60518 Automotive Service Advisor/Writer Stewart Chrysler Jeep Dodge Ram60518 Automotive Service Advisor/WriterSan Mateo, CAFull timeStewart Chrysler Dodge Jeep Ram is looking for experienced Service Advisors to join our industry leading service team! Service Advisors / Automotive Service Consultants interpret customer needs for the mechanics.
27086 Automotive Service Advisor/Writer Boardwalk Chrysler Dodge Jeep Ram27086 Automotive Service Advisor/WriterRedwood City, CAFull timeBoardwalk Chrysler Dodge Jeep Ram is hiring experienced Service Advisors to join our family owned and operated dealership ! In business for 40 years, we know how to best serve our customers – by taking care of our employees!
Automotive Service Advisor.... $80,000-$150,000 annual pay!!! Santa Maria Chrysler Dodge Jeep RamAutomotive Service Advisor.... $80,000-$150,000 annual pay!!!Santa Maria, CA$80,000–$150,000 / yearFull timeKeeping up to date with all factory technical service bulletins and campaigns, as wellas completing all necessary manufacturer training and all necessary safety training. *Take ownership of the customer's experience by handling those additional assignments that allow you to leave a positive impression with the customer.
Loan Processor/Homeownership Advisor San Diego Housing CommissionLoan Processor/Homeownership AdvisorSan Diego, CA$67,745.60–$82,492.80 / yearTemporarySDHC helps pay rent for more than 17,000 households with low income annually; is a leader in collaborative efforts to address homelessness, such as the Community Action Plan on Homelessness for the City of San Diego and SDHC’s homelessness initiative, HOUSING FIRST – SAN DIEGO, which has created more than 11,000 housing solutions since November 2014 for people experiencing homelessness or at risk of homelessness; and creates and preserves affordable rental housing, with more than 23,000 affordable units in service in the City today with SDHC’s participation. They will interact with clients by phone, email, or in person and serve as a Homeownership Advisor to answer questions about first-time homebuyer programs, assess financial preparedness and as needed, connect clients with counseling agencies that provide the types of services they need to become ready to buy a home.
SALES ADVISOR 034MotorsportSALES ADVISORFremont, CA$20–$30Full timeAnswer product questions: Serve as a subject-matter expert on 034Motorsport products/services, helping customers understand features, use cases, pricing, and how offerings fit their specific needs. This position offers flexible hours and the opportunity to work within a passionate and enthusiast-based company that is seeking like-minded car geeks to help match our customer base with the right 034Motorsport products for their builds and goals.
VA TAP Benefits Advisor - Twenty Nine Palms CA Calibre SystemsVA TAP Benefits Advisor - Twenty Nine Palms CATwentynine Palms, CAServes as an entry-level instructor delivering established curriculum, training tools, and ensuring course content and delivery methods follow established training objectives. The H&W benefit is provided in accordance with the Service Contract Act (SCA) and is used to help cover the cost of eligible medical and other qualifying employee benefits.
Customer Service Representative Hajoca CorporationCustomer Service RepresentativeHawthorne, CA$18–$22Be able to ask probing questions to understand customer needs, overcome objections by recommending profitable solutions, explain our value-added services, and ask for the order and close the sale. Effectively use Microsoft Office software (Outlook, Word, Excel) to communicate via email, to maintain weekly sales plans, call reports, customer contact files, and to analyze customer data.
Service Advisor Hendrick Automotive Group CorporateService AdvisorPleasanton, CaliforniaFull timeWork includes inspection of customer vehicles and frequent movement around the Service Department to convey information between customers and service technicians. Frequently interacts with customers, service manager and service technicians, and employees from various departments in the dealerships.
NewAdvisor Endzone & Loyalty (Front End) DICK'S Sporting GoodsAdvisor Endzone & Loyalty (Front End)San Jose, CA$17–$24 / hourGreet everyone (Teammates and Athletes) and proactively approach athletes to understand their needs and support their shopping experience by providing helpful, accurate product knowledge and customer service. Deliver a high-touch athlete experience by guiding athletes through checkout, loyalty programs, and services with confidence and expertise.
