- JPMorgan Chase (Jacksonville, FL)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Investment Advisor Team Lead in JP Morgan Wealth Management, you will ... care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using… more
- Publicis Groupe (New York, NY)
- …. The Client Service Specialist report to the Director of Client Services and collaborate with other departments, such as Product, UX design, Technical ... **Overview** **How You'll Make an Impact** The Client Service Specialist will work across...e-commerce strategies are aligned with overall business strategy. The Client Services Specialist will work closely with… more
- KeyBank (Pepper Pike, OH)
- …(Salesforce Task Queue) to direct service -related work away from field and to Client Service Associates. This includes submitting service tasks to the ... adding new clients to Wealth Direction (WD), and providing client and advisor support in leveraging WD...and wealth management. + Demonstrated proficiency and effectiveness in client service skills (including handling client… more
- KeyBank (Toledo, OH)
- … services and wealth management. + Demonstrated proficiency and effectiveness in client service skills (including handling client /prospect and Center of ... active member of the relationship team accountable for efficient client onboarding, proactive outreach and providing top-tier service...adding new clients to Wealth Direction (WD) and providing client and advisor support in leveraging WD… more
- Vanguard (Malvern, PA)
- …the Senior Manager, Head of Sales Practice Management & Coaching for our Financial Advisor Services (FAS) business, you will lead the development and execution ... of best-in-class sales practices, coaching frameworks, and client engagement strategies that elevate our advisor -facing...and practice initiatives in asset management, wealth, or financial advisor services environments and know how to… more
- JPMorgan Chase (Jersey City, NJ)
- …of wealth management products and their associated pay rules. Prior experience as a private client advisor or private client investment associate is a plus. ... + Strong product management experience with expertise in financial services and compensation tools. + Expertise in AI applications...advisor compensation. + Prior experience as a private client advisor or private client … more
- JPMorgan Chase (Chicago, IL)
- …account service -related needs of a JP Morgan Advisor 's client . This role is responsible for ... The Client Service Associate is the primary...products. **Job responsibilities:** + Provide high quality, high touch service to JP Morgan Advisor clients across… more
- Kestra Financial (Wappingers Falls, NY)
- …Essential Duties and Responsibilities + Supports Lead Advisor , including managing client needs regarding service , asset allocation, case design and financial ... The Associate/ Service Advisor reports to the Lead...and products, and is critical in handling the day-to-day client management on behalf of the Lead Advisor… more
- Citizens (Boston, MA)
- …work with customers virtually via phone and video. The primary objective of this trusted advisor is to grow client assets, retain and acquire new clients through ... based on their knowledge of market conditions and the client 's circumstances. The Virtual Financial Advisor strives...+ Focus on clients: Aspire to deliver world-class customer service + Drive sales: Analyze the client 's… more
- JPMorgan Chase (Tempe, AZ)
- …of Investment Professionals who are committed to the highest standards of excellence in client service . As a Fellow you will have the opportunity to enhance ... a comprehensive understanding of the responsibilities and impact of a Financial Advisor , focusing on client relationship management and strategic financial… more