- Raymond James Financial, Inc. (St. Petersburg, FL)
- …* Account Management: Assist with account opening/closing, monitor accounts for compliance , and resolve account-related issues for advisory and managed accounts. * ... Advisor Support: Serve as the primary point of contact for advisor inquiries, providing accurate information about their account opening requirements. * Field… more
- Capgemini (TX)
- …US, ensuring alignment with client requirements. + Act as a **trusted advisor ** during project delivery, providing technical and business guidance. + Gain exposure ... presales, Invent, and MU/IU stakeholders. + Ensure **deal qualification and compliance ** with customer expectations to maximize success. + Support **project… more
- Lane County (OR)
- …Lane County. Introducing ALEX (https://www.myalex.com/lanecounty/home#choose-benefits) , Lane County's benefit advisor ! ALEX is an interactive tool that will help ... temporary, or extra help) and/or bargaining group. ALEX Benefit Advisor (click here) (https://www.myalex.com/lanecounty/home#choose-benefits) Collective Bargaining Units: Admin-Pro AFSCME… more
- Capital One (San Francisco, CA)
- …their business, their small business or commercial card needs. As their trusted advisor , you will help optimize the rebates and benefits received from Capital One. ... they operate; understand purchasing needs and behavior + Become a trusted advisor by building positive relationships, handling client needs and coordinating client… more
- City National Bank (Los Angeles, CA)
- …risk management processes of the Bank. CRR also serves as an internal advisor to lending units and credit administration / risk management to identify, recommend ... exposure. * Determines the accuracy of assigned internal credit risk ratings, non- compliance with CNB policies and procedures, loan weaknesses so that timely… more
- White Cap (Atlanta, GA)
- …aligned with White Cap's business goals. Serves as a strategic advisor to senior leadership, driving workforce planning, employment branding, and operational ... improvement. + Partners cross-functionally to ensure recruiting efforts align with DEI, compliance , and associate experience goals. + Prepares and manages budgets to… more
- CareFirst (Baltimore, MD)
- …to deliver exceptional value to our clients. Youll serve as a trusted advisor , promoting our suite of benefits and services, and leading initiatives that enhance ... resonate with diverse employee populations. + Be a Trusted Advisor :Build and maintain strong, consultative relationships with senior-level decision-makers. Provide… more
- DXC Technology (Dallas, TX)
- …client business requirements and technical architecture plans. Will work as a trusted advisor to help shape these plans and support a strong client relationship. ... for clients, offering insights and guidance as a trusted advisor and thought leader * Lead and contribute to...value of DXC services * Support remediation of any audit/ compliance or security findings where network architectural changes might… more
- M&T Bank (Paramus, NJ)
- …to the satisfaction of the client. + Review daily department reports to ensure compliance with operation, security, and audit procedures as well as a positive client ... as assigned. **Scope of Responsibilities:** The position assists the Wealth Advisor , Wealth Management team, and internal business partners in process workflow… more
- Optiv (Detroit, MI)
- …role within Optiv and the Client Advisory organization, acting as a trusted advisor and strategic security leader for our clients. This individual will leverage deep ... change. **How you'll make an impact:** + Serve as a trusted security advisor to clients, understanding their business objectives, risk tolerance and cyber security… more