Service advisor jobs in San Jose, CACreate job alerts

At Chevron Stations Inc (CSI), we sell gasoline and convenience products at our retail stations. We are looking for hard working people who value safety, enjoy working as a team and have a positive work attitude. The perfect fit for our team are individuals who are self-motivated, dependable and ...

Title: Financial Advisor (CFP) Summary: Our client is seeking talented, experienced, and driven, Financial Advisors (CFP Required) to join their rapidly growing wealth management and tax (RIA) firm in several U.S. locations! Ideal candidates are dedicated to growing a firm while providing a ver...

POSITION SUMMARY: Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with ...

The White House Historical Association (WHHA) is hiring a Director of Development (Western & Northwestern Regions) in the Development Department. (Role to be based in San Francisco Bay or Seattle Metro Area). About the organization: The White House Historical Association is a nonprofit educatio...

Our client is looking for a Private Client Advisor. You will play a crucial role in coordinating the account opening process both internally and externally. This includes preparing custodian account applications and advisory agreements, as well as setting up accounts on our internal systems. You ...

Financial Advisor - "Choose a Career That Lets You Live Life Differently!" Recognized by FORTUNE as one of the "World's Most Admired" companies, Northwestern Mutual (NM) has been among the leaders in the financial services industry for nearly 170 years. NM has a proven track record of financial...

Please note: This posting is for Aspen's RIA portfolio company, Summitry. Financial Advisor/Senior Financial Advisor Summitry is a Bay Area wealth management firm with $2B in assets, 40+ employees and over 1000 clients, offering personalized financial planning and investment strategies, rooted...

SVP Wealth Advisor About the Company: We're representing one of the fastest-growing financial planning firms in the industry in their search for Financial Advisors. Well-backed and recognized as such, the platform is built on proprietary technology and is dedicated to delivering optimal wealth ...

Financial Advisor Are you looking to expand your career and be a part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service ...

Our client is seeking a full-time Client Service Associate. This role focuses on back-office administrative tasks with some direct client interaction via email and calls. Responsibilities: Manage client service requests, including account maintenance, ACH transfers, and ACAT processing.Support ...

H/L Agency is seeking a visionary Social Media Director to lead the transformation of our paid and organic social media teams into a unified, high-performing, and innovation-driven discipline. This role is designed for a strategic leader with proven expertise in paid social operations, influencer...

Role & Summary: You’re eyeing the most resilient, fastest growing, and most awarded technology consulting services provider in the industry! With a strong growth rate and numerous recognitions under the belt, Movate is setting the stage for transformation and adapting for tomorrow. You’ll take ...

Security Engineer About Us At AlfaTech we believe in more than just engineering solutions; we believe in promoting a culture of agility, collaboration, and inclusion. As a leading consulting engineering firm, we provide thoughtful engineering design that is technologically forward thinking, inn...

Group Benefits Broker - SF Market Lead - Contract at Sounder Benefits Remote in the San Francisco Metro Area For all applicants, please note - This is a contract, 100% commission-based role. About Sounder Benefits, Inc.: Sounder Benefits is a strategic benefits advisor, purpose built to h...

Our Mission At Palo Alto Networks® everything starts and ends with our mission: Being the cybersecurity partner of choice, protecting our digital way of life. Our vision is a world where each day is safer and more secure than the one before. We are a company built on the foundation of challeng...

Role & Summary: You’re eyeing the most resilient, fastest growing, and most awarded technology consulting services provider in the industry! With a strong growth rate and numerous recognitions under the belt, our client is setting the stage for transformation and adapting for tomorrow. You’ll t...

ADP is hiring a Sales Representative, Human Resources Outsourcing (HRO). • Are you ready for your next best job where you can elevate your financial future? • Are you looking to grow your career with a formal career path at an established, respected, global leader? • Do you want to join a fast-pa...

ADP is hiring a Senior Sales Representative, Mid-Sized Accounts. Are you ready to control your financial future with unlimited upside earnings potential? Do you want a lasting career with a company that offers autonomy to run a book of business, flexibility to make your own schedule, and gives y...

Our Mission At Palo Alto Networks® everything starts and ends with our mission: Being the cybersecurity partner of choice, protecting our digital way of life. Our vision is a world where each day is safer and more secure than the one before. We are a company built on the foundation of challeng...

Customer Service / Remote] - Anywhere in U.Competitive pay / Health, dental & vision / 401k match / PTO / Computers provided - As a Call Center Service Advisor you'll: Help customers over phone, email and live chat with orders and problem-solving; Work within the company's computer system to plac...

