- Bank of America (Englewood, NJ)
- …High School Diploma / GED / Secondary School or equivalent **Skills:** * Advisory * Account Management * Client Experience Branding * Customer and Client Focus * ... Financial Solutions Advisor - Bergen East Market Englewood, New Jersey;Fort Lee, New Jersey; Union City, New Jersey; Jersey City, New Jersey; Teaneck, New Jersey… more
- Raymond James Financial, Inc. (Coral Gables, FL)
- …and performance tracking. + Servicing of alternative investments and foreign accounts , including setup and maintenance. + May participate in live meetings ... with the Financial Advisor and their respective client(s). + Manages budgeting and...team's performance. + Onboards new clients, opens new client accounts and researches client and security information using internal… more
- Raymond James Financial, Inc. (Miami, FL)
- …level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports. + Opens new client ... accounts and researches client and security information using internal...client-specific reporting as needed for review by the financial advisor . + Creates and maintains records and files utilizing… more
- Bank of America (Washington, DC)
- …processes, laws, and guidelines in performing day-to-day activities, such as opening accounts , account maintenance, and Digital Assisted Shopping * Manages ... lieu of this requirement, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I), or… more
- Oracle (Reston, VA)
- …workforce development, and unified delivery standards. * Serve as senior advisor to CXO-level government leaders on Oracle's enterprise cloud capabilities, secure ... Analytics Cloud). * Executive communication and stakeholder management skills; bilingual English/French proficiency preferred. * Bachelor's degree required; advanced… more
- Commerce Bank (Kansas City, MO)
- … accounts which use LPL Financial as a broker-dealer & Registered Investment Advisor . The team provides exceptional customer service and support for our CFA ... individual for our Systems Support Analyst role in our Commerce Financial Advisor divisions. Commerce Financial Advisors comprises nearly 30 advisors across five… more
- SCI Shared Resources, LLC (San Bernardino, CA)
- …$17.81 per hour for all hours worked)_ **Benefits:** Medical*Dental*Vision*Flexible Spending Accounts (health care and dependent care)*Health Savings Account ... Our associates celebrate lives. We celebrate our associates. The Re-Engagement Planning Advisor is responsible for learning the industry, products, product finance /… more
- JPMorgan Chase (Columbus, OH)
- …information and assistance to seamlessly connect them with an expert Home Lending Advisor . + Respond to reactive customer application leads, addressing inquiries ... Payable, & Accounts Receivable. + Microsoft Access Database familiarity. + Bilingual (Spanish) is highly desired. This position is subject to the Dodd… more
- FirstBank PR (San Juan, PR)
- …Representative (Teller) Part-Time Our Company At FirstBank PR, we strive to be a trusted advisor to our clients and our employees are the ones that ensure we deliver ... on our promise of excellence in personalized customer service. Our more than 3,100 employees in Puerto...such as: check changing, money orders, saving and checking accounts withdraws and deposits, cash advances, loan, cars and… more
- PNC (Fort Lauderdale, FL)
- …PNC's Business Banking organization, you will be based in Fort Lauderdale/Florida. Bilingual Spanish preferred. PNC Business Bankers provide cash flow solutions to ... from $1 million to $5 million. As a trusted advisor within a fast-paced, dynamic environment you will leverage...upon that we expect our employees to be: + ** Customer Focused** - Knowledgeable of the values and practices… more