- Bank of America (San Juan, TX)
- …Key responsibilities include deepening client relationships through platform services , supporting clients with self- service or transactional activities, and ... provide financial center clients with both consumer and small business solutions, services , and strategies when uncovering personal banking needs and helping clients… more
- Edward Jones (St. Louis, MO)
- …focus. Changing the future of our firm, the industry and the advisor - client relationship. **Job Overview** **Position Schedule:** Full-Time This job posting ... teams in their remit + Working with Technology shared services teams to remove impediments and obstacles for improvement...Service Level Objectives + Coach and mentor each team member through observation and timely feedback + Identification… more
- AON (New York, NY)
- …relationships, account strategies and insurance marketing activities. + Act as a trusted advisor to the client , in broking, designing, selling and servicing ... in New York City. As part of an industry-leading team , you will help empower results for our clients...and insurance marketing activities. + Act as a trusted advisor to the client , in broking, designing,… more
- Capital One (San Francisco, CA)
- …they operate; understand purchasing needs and behavior + Become a trusted advisor by building positive relationships, handling client needs and coordinating ... 50 million+ consumers. We are a passionate and entrepreneurial team that embraces bold ideas, fosters collaborations and delivers...client -side processes should work with our products and services + Work independently and seek out feedback and… more
- Concentrix (Indianapolis, IN)
- …Builds and demonstrates a strong understanding and knowledge of BPO and Technical Services associated with their target client 's industry sector. - Develops and ... contacts across various verticals and a world class operations team to deliver the solution. Our team ...client relationships of trust and become a trusted advisor . - Excellent problem-solving and conflict-resolution abilities. - Ability… more
- Raymond James Financial, Inc. (Birmingham, MI)
- …identify client goals and tolerances. + Assists with developing individualized client investment strategy for Financial Advisor . + Responds to inquiries from ... analyzing portfolio analytics, asset allocation and investment holdings with client portfolios and make appropriate recommendations when warranted. Provides… more
- WSP USA (Washington, DC)
- …with regulations, and deliver high-quality consulting services that meet client needs. Key Responsibilities: + Leadership and Team Management: Lead ... services to help clients deliver complex projects. The Project Development team 's services provide strategic guidance and technical expertise throughout the… more
- Principal Financial Group (Denver, CO)
- …externally leading to the successful placement of Principal-branded investments in retirement client 's plan investment lineups. Lead a regional team of ... and communications in each territory with the WSRS Sales team as well as customer care and advisor...with financial advisors, existing and prospective Plan Sponsor meetings, Advisor and Client events, conference calls, and… more
- Bank of America (San Antonio, TX)
- …development activities. Key responsibilities include providing operational support and quality client service through offering a full range of investment ... 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor (s) and Advisor Team (s) they support + SAFE Act Registration;… more
- Cherry Bekaert (Chicago, IL)
- …aspects of our Outsourced Accounting practice. The role involves overseeing client engagements, ensuring the delivery of high-quality services , supervision ... through execution and completion. + Develop and maintain strong client relationships, acting as a trusted advisor .... delivery. + Cultivate communication and collaboration within the team . + Be a Career Advisor to… more
Recent Jobs
-
Prep Girls Hoops Scout (New York)
- Prep Network (New York, NY)
-
Remote Senior Backend Developer | New Gen AI Product Development Oracle Health
- Oracle (Little Rock, AR)
-
Portable Life Support System (PLSS) Project Engineer
- Mb Solutions, Inc. (Houston, TX)