francisco, CA? Browse our curated listings with transparent salary information to find the perfect Trusted Advisor position in the San Francisco, CA area.
Registered Client Service Associate
Company: Morgan Stanley
Location: Woodland Hills, CA
Posted Dec 03, 2024
The Registered Client Service Associate role involves providing exceptional service to clients and supporting Financial Advisors/Private Wealth Advisors. Key responsibilities include client support, administrative tasks, and educating clients on digital tools. The ideal candidate should have strong interpersonal skills, detail-oriented approach, and advanced Microsoft Office skills. A high school diploma or equivalent is required, with a college degree preferred. Relevant industry experience and financial services knowledge are beneficial. The role offers competitive base pay rates, with potential for additional compensation and benefits.
Talent Management Senior Advisor
Company: Southern California Edison (SCE)
Location: Duarte, CA
Posted Dec 03, 2024
Southern California Edison (SCE) is seeking a Talent Management Senior Advisor to join their team. The role involves collaborating with HR business partners and senior leadership to address skill shortages and talent risks, developing talent management policies, and fostering a culture of learning and continuous improvement. The successful candidate will also manage supporting systems, documentation, metrics, and tools to ensure development goals are met. This position is crucial in powering the clean energy revolution, reducing carbon emissions, and creating cleaner air. The ideal candidate should have at least ten years of experience in talent management, a degree in a related field, and experience with SuccessFactors Talent Management modules and Power BI.
Account Executive, Provider Market West Region - Remote in San Diego
Company: UnitedHealth Group
Location: San Diego, CA
Posted Dec 03, 2024
Optum, a global health organization, is seeking a Provider Market Account Executive for its San Diego/Long Beach territory. The role involves building and maintaining relationships with provider clients, driving growth, and ensuring client satisfaction. The executive will work with various Optum teams and external stakeholders to deliver solutions, manage contracts, and drive outcomes. The ideal candidate should have 5+ years of healthcare industry experience, a proven track record in relationship building, and understanding of the healthcare market. Travel up to 50% of the time is required. Optum, part of UnitedHealth Group, offers comprehensive benefits and a culture guided by diversity and inclusion.
Beauty Sales Consultant
Company: CVS Health
Location: Burbank, CA
Posted Dec 03, 2024
CVS Health is seeking a sales-oriented Beauty Sales Consultant to join their beauty retail division. The role involves providing top-notch client service, being a brand expert, and driving sales through personalized advice and product knowledge. The ideal candidate should be passionate about beauty, have strong interpersonal skills, and be comfortable with multi-tasking. Benefits include exposure to the latest beauty products, gratis samples, and a competitive pay range. The role requires physical abilities to support customer service and beauty consulting, including standing, moving, stooping, kneeling, and manual dexterity.
Workplace Experience Manager- South San Francisco, CA
Company: CBRE
Location: South San Francisco, CA
Posted Dec 03, 2024
CBRE Global Workplace Solutions (GWS) focuses on enhancing organizational productivity through real estate solutions. The Workplace Experience Manager role involves managing a team delivering services like concierge, reception, and administrative duties. Responsibilities include supervising staff, conducting performance evaluations, and maintaining client relationships. The role requires a bachelor's degree, relevant experience, and proficiency in Microsoft Office. CBRE values diversity and offers a base salary of $110,000 to $121,000 annually.
J.P. Morgan Wealth Management - Private Client Investment Associate - San Diego, CA
Company: JPMorgan Chase
Location: San Diego, CA
Posted Dec 03, 2024
J.P. Morgan Chase is seeking a Private Client Investment Associate to provide client service, operational marketing, and administrative support to Private Client Advisors within Wealth Management. The role involves supporting advisors in managing relationships, account reviews, and wealth planning for clients. The associate will also assist in managing business unit operational procedures, compliance requirements, and prioritizing daily work. Required qualifications include a valid Series 7 license, and additional licenses (SIE, Series 66/63/65, and Life and Health Insurance) to be obtained within 60 days of employment. The company offers a competitive total rewards package, including comprehensive health care coverage, retirement savings plan, and various benefits.
