- Kestra Financial (Novi, MI)
- …position is a client service position who reports to the Wealth Advisor and is critical to leveraging Advisors' time. This position provides excellent client ... timely, efficient, and professional manner. Essential Duties and Responsibilities + Manage client needs regarding service, and problem resolution in a timely and… more
- Optiv (Washington, DC)
- …real-world knowledge and can design pragmatic security solutions tailored to each client 's unique environment and provide our clients and sellers with consistent ... to achieve consistent success. + Maintain advanced knowledge of the client 's security environment, business operations, security needs, and risk appetite. Identify… more
- Pegasystems (NV)
- …for enterprise clients across a wide range of industries. As a trusted advisor , you'll collaborate with Sales, Product, and Delivery teams to showcase the value ... to develop and execute sales strategies that align with client goals and industry trends. + Lead discovery sessions...Build strong relationships with stakeholders to become a trusted advisor and thought leader. **Who You Are:** + You… more
- CIBC (Chicago, IL)
- …to bridge client expectations and bank requirements. Act as Strategic Advisor to clients as needed. + **Relationship Management** - Collaborate with Portfolio ... focused to drive new business revenue generation and new client acquisition. The Commercial Banking Market Lead (Middle Market)...to execute the new business strategy, serve as trusted advisor to strategic clients and be charged with development… more
- Edward Jones (Tempe, AZ)
- …being part of a firm where everyone is aligned toward a singular focus: serving the client . And everyone is working to make the firm better together - as they grow ... for the timely & accurate payment of all elements of Financial Advisor Compensation including Commissions, New FA Compensation, Trimester Bonus, Travel Award… more
- Dow Jones (New York, NY)
- …to share best practices, insights, and strategies that have resulted in outstanding client outcomes. Our two-decade history of coveted advisor rankings sets the ... plans for personal and professional growth. The W&AM (Barron's Advisor ) group also serves as a thought leader in...talented and motivated event coordinator to join the Barron's Advisor team. An event coordinator plans, organizes, and oversees… more
- Edward Jones (St. Louis, MO)
- …being part of a firm where everyone is aligned toward a singular focus: serving the client . And everyone is working to make the firm better together - as they grow ... Edward Jones has an opening for a Transitional Financial Advisor to maintain relationships with clients when former financial...are strongly preferred. Key responsibilities: + Preserve and restore client relationships when a former FA is unable to… more
- CVS Health (Miami, FL)
- …of the latest beauty trends and techniques + Seek to further your product knowledge and client service skills. As a retail beauty advisor , you are a CVS beauty ... Consultant who is passionate about the retail beauty industry and believes the client experience should be top-notch. Our customers will experience your passion for… more
- Bank of America (Pennington, NJ)
- …the Investment Advisory Platform by helping to align IAP solutions to client goals. Key responsibilities include interacting with other Investment Solutions Group ... Investment Advisory Specialist provides advice and guidance to Financial Advisors, Client Associates and Advisory Leadership to help identify appropriate and… more
- Truist (Nashville, TN)
- …JOB SUMMARY Direct and execute all marketing and direct sales activities for a Financial Advisor team with a goal of increasing client retention to sustain and ... grow revenue. Provide leadership to the Financial Advisor team and contribute to the short- and long...Develop and execute a cohesive branding strategy to maximize client retention and increase new business. 3. Create all… more