Mechanic Experience,Pest Control,Customer Service,Hand Tools,HVAC,Mechanical Knowledge,Automotive Repair,Service Technician Experience,Maintenance,Heavy Lifting,Equipment Repair,Troubleshooting. Examine the vehicle to determine if additional safety or service work is required. Notify service advi...

A highly regarded accounting and consulting firm is seeking a Tax Director to join its team in San Jose, CA. Known for its excellence in client service and industry expertise, this firm offers a collaborative work environment focused on professional growth and innovation. As a Tax Director, you w...

Develop client relationships and provide customer service to all levels of stakeholders * Oversee and maintain marketplace operations for our Capital Markets team and bank partners * Advise clients ...

Strong empathy for customers and a service mindset * 4 years work experience including time in ... Please advise in writing of special needs at the time of application. Skai is an E-Verify employer.

Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC

... professional services for individuals and their families. We provide diversified portfolio ... Role Description Analog Capital Partners is seeking a remote CFP Wealth Advisor. Analog provides a ...

... advice and services. • Effective Communication Skills: your ability to connect with others is crucial. • Sales or customer service experience is advantageous but not mandatory. Your ...

... advice and services. • Effective Communication Skills: your ability to connect with others is crucial. • Sales or customer service experience is advantageous but not mandatory. Your ...

Lenox Advisors is a premier wealth and insurance advisory firm providing solutions for high-net ... A passion for client service. You enjoy talking with clients and are interested in getting to know ...

To do this, we provide enterprise risk management services and programs specifically designed for ... The Regional Loss Prevention Advisor (RLPA) is responsible for operational support for implementing ...

... global services and support organization. This includes creating internal and external ... Serve as the principal communications advisor to the Chief Customer Officer and their leadership ...

Supports retail operational, service, accounting and compliance-related activities within a Wealth Center. Manages completion of branch transactional activities while supporting client alternative ...

Our client is seeking a full-time Client Service Associate . This role focuses on back-office ... Experience with Orion Advisor Technology is a plus. * Strong organizational skills, attention to ...

Client partner including advising clients and providing strategic guidance, acting as the clients ... Oversee and improve processes and structures Requirements * 7+ years agency account service ...

You will serve as a trusted advisor, partner, and ADP ambassador to your clients, internal partners, and overall network while demonstrating grace under pressure and the highest ethical standards. TO ...

... a trusted advisor and ensuring smooth collaboration * Team Development: Train, mentor, and ... Thrives in a client-focused environment, delivering exceptional service and results Due to the high ...

... service line. * Ability to represent company in external forums, conferences, analyst / advisor meetings, panels, etc. * Develop and optimize a sales pipeline, manage pursuit strategies focused on ...

Own and resolve support tickets (customer-reported problems and bugs) for Odoo tools and services ... Serve as a technical advisor to customers and partners, effectively communicating product value to ...

... service line. * Ability to represent company in external forums, conferences, analyst / advisor meetings, panels, etc. * Develop and optimize a sales pipeline, manage pursuit strategies focused on ...

Sounder Benefits is a strategic benefits advisor, purpose built to help mid-sized and high growth ... service. About the Job: We are looking for a dynamic, self-motivated, and accomplished Group ...

... services to clients in diversified sectors - MUST HAVE EXPERIENCE WITH THE FOLLOWING: Domestic ... advising clients on the tax liabilities and disclosures - Manage FULL-CYCLE, IN-HOUSE TAX ...

At least 2 years in a Financial Advisor role or equivalent financial services experience * Demonstrated success in client acquisition, cultivating and maintaining client relationships, and ...

Senior Wealth Advisor / CFP / CFA Location : San Jose, CA Salary : $125K- $250K Skills : Certified ... We are a privately held, national financial services firm equipped with the experience to meet your ...

... goods & services upfront and get paid 30-60 days later on an invoice. In the US, there's $5.2 ... Manage the customer relationship, acting as trusted advisor to customer key stakeholders * Manage ...

... advisor for the Cloud Leadership Team. You will develop and implement HR strategies to support ... Ensure the quality and responsiveness of the overall delivery of all HR services for the business

... service. * Coordinate with multiple custodians and outside data providers to support client transactions. * Allocate resources effectively to meet requests from Advisors in various locations

Acts as an advisor to subordinates when determining how to meet schedules and/or resolve technical ... to improve our services. View our Privacy Policy. Fraser Dove International is a specialist ...

Act as a trusted advisor to the executive team, providing proactive legal counsel and not just reactive legal advice. * * Cost-Effectiveness: * Balance the need for quality legal services with cost ...