- JPMorgan Chase (Columbus, OH)
- …Skills, and Capabilities** + 4-year degree (BA/BS) + 2+ years of financial services experience including strong knowledge of: JPMorgan Funds' products ... in the way that's best for them. As a Financial Advisor Services Analyst within JPMorgan, you...Advisor Services desk regarding Funds products and services + Create client presentations; develop prep… more
- WTW (Nashville, TN)
- …dental, life, disability, voluntary benefits, etc. You will interface with vendors and client service teams, prepare and communicate complex analyses to clients, ... varying client complexity by working across different client profiles and roles, including leading clients' financial... action + Partners with Global Delivery Centers and Client Service teams to deliver superior project… more
- WTW (Stamford, CT)
- …insights that shape benefit program performance. In partnership with Client Service colleagues, you will communicate sophisticated financial concepts in a ... professional development. + Cross-Functional Collaboration: Partner with Global Delivery Centers, Client Service Teams, actuaries, and clinicians to ensure… more
- WTW (Chicago, IL)
- …and adherence to stated deadlines. + Partner with Global Delivery Centers and Client Service teams to deliver superior project management. + Build strong ... and direction, play an active support role in multiple client teams developing financial analyses, outputs and...Proven ability to manage multiple projects simultaneously. + Strong client service orientation (internal and external) +… more
- JPMorgan Chase (Tempe, AZ)
- …designed to attract undergraduate sophomores who are interested in early exposure to financial services careers and committed to the advancement of individuals ... program, you will be provided with an introduction to financial services and the firm. You will...are committed to the highest standards of excellence in client service . As a Fellow you will… more
- Thrivent Financial (Montgomeryville, PA)
- …and Boyertown, PA Meaningful work. Rewarding career. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving ... generosity. Lantern Financial Group is an independent financial services practice of Thrivent in Montgomeryville...advisors and provide support to the clients of Lantern Financial Group including: + Client relationship building:… more
- Robert Half Finance & Accounting (Philadelphia, PA)
- Description Our client , a prominent financial advisory firm located in Center City, Philadelphia, is seeking a Financial Planning Analyst to join their ... preparation of investment proposals, performance reviews, and delivery of comprehensive financial planning services . The Financial Planning Analyst… more
- WTW (Los Angeles, CA)
- …dental, life, disability, voluntary benefits, etc. You will interface with vendors and client service teams, prepare and communicate complex analyses to clients, ... and direction, play an active support role in multiple client teams developing financial analyses, outputs and...deadlines. + Partner with Global Delivery Centers and Client Service teams to deliver superior project… more
- CIBC (Chicago, IL)
- … profitability and pricing strategies + Work and interact with experienced financial services professionals **Who you are** + College degree/pursuing college ... Regular **Weekly Hours** 40 **Skills** Banking, Business Development, Business Opportunities, Client Service , Customer Experience (CX), Finance, Microsoft Excel,… more
- Bloomberg (New York, NY)
- …Bloomberg Financial Solutions Location New York Business Area Sales and Client Service Ref # 10045460 **Description & Requirements** The Opportunity: ... Eastern Canada. The candidate will look after BNEF's growing client base across financial institutions in the...responsibilities in parallel. We'll trust you to: -Originate new client relationships for BNEF's product offering and services… more