Client Relationship Specialist
3 weeks ago
Application Deadline:11/21/2024 Address:1333 N. California Blvd. Job Family Group:Wealth Sales & Service. Provides administrative and operational support to the delivery of financial and investment planning and advice to deliver an exceptional custom Relationship Specialist, Client Relations, Relationship, Customer Experience, Specialist, Business Partner, Banking, Business Services
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Client Relationship Manager
4 weeks ago
Walnut Creek, California, United States City National Bank Full timeJob SummaryWe are seeking a highly skilled Client Manager to join our team at City National Bank. As a Client Manager, you will be responsible for retaining and growing client relationships through high-touch service and delivering investment analysis, financial planning, and customized credit solutions to individuals and families within a specific...
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Commercial Bank Relationship Manager
4 weeks ago
Walnut Creek, California, United States City National Bank Full timeJob Summary:City National Bank is seeking a skilled Relationship Manager to develop and manage relationships with commercial clients in the assigned business segment and/or geographic areas. The ideal candidate will have a strong understanding of commercial credit policies and procedures, as well as excellent sales and marketing abilities.Key...
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Financial Planning Specialist
4 weeks ago
Walnut Creek, California, United States Ronald Blue & Co Full timeJob SummaryWe are seeking a highly skilled and experienced Financial Planning Specialist to join our team at Ronald Blue & Co. As a key member of our team, you will be responsible for providing world-class financial guidance to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesDevelop and implement comprehensive...
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Client Service Executive
5 months ago
Walnut Creek, United States Gallagher Full timeIntroduction: Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a...
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Client Associate
1 week ago
Walnut Creek, United States WELLS FARGO BANK Full timeAbout this role:Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lines of business at wellsfargojobs.com .In this role you will:Assist Financial Advisor(s) colleagues with service and operational related activities such as providing service to clients via...
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Cat Care Specialist
1 month ago
Walnut Creek, California, United States The Comforted Kitty Full timeJob DescriptionCat Care SpecialistThe Comforted Kitty is seeking a skilled and compassionate Cat Care Specialist to provide top-notch care for our feline friends in the Walnut Creek/Contra Costa county area. As a self-employed Cat Care Specialist, you will have the flexibility to choose your own schedule and work at your own pace.Key Responsibilities:Provide...
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Client Service Manager III
3 weeks ago
Walnut Creek, United States Gallagher Full timeIntroduction: Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a...
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Clinical Specialist
1 month ago
Walnut Creek, California, United States Medsurg Sales Staffing Full timeExciting Opportunity for Clinical SpecialistMedsurg Sales Staffing is seeking a highly skilled Clinical Specialist to join our team. As a Clinical Specialist, you will play a critical role in providing clinical, teaching, educational, technical, and product knowledge support to existing and potential customers during surgical procedures.Key...
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Account Executive
1 month ago
Walnut Creek, California, United States alliant_commercial_realty_services Full timeAt Alliant Insurance Services, we're committed to providing exceptional employee benefits solutions to our clients. As an Account Executive - Employee Benefits Specialist, you'll play a key role in managing our clients' employee benefits programs, ensuring they receive the best possible coverage and service.Key Responsibilities:Manage client relationships...
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SCADA System Specialist
4 weeks ago
Walnut Creek, California, United States Harvest Technical Services Full timeOnsite: Walnut CreekJob SummaryHarvest Technical Services is seeking a highly skilled SCADA System Specialist to join our team. As a key member of our operations team, you will be responsible for providing technical expertise and solutions to support the device building, testing, commissioning, and maintenance of RT SCADA systems for our client's...
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Senior Membrane Treatment Specialist
4 weeks ago
Walnut Creek, California, United States Brown and Caldwell Full timeJob Summary:Brown and Caldwell is seeking a highly skilled Senior Membrane Treatment Specialist to join our Drinking Water and Reuse Practices. The successful candidate will have extensive experience in membrane process planning, design, startup, and optimization for drinking water and reuse applications.Key Responsibilities:Lead the development and...
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RT Scada Specialist
3 months ago
Walnut Creek, United States SmartHire Inc Full timeA 30+ Year-Old Project Management Consulting Firm is seeking an RT Scada Specialist for a full-time role in Walnut Creek, CA. This role is onsite and candidate must live near the Walnut Creek, CA area.ABOUT THE COMPANYFor over 30 years, this organization has been a leader in providing Technology Project Management, Project Management, and Project Control...
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Tax Manager
4 weeks ago
Walnut Creek, California, United States Moss Adams LLP Full timeTax Manager Role OverviewMoss Adams LLP is seeking a highly skilled Tax Manager to join our Private Client Services team. As a Tax Manager, you will be responsible for advising clients on corporate, partnership, individual, and trust and estate tax services.Key Responsibilities:Advise clients on tax strategies and ensure compliance with tax laws and...
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RT Scada System Specialist
1 month ago
Walnut Creek, California, United States SmartHire Full timeAbout the RoleA leading project management consulting firm is seeking an experienced RT Scada Specialist to join their team in Walnut Creek, CA. This is a full-time, onsite role that requires the candidate to reside near the Walnut Creek area.Key ResponsibilitiesRespond to emergency RT SCADA requests from operations and client stakeholders as part of a...
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Senior Membrane Treatment Specialist
4 weeks ago
Walnut Creek, California, United States Brown and Caldwell Full timeJob Summary:Brown and Caldwell is seeking a highly skilled Senior Membrane Treatment Specialist to join our Drinking Water and Reuse Practices as a Subject Matter Expert in membrane technologies.The successful candidate will assist in growing BC's Drinking Water Practice and lead teams to deliver exceptional service to our municipal and private-sector...
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Walnut Creek, California, United States ERM Full timeJob SummaryWe are seeking an experienced Principal Biologist/Regulatory Specialist to join our team in the Power and Renewables sector. The ideal candidate will have a strong background in environmental permitting, with a focus on California utility companies.Key ResponsibilitiesConduct and lead environmental permitting efforts for California utility...
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Relationship Banker
2 weeks ago
Walnut Creek, CA, United States City National Bank Full timeRELATIONSHIP BANKER WHAT IS THE OPPORTUNITY? Responsible for contributing to overall branch sales efforts, maintaining best in class service levels for their branch, and assisting with the operational integrity of the branchProvides expertise in all aspects of providing exemplary client serviceSuccessfully completes Onboarding Workshops, and all relevant...
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Senior Financial Consultant
4 weeks ago
Walnut Creek, California, United States Rival Sourcing LLC Full timeJob SummaryRival Sourcing LLC is seeking a highly skilled Senior Financial Advisor to join our team. As a key member of our Private Wealth Management group, you will be responsible for managing and maintaining relationships with clients, driving business results, and advising clients on their overall balance sheet.Key ResponsibilitiesClient Relationship...
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Tax Senior Manager
4 weeks ago
Walnut Creek, California, United States Moss Adams LLP Full timeJob DescriptionJob Title: Senior Tax ManagerJob Summary: We are seeking a highly skilled Senior Tax Manager to join our Tax Services team. As a Senior Tax Manager, you will be responsible for delivering quality tax solutions to public and privately owned middle-market companies, not-for-profit organizations, and high net worth...
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Product Specialist
4 weeks ago
Walnut Creek, California, United States EandM Full timeJob Title: Product SpecialistAs a Product Specialist at EandM, you will be the technical expert for an energetic and aggressive team of technical salespeople. Your primary responsibility will be to support sales by working jointly with our sales team, traveling throughout the territory, and developing direct customer relationships.Key...