- KeyBank (Bellingham, WA)
- **Location:** 180 Telegraph Road, Bellingham Washington **Job Summary** The Private Client Advisor's focus will be on our Mass Affluent client base with ... The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing investment...the in person coaching and mentoring of branch personnel, client management, service delivery and other resources… more
- Citizens (Brooklyn, NY)
- …advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to ... understand a client 's short- and long-term goals, then construct a tailored...internal stakeholders and specialists in delivering a variety of services , including financial planning, investment management, insurance ,… more
- HUB International (Wilmington, MA)
- …recommendations to clients in response to those changes. + Leads all aspects of client service , marketing, and renewal of book of business. Uses judgment and ... what matters most by providing a broad array of insurance , retirement, and wealth management products and services...service , recommendations, and implementation of a book of insurance business. The job requires a high degree of… more
- JPMorgan Chase (Los Angeles, CA)
- …their wealth creates. You will be responsible for fostering and maintaining client relationships through exceptional service and targeted advice, providing a ... a team environment. **Job responsibilities** + Develop new and manage existing client relationships, providing exceptional service that exceeds expectations +… more
- US Bank (Cincinnati, OH)
- … Private Banking is responsible for developing, managing, and retaining full service relationships with high income/high net worth private banking clients. ... policy requirements. Shared responsibility for soliciting, developing, managing, and retaining client relationships for Private Wealth Management. This position… more
- HUB International (Chicago, IL)
- …+ Works closely with Producers and other HUB personnel on all aspects of client service , marketing, and renewal while adhering to HUB's best practices and ... and decision-making. + Prepares annual review reports and conducts client meetings to review the insurance program...determine suitability. + Acts as liaison between clients and insurance carriers to resolve escalated complex service … more
- World Insurance Associates, LLC. (Iselin, NJ)
- …challenge, including traditional commercial lines insurance , high net worth / private client , employee benefits, human capital and payroll outsourcing, and ... and retirement plan services , and payroll & HR solutions. Insurance Sales Producer - Private Equity Client Advisor Position Overview World's Client … more
- Allied Universal (New York, NY)
- Company Overview: Allied Universal(R), North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose. ... team of security officers and supervisors to deliver exceptional service . This is your opportunity to lead with purpose,...Opportunities to advance within a global leader in security services + **Impactful Work:** Play a vital role in… more
- Grant Thornton (Chicago, IL)
- …on return preparation and tax savings opportunities, focusing on accuracy, quality and client service because together is how we succeed. From day one, ... As the Private Wealth Services Tax Manager, you'll...as attorneys and financial asset managers + Managing multiple client service teams on client … more
- Grant Thornton (Boston, MA)
- …on return preparation and tax savings opportunities, focusing on accuracy, quality and client service because together is how we succeed. From day one, ... As the Private Wealth Services Tax Senior Associate,...trusts taxation, and individual income taxes + Support multiple client service teams on client … more