• Financial Advisor

    UMB Bank (Leawood, KS)
    …as well as being responsible for leading in the development of new client relationships. The Financial Advisor , through a planning-led approach, will discuss ... a listen-first approach that keeps the focus on the client , always striving to understand their story, their dreams...needs now, and in the future. As the **Financial Advisor ** , you will be responsible for maintaining the… more
    UMB Bank (07/15/25)
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  • Senior Wealth Advisor

    M&T Bank (Fairfield, CT)
    …Leads the client relationship team and has overall responsibility for assuring the client has access to all resources and solutions of the firm.Work closely ... sales cycle to meet sales goal.Implement and deliver specific solutions . + Leads client relationship review discussion...of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible… more
    M&T Bank (07/19/25)
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  • Client Managment Lead Analyst

    Citigroup (Columbus, OH)
    …operational metrics and service level requirements to achieve business goals. + Acts as client advisor in the client 's interest while driving cross-regional ... senior level Exceptional written and oral communication skills Ability to develop client solutions Ability to identify and implement effective process… more
    Citigroup (07/12/25)
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  • JP Morgan Wealth Management - Private…

    JPMorgan Chase (Westerville, OH)
    …client service operational marketing and administrative support to the primary Private Client Advisor (s), within JPMorgan Wealth Management. As a Private ... If you are passionate about client experience and goals driven planning, then our...also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer… more
    JPMorgan Chase (07/03/25)
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  • Senior Client Executive

    Aegon Asset Management (WA)
    …clients and brokers. Bring consultative elements to relationships with the goal of enhancing client , advisor and TPA loyalty. + Serve as the escalation point for ... for the best life possible while providing tools and solutions that make it easier to get there. Who...Description Summary Responsible for retirement plan asset retention and client satisfaction for assigned clients with 401(k) plans, DB… more
    Aegon Asset Management (05/20/25)
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  • Financial Advisor Senior

    First Horizon Bank (Raleigh, NC)
    …then you have found your home with First Horizon Advisors. As a Financial Advisor , you will be responsible for developing client relationships and partnerships ... the tools and proven methods that will lead to Advisor and Client success. If you are...and demonstrate high level understanding of investment offering and solutions . * Engage your connectivity in the community to… more
    First Horizon Bank (07/22/25)
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  • Senior Vice President, Client Engagement

    Publicis Groupe (Morristown, NJ)
    …(written and verbal) + Strong presentation development and delivery skills + Trusted client advisor and relationship builder + Ability to mentor and lead ... our value proposition. + Generate proposals that clearly outline our recommended solutions and deliverables. ** Client Management and Project Leadership (~40& of… more
    Publicis Groupe (07/15/25)
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  • Senior Client Delivery Manager - ECS

    SAP (Newtown Square, PA)
    …acts as trusted advisor who grows the business by driving the client 's digital transformation and generating higher customer value. The CDM shares monthly / ... technologies and standardize and optimize operations of SAP centric solutions . The mission of the CDE Organization is to...the core of the services delivered. + Continuously increase client trusted advisor relationship with executives and… more
    SAP (08/01/25)
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  • Sr. Tax Advisor

    Robert Half Finance & Accounting (El Cerrito, CA)
    Description Ren Friedman is seeking a highly skilled and client -focused Senior Tax Advisor to join her clients dynamic and growing advisory team. This position ... and strategic advisory services to clients while driving exceptional client satisfaction and retention. In this collaborative, team-oriented environment, you'll… more
    Robert Half Finance & Accounting (05/14/25)
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  • Client Solutions Specialist

    TEKsystems (Fort Worth, TX)
    …updates and to close out service requests - Required to document details of all client and advisor interactions + Will need to have/get Life and Health License ... problem-solving - Partner with Quality Management (QM) to resolve client concerns; involves speaking directly with clients to better...partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of… more
    TEKsystems (07/29/25)
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