- Bank of America (Santa Barbara, CA)
- …Key responsibilities include deepening client relationships through platform services , supporting clients with self- service or transactional activities, and ... provide financial center clients with both consumer and small business solutions, services , and strategies when uncovering personal banking needs and helping clients… more
- Bank of America (Staten Island, NY)
- …Key responsibilities include deepening client relationships through platform services , supporting clients with self- service or transactional activities, and ... provide financial center clients with both consumer and small business solutions, services , and strategies when uncovering personal banking needs and helping clients… more
- AON (Norwalk, CT)
- …deliver innovative and effective solutions to clients in the financial services sector, providing benchmarking, consulting, and data-enabled insights. Based in our ... compensation practices within defined labor markets, with a primary focus on collecting client information and ensuring data accuracy and quality. + Participate in a… more
- HUB International (New York, NY)
- …annual ADV process including data collection and completion of the ADV forms with support of operations and advisor staff. + Participate in the investment due ... enables our teams to maintain their own unique, regional culture while leveraging support and resources from our corporate centers of excellence. HUB is one of… more
- Truist (Mount Pleasant, SC)
- …Support Specialist, trust experience, investment, banking or financial planning-related client service experience, or equivalent outside experience 2. ... for supporting the coordinated delivery of estate and trust administration. Provide support to Estate Advisors in the administration of Estate and Trusts for… more
- ServiceNow, Inc. (Orlando, FL)
- …personas (eg, CFO, CIO, COO, CDO) across all product sales + Oversee client relationship mapping to the account team, orchestrating an account strategy while leading ... resources, Partners and Marketing, etc.) + Be a trusted advisor to your customers by understanding their business and...help their IT roadmap + Identify the right specialist/ support resources to bring into a deal, at the… more
- Raymond James Financial, Inc. (Birmingham, MI)
- …identify client goals and tolerances. + Assists with developing individualized client investment strategy for Financial Advisor . + Responds to inquiries from ... analyzing portfolio analytics, asset allocation and investment holdings with client portfolios and make appropriate recommendations when warranted. Provides… more
- Vanguard (Malvern, PA)
- Vanguard's Financial Advisor Services is transforming the way advisors interact with our products and expertise through digital channels. As the Senior ... to support efficient and adaptable content creation for different advisor segments and lifecycle stages. + Drive cross-functional alignment: Work closely with… more
- Edward Jones (Tempe, AZ)
- … client experience by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax and estate planning ... implementation via expanding sets of Edward Jones products and services , and ongoing reporting and support . We're...Planner will serve as a conduit between the financial advisor , client and the home office stakeholders… more
- KeyBank (Xenia, OH)
- …our KeyBank communities. A Financial Wellness Associate (FWA) splits their time between client servicing and transaction support (70% of time), and engaging ... sound judgment with clients and transactions. + Exhibits strong sales and service skills, presenting products and services while proactively educating clients… more