- Raymond James Financial, Inc. (St. Petersburg, FL)
- …clients regarding management fees, billing discrepancies, and account adjustments. + Calculates Financial Advisor compensation at the gross and net levels, ... researching and resolving transaction discrepancies, fee adjustments, and inquiries from Financial Advisors and clients. You'll handle a variety of non-routine tasks… more
- Huntington National Bank (Charlotte, NC)
- …Summary: HFA Service Specialists provides client relationship building partnerships with Advisor (s) and is responsible for the day-to-day activities and interaction ... directly with the client and/or relationship manager to obtain financial information or other documentation needed for new accounts,...Degree or at least 5 years of experience within Investments/ Financial Services + Minimum of 9 months of customer… more
- Amazon (Herndon, VA)
- …global order processing, invoicing, revenue reporting and forecasting, and financial audit capabilities. We're seeking an experienced, self-directed Order and ... global audiences * Monitor and improve organizational effectiveness as a trusted advisor * Implement continuous improvements to Order and Partner Operations, sales,… more
- Vanguard (Malvern, PA)
- …landscape and suited for the regulatory environment. + Serves as a trusted advisor and internal expert to ensure the right solution is developed for various ... 5+ years in mobile growth/product marketing/channel marketing for consumer apps ( financial services or scaled consumer preferred). + Demonstrated success driving… more
- Vibe Credit Union (Novi, MI)
- …relationships, and meeting or exceeding production goal s . As a trusted advisor , the Mortgage Loan Originator guid es members through the mortgage process with ... , th ey ensure each member is well-informed and supported with personalized financial solutions . This role champions exceptional service , both internally and… more
- Bank OZK (Alpharetta, GA)
- …with customers and prospects, and engaging in meaningful conversations regarding their financial needs and goals. Promote a positive, helpful, and friendly team ... Ability to demonstrate confidence and act as a trusted advisor . + Ability to communicate effectively both verbally and...preferred + Proven ability to achieve sales goals and financial targets preferred + Experience in a leadership and/or… more
- Experian (Costa Mesa, CA)
- …of data, analytics and software. We also assist millions of people to realize their financial goals and help them save time and money. We operate across a range of ... markets, from financial services to healthcare, automotive, agribusiness, insurance, and many...strong relationships with internal stakeholders, acting as a strategic advisor to align sourcing strategies with business needs. +… more
- Vanguard (Malvern, PA)
- Vanguards Financial Advisor Services division is building solutions that improve investor outcomes. As an Ai/ML product manager you will leverage the latest ... don't just have a mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our… more
- Citigroup (Irving, TX)
- …consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and ... responsible and in our clients' best interests. As a financial institution that touches every region of the world...help define operating standards and processes + Serve as advisor or coach to new or lower level analysts… more
- Google (TX)
- …technology solutions to clients. + Experience in, or supporting, manufacturing, logistics and financial services industries. + Ability to travel up to 20% of the ... relationships with customers as a subject matter expert and trusted advisor , managing business-cycles, identifying solution use cases, and influencing long-term… more