- JPMorgan Chase (Tempe, AZ)
- …is the right place for you. As part of Consumer Banking, you will provide client service operational marketing and administrative support to the primary Private ... Client Advisor (s), within JPMorgan Wealth Management. As...Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely… more
- Aegon Asset Management (OH)
- …clients and brokers. Bring consultative elements to relationships with the goal of enhancing client , advisor and TPA loyalty. + Serve as the escalation point for ... a century ago, we were among the first financial services companies in America to serve everyday people from...contracts to newer products. Submit conversion approval requests. Analyze client 's current service agreement and investment contract… more
- World Insurance Associates, LLC. (Anderson, SC)
- …Creates solutions and make recommendations in preparation for the strategy meeting with Client Advisor . + Creates complete carrier submission and submits + ... Overview World Insurance Associates ("World") is a unique financial services organization with a global network of brokers and...and payroll & HR solutions. Position Summary The Senior Client Manager independently serves as the primary service… more
- Publicis Groupe (Morristown, NJ)
- …(written and verbal) + Strong presentation development and delivery skills + Trusted client advisor and relationship builder + Ability to mentor and lead ... access and payer marketing clients. + Guide cross-functional project teams, including client engagement (eg account services and project management), analytics,… more
- Citizens (New York, NY)
- …other colleagues. The Private Client Relationship Manager II, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor , and ... leave a legacy. Additionally, this discovery will identify opportunities to introduce the client to a Financial Advisor to broaden the relationship with… more
- World Insurance Associates, LLC. (Waltham, MA)
- …and policy change requests + Carrier document attachments and Certificates of Insurance + Shadowing client calls and Client Advisor or Carrier visits + Data ... professional services organization offering top products and services from major providers, combined with attentive service... services from major providers, combined with attentive service from local agents. We are one of the… more
- JPMorgan Chase (New York, NY)
- …instrumental in crafting solutions that simplify complex financial journeys, strengthen client - advisor relationships, and deliver measurable impact. If you are ... innovative Experience Design Vice President to lead the evolution of our US client -facing authenticated digital experience. In this influential role, you will be at… more
- Tiffany & Co. (ME)
- …opportunity for an experienced individual to join our Tiffany & Co. store as a Client Advisor on full time basis. **Your role in the Tiffany Legacy** For ... ensuring the Tiffany Experience - uniquely tailored and personalised customer service + Deliver an uncompromising luxurious experience, maintaining efficiency in a… more
- Edward Jones (St. Louis, MO)
- …About Job Overview **Skills/Requirements** Qualifications + 5+ years in luxury hospitality, client services , or executive support roles. + Bachelor's degree ... their families can enjoy a high level of personalized services and deep connections with their financial advisor...anticipate hospitality needs. + Coordinate Travel and Logistics: Arrange client and advisor travel, reservations, and event… more
- 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