- VaynerMedia (Los Angeles, CA)
- …and grow senior-level client relationships; serving as an executive sponsor and client advisor for multiple clients within the agency portfolio What You've ... growth + Serve as the executive sponsor and senior strategic advisor for key client relationships, building trust and credibility with C-suite and VP-level… more
- KeyBank (Naples, FL)
- …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
- Edward Jones (West Palm Beach, FL)
- …and client experience + Deliver excellent service by proactively anticipating Financial Advisor and client needs and positively impacting the client 's ... center of the center.** Here at Edward Jones the client is our single focus and our relationships with...The Edward Jones Generations(R) team provides an end-to-end, HNW client experience by partnering with our branch teams to… more
- Edward Jones (St. Louis, MO)
- …Client Concierge Specialist to deliver excellent service by proactively anticipating Financial Advisor and client needs and positively impacting the client ... everyone is aligned toward a singular focus: serving the client . And everyone is working to make the firm...to have you join us here. The Edward Jones Client Concierge support the Generations(R) team who provide an… more
- Capgemini (New York, NY)
- …incremental growth with a focus on expanding client relationships and solution footprint. ** Client Engagement** * Serve as a trusted advisor to client ... Client Partner (Financial Services/Capital Markets) Choosing Capgemini means...Financial Services Global Business Unit is seeking a senior Client Partner to lead strategic growth and delivery for… more
- Oracle (Lansing, MI)
- …identify new stakeholders and expansion opportunities. + Act as a strategic advisor , addressing client needs, resolving issues, and identifying opportunities to ... for identifying, developing, and closing complex, large-scale engagements by aligning client needs with integrated research, consulting, and data solutions. The… more
- Thrivent Financial (Newbury Park, CA)
- …full time, onsite role. Job Description This position provides support to our existing client base by working with Lead Advisor or independently. Position may be ... CA. We are growing and adding an Associate Financial Advisor to our team. As a team, we simplify...clients of Coastal Wealth Advisors, including: + Maintain existing client relationships through processing client requests, resolving… more
- Tompkins Community Bank (Pittsford, NY)
- Overview The Wealth Advisor III is responsible for maintaining existing client relationships and growing their portfolio by building new client ... plans and coordinated financial strategies to align with each client 's goals and values. The experienced advisor ...each client 's goals and values. The experienced advisor will be a thoughtful listener, have a strong… more
- JPMorgan Chase (New York, NY)
- …end-to-end Alternative Investments value chain to achieve business goals of simplifying the client & advisor experience and scaling target operating models on ... change leader. + **Define Product Strategy** : Sets product vision connecting client / advisor needs with business goals. Understands current state including… more
- The Cigna Group (Bloomfield, CT)
- …expert supporting Cigna Integrated Pharmacy clients within an assigned geographical market(s) and client size band. The Pharmacy Sales Advisor position will be ... **Pharmacy Clinical Consulting Advisor ** **Internal Job Title - Clinical Account Manager...The primary objective of this position is supporting long-term client retention and growth, while achieving Cigna's corporate strategic… more
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