NewService Advisor (Writer) Trust Palmdale HondaService Advisor (Writer)Palmdale, CA$60,000–$144,000 / yearQualifications: High School Diploma or equivalentMinimum 1 year of Automotive Service Advisor/Writing Working knowledge and experience of automotive products, repairs, and partsStrong communication skills and the ability to translate customers’ needs into workable technician ordersStrong writing and typing skillsAll applicants must be authorized to work in the USAAbility to demonstrate the ability to pass pre-employment testing, including background checks, MVR, drug test, and valid driver's license. Always communicating internally and externally with other departments, employees, and vendorsUpdating and communicating with customers in a timely mannerComplies with all rules and regulations as requiredSalary Range: $16.50 + commission plan.
NewBeauty Advisor - Kiko Milano, Los Cerritos Center - Part Time Macy’sBeauty Advisor - Kiko Milano, Los Cerritos Center - Part TimeCerritos, CA$17–$24.29 / hourWhether you’re helping a customer find the perfect gift, streamlining operations in one of our distribution centers, enhancing our online shopping experience, buying in-style and on-trend merchandise to outfit our customers, or designing a balloon for the Thanksgiving Day Parade, we offer unique opportunities to be part of some of the most memorable moments in people’s lives. Drive sales and client loyalty by maintaining an organized and shoppable space, leveraging clienteling tools to promote offers and product launches, participating in sales events, and staying up to date through ongoing training and vendor education.
NewManager, Customer Success (Non Profit) JobotManager, Customer Success (Non Profit)San Francisco, CA$175,000–$200,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. This is an exciting opportunity to work with our non-profit clients, where you will be instrumental in driving customer success by leveraging your knowledge and expertise in B2B, SaaS, CRM, and data models.
Customer Advisor CarMax IncCustomer AdvisorOxnard, CAAssociates considered full-time salaried are entitled to paid time away with no specified limit as needed for sick, vacation, bereavement, jury duty, holidays, floating holiday, etc. With over 250 store locations and over 30,000 associates, we are proud to have been recognized as one of the Fortune 100 Best Companies to Work For and are committed to helping our communities thrive.
Retail Customer Advisor - TurboTax Store (Los Angeles) Intuit IncRetail Customer Advisor - TurboTax Store (Los Angeles)Los Angeles, CA$28.03–$32 / hourIf you are a service-oriented professional who is passionate about creating exceptional customer experiences, thrives in a hospitable and people-first environment, and wants to make a meaningful impact on a high-profile, rapidly growing program, we want to hear from you. The goal is to provide a thoughtful, high-touch service experience that makes every customer feel genuinely cared for and reassured they are in the right hands.
Customer Service Advisor (Heavy Equipment Parts & Service Sales) Pape' Machinery, IncCustomer Service Advisor (Heavy Equipment Parts & Service Sales)Fremont, CAFull timeProgressive Vacation Plans, Sick Leave & Paid Holidays – Members receive 80 hours of vacation (First year is prorated for new hires based on start date), 40 hours of Sick Leave, and 7 paid holidays each year. Every day you will be responsible for relationship-based selling with our customers by determining what our customers’ needs are, recommending solutions, and providing these services to them.
Customer Energy Programs Senior Advisor Edison InternationalCustomer Energy Programs Senior AdvisorIrwindale, CAThis position leads complex program initiatives, drives digital transformation and operational excellence, oversees regulatory compliance and vendor performance, and partners across the enterprise to deliver measurable improvements in customer experience, program effectiveness, and operational efficiency. The Customer Energy Programs, Senior Advisor plays a critical leadership role in advancing customer assistance and energy affordability programs by translating regulatory requirements and business goals into effective, customer-focused solutions.
Customer Accounts Advisor The Aaron's Co IncCustomer Accounts AdvisorOntario, CA$18–$19 / hourAn employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs. Aaron's Customer Account Advisors serve as coaches to our customer, driving payment collections and lease agreement renewals by understanding lease agreement benefits and ensuring customers are 100% satisfied with the product.
Senior Advisor, Customer Service Continuous Improvement Edison InternationalSenior Advisor, Customer Service Continuous ImprovementIrwindale, CAIncident Management Team Expected Participation: Employees are expected to support emergency response and/or business continuity efforts, including readiness to serve on an Incident Management Team (IMT) when needed. Become a Senior Advisor, Customer Service Continuous Improvement at Southern California Edison and play a critical role in transforming the customer experience through operational excellence and innovation.
