- World Insurance Associates, LLC. (Dallas, TX)
- …services , and payroll & HR solutions. Insurance Sales Producer - Personal 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
- AON (Chicago, IL)
- …value-based approach for the scope of service and costs associated with client service . + Leads stewardship planning and delivery. Drive the renewal process, ... the day will look like + Provides expertise, identifies client needs, customized approach, and services of...implement the client -specific renewal strategy. + Ensures client service team understanding of client… more
- Truist (Nashville, TN)
- …review the following job description:** Lead, develop and coach a team of wealth support specialists and oversee the daily service , sales and operations ... sales leadership and advisors to assist in sales and client acquisition activities through ongoing support , coaching... leadership and regional leadership to understand and manage support to advisor gearing ratios and provide… more
- JPMorgan Chase (New York, NY)
- …a diverse suite of products and applications including, but not limited to; Advisor Services , Wealth Planning & Advice, Goal Based planning, liabilities ... asset allocation, tactical shifts and security selection and perform client portfolio reviews on a regular basis in conjunction...strategy and builds presentations on behalf of the Financial Advisor (s) + Ad Hoc service requests as… more
- Google (Austin, TX)
- …customer adoption. + Troubleshoot technical issues during customer on-boarding, providing advisory services and support to ensure a smooth integration with ... Commerce Search Consultant, Professional Services , Google Cloud _corporate_fare_ Google _place_ Austin, TX,...From concept design and testing to data analysis and support , you will oversee the technical execution and business… more
- Deloitte (Lake Mary, FL)
- …your exponential! Work you'll do As a Solution Analyst in our Government & Public Services practice , you'll work with an experienced team to act as a strategic ... advisor to clients through solution implementation and maintenance ....responsible for designing, developing, and maintaining software solutions to support project delivery teams from a delivery center. This… more
- Google (Chicago, IL)
- Performance Account Executive, Financial Services , Large Customer Sales _corporate_fare_ Google _place_ Chicago, IL, USA **Mid** Experience driving progress, solving ... with advertisers, agencies, or clients. + Ability to travel for client meetings and training, as required. **Preferred qualifications:** + Experience building… more
- Charles Schwab (Sacramento, CA)
- **Your opportunity** Schwab Advisor Services (AS), a division of Charles Schwab & Co., Inc., is the leading provider of custody, trading, technology, and ... The Business Consulting and Education (BCE) team is part of Schwab Advisor Services and creates and delivers industry-leading consulting, benchmarking, and… more
- Bank of America (Los Angeles, CA)
- …and coordination of team assignments, projects and key initiatives, and overall team client service strategy. Requires a thorough knowledge of the Merrill Lynch ... junior team members as needed + Oversee execution of client service strategy and client ...must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support… more
- Mobile Communications America (Farmington Hills, MI)
- … for wireless communications, data, and security, is seeking an entry-level ** Service Sales Account Executive** in **Michigan** to support our fast-growing ... adjust sales strategies accordingly. + Coordinate with the customer service and technical support teams to ensure...meet the needs of clients and demonstrate how the services add value and contribute to the client… more