- TEKsystems (Pittsburgh, PA)
- … goals. * Build and maintain strong, trust-based relationships with executive-level client stakeholders, acting as a strategic advisor and promoting long-term ... TGS Talent Acquisition Team requires: Position Overview The Senior Client Partner acts as the primary liaison between strategic...ability to establish trust and act as a strategic advisor * Excellent leadership and team management skills leading… more
- JPMorgan Chase (Wilmington, DE)
- …and deepening on behalf of Relationship Managers + Design a comprehensive Advisor /Relationship Manager behavioral playbook that encompasses the client lifecycle ... JP Morgan Private Client is more than a financial services provider,...wealth referrals to Chase Wealth Management, establishing RM and Advisor expectations, designing the onboarding experience, and developing strategies… more
- Bank of America (San Francisco, CA)
- …through the execution of the Market Strategy Plans. The PWCRM partners closely with advisor teams to deliver a branded client service model focusing on digital ... Private Wealth Client Relationship Manager San Francisco, California **To proceed...world specializing in goals-based wealth management, including planning for retirement , education, legacy, and other life goals through investment… more
- H&R Block (Hamilton, NJ)
- …and efficient tax preparation experience. + Act as a liaison between the client and the Tax Advisor , ensuring consistent communication and a seamless ... as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to...ensuring all necessary information is ready for the Tax Advisor + Clearly communicate the steps of the tax… more
- JPMorgan Chase (Boca Raton, FL)
- Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high ... firms. Embrace the challenge of shaping the future of client service and make your mark by delivering high-quality...of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning,… more
- Aegon Asset Management (Denver, CO)
- …and thousands of investment options, to be presented to the plan sponsor, advisor , and TPA community. + Develop Retirement plan pricing, with responsibility ... with millions of customers and thousands of employees worldwide. Our insurance, retirement , and investment solutions help people make the most of what's important… more
- JPMorgan Chase (Houston, TX)
- …allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business support to ... their clients. You will establish, maintain, and build relationships while delivering exceptional client service. In this role you will have extensive client … more
- JPMorgan Chase (Chicago, IL)
- …all deposit account service-related needs of a JP Morgan Advisor 's client . This role is responsible for ... The Client Service Associate is the primary point of...Provide high quality, high touch service to JP Morgan Advisor clients across the deposit product offering. + Manage… more
- World Insurance Associates, LLC. (Ramsey, NJ)
- Position Objective The Senior Client Associate is a support position for the office. Responsibilities include data gathering and analysis, development of financial ... of the firm's Investment Committee and Financial Planning Committee. The Senior Client Associate will deliver high-quality service and operational support to … more
- ADP (Louisville, KY)
- …for developing and maintaining effective relationships with ADP clients and is the direct client contact for retirement plan services. The Client Service ... client retention.. Act as the primary contact for retirement plans regarding day to day record keeping matters...Alerts management and other appropriate parties (ie. legal, financial advisor , alliance manger, other ADP business units, etc.) of… more