- Robert Half Finance & Accounting (Boston, MA)
- …deliver recurring quarterly client services while also addressing ad hoc client projects. The Family Office Advisor will develop an intimate knowledge of ... planning for clients and their family entities. + Coordinate investment management services with investment advisors by sharing client balance sheets, providing… more
- Thrivent Financial (San Francisco, CA)
- …to you! Industry experience is optimal. You will play a critical role in our client experience, so an out-going and service -oriented mindset is a must. Team ... Solicit and sell appropriate products, complete applications, write recommendations, and service existing clients/contracts + Position products, services , and… more
- Kestra Financial (Baltimore, MD)
- …check out our website- www.melnickrosenbaum.com. Role Overview: We are seeking a career-oriented Service Advisor to join our team. The position is the second ... and plays a key role in supporting our lead advisor /owner, managing client portfolios, and enhancing ...conduct product and account analysis. . Coordinate with the service team to ensure timely and accurate task execution.… more
- Citigroup (Jersey City, NJ)
- …for Wealth Business + Background of Engineering Wealth Advisory Solutions for financial planning/ advisor and UHNW client businesses. + Design approaches and the ... Business + Background of Engineering Wealth Advisory Solutions for financial planning/ advisor and UHNW client businesses. + Significant experience building… more
- Truist (Columbia, MD)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. JOB SUMMARY ... business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES… more
- Truist (Tampa, FL)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES ... report process, prepare routine client correspondence and perform maintenance of client records. 5. Manage the financial advisor 's calendar to maximize the… more
- Thrivent Financial (Myrtle Beach, SC)
- …Solicit and sell appropriate products, complete applications, write recommendations, and service existing clients/contracts + Position products, services , and ... to the local community + Research and respond to client inquiries + Collaborate with Lead Advisor ...designated by TIMI. About ThriventThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies,… more
- World Insurance Associates, LLC. (Chicago, IL)
- Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates ("World") is a unique financial services ... payroll & HR solutions. As a Personal Lines Private Client Advisor , your primary responsibility is to...across personal lines, commercial lines, employee benefits, and financial services . + Deliver a high-touch client experience,… more
- Wells Fargo (Overland Park, KS)
- …and prepare for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues, ... . **In this role you will:** + Assist Financial Advisor (s) colleagues with service and operational related...applicable **Required Qualifications:** + 2+ years of Brokerage and Client Services experience, or equivalent demonstrated through… more
- Wells Fargo (Danbury, CT)
- …and prepare for appointments with new or prospective clients, establish and service client accounts, prepare forms, research account inquiries and/or issues ... Client Associates **Required Qualifications:** + 4+ years of Brokerage and Client Services experience, or equivalent demonstrated through one or a… more