- CVS Health (Harrisburg, PA)
- …+ Proven leadership skills. + Strong business acumen. + Commitment to client service and relationship building. + Experience implementing template and/or ... and every day. **Position Summary** The Health Plan Clinical Advisor is a client facing role that...of their key marketplace competitors and those products and services . o Consulting with and recommending standard and custom… more
- Citizens (Conshohocken, PA)
- …work with customers virtually via phone and video. The primary objective of this trusted advisor is to grow client assets, retain and acquire new clients through ... based on their knowledge of market conditions and the client 's circumstances. The Virtual Financial Advisor strives...+ Focus on clients: Aspire to deliver world-class customer service + Drive sales: Analyze the client 's… more
- Bank of America (Pittsburgh, PA)
- …focused and effective **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ... needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through... client materials and follows up on all client and Financial Advisor (FA) requests +… more
- Bank of America (Pittsburgh, PA)
- …an impact. Join us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ... needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through... client materials and follows up on all client and Financial Advisor (FA) requests +… more
- Kestra Financial (Sewickley, PA)
- …and plan and presentation development. Essential Duties and Responsibilities + Support Lead Advisor with analysis, client service , and technical assistance + ... Learn the technical aspects of the Advisor position and prepare to service clients...and plans in financial planning software + Responsible for client meeting preparation and follow-up including assembling requisite paperwork,… more
- World Insurance Associates, LLC. (Washington, PA)
- …services , and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk ... World Insurance Associates ("World") is a unique financial services organization with a global network of brokers..."pitch decks" / presentations. Compensation As a World Insurance Client Advisor , your compensation is tied to… more
- SAP (Newtown Square, PA)
- …a trusted advisor to grow the business by driving the client 's digital transformation and generating higher customer value. Share monthly / quarterly reporting ... improvements and delivery opportunities and realize the value for the client . Continuously increase client -trusted advisor relationships with executives… more
- Raymond James Financial, Inc. (Oil City, PA)
- …in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem ... James could take you! **Essential Duties and Responsibilities** * Services a high volume of daily interactions, including basic...With a high level of organization and accuracy, processes client financial transactions and financial advisor and… more
- Raymond James Financial, Inc. (Devon, PA)
- …in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem ... James could take you! **Essential Duties and Responsibilities** + Services a high volume of daily interactions, including basic...With a high level of organization and accuracy, processes client financial transactions and financial advisor and… more
- Context Travel (Philadelphia, PA)
- …member of the UK, Ireland, Iberia, Americas Delivery team and supports regional client and advisor communications and operational workflow for a high-quality ... experience journey to ensure Context is providing the best service to our clients + Track client requests for non-Context products to support client -driven… more