- Thrivent Financial (Bellevue, WA)
- …+ Make follow-up calls that require licensing as requested by advisory team or Customer Service Coordinator + Respond to client emails or phone calls: + Assess ... be focused on securities and investment advisory products and services as well as fixed and variable life, health,...do not require specific case analysis + Communicate between client and planning team or lead advisor … more
- Veolia North America (Milwaukee, WI)
- …of water and/or wastewater process, municipal utility operations and a consultative, client -first mindset, the Technical Advisor will translate client ... water/wastewater services , operations or engineering consulting + Experience in client -facing roles related to the implementation of municipal projects + Track… more
- Veolia North America (Paramus, NJ)
- …infrastructure, lifecycle planning, reliability, and risk management, with a consultative, client -first mindset, the Technical Advisor will translate client ... It offers a full spectrum of water, waste, and energy management services , including water and wastewater treatment, commercial and hazardous waste collection and… more
- Fifth Third Bank, NA (Tampa, FL)
- …and regulatory requirements, while identifying new and fostering strong existing fiduciary client relationships. The Senior Trust Advisor partners closely with ... in banking at Fifth Third Bank. GENERAL FUNCTION: The Senior Trust Advisor will provide expertise and fiduciary thought leadership, delivering high-quality fiduciary… more
- Kestra Financial (West Hartford, CT)
- …+ Supports Lead Advisor on book of business, including managing client needs regarding service , asset allocation, case design, and financial planning ... of customer service in line with our client service model. Growth opportunities are available...Manage data and plans in financial planning software (eMoney Advisor ) + Responsible for client meeting preparation… more
- Kestra Financial (Sewickley, PA)
- …and plan and presentation development. Essential Duties and Responsibilities + Support Lead Advisor with analysis, client service , and technical assistance + ... Learn the technical aspects of the Advisor position and prepare to service clients...and plans in financial planning software + Responsible for client meeting preparation and follow-up including assembling requisite paperwork,… more
- Sodexo (Fort Wayne, IN)
- …for **Parkview Health System** based in **Indiana** . The Client Executive 2 (Multi- Client ) is a trusted advisor central to the client partnership and ... operations. This role is responsible for managing and optimizing services that enhance the patient, guest, and employee experience...Knowledge of latest trends and innovations in the contracted service industry to drive client value +… more
- Bank of America (New York, NY)
- …focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ... needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through... client materials and follows up on all client and Financial Advisor (FA) requests +… more
- Bank of America (Rockledge, FL)
- …focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ... needs of their clients. **Responsibilities:** . Provides excellent Client Service to the bank's clients through... client materials and follows up on all client and Financial Advisor (FA) requests .… more
- Bank of America (Daytona Beach, FL)
- …focused and effective._ **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ... Professional verbal and written communication **Responsibilities:** + Provides excellent Client Service to the bank's clients through... client materials and follows up on all client and Financial Advisor (FA) requests +… more