- JPMorgan Chase (Chicago, IL)
- …invested, staying invested, and investing with less emotion. As an Internal Client Advisor within our financial advisory team, you will assist financial advisors ... of the broader capital markets by providing timely solutions. In collaboration with a Client Advisor, you will aim to meet the objectives for your territory through… more
- JPMorgan Chase (Chicago, IL)
- …research, influencing product design and functionality. As an Experience Research Senior Associate in the Global Client and Employee Experience (GCEX) ... a retirement savings plan, backup childcare, tuition reimbursement, mental health support , financial coaching and more. Additional details about total compensation… more
- JPMorgan Chase (Columbus, OH)
- …the world. **Job Summary** As an Asset Management - Investment Only Internal Client Advisor within the Defined Contribution Investment Only team, you will be ... plans to grow territory sales.** + **Prepare and deliver investment analytics and client proposals in partnership with advisors from Initial thru Finals stage, and… more
- HUB International (Encino, CA)
- …will be amongst some of the industry's top talent to help guide and support our customer's needs and provide them with innovative insurance solutions. We are seeking ... day-to-day service for Entertainment clients (small business) by maintaining client relationships, supporting client retention, maintaining strong carrier… more
- World Insurance Associates, LLC. (Wakefield, MA)
- …and payroll & HR solutions. Position Summary Receives guidance and/or direction, to provide support to Client Managers and/or Client Advisors, by following ... to produce standard communications to clients and carriers, including BOR, client pre-renewal letters, proposal letters, change request, etc. + Create activities… more
- The Millennium Group (Frisco, TX)
- …focused on print, mail, document scanning, reception, and related office support services for Fortune 500 companies, professional service firms, and institutions ... Responsibilities: + * Update indicative data as requested by client representatives on behalf of participants and institutions as...to Excel and format reports to be imaged.* Update Client payment addresses in order to ensure monthly payments… more
- JPMorgan Chase (Columbus, OH)
- …+ Work independently or in coordination with internal sales team to address client inquiries and respond to information requests + Become the agreement expert; fully ... JP Morgan Funds conducts business across various sales channels and client segments **Required qualifications, capabilities, and skills** + Bachelor's degree… more
- Mizuho Corporate Bank (New York, NY)
- Responsibilities: Support direct team manager for all onboarding processes: + Compose KYC packages and perform due diligence on new clients based on risk rating ... Ability to determine and review Dodd Frank regulatory information provided by the client and determine if sufficient based on regulation + Evaluate an Investment… more
- JPMorgan Chase (Chicago, IL)
- …one of the firm's top strategic priorities. **Job Summary** As an Internal Client Advisor Retirement Plan Specialist within the Chase Middle Market Banking team, you ... market share + Providing plan insight, industry & competitive perspective to inform client decisions + Coordinating with DC and retail field sales counterparts to… more
- World Insurance Associates, LLC. (Geneva, NY)
- …This position supports the Account Executive with responsibilities related to client management and retention Essential Duties and Responsibilities + Effectively ... ensuring all required tasks are completed accurately and on-time + Growing client loyalty by building positive relationships and providing high levels of advocacy,… more