- Robert Half Finance & Accounting (San Jose, CA)
- …has expanded by $400 million in recent years? We're seeking a driven and detail-oriented Client Service Advisor to join this dynamic team! This is your chance to ... firm's continued growth. If you're passionate about providing exceptional client service and want to grow with a firm...to high net worth individuals. + Keeping up-to-date with client documentation. + Adhering to regulatory rules. + Processing… more
- Aegon Asset Management (OH)
- …testing rules and results; consult on solutions to failed testing. + Consult with client and advisor on plan enhancements and upgrades, including conversion of ... Summary Responsible for relationship management of assigned clients to ensure client satisfaction, retention and profitability of retirement 401(k) plans. May also… more
- Paychex (West Henrietta, NY)
- …service needs including plan design exceptions, documentation exceptions as requested by both client and Financial Advisor to ensure. + Develops and maintains ... through effective collaboration with internal Paychex Operational departments, Financial Advisor community and appropriate sales organization. Provides support high… more
- Vanguard (Malvern, PA)
- …the development and execution of best-in-class sales practices, coaching frameworks, and client engagement strategies that elevate our advisor -facing teams. This ... Collaborate with sales leaders and executives to define and embed best-in-class client engagement practices across our advisor channels. + Sales Perspective… more
- JPMorgan Chase (Chicago, IL)
- …all deposit account service-related needs of a JP Morgan Advisor 's client . This role is responsible for ... The Client Service Associate is the primary point of...Provide high quality, high touch service to JP Morgan Advisor clients across the deposit product offering. + Manage… more
- Kestra Financial (Wappingers Falls, NY)
- …of the financial services industry and products, and is critical in handling the day-to-day client management on behalf of the Lead Advisor . This is a full-time, ... five days per week. Essential Duties and Responsibilities + Supports Lead Advisor , including managing client needs regarding service, asset allocation, case… more
- Citizens (Westwood, MA)
- …work with customers virtually via phone and video. The primary objective of this trusted advisor is to grow client assets, retain and acquire new clients through ... based on their knowledge of market conditions and the client 's circumstances. The Virtual Financial Advisor strives...and the client 's circumstances. The Virtual Financial Advisor strives to meet and exceed identified sales goals.… more
- JPMorgan Chase (Tempe, AZ)
- …a comprehensive understanding of the responsibilities and impact of a Financial Advisor , focusing on client relationship management and strategic financial ... track is designed to expose you to a career as a Financial Advisor , emphasizing professional growth and client -focused excellence. **Recommended Course and/or… more
- Thrivent Financial (Bellevue, WA)
- …Directly respond to items that do not require specific case analysis + Communicate between client and planning team or lead advisor to answer questions that do ... clients and their families. Responsibilities may include working with a Lead Advisor to develop and implement business and marketing plans to acquire, cultivate,… more
- Thrivent Financial (Escanaba, MI)
- …and provide financial education to the local community + Research and respond to client inquiries + Collaborate with Lead Advisor on complex scenarios + ... with mentorship through joint field work. The Team-Based Financial Advisor is a Financial Advisor is provided...Schedule, prep, and document all your client meetings + Other responsibilities as assigned by the… more
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