- WTW (Los Angeles, CA)
- …organizations worldwide in designing, managing, administering, and communicating all types of retirement plans. Whether a client has a defined benefit pension, ... **Description** Our Retirement team combines expertise in retirement ,...make a valuable difference every day to our high-profile client organizations focusing primarily on defined contribution plans. One… more
- WTW (Tampa, FL)
- …to junior team members. **The Role** **Clients** + Develop a trusted advisor relationship with client contacts through effective communication and efficient, ... **Description** As a member of dedicated client teams, you will work closely with the...of first class advice and guidance related to their retirement plan strategy including the selection, implementation and monitoring… more
- Columbia Bank (Denver, CO)
- …+ Conduct extensive research and audit functions. + Independently administer client / advisor authentication, analysis to approve or reject investment transactions ... Customer Care Team Lead is responsible for supporting the client service team in the delivery of gold standard...all aspects of alternative asset and regulatory requirements and retirement accounts. + Mitigate company risk through following all… more
- H&R Block (Everett, WA)
- …It's an exciting time to be a part of H&R Block! What you'll do As a Client Advisor - Small Business and Tax you will apply principles of accounting to analyze ... tax statements and returns for businesses and clients. The Client Advisor - Small Business and Tax...prescription drug coverage; can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program,… more
- JPMorgan Chase (New York, NY)
- …+ Provide comprehensive guidance to Advisors on advisory offerings, including client discretionary, wealth advisor discretionary, firm discretionary, and ... Advisors (JPMA) Advisory Programs, including Portfolio Manager (PM), Portfolio Advisor (PA), Customized Bond Portfolios (CBP), JPMorgan Core Advisory Portfolio… more
- JPMorgan Chase (New York, NY)
- …and lending. This role sits at the intersection of product marketing and advisor enablement, focusing on bringing our wealth management solutions to market and ... for engagement programs and digital channels, creating engaging experiences across client segments. + Collaborate with key business stakeholders, marketing partners,… more
- JPMorgan Chase (Chicago, IL)
- …team. + Provide support for awareness campaigns, market updates, prospecting opportunities, advisor resources, and client communications. + Assist in the ... to support their relationships with advisors and propose solutions based on client near and long-term goals. **Job responsibilities** + Lead with the liquidity… more
- JPMorgan Chase (Chicago, IL)
- …in liquidity management. You will act as a valued extension of the Advisor team, identifying new client opportunities, proposing solutions for existing ... awareness campaigns, and market updates + Create and coordinate workshops for advisor development, supporting ongoing education and skill-building + Attend client… more
- BOOZ, ALLEN & HAMILTON, INC. (Washington, DC)
- …solution, or flexing to support an emerging requirement, our clients need an advisor who can help manage operations while managing responses to external inquiries in ... fusion. As part of our team, you'll serve as a strategic technical advisor to the Advanced Research Projects Agency for Health (ARPA-H), helping conceptualize,… more
- JPMorgan Chase (Nashville, TN)
- …for customer care, drive process improvements, and act as a trusted advisor , helping clients realize the full value of our solutions. **Key Responsibilities** ... free customer base, ensuring timely, accurate, and professional responses to client queries. + Continuously seek out efficiencies in support processes, leveraging… more