NewCustomer Programs Measurement & Evaluation Advisor Edison InternationalCustomer Programs Measurement & Evaluation Advisorirwindale, CASeven or more years of experience performing, leading, managing, or overseeing work in one or more of the following areas: evaluation, measurement and verification (EM&V), economic analysis, forecasting, statistical analysis, demand-side management (DSM) programs, or related research and evaluation activities. Responsibilities include designing and managing evaluation studies, conducting statistical analyses, and translating results into actionable insights that improve program performance and ensure compliance with California Public Utilities Commission (CPUC) requirements.
NewTechnical Customer Advisor Veolia Environnement SATechnical Customer AdvisorAzusa, CA$28–$34 / hourVeolia in North America is the top-ranked environmental company in the United States for three consecutive years, and the country's largest private water operator and technology provider as well as hazardous waste and pollution treatment leader. It offers a full spectrum of water, waste, and energy management services, including water and wastewater treatment, commercial and hazardous waste collection and disposal, energy consulting and resource recovery.
Solution Advisor Specialist - SAP Academy for Customer Success- San Ramon (Hybrid) SAP SESolution Advisor Specialist - SAP Academy for Customer Success- San Ramon (Hybrid)San Ramon, CAOriginally known for leadership in enterprise resource planning (ERP) software, SAP has evolved to become a market leader in end-to-end business application software and related services for database, analytics, intelligent technologies, and experience management. Join us for a unique opportunity to build a global network, collaborate with customers to solve real business challenges, and gain hands-on experience with world-class cloud solutions - all while learning in a dynamic environment and earning competitive pay and benefits.
Solution Advisor Specialist - SAP Academy for Customer Success- Palo Alto (Hybrid) SAP SESolution Advisor Specialist - SAP Academy for Customer Success- Palo Alto (Hybrid)Palo Alto, CA$91,600–$205,700 / yearOriginally known for leadership in enterprise resource planning (ERP) software, SAP has evolved to become a market leader in end-to-end business application software and related services for database, analytics, intelligent technologies, and experience management. Join us for a unique opportunity to build a global network, collaborate with customers to solve real business challenges, and gain hands-on experience with world-class cloud solutions - all while learning in a dynamic environment and earning competitive pay and benefits.
Solution Advisor Specialist - SAP Academy for Customer Success- Newport Beach (Hybrid) SAP SESolution Advisor Specialist - SAP Academy for Customer Success- Newport Beach (Hybrid)Newport Beach, CAOriginally known for leadership in enterprise resource planning (ERP) software, SAP has evolved to become a market leader in end-to-end business application software and related services for database, analytics, intelligent technologies, and experience management. Join us for a unique opportunity to build a global network, collaborate with customers to solve real business challenges, and gain hands-on experience with world-class cloud solutions - all while learning in a dynamic environment and earning competitive pay and benefits.
Customer Service Advisor Jiffy LubeCustomer Service AdvisorTurlock, CA$17Must be able to operate equipment such as overhead and floor-mounted oil and grease guns, transmission machines, air conditioner service machines, radiator service machines, hand tools, and basic shop equipment. Must be able to push, pull, lift, and bend at the knees and waist, twist body at the waist, raise and hold arms overhead, and turn head-neck-shoulders as needed.
Remote Customer Service – TRAVEL ADVISOR Hallford TravelsRemote Customer Service – TRAVEL ADVISORVisalia, CaliforniaRemoteThis opportunity is ideal for individuals who enjoy helping others, have strong communication skills, and are interested in supporting travelers while working in a remote environment. In this role, you will assist clients with vacation planning, help coordinate travel arrangements, and provide support throughout the booking process.
NewAdvisor, Global Business Finance Services, Medical Customer Rebates Cardinal Health IncAdvisor, Global Business Finance Services, Medical Customer RebatesCA$67,500–$96,300 / yearFinance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Responsibilities: Complete monthly / quarterly processes related to the calculation and payout of customer rebates and GPO Admin Fees not limited to: Calculation of customer rebates for financial statement accruals and payouts.
Customer Service Advisor (Heavy Equipment Parts & Service Sales) The Pape Group, IncCustomer Service Advisor (Heavy Equipment Parts & Service Sales)Fremont, CAProgressive Vacation Plans, Sick Leave & Paid Holidays - Members receive 80 hours of vacation (First year is prorated for new hires based on start date), 40 hours of Sick Leave, and 7 paid holidays each year. Every day you will be responsible for relationship-based selling with our customers by determining what our customers' needs are, recommending solutions, and providing these services to them.
Customer Service Travel Advisor DeparturetravelsCustomer Service Travel AdvisorBerkeley, CARemoteWe are seeking a Lead Travel Agent / Travel Assistant Customer Service team member who thrives in a remote environment and enjoys working with clients through every stage of their travel journey. Departure Travel is looking for motivated, detail-oriented individuals who are passionate about helping others create memorable travel experiences.
Customer Technology Advisor Kyndryl Holding Inc.Customer Technology AdvisorCA, CA$129,240–$232,560 / yearSupport the team: You'll support Consulting, Advisory, and Architecture activities across Sales, and Pre-Sales, collaborating closely with Customer Partners and Kyndryl Consult Partners. Working hand in hand with our Kyndryl Consult Partners and Customer Partners, you will leverage your technical, solution and enterprise software expertise to drive targeted opportunities and exceed customer expectations.
Customer Accounts Advisor Aaron's IncCustomer Accounts AdvisorOntario, CA$18–$19 / hour_*_ _Note that the pay range provided above_ _is the lowest to highest_ _rate_ _we in good faith believe we would pay for this role at the time of this posting_ _._ _We may_ _ultimately pay_ _more or less than the posted range, and the range may be_ _modified_ _in the future_ _._ _An employee’s pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs._ Aaron’s Customer Account Advisors serve as coaches to our customer, driving payment collections and lease agreement renewals by understanding lease agreement benefits and ensuring customers are 100% satisfied with the product.
Customer Service Remote Travel Advisor DeparturetravelsCustomer Service Remote Travel AdvisorBakersfield, CARemoteWe are seeking a Lead Travel Agent / Travel Assistant Customer Service team member who thrives in a remote environment and enjoys working with clients through every stage of their travel journey. Departure Travel is looking for motivated, detail-oriented individuals who are passionate about helping others create memorable travel experiences.
Industry Advisor Customer Data Strategy Tata Consultancy Services LtdIndustry Advisor Customer Data StrategySan Ramon, CA$170,200–$230,300 / yearThis role will be responsible for shaping the end‑to‑end value proposition-spanning customer data strategy, identity resolution, CDP/MarTech ecosystems, and AI‑led activation-while translating it into measurable business outcomes for US retailers. Strong Experience in Retail - having worked with Industry leading Retailers in US; Business understanding of Customer Data Strategy, Loyalty and Personalization and how that impacts the Retail Business.
Customer Service Advisor Team Car CareCustomer Service AdvisorDesert Hot Springs, CaliforniaPerform various manual tasks for extended periods, including light and heavy lifting, including consumer tires and wheels, standing, bending, and squatting. Your primary responsibilities will involve professionally servicing our guests' vehicles to ensure top-notch quality work and exceptional guest experience.
Customer Care Advisor GoodLeapCustomer Care AdvisorRoseville, CAHandle Customer Concerns with Care and Precision: Identify when a customer's issue warrants a formal escalation - such as installer non-communication, incomplete project work, system performance problems, billing disputes, or potential fraud - and distinguish those from issues that can be resolved on the call. GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America.
Service Advisor/ Customer Service Midas MantecaService Advisor/ Customer ServiceMANTECA, CAAs a customer service representative you will meet sales goals and deliver world-class customer experience from beginning to end, you will identify customer needs and accurately gather client Information to coordinate service with technicians. Process orders, prepare correspondences and fulfill customer needs to ensure customer satisfaction in a retail store engaged in selling tires and related automotive parts and mechanical services.
