- Thrivent Financial (Hummelstown, PA)
- …a part of the position or support needs on the sponsoring Financial Advisor . + Demonstrated customer service orientation/experience, 2+ years preferred. + ... in this position will be focused on securities and investment advisory products and services as well as fixed and variable life, health, and annuities products and… more
- JPMorgan Chase (Columbus, OH)
- …Economics, or a related field. + 3+ years of experience in financial services , client support, operations, or a related function. + Exceptional attention ... our Field Performance & Incentives team is committed to providing best-in-class service to our financial advisors. We resolve complex inquiries and escalations,… more
- CIBC (Chicago, IL)
- …Collaborate with Portfolio Managers as part of a team to ensure delivery of top-notch client service . Maintain open line of communication with client as new ... **Weekly Hours** 40 **Skills** Business Development, Business Opportunities, Business Prospecting, Client Prospecting, Client Service , Customer Experience… more
- ADP (Norfolk, VA)
- …values inclusion. Ready to #MakeYourMark? **Apply now!** **To learn more about Client Services at ADP** , watch here: https://adp.careers/ Client ... Resources Technology solution. You carry the weight of ADP's service reputation and client satisfaction in your...can expect on a typical day:** **Be a Trusted Advisor and Problem Solver.** You will take the initiative… more
- Manulife (Boston, MA)
- …to help current advisors grow their book of business. + Provide service and support by contacting advisor audience by soliciting/prioritizing opportunities ... advantages of products to help determine what solution best suits their client 's needs. (SIMPLEs, 401(k), Individual IRA's, Cash Balance plans, DB plans,… more
- Grant Thornton (New York, NY)
- …in a rapidly growing, fast-paced, interactive, results-based team environment. + Exceptional client service and communication skills, with a demonstrated ability ... defend against advanced cyber threats. You will serve as a strategic advisor to executive stakeholders, guiding them through the design, implementation, and… more
- KeyBank (Bountiful, UT)
- … client servicing issues, serve as the primary troubleshooter for complex problems and client service needs, and enhance client relationships with Key by ... of transactions, maintaining compliance with banking regulations, and providing exceptional client service + Accurately and securely processing of cash… more
- Bank of America (Pennington, NJ)
- …Merrill Lynch Investment Advisory Program (IAP) combines the advice and guidance of an Advisor with investment services backed by the research and insights of ... the Investment Advisory Platform by helping to align IAP solutions to client goals. Key responsibilities include interacting with other Investment Solutions Group… more
- Quorum (Washington, DC)
- …and is the leading provider of workflow software and information services for government affairs professionals across the corporations, non-profits, associations, ... Committee (PAC) product line, you will drive product adoption and build Trusted Advisor relationships with your PAC customers. You will manage a large and diverse… more
- City National Bank (Washington, DC)
- …a trusted strategic advisor , providing financial advice & consistently connecting client needs with CNB's products and service offerings.Will have a clearly ... personnel, corporate and bank clients demonstrating commitment to quality client service . * Maximize client ...of Canada, one of North America's leading diversified financial services companies. To learn more about City National and… more