- Thrivent Financial (Montgomeryville, PA)
- …integrity of sensitive/confidential information + Basic understanding of t he sponsoring financial advisor o ur products and services , and Thrivent Financial + ... Rewarding career. Thrivent is a different kind of financial services firm, one that puts generosity at the center...growing and adding an Associate Financial Consultant to our team . We are committed to turning financial complexity into… more
- Thrivent Financial (Dallas, TX)
- …sales associates. This role will foster a culture of excellence, compliance, and client -centric service , ensuring that advisors are equipped with the knowledge, ... team to enable the development and execution of advisor training deliverables. Foster Growth within Existing Teams: +...client facing sales roles directly on to their team . + Create an onboarding approach to fit the… more
- Thrivent Financial (Willernie, MN)
- Summary This position provides administrative support to Wellspring Advisor Group. This role is critical to our member experience and requires a friendly, upbeat ... Thrivent Financial computer systems and programs in support of client relations, and other administrative tasks as assigned. The...to and is employed by Nick Rasmussen of Wellspring Advisor Group. This full-time role is fully in-office out… more
- World Insurance Associates, LLC. (Barrington, IL)
- …clients in completing application, enrollment and other forms as needed + Client service , including planning updates, portfolio changes and reviews, information ... + Consistently review accounts for compliance requirements + Schedule client meetings with appropriate advisor + Coordinate...+ Coordinate the pick-up and delivery of express mail services (UPS, Fed Ex) + Scanning, filing, faxing and… more
- ADP (Salem, NH)
- …issues. Develop an action plan and oversee resolution efforts pertaining to the to client orders and service level expectations. + Provide direct feedback to ... **ADP is hiring an Operations Team Lead.** + Do you get a crazy...associates on opportunities to enhance services provided to the client . + Provide… more
- Kelly Services (Florence, KY)
- **Together we change lives.** **Kelly is a team of experts driven by our belief that the impact of the right person in the right job is limitless.** No matter where ... to grow your expertise and capabilities, both professionally and personally. As a team we celebrate inclusion, caring and collaboration. As a company we value your… more
- Stantec (West Chester, PA)
- …expanding the number of client relationships, expansion of geographies served and services delivered, recruitment of new team members and building out of the ... position will be a key part of Stantec's Environmental Services team that provides the full range... satisfaction, with the ultimate mission of becoming our client 's trusted advisor . - Metrics of success… more
- Bank of America (Phoenix, AZ)
- …matters. The **Market Supervision Manager** (MSM) is a member of the Market Leadership Team , along with the Market Client Relationship Manager (CRM). The Market ... must determine when the Market Executive should be directly involved + Monitor advisor and client activity including financial transactions to ensure compliance… more
- Motion Recruitment Partners (Charlotte, NC)
- Senior Project Manager / Financial Services / Charlotte / Hybrid Charlotte, North Carolina **Hybrid** Contract $62/hr - $77/hr Outstanding long-term contract ... opportunity! A well-known Financial Services Company is looking for a Senior Project Manager...contract opportunity that includes a competitive benefit package! Our client has been around for over 150 years and… more
- DataRobot (Sacramento, CA)
- …their business - today and in the future. As an AI Engineer on our Professional Services team , you will be at the forefront of the AI revolution, working ... directly with our most strategic customers. You'll be a trusted advisor and hands-on builder, translating complex business challenges into cutting-edge AI solutions… more