Branch Office Administrator
Company: Edward Jones
Location: Santa Maria, CA
Posted Dec 03, 2024
Edward Jones is seeking a Branch Office Administrator (BOA) for a full-time role in Santa Maria, CA. The BOA will work closely with Financial Advisors to help clients achieve their long-term financial goals. Key responsibilities include delivering exceptional personalized service, actively participating in annual business planning, and identifying opportunities for additional services. The role offers comprehensive 6-month training, a wide support network, and a culture of continuous improvement. Benefits include competitive compensation, medical and dental coverage, a 401k retirement plan, and 15 days of vacation. The ideal candidate should have strong relationship-building skills, the ability to work independently, and proficiency in office technology.
Customer Accounts Advisor (Bilingual)
Company: Aarons
Location: San Antonio, TX
Posted Dec 03, 2024
The text describes a job posting for a Customer Account Advisor at Aaron's. The role involves coaching customers on lease agreements, driving payment collections, and ensuring customer satisfaction. Key responsibilities include maintaining customer accounts, selling renewal benefits, and assisting with revenue goals. The ideal candidate should have strong interpersonal skills, multi-tasking abilities, and at least two years of retail/customer service experience. They must be at least 21 years old with a valid driver's license and able to lift up to 50 lbs without assistance.
Sr Staff Engineer - Communications Platform
Company: Uber
Location: Sunnyvale, CA
Posted Dec 03, 2024
Uber is seeking a Senior Staff Engineer to architect and build a highly scalable and highly-available communications platform. The role involves designing, implementing, and delivering systems for real-time and offline communications across Uber's user community. The ideal candidate will have 10+ years of experience in designing large-scale distributed systems, expertise in multiple programming languages and data store systems, and a track record of building complex, organizational-level business solutions. They should also possess excellent communication skills and a passion for mentoring engineers. This is a high-impact role with opportunities to interface with major teams at Uber and shape the future of communication within the gig economy.
Portfolio Security Advisor
Company: Optiv
Location: Los Angeles, CA
Posted Dec 03, 2024
The Portfolio Security Advisor (SA) role at Optiv is crucial, serving as a trusted partner to clients. The SA, with sales skills and broad security knowledge, designs tailored security solutions for clients in Southern California. They align with clients' security initiatives, advise on solutions, and facilitate thought leadership. The SA drives business for advanced security services, understands client environments, identifies opportunities, and collaborates with service delivery and clients. They require a BS/BA or equivalent work experience, 10+ years in infosec, strong communication, and adaptability. Optiv offers a comprehensive compensation package, emphasizing diversity, work-life balance, and professional growth.
Customer Accounts Advisor
Company: Aarons
Location: Tulare, CA
Posted Dec 03, 2024
The job posting is for a Customer Account Advisor role at Aaron's, with a salary range of $17.00 to $18.00 per hour, plus potential incentive pay based on performance. The role involves building relationships with customers, driving payment collections, and ensuring customer satisfaction. Key responsibilities include maintaining customer accounts, selling lease agreement benefits, and assisting in achieving revenue and renewal goals. The ideal candidate should have strong interpersonal skills, excellent communication, and the ability to multitask. They must be at least 21 years old with a valid driver's license, and have at least two years of retail/customer service experience. Proficiency in computer skills and proper telephone etiquette are also required.
Relationship Manager, Business Cards & Payments - Acquisitions (Greater Sacramento)
Company: Capital One
Location: Sacramento, CA
Posted Dec 03, 2024
Capital One's Business Cards & Payments group in Sacramento, California is seeking a self-starter, disciplined, and autonomous Relationship Manager. The ideal candidate will have an entrepreneurial spirit, be innovative, and have a proven track record in driving business results. The role involves identifying and building new business opportunities, using consultative selling techniques, and maintaining CRM systems. The company aims to be a trusted advisor and guide for small and mid-sized businesses, helping them optimize rewards and benefits. The position requires at least 3 years of sales experience, a Bachelor's Degree, and proficiency in Salesforce.com and Google Suite.