- Thrivent Financial (Marietta, GA)
- …with client/members and community events on behalf of the practice's Financial Advisors + Update the contact management system with client/member contact and ... tracking of various aspects within the client management system + Assist Financial Advisors in the preparation and follow up for the client/member meetings +… more
- Wells Fargo (Buffalo, NY)
- …Support Manager in Wealth and Investment Management as part of Wells Fargo Advisors . Learn more about the career areas and business divisions at wellsfargojobs.com ... escalation for operational controls, technology and service inquiries from Financial Advisors , Client Associates, Operations and other branch and Support Center… more
- Truist (Ponte Vedra Beach, FL)
- …JOB SUMMARY Provide consultative, sales and technical support to one or more Financial Advisors , working closely with the Financial Advisors to meet the needs of ... current clients and actively sourcing prospective clients. Provides leadership to the Financial Advisor team, contributing to the short and long-term strategic planning and overall execution of the team's value proposition to clients. ESSENTIAL DUTIES AND… more
- Bank of America (Palo Alto, CA)
- …and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they ... with the market leadership team, Market Executives, Resident Directors, Financial Advisors , Wealth Management Client Associates, and Wealth Management Associates to… more
- Thermo King Northeast (Falmouth, ME)
- …for all service personnel + Develop efficient service team including service advisors , shop and mobile service technicians + Ensure quality control to meet ... technical, and strategic needs for excellent customer service + Assist service advisors and parts personnel with job scheduling, preparing quotes, and handling… more
- Eurofins US Network (Horsham, PA)
- …tactics, in particular interfacing with the potential targets, shareholders or advisors and assist the business leaders in preparing negotiation documents required ... . Coordinate the due diligence and coordinate the activities of other external advisors (eg legal counsel, auditors) as required by the company . Assist negotiations… more
- JPMorgan Chase (New York, NY)
- …advice on Commercial Real Estate Solutions. + Partner with US Lending Advisors and coverage Bankers to identify and execute financing opportunities with clients ... and prospects + Educate US Lending Advisors and market integrated team members on product value proposition, basic product features and client selection; share… more
- Citizens (Brooklyn, NY)
- Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial ... Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's… more
- JPMorgan Chase (Chicago, IL)
- …the retirement needs of our clients. Your responsibilities will include connecting advisors and their clients to our award-winning retirement plan resources and ... our solution for start-ups and small plans. **Job Responsibilities** + Educating advisors on our record keeping solutions while gaining investment market share +… more
- ADP (Roseland, NJ)
- …audits including providing input on audit strategy and liaising with external advisors and internal stakeholders. + Support ADP in business initiatives or ... to interface effectively with associate at all levels of ADP management and external advisors . + Must be a motivated self-starter with ability to manage projects to… more