- JPMorgan Chase (Columbus, OH)
- …our resources to financial advisors in a more user-friendly way. + Partner with the Client Advisor (external wholesaler) by being completely aligned on ... phone conversations that deliver the JPMAM value proposition. + Provide superior client service by being responsive, thoughtful, and focusing on clients'… more
- JPMorgan Chase (New York, NY)
- …our resources to financial advisors in a more user-friendly way + Partner with Client Advisor (external wholesaler) by being completely aligned on the ... phone conversations that deliver the JPMorgan value proposition + Provide superior client service by being responsive, thoughtful and making the clients'… more
- JPMorgan Chase (New York, NY)
- …our resources to financial advisors in a more user-friendly way + Partner with Client Advisor (external wholesaler) by being completely aligned on the ... that deliver the JPMAM value proposition + Provide superior client service by being responsive, thoughtful and...and skills** + Bachelor's degree + Two years of financial service experience and/or related sales leadership… more
- World Insurance Associates, LLC. (Phoenix, AZ)
- Company Overview World Insurance Associates ("World") is a unique financial services organization with a global network of brokers and specialists who empower ... their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of...employee benefits practice is seeking an experienced Small Business Client Service professional to join our growing… more
- NTT America, Inc. (Boston, MA)
- …executing growth strategy, revenue forecasting, achieving all financial targets, service excellence, and overall client satisfaction, with indirect team ... partner ecosystem of established and start-up companies. Our services include business and technology consulting, data and artificial intelligence, industry… more
- Deloitte (Los Angeles, CA)
- …coordinating these pursuits with Deloitte cross-disciplinary teams. + Work closely with Deloitte's Lead Client Service Partner (LCSP) / Client Business ... selling professional services to Government & Public Services (GPS) clients. As the California Client ...an account team framework (ie, working effectively with Lead Client Service Partners, Service Line/Industry… more
- Charles Schwab (Lone Tree, CO)
- …include Youths, clients preparing to transfer wealth, Inheritors, and Schwab Private Client Services (clients with $1M-$10M in Retail assets). The Retail ... strong interest in our business **Preferred Qualifications:** + Prior experience in financial services , including experience with financial markets,… more
- S&P Global (New York, NY)
- …Level (for internal use):** 09 **About the Role:** **The Team:** The CCO Financial Services segment is seeking a motivated and detail-oriented Associate to ... creative + Experience with Salesforce will be beneficial + Previous experience in a financial services , financial institution or professional services … more
- Aegon Asset Management (Cedar Rapids, IA)
- …a business field or equivalent experience + Two years of experience in the retirement, financial , or client services industry + General understanding of the ... than a century ago, we were among the first financial services companies in America to serve...by one or more partners such as Account Managers, Client Executives, Sponsor Connect teams or Contact Center to… more
- NTT America, Inc. (San Francisco, CA)
- …executing growth strategy, revenue forecasting, achieving all financial targets, service excellence, and overall client satisfaction, with indirect team ... partner ecosystem of established and start-up companies. Our services include business and technology consulting, data and artificial intelligence, industry… more