- Wells Fargo (Chapel Hill, NC)
- …. **In this role you will:** + Assist Financial Advisor (s) colleagues with service and operational related activities ... via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes +… more
- Wells Fargo (Seal Beach, CA)
- …. **In this role you will:** + Assist Financial Advisor (s) colleagues with service and operational related activities ... via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes +… more
- Bank of America (San Francisco, CA)
- …Planner and Investment Management Specialist to support the coordination all sales and service activities. Works with the Financial Advisor and/or team Senior ... and effective. **Job Description:** The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client relationships. He… more
- Xponential Fitness (Houston, TX)
- …new membership sales as well the retention of current members. The Wellness Advisor provides superior customer service while assisting new and current students ... JOB TITLE: Wellness Advisor REPORTS TO: General Manager COMPANY OVERVIEW: YogaSix...studio cleanliness. JOB REQUIREMENTS: Excellent sales, communication, and customer service skills Goal-oriented with an ability to achieve sales… more
- Raymond James Financial, Inc. (Troy, MI)
- Under general supervision, the Policy Care Specialist supports branch operations, advisor transitions, and client service for the One Insurance Solution Team. ... role ensures smooth onboarding, accurate processing, and timely resolