- Adams and Associates (Laurel, MD)
- …Customer Service: + While being stationed at the "Welcome Center", Security Advisors are expected to warmly welcome parents, visitors, staff, students and ... emulate in the workplace. Surveillance: + Safety & Security Advisors are expected to patrol the grounds on foot...monitor surveillance cameras for the campus. Communication: + Although advisors are the first to call on incidents on… more
- JPMorgan Chase (Chicago, IL)
- …Client Advisor within our financial advisory team, you will assist financial advisors in navigating the complexities of the broader capital markets by providing ... focus + Leverage cutting-edge technological tools to showcase our resources to financial advisors in a more user-friendly way + Partner with Client Advisor (external… more
- Equitable (Charlotte, NC)
- …and in person for large opportunities + Answer product inquiries from wholesalers, advisors + Ongoing product support and issue resolutionfor RVP's, advisors , ... Service and Ops + Product sales trainingongoing for RVP's, sales desks, advisors + RFP review and answers in coordination with RFP team + Assist with other tasks as… more
- Aegon Asset Management (Cedar Rapids, IA)
- …businesses. These include 1) World Financial Group, including Transamerica Financial Advisors , 2) Protection Solutions and Savings & Investments, comprised of life ... to help ascertain the needs of investors and financial advisors + Ideate and develop annuity products and product...features that meet the needs of investors and financial advisors or that better align with the financial aspirations… more
- Raymond James Financial, Inc. (Troy, MI)
- …resolution of service issues while coordinating with internal departments, advisors , and insurance carriers. **Essential Duties and Responsibilities** + Support ... and handle money movement requests in accordance with compliance standards. + Assist advisors by execute trades and process account activity. + Respond to advisor… more
- Insight Global (Nashua, NH)
- …play an instrumental role in supporting daily business operations, assisting lead advisors in helping clients achieve their financial goals, and gradually building ... in client meetings (discovery, presentation, and ongoing reviews). - Shadow senior advisors to learn best practices and client engagement strategies. - Support data… more
- Equitable (New Orleans, LA)
- …manage consultative relationships with existing National, Regional, and Insurance Broker Dealer advisors within the territory of: TX, OK, AR, LA, MS Responsibilities ... producers to grow market share. + Educate and train advisors on 1290 Funds and models. + Develop new...business for multiple geographical areas. + Educate and train advisors on 1290 Funds investment products. + Managing a… more
- University of Rochester (Rochester, NY)
- …inquiries, and ensures prompt, accurate assistance. + Supports student peer advisors by offering administrative guidance, answering questions, and helping ensure ... scheduling system, ensuring accuracy and timeliness. + Supports individual advisors with meeting coordination and event planning, including managing logistics,… more
- Raymond James Financial, Inc. (Little Rock, AR)
- …helps to provide high quality/high touch critical administrative support to Financial Advisors , their prospective and existing clients and other branch staff team ... within a dynamic team environment to provide crucial support to the financial advisors and branch office. * Opens new client accounts, researches client and security… more
- Levi, Ray & Shoup, Inc. (Minneapolis, MN)
- …processing disbursements and cash movements, handling daily reconciliations, and supporting advisors and clients with operational needs. The position plays a key ... + Respond to information requests from trust administrators, investment officers, advisors , and clients-ensuring all requests are reviewed and approved under current… more