- JPMorgan Chase (Atlanta, GA)
- As a Personal Advisor , in JP Morgan's Wealth Management's National Branch Personal Advising group, you will partner with clients to create custom financial plans ... appointments via video or phone, build a personalized financial plan for each client , and match clients with investment portfolios that are designed and managed by… more
- Equitable (Kansas City, KS)
- Financial Advisor - Kansas City (5206) ( 250000JJ ) **Primary...SIE, FINRA Series 7, 66 and have a developed client base * Must pass FINRA Series 24 exam prior ... to stepping into leadership * Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships * Desire to help others plan for and protect their financial futures * Knowledge of our products & services *… more
- Vanguard (Charlotte, NC)
- …Controls and Governance department as a highly skilled and motivated senior controls advisor within the Advice and Wealth Management (AWM) Division. You will play a ... We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience. more
- Cherry Bekaert (Chicago, IL)
- …and consulting, from planning through execution and completion. + Develop and maintain strong client relationships, acting as a trusted advisor . + Meet client ... aspects of our Outsourced Accounting practice. The role involves overseeing client engagements, ensuring the delivery of high-quality services, supervision and… more
- Validity (Broomfield, CO)
- …managing escalations, and cultivating customer relationships to become a trusted advisor . + Understand client organizational structure, business models, and ... about driving long-term value and serving as a trusted advisor ? Validity is looking for a highly skilled and...Success Manager (Sr. CSM) to manage our most complex client base and accelerate adoption of the Validity product… more
- H&R Block (Warrington, PA)
- …transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we ... this consultative role, you will work closely with a Client Care Specialist, who ensures clients are fully prepared...complex tax topics, embrace technology, and adapt to each client 's unique needs will be key to your success.… more
- Vanguard (Malvern, PA)
- Core Responsibilities + Identifies client needs and works with internal partners to determine tailored solutions aligned with Vanguard's investment philosophy. + ... development and sales processes to support growth initiatives. + Maintains accurate client records in CRM systems and ensures compliance with Vanguard methodology,… more
- BMO Financial Group (Brookfield, WI)
- …and optimizes sales processes through continuous process improvements to enhance client experiences and business outcomes. Manages sales processes, client ... services, sharing insights on industry trends, and fostering proactive client engagement. + Handles the Client Management...fostering proactive client engagement. + Handles the Client Management Process (CMP) by identifying client … more
- Robert Half Finance & Accounting (Greenville, SC)
- Description We are looking for a dedicated Client Services Representative our team in Greenville, South Carolina. In this role, you will play a key part in ... delivering outstanding client experiences while managing a range of financial services...position is ideal for someone who thrives in a client -focused environment and is committed to providing personalized, high-quality… more
- Edward Jones (Eldridge, IA)
- …asset allocation, changes to portfolio construction/investments, and make recommendations to Financial Advisor and communicate to client on behalf of Financial ... ** Client advocate. Skilled communicator. Problem solver. Does that... team, working under the leadership of a financial advisor . You thrive in an inclusive team environment, are… more