- REEDS Jewelers (Corpus Christi, TX)
- …Excellence + Create memorable, one-on-one client experiences by delivering personalized, high-touch service + Act as a trusted advisor by understanding each ... prestigious names in fine jewelry and timepieces. Here, exceptional client service is an art form -...using clienteling systems and CRM tools + Collaborate with team members to ensure every client interaction… more
- Bank of America (Pennington, NJ)
- …Merrill Lynch Investment Advisory Program (IAP) combines the advice and guidance of an Advisor with investment services backed by the research and insights of ... the Investment Advisory Platform by helping to align IAP solutions to client goals. Key responsibilities include interacting with other Investment Solutions Group… more
- Grant Thornton (Charlotte, NC)
- …engagements and competing priorities in a rapidly growing, fast-paced, interactive, results-based team environment. + Exceptional client service and ... across hybrid environments. You will serve as a trusted advisor to senior stakeholders, guiding them through the implementation...day one, you'll be empowered by the greater Risk team to help clients make the moves that will… more
- City National Bank (Washington, DC)
- …a trusted strategic advisor , providing financial advice & consistently connecting client needs with CNB's products and service offerings.Will have a clearly ... personnel, corporate and bank clients demonstrating commitment to quality client service . * Maximize client ...programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and… more
- SHI (Sacramento, CA)
- …we're proud to be a $15 billion global provider of IT solutions and services .** **Over 17,000 organizations worldwide rely on SHI's concierge approach to help them ... - all 6,000 of them.** **If you join our team , you'll enjoy:** + **Our commitment to diversity, as...on data center, edge, core, cloud, security, collaboration, and services , and will understand how that technology enables business.… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …plans using a structured planning process. + Work closely with advisory, investment, and client services teams to gain exposure to all aspects of wealth ... client base, providing comprehensive financial planning and investment management services . With a one- team approach, all planners work closely with… more
- Access Dubuque (Dubuque, IA)
- …decision makers, ensuring long-term client retention. + Collaborate with our service team to create compelling proposals and deliver impactful presentations ... and develop customized solutions for clients, leveraging available programs to deliver services that exceed client expectations. + Cultivate strong relationships… more
- Charles Schwab (Westlake, TX)
- …and Wealth & Advice Solutions - that serve the needs of our Retail, Advisor Services , and Workplace clients. This role provides critical support to supporting ... opportunity** **Director, Enterprise Affairs** **Our Opportunity:** Schwab's Corporate Affairs team creates value by engaging stakeholders in Schwab's story,… more
- PrincePerelson & Associates (Salt Lake City, UT)
- …compliant experience for Private Wealth clients. The work centers on reviewing client information, supporting onboarding, coordinating with advisor teams, and ... a Financial Operations Analyst to join its Private Wealth Management Operations team . This role is ideal for candidates who excel in communication, organization,… more
- Publicis Groupe (New York, NY)
- …and conducting employee evaluations + Recruiting and retain top talent, growing the social team to deliver on client and agency goals **Clients** + Provide ... our clients' brands, and to buy more products and services from them. Balancing the nimble spirit of a...Foundry delivers the best of both worlds to a client roster that spans some of the world's best… more