- Manulife (Atlanta, GA)
- …accordingly to help participants with their retirement decisions + Assist advisors from partner firms navigate through the distribution process; refer potential ... leads to plan advisors , as needed, per predetermined commitments to key business partners + Become well versed in John Hancock's 401(k) products as well as John… more
- Penske Automotive (Phoenix, AZ)
- **Penske North Scottsdale is looking for experienced, Service Advisors to join our team and deliver extraordinary customer experiences. We welcome all levels of ... effectively communicate technical information regarding customer vehicles to Service Advisors . + Accountability: Comply with all manufacturer standards of quality… more
- State of Massachusetts (Lawrence, MA)
- …of an intrusive advising approach with students * Collaborate with program advisors and the coordinator to develop support plans for individual students, ensuring ... regular communication with the DESE Programs Director, Coordinator, and Advisors . * The Classification Specification is available at:https://www.mass.edu/shared/classificationspecs/specsmccc/Staff Assistant… more
- Sinclair Broadcast Group (Hunt Valley, MD)
- …market research, industry analysis, and relationship maintenance with bankers, advisors , and executives; conduct detailed screening and contribute to investment ... legal, operational, and commercial diligence workstreams; interface with third-party advisors ; prepare detailed investment committee materials and support senior… more
- Robert Half Finance & Accounting (Bee Cave, TX)
- …of federal, state, and local income tax returns in collaboration with external tax advisors . + Ensure compliance with sales and use tax, property tax, and payroll ... Risk Management & Audits + Act as the primary contact for external tax advisors and regulatory agencies. + Lead and manage tax audits and examinations, including… more
- Insight Global (Fort Worth, TX)
- …Description The Advanced Planning Consultant services as a financial planning expert to Advisors in developing financial plans. You will partner with Advisors at ... all levels of experience to ensure that clients receive holistic plans which provide an accurate analysis of their current financial situation, an assessment of risk and opportunities, and strategic options to enhance client outcomes. This role serves as a… more
- World Insurance Associates, LLC. (Titusville, FL)
- …leads through internal organic channels such as referrals from existing clients, client advisors and unit leaders. + Manage inbound quote requests and outbound lead ... accurate activity and client records in CRM/AMS + Collaborate with Client Advisors to optimize outcomes + Cross-sell opportunities from existing books of business… more
- Texas State University (San Marcos, TX)
- …advisement, direction, assessment, and tracking of 400+ student organizations and advisors . + Serve as lead Bobcat Organization Hub (Anthology Engage) administrator ... organization handbook and other applicable resources for student organization leaders and advisors and ensure they are updated at least each semester. + Address… more
- S&P Global (New York, NY)
- …manage and build on relationships with strategic client accounts and Financial Advisors . Develop the business growth strategies for US Public Finance and accountable ... leadership and direction to the US Public Finance sales team, Financial Advisors , and sector influencers ensuring alignment with the broader business objectives… more
- Kestra Financial (Raleigh, NC)
- …Client Service Associate Summary The Client Service Associate reports to the Financial Advisors and is critical to appropriately leveraging Advisors ' time. This ... position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner. Essential Duties and Responsibilities + Assist in client meeting preparation… more