- World Insurance Associates, LLC. (Washington, PA)
- …services, and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring ... client "pitch decks" / presentations. Compensation As a World Insurance Client Advisor , your compensation is tied to your effort and your performance. We… more
- Sodexo (Milwaukee, WI)
- …and monitor unit operation to ensure the highest quality of products and services. The Client Executive is a trusted advisor central to the client ... insight and understanding, bring value and knowledge to our client (s) business and is a trusted advisor to them. **What We Offer** Compensation is fair and… more
- Verndale (Boston, MA)
- …can be in our Boston office or Remote for those outside of MA The Client Partner (CP) is Verndale's strategic advisor and business development leader for key ... accounts (>$500K annual targets). + Serve as the trusted advisor to client executives, building multi-threaded senior relationships. + Develop and maintain… more
- H&R Block (Hamilton, NJ)
- …and efficient tax preparation experience. + Act as a liaison between the client and the Tax Advisor , ensuring consistent communication and a seamless ... as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to...ensuring all necessary information is ready for the Tax Advisor + Clearly communicate the steps of the tax… more
- Thrivent Financial (Crete, IL)
- …team. The Client Service Administrator's main responsibilities will include providing client service along with advisor support: answering client ... customers, and their families. Responsibilities may include working with a Financial Advisor to develop and implement business and marketing plans to acquire,… more
- JPMorgan Chase (New York, NY)
- …advise on legal issues and risks relevant to JP Morgan Wealth Management's Private Client Advisor , Personal Advisor , and Financial Advisor businesses. ... advice and help drive JP Morgan Wealth Management's success. As a trusted advisor , you'll work alongside top professionals in a dynamic, collaborative, and inclusive… more
- KeyBank (Milwaukie, OR)
- … client population. As part of a team serving institutional clients, the Advisor delivers a proactive client experience through the development of internal ... **Location:** 1301 5th Avenue, Seattle Washington The Lead Institutional Advisor ( Advisor ) develops investment management and fiduciary relationships with… more
- KeyBank (Buffalo, NY)
- …is at the center of this client promise, acting as the primary client advisor , developing and implementing strategies based on the client 's financial ... client relationships. **Essential Functions** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help… more
- KeyBank (Salt Lake City, UT)
- …is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client 's financial ... Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that… more
- KeyBank (Albany, NY)
- …is at the center of this client promise, acting as the primary client advisor , developing and implementing strategies based on the client 's financial ... client relationships. **Essential Functions** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help… more