- Citizens (Boston, MA)
- …Primary responsibilities include Focus on clients: Aspire to deliver world-class customer service Drive sales: Analyze the client 's investment needs and achieve ... primary objective of this trusted advisor is to grow client assets, retain and acquire new clients through being...a holistic delivery, in a virtual capacity, of outstanding service and sales solutions to meet clients' financial needs… more
- Principal Financial Group (Miami, FL)
- …impact, dedicated to one of our amazing Miami based clients. This is a large client that has locations all over the country so there will be travel, within Florida ... regarding participant experience and our education solutions with field sales and service , advisors, and plan sponsors. + Offer advisory services to large dynamic… more
- HSBC (Arcadia, CA)
- …Manager works closely with the Wealth Relationship Officer and the service teams to build meaningful relationships with high value clients. Professionalism ... in this role: + Bachelor's degree in business, finance, related field or equivalent experience + Series 7, 63, 65 or 66 (or 63 and 65) required + Life and Health… more
- Towne Park (Plymouth Meeting, PA)
- …millions of patients, visitors and guests we proudly serve. Whether providing compassionate service that eases the anxiety of a patient and their family, creating a ... make an impact. When we see a customer, a client or one of our own team members smile,...a Data Scientist with expertise in predictive modeling, time series analysis, and optimization techniques to support our dynamic… more
- HSBC (Beverly Hills, CA)
- …Manager works closely with the Wealth Relationship Officer and the service teams to build meaningful relationships with high value clients. Professionalism ... in this role: + Bachelor's degree in business, finance, related field or equivalent experience + Series 7, 63, 65 or 66 (or 63 and 65) required + Life and Health… more
- HSBC (Beverly Hills, CA)
- …(WRM) works closely with the Wealth Relationship Officer (WRO) and the service teams to build meaningful relationships with high value clients. Professionalism ... client focus and understanding of the fundamentals of wealth...Control to ensure a balanced risk operating environment + Series 7, 66 (in lieu of 63 and 65),… more
- HSBC (Miami, FL)
- …and ensures the proper handling of any subsequent claims + Required to be client - service orientated and proactively look for ways to increase revenues, improve ... Specialist/Producer will be accountable for sales revenue within assigned client segments. Develops new business and is an active...customer service , and add value to our internal Group partners… more
- Neuberger Berman (Philadelphia, PA)
- …through relationship building via individual and group financial advisor meetings, client events, and conferences. **Responsibilities** + Lead and develop the ... make prospecting calls, create qualifying lists, and provide on-going service to existing and new clients + Maintain a...to the sales opportunity pipeline in concert with the Client Advisory Team + Exhibit a strong business acumen… more
- HSBC (Buffalo, NY)
- …Manager works closely with the Wealth Relationship Officer and the service teams to build meaningful relationships with high value clients. Professionalism ... client focus, and understanding of the fundamentals of wealth...Control to ensure a balanced risk operating environment + Series 7, 63, 65 or 66 (in lieu of… more
- Tradeweb (Jersey City, NJ)
- …**Group Details** Tradeweb is seeking a service -oriented, results-driven candidate to join our Tradeweb ... income trading platform. **Job Responsibilities** + Acting as key client contact for all aspects of platform + Establishing...fixed income markets (3 - 5 years' experience) + Series 7 and 63 preferred + Excellent work ethic… more
