- Coldstream Wealth Management (Portland, OR)
- …a fantastic opportunity to join one of our wealth management teams! As a Client Service Associate with a supportive and growing team, you will learn the Registered ... Investment Advisor industry from the ground up and have multiple...vision, passion, and purpose, with a focus on both client service and community commitment. In July 2024, Arnerich… more
- NTT America, Inc. (Vernon Hills, IL)
- …adaptable, and forward-thinking organization, apply now. We are currently seeking a ** Client Delivery Executive** to join our team in Vernon Hills, Illinois (US-IL). ... end-to-end delivery of NTT DATA services for a specific client . * Ensure adherence to contractual commitments. * Monitor...to senior stakeholders. * Act as a strategic delivery advisor to the executive leadership team. * Manage Sales… more
- ADP (Roseland, NJ)
- **ADP is hiring a Client Security Advocate - Assurance** + Are you an eager security, client service, or technology professional who wants to learn what a ... is interested **in building a career in security** and client service. **In this role, you will** **act as...this role, you will** **act as a trusted security advisor and advocate** , engaging directly with internal and… more
- Vanguard (Scottsdale, AZ)
- …a FINRA Series 7 and 63 licensed professional with a passion for building meaningful client relationships? Join our team as a High Net Worth Client Case ... for our Personal Investor clients at Vanguard. At Vanguard, we have a client -first mentality that we live and breathe every day through our mission, "to… more
- World Insurance Associates, LLC. (Seattle, WA)
- …of clients, this individual will bring small to mid-market employee benefits client management experience to help implement new solutions with clients and prospects. ... benchmarking, policy, premium and commission detail, updates system with ongoing client activities. + Participate in new business presentations promoting our value… more
- ADP (Seattle, WA)
- ADP is searching for the next **Major Accounts Client District Manager.** Does this sound like you? **Fearless.** Embraces opportunities and challenges the status ... urge to persevere until you get it right. **Trusted Advisor .** Lives integrity and delivers on promises every time....looking for. Every day, our extraordinary Sales team gains client and prospect trust and establishes long-term partnerships. As… more
- Mizuho Corporate Bank (New York, NY)
- …+ Ability to determine and review Dodd Frank regulatory information provided by the client and determine if sufficient based on regulation + Evaluate an Investment ... Advisor 's organization structure as well as determine when full...required versus streamlined KYC Onboarding is required + Ensure client packages adhere to internal audit requirements through the… more
- Wells Fargo (Richmond, VA)
- **About this role:** Wells Fargo is seeking a Senior Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the ... . **In this role you will:** + Assist Financial Advisor (s) with service and operational related activities such as providing… more
- HUB International (Long Beach, CA)
- …paid time off, a generous 401k plan and more! **THE OPPORTUNITY:** The Client Service Director (CSD) is a critical leadership position in the Commercial Lines ... effective and hit desired long-term outcomes such as maintaining and improving client retention, team member retention and engagement, and organic growth levers… more
- AECOM (Seattle, WA)
- …candidate should be able to demonstrate an ability to listen to, understand, and meet client needs to serve as a trusted advisor ; knowledge of the transportation ... **Job Description** **AECOM** is seeking a dynamic and experienced ** Client Account Manager** to drive business growth for Sound...sales, and strategy across all divisions for this key client with a goal of winning new and repeat… more