- JPMorgan Chase (Chicago, IL)
- …and retain assets + Work with the Liquidity Specialist on Field Leadership and Financial Advisor strategy to drive adoption and utilization of team + Provide ... support for awareness campaigns, market updates, prospecting opportunities, advisor resources and client communications + Assist...+ Series 7, 66 licensed + 2+ years of financial services experience + High level of proficiency using… more
- Citigroup (New York, NY)
- …into clients. + Anticipate events in a client 's life which have significant financial implications. + Serve as a trusted advisor to clients and provide ... financial matters. + Maintain full understanding of client goals and risk tolerance to ensure that ...specific client segments. + Keep abreast of financial industry developments and current global market… more
- AON (Fort Washington, PA)
- …the AICPA Insurance Trusts (Trusts). The ideal candidate will serve as a key advisor and subject matter expert on the Trusts portfolio, providing guidance to the ... and Medicare Supplement (Transamerica). Your responsibilities will include managing complex client matters in collaboration with the Legal, Operations, and Client… more
- Manulife (Boston, MA)
- …a team that includes a wholesaler and a relationship manager to educate financial advisors about retirement plans, focusing on 401(k) offerings, and to integrate ... align with the priorities of both the company's key decision-makers and the financial advisors. Partnering with a Regional Vice President, the ISC will proactively… more
- JPMorgan Chase (Rochester, NY)
- …industry data and insights + Flexible work environment to adapt to global client requirements Chase is a leading financial services firm, helping nearly half ... our clients with strategic solutions and ongoing support, helping them optimize their financial operations and achieve their business goals. If you are ambitious and… more
- World Insurance Associates, LLC. (Woodbury, NY)
- …and payroll & HR solutions. Employee Benefits Sales Producer - Employee Benefits Client Advisor Position Overview World's Client Advisors bring comprehensive ... World Insurance Associates ("World") is a unique financial services organization with a global ...discretion surrounding sensitive information Compensation As a World Insurance Client Advisor , your compensation is tied to… more
- JPMorgan Chase (Palo Alto, CA)
- Are you excited to provide best in class client experience to our customer base, do you drive execution effectively and you enjoy taking on ownership of clients and ... the right team! As a Letter of Credit Product Advisor - Vice President within the Commercial Bank, you...- Vice President within the Commercial Bank, you are client facing and will team up with our Commercial… more
- Cognizant (Teaneck, NJ)
- …on our journey to become the preeminent technology services partner to the Global 2000. We engineer modern businesses to improve everyday life. Cognizant Consulting ... industry-specific domain knowledge and understanding of Cognizant's horizontal solutions to address client needs and requirements, to advise on and shape client … more
- Compass Group, North America (Redmond, WA)
- …for overseeing end-to-end program performance, operational excellence, and senior-level client relationships across a portfolio of high-profile Experience Centers, ... Innovation Hubs, and the global dining program. This role blends operational rigor with...dining program. This role blends operational rigor with exceptional client stewardship to ensure the seamless delivery of innovative,… more
- NTT America, Inc. (Austin, TX)
- …portfolio of Education accounts. + Own P&L performance, ensuring delivery of financial , operational, and client success objectives. + Oversee engagement ... leadership and a strong track record of business growth and client success. **Key Responsibilities** **Strategic & Operational Leadership** + Provide overall… more