Customer Care Advisor GoodLeap LLC.Customer Care AdvisorCAHandle Customer Concerns with Care and Precision: Identify when a customer's issue warrants a formal escalation - such as installer non-communication, incomplete project work, system performance problems, billing disputes, or potential fraud - and distinguish those from issues that can be resolved on the call. GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America.
NewBusiness Operations & Customer Service Advisor STMicroelectronics NVBusiness Operations & Customer Service AdvisorSanta Clara, CA$132,800–$166,000 / yearTranslate key supply drivers (internal/ external inventory, GITs, constrained demand, PLDs, demand layering) into a clear and reliable supply commitment to customer through capacity visibility, quality service setup, and in alignment with sourcing agreement obligations. Proactively manage shipment risks: resolve delays, expedite urgent shipments, address customs issues, and manage trade compliance requirements.
Remote Customer Support Advisor Spade RecruitingRemote Customer Support AdvisorIrvine, CARemoteDaily activities include Inbound and outbound calling, setting appointments, performing presentations to members of unions that request our benefits, basic computer knowledge, completing the necessary paperwork, quality control, and leadership development. All-expenses-paid yearly office trips to exciting and exotic locations (2016 Puerto Rico, 2017 Cancun, 2018 Disney, 2019 Vegas, 2020 Bar Mar Bahamas).
Customer Care Advisor Circle Internet FinancialCustomer Care AdvisorSan Francisco, CaliforniaRemoteCircle’s platform includes the world’s largest regulated stablecoin network anchored by USDC, Circle Payments Network for global money movement, and Arc, an enterprise-grade blockchain designed to become the Economic OS for the internet. You’ll be a part of a truly amazing team of people working directly with customers around the world, helping them to utilize the full potential of Circle while providing an outstanding customer experience with every interaction.
NewAdvisor Customer Support Gainwell Technologies LLCAdvisor Customer SupportRoseville, CA$75,300–$107,500 / yearGainwell Technologies defines "wages" and "wage rates" to include "all forms of pay, including, but not limited to, salary, overtime pay, bonuses, stock, stock options, profit sharing and bonus plans, life insurance, vacation and holiday pay, cleaning or gasoline allowances, hotel accommodations, reimbursement for travel expenses, and benefits. The pay range for this position is $75,300.00 - $107,500.00 per year, however, the base pay offered may vary depending on geographic region, internal equity, job-related knowledge, skills, and experience among other factors.
Remote Customer Care Advisor Spade RecruitingRemote Customer Care Advisorsan francisco, CARemoteIf you're eager to learn, want meaningful work, and are ready to grow with a supportive team, we’d love to hear from you. Guiding Families: Provide clear explanations of benefit programs and help clients make informed decisions.
Customer Technology Advisor Kyndryl IncCustomer Technology AdvisorLos Angeles, CA$129,240–$232,560 / yearSupport the team: You'll support Consulting, Advisory, and Architecture activities across Sales, and Pre-Sales, collaborating closely with Customer Partners and Kyndryl Consult Partners. Working hand in hand with our Kyndryl Consult Partners and Customer Partners, you will leverage your technical, solution and enterprise software expertise to drive targeted opportunities and exceed customer expectations.
Industry Advisor - Customer Transformation Tata Consultancy Services LtdIndustry Advisor - Customer TransformationSan Ramon, CA$200,000–$250,000 / yearTeam Leadership: Experience leading matrixed, cross-functional global teams of data scientists, enterprise. Transformation Track Record: Success leading at least three large-scale, multi-year utility CX transformation.
Customer Energy Programs Senior Advisor Southern California EdisonCustomer Energy Programs Senior AdvisorIrwindale, CAThis position leads complex program initiatives, drives digital transformation and operational excellence, oversees regulatory compliance and vendor performance, and partners across the enterprise to deliver measurable improvements in customer experience, program effectiveness, and operational efficiency. The Customer Energy Programs, Senior Advisor plays a critical leadership role in advancing customer assistance and energy affordability programs by translating regulatory requirements and business goals into effective, customer-focused solutions.
Senior Advisor, Customer Service Continuous Improvement Southern California EdisonSenior Advisor, Customer Service Continuous ImprovementIrwindale, CAIncident Management Team Expected Participation: Employees are expected to support emergency response and/or business continuity efforts, including readiness to serve on an Incident Management Team (IMT) when needed. Become a Senior Advisor, Customer Service Continuous Improvement at Southern California Edison and play a critical role in transforming the customer experience through operational excellence and innovation.
NewCustomer Programs Measurement & Evaluation Advisor Southern California EdisonCustomer Programs Measurement & Evaluation AdvisorIrwindale, CASeven or more years of experience performing, leading, managing, or overseeing work in one or more of the following areas: evaluation, measurement and verification (EM&V), economic analysis, forecasting, statistical analysis, demand-side management (DSM) programs, or related research and evaluation activities. Responsibilities include designing and managing evaluation studies, conducting statistical analyses, and translating results into actionable insights that improve program performance and ensure compliance with California Public Utilities Commission (CPUC) requirements.
Outlet Customer Experience Specialist, Advisor Best Buy Co IncOutlet Customer Experience Specialist, AdvisorMontclair, CAAs the Sales Consultant - Appliance Outlet you will: Implement assigned responsibilities from store leadership in outlet area to engage customers using selling skills to build complete, connected solutions while maintaining a balance of high velocity and high service. The Sales Consultant - Appliance Outlet ensures Best Buy delivers a world-class customer experience as THE destination and authority for technology products and services.
NewFiduciary Advisor - Los Angeles Metro - 100K Base + Uncapped Performance-Based Upside Trajan Wealth LLCFiduciary Advisor - Los Angeles Metro - 100K Base + Uncapped Performance-Based UpsideLos Angeles, CA$300,000–$600,000 / yearFull timeEducate prospective clients on retirement income strategies, investment management, annuities, trusts, and estate planning Build trust and credibility through a consultative, education-first approach aligned with Trajan's fiduciary philosophy Convert seminar attendees into long-term client relationships through a proven and repeatable process Expand and Grow the MarketServe as a lead representative of Trajan Wealth in the Houston area, building brand presence and trust locally Expand a client base through seminars, referrals, and strategic community engagement Scale a local advisory practice as part of Trajan's national growth strategy Establish yourself as a trusted resource for retirement, investment, tax, and estate planning within the community Conduct in-depth meetings with clients and prospective clients to understand their financial goals and overall financial picture Design and implement customized financial strategies integrating investment management, tax planning, and estate considerations Help clients make informed decisions and remain confident in their financial future across all market environments Collaborate with Internal TeamsYou're supported by a platform built to help you win. Leverage Trajan's CRM and operational infrastructure to manage client relationships and track opportunities Partner with internal teams across planning, client service, investment, and marketing to deliver a seamless, high-quality client experience Utilize firm resources and support systems to enhance productivity, improve client outcomes, and scale your practice QualificationsClean BrokerCheck / U4 recordBachelor's degree or equivalent experienceSecurities licenses/Certification - Series 65 or (7&66) or Professional Designation: Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), and Chartered Investment Counselor (CIC).CA Life and Annuity license5+ years of financial advisory or investment experienceStrong presentation skillsExperience working with retirement planning clientsMinimum 3 years of experience using a CRM systemProficiency in Microsoft OfficeExcellent written and verbal communication abilitiesProactive work style and strong personal ethics aligned with fiduciary responsibilityBenefitsW2 position with a $100K base salary plus uncapped variable compensation.
Advisor Support Representative Altruist CorpAdvisor Support RepresentativeLos Angeles, CAAs the team continues to scale, Advisor Support Representatives may develop deeper expertise within a specific product or operational specialization while continuing to provide broader-based advisor support. Utilize proprietary and partner systems to diagnose and resolve complex customer inquiries spanning account opening, funding, trading, fee billing, reporting, and account maintenance.
Strategic Sales Manager- West Coast Territory, Advisor Custody Betterment Holdings IncStrategic Sales Manager- West Coast Territory, Advisor CustodyCA$110,000–$130,000 / yearClient Relationship Management: Cultivate and maintain long-term relationships with prospective and existing clients, acting as a trusted partner to help them leverage Betterment Advisor Solutions custody solutions. What were looking for: Experience: 5+ years of sales experience in the financial services industry, with a strong background in advisor custody or related sectors (e.g., RIA platforms, custodians, asset management, fintech solutions).