- Bank of America (Chicago, IL)
- …in the world specializing in goals-based wealth management, including planning for retirement , education, legacy, and other life goals through investment advice and ... activities. Key responsibilities include providing operational support and quality client service through offering a full range of investment products and services… more
- Neuberger Berman (New York, NY)
- …business development through market-level partnerships. **Responsibilities** + Partner with Advisor Consultants to optimize business management and deliver a ... knowledge to optimize and scale territory coverage + Engage clients through service to deepen and expand existing relationships + Professionally manage pipeline… more
- JPMorgan Chase (White Plains, NY)
- …care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using ... an environment that meets a high standard of customer service and excellence within the community by building deep...diversity and inclusion + Closely partner with the Supervisory Manager and be expected to manage all day-to-day administrative,… more
- Bank of America (Portland, OR)
- …in the world specializing in goals-based wealth management, including planning for retirement , education, legacy, and other life goals through investment advice and ... to clients, serving as a digital product expert, and working with the Advisor to identify client referrals to other Merrill and Bank of America specialists.… more
- Manulife (Boston, MA)
- …Consultant collaborates with a team that includes a wholesaler and a relationship manager to educate financial advisors about retirement plans, focusing on ... 401(k) offerings, and to integrate John Hancock's retirement solutions into their product portfolios. The ISC identifies...current advisors grow their book of business. + Provide service and support by contacting advisor audience… more
- H&R Block (New York, NY)
- …RIA referred clients. You will be focused on client experience, providing white glove service , keen assessment skills to ensure proper selection of Tax Advisor ... and tracking of Return completions, and will host customer service training sessions with new Tax Advisors and Client...Previous experience in a financial services or Registered Investment Advisor (RIA) business. + Familiar with H&R Block's tax… more
- SUNY Brockport (Brockport, NY)
- …contract specialist for contract renewals with vendors (eg, G&G Fitness, sewing machine service ) . Assists Sankofa tour manager with payments, deposits, and ... and collects accreditation data (NASD) . Approves/denies major/minor declarations and advisor assignments . Submits blue forms for course changes, enters permission… more
- City of Norfolk, Virginia (Norfolk, VA)
- …honors that reflect our unwavering commitment to excellence, innovation, and community service . Description The City of Norfolk's Department of Parks & Recreation is ... Director operates under the executive direction of the City Manager and requires significant independence and initiative in accomplishing...With our commitment to competitive pay and a strong retirement package, you can do good for your community… more
- Bank of America (Phoenix, AZ)
- …in the world specializing in goals-based wealth management, including planning for retirement , education, legacy, and other life goals through investment advice and ... as a digital product expert, and working with the Advisor to identify client referrals to other Bank of...building relationships and demonstrate a commitment to providing personalized service + Has demonstrated ability to influence and collaborate… more
- JPMorgan Chase (New York, NY)
- …Morgan Wealth Management, offers US based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of ... You will establish, maintain, and build relationships while delivering exceptional client service . As a Market Executive within JP Morgan Advisors, you will be… more