- Wells Fargo (Franklin, VA)
- …and prepare for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues, ... for review when applicable **Required Qualifications:** + 2+ years of Brokerage and Client Services experience, or equivalent demonstrated through one or a… more
- City National Bank (Lake Mary, FL)
- …Masters Degree preferred * Think and act like a PM; stand in as the PM - team , client , and advisor facing; mindset of serving clients and advisors * ... for trades and allocation changes for existing clients. * Client calls and inquiries: be able to discuss both...serving clients - Delegate portfolio management tasks between the team members * Reinforce PM/Research guidance throughout the … more
- Robert Half-Robert Half Corporate (Cleveland, OH)
- **JOB REQUISITION** Client Service Director - (Management Resources) **LOCATION** OH CLEVELAND **JOB DESCRIPTION** **Robert Half** is looking for professionals ... to join our business development team . As a ** Client Solutions Director** in...Director,** you will be responsible for: + Introducing our services via video, telephone, and in-person meetings with new… more
- WTW (Columbus, OH)
- …and benefits and broader benefits issues. You will lead large, highly visible client engagements as well as develop and manage active pipelines, grow relationships ... Role** + Serve as the strategic partner and trusted advisor to large, complex clients in the design and...approaches + Build relationships internally with sales and marketing team and consultants within and outside H&B to effectively… more
- Raymond James Financial, Inc. (Depew, NY)
- **Essential Duties and Responsibilities** + Service daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients + ... the financial advisors and branch office + Open new client accounts, process money movement, and research information as...team + Provide a high level of customer service _Custom Wealth Strategies and its employees are_ **_independent… more
- Wells Fargo (Wayne, PA)
- …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) with sales, service , and operational related...Associates **Required Qualifications:** + 4+ years of Brokerage and Client Services experience, or equivalent demonstrated through… more
- Wells Fargo (Irvine, CA)
- …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) with sales, service , and operational related...Associates **Required Qualifications:** + 4+ years of Brokerage and Client Services experience, or equivalent demonstrated through… more
- Bank of America (San Francisco, CA)
- …PWCRM partners closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, ... Client Relationship Manager. The ideal candidate is a team player and should possess strong coaching, relationship building,...responsibilities include, but are not limited to:** + Ensuring client service expectations are met and exceeded… more
- NTT America, Inc. (Sacramento, CA)
- …prospect situations that positions the sales team member as an expert client advisor . Success will require the ability to link company offerings, including ... bring value to them from the company's portfolio of services . + Sales client engagement and management....service . + Experience in the IT or professional services industry, focusing on business development and/or sales. +… more
- PNC (Cleveland, OH)
- …Advisor teams. The Sales & Support Administrator partners with the Wealth Management advisor team to proactively manage their assigned book of business. This ... enables advisor capacity to work more closely with clients by...service and execution support for new and ongoing client relationships. May serve as a customer solutions resource.… more