- Bank of America (Phoenix, AZ)
- …the expectations of a Wealth Management client by providing comprehensive financial solutions to clients, including managing expenses, building wealth, and ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue… more
- AON (New York, NY)
- …- New York, NY open to hybrid! Do you have a deep interest in financial markets, specifically Banking, and like to engage with senior stakeholders? Do you enjoy ... work in a small, inclusive and supportive team helping senior stakeholders at financial institutions make strategic decisions! Aon is in the business of better… more
- Publicis Groupe (New York, NY)
- …address areas of attention to improve process, financial standing and/or address client needs + Partner with Media Business Operations Leads on buying tool ... financial inconsistencies and operational trends across a diverse client portfolio with the aim to refine and develop...timely deliverables amongst the Media Business Operations team + Partner with media teams to develop client … more
- Edward Jones (Berkeley Springs, WV)
- …member of that team along with the financial advisor. You are the first voice a client hears when they call on the phone - the first face they see when they walk ... various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing… more
- Edward Jones (Washington, NC)
- …member of that team along with the financial advisor. You are the first voice a client hears when they call on the phone - the first face they see when they walk ... various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing… more
- KeyBank (Juneau, AK)
- …conversations to uncover needs and provide guidance and solutions to assist in client 's financial wellness both in person and through proactive calling efforts. ... with existing clients to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances. The Personal… more
- KeyBank (Orting, WA)
- … servicing issues, escalating as needed. + Listen for clues for financial wellness opportunities during client conversations, and then appropriately transition ... high level of integrity. + Excellent time management skills. + This skill involves managing and maintaining client accounts, ensuring accuracy and security. As a… more
- Citigroup (Miami, FL)
- …in leadership and supervisory roles. + **Management:** Proven experience managing client facing sales teams in Financial Services. + **Knowledge:** Extensive ... This role requires a broad and comprehensive understanding of financial systems coupled with extensive practical experience. The ME...client retention strategies. + Serve as a strategic partner with senior colleagues to execute the Wealth at… more
- Akin Gump Strauss Hauer & Feld LLP (Washington, DC)
- … and administrative elements related to external consultants, including ongoing financial analyses of billable hours and client development activities. ... We are currently seeking a Public Law & Policy Practice Manager in our Client Value & Practice Management department, reporting directly to the Public Law & Policy… more
- Fifth Third Bank, NA (Chicago, IL)
- …to build new & existing client relationships. + Ability to evaluate client needs. + Advanced understanding of financial statement analysis. + Ability to ... team of treasury professionals. Responsible for business development (new and cross-selling), client service excellence, client retention, and client … more