- KeyBank (Chesterland, OH)
- …effective and customized financial wellness recommendations to clients; Delivers on client solutions through referring of investment and insurance products ... advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps… more
- Bank of America (New York, NY)
- … Focus + Issue Management + Oral Communications + Business Development + Client Solutions Advisory + Pipeline Management + Prioritization + Administrative ... Wealth Management Client Associate New York, New York **To proceed...client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include… more
- Bank of America (Boston, MA)
- …CPA, CFA, CTFA, CFM or JD a significant plus **Skills:** + Business Development + Client Management + Client Solutions Advisory + Prospecting + Wealth ... Private Client Advisor II Boston, Massachusetts **To proceed with...to influence; proactively asks for and closes business * Solutions oriented; sales and financial aptitude a must *… more
- The Cigna Group (Bath, ME)
- …management. + Ability to negotiate, manage expectations and creatively problem-solve effective client solutions . + Ability to pivot seamlessly from customer ... **Dedicated Client Service Partner** Is service your passion? Do...Team's strategy discussions to ensure we continue to provide solutions that exceed service expectations to access care. **Incumbent… more
- Bank of America (Pasadena, CA)
- … Focus + Issue Management + Oral Communications + Business Development + Client Solutions Advisory + Pipeline Management + Prioritization + Administrative ... Wealth Management Client Associate - Mandarin Language Required Pasadena, California...client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include… more
- The Cigna Group (West Palm Beach, FL)
- …pro-actively. + Ability to negotiate, manage expectations and creatively problem-solve effective client solutions . + Ability to pivot seamlessly from customer ... **Dedicated Client Service Partner** Is service your passion? Do...Team's strategy discussions to ensure we continue to provide solutions that exceed service expectations to access care. **Candidate… more
- The Cigna Group (Bloomfield, CT)
- …pro-actively + Ability to negotiate, manage expectations and creatively problem-solve effective client solutions + Ability to pivot seamlessly from customer ... are looking for a dedicated onsite specialist to provide exemplary customer and client service of our Cigna products, benefits, and claim processes. As the Dedicated… more
- Bank of America (Houston, TX)
- …CPA, CFA, CTFA, CFM or JD a significant plus **Skills:** + Business Development + Client Management + Client Solutions Advisory + Prospecting + Wealth ... Private Client Advisor Houston, Texas **To proceed with your...to influence; proactively asks for and closes business + Solutions oriented; sales and financial aptitude a must +… more
- Bank of America (New York, NY)
- …CPA, CFA, CTFA, CFM or JD a significant plus **Skills:** + Business Development + Client Management + Client Solutions Advisory + Prospecting + Wealth ... Private Client Advisor II New York, New York **To...to influence; proactively asks for and closes business * Solutions oriented; sales and financial aptitude a must *… more
- Bank of America (Boston, MA)
- …preferred * CFP, CPA, CFA, CTFA, CFM or JD a significant plu **Skills:** + Client Management + Client Solutions Advisory + Loan Structuring + Relationship ... Private Client Manager II Boston, Massachusetts **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed… more