- Wells Fargo (Annapolis, MD)
- …. **In this role, you will:** + Assist Financial Advisor (s) colleagues with service and operational related activities ... a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the...service focus with the ability to listen to customer needs and recommend solutions + Ability to prioritize… more
- Wells Fargo (North Wilkesboro, NC)
- …. **In this role you will:** + Assist Financial Advisor (s) colleagues with service and operational related activities ... a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the...service focus with the ability to listen to customer needs and recommend solutions + Ability to prioritize… more
- CBRE (Dallas, TX)
- …portfolio. The successful candidate is required to develop and foster senior level customer relations as part of developing strategic plans that ultimately ... Director manages the contract relationship, acting as a trusted advisor and thought leader to grow the business relationship...interpretation as required * Ensures fulfilment of "promise" to customer - sets tone and culture for the way… more
- Palo Alto Networks (Dallas, TX)
- …and achieve their security objectives. + Establish and maintain trusted advisor relationships with customer stakeholders and executive sponsors, ensuring ... to our customers, and grow together. You will be part of a culture that values trust, accountability, and...customer needs internally, influencing the product roadmap and service improvements to enhance the customer experience.… more
- CVS Health (Ridgewood, NY)
- …they have a fantastic beauty advisor experience through personalized sales service based on customer needs, effective upselling and suggestive selling, as ... + Seek to further your product knowledge and client service skills. As a retail beauty advisor ,...for the majority of work time to provide excellent customer service and beauty consulting. Able to… more
- Thrivent Financial (Hummelstown, PA)
- … part of the position or support needs on the sponsoring Financial Advisor . + Demonstrated customer service orientation/experience, 2+ years preferred. + ... customers, and their families. Responsibilities may include working with a Financial Advisor to develop and implement business and marketing plans to acquire,… more
- PNC (Troy, MI)
- …Administrator is the trusted partner to the Wealth Management Leadership and Advisor teams. The Sales & Support Administrator partners with the Wealth Management ... advisor team to proactively manage their assigned book of...OPT for this position. **Job Description** + Provides sales, service and execution support for new and ongoing client… more
- Zebra Technologies (Lincolnshire, IL)
- …by curiosity and a culture of caring, we develop smart solutions that anticipate our customer 's and partner's needs and solve their challenges. Being a part of ... to deliver on our purpose. Here you are a part of a team pushing boundaries today to redefine...Manager, IT Audit and collaborates with the IT Audit Advisor on audit engagements. Responsibilities: + Assists the IT… more
- Truist (Richmond, VA)
- …in collaboration with client-facing, Digital and Platform teams 3. Enable advisor -led planning to include: development and delivery of training curriculum, serving ... through praise, recognition, compensation and promotions. 8. Close collaboration with Financial Advisor , Wealth Advisor and Premier Banking to ensure alignment… more
- NTT DATA North America (Boston, MA)
- …passionate individuals who want to grow with us. If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now. We are currently ... plan transformation, and executive-level partnerships. This leader serves as a **trusted advisor ** to Health Plan C-suite stakeholders and is responsible for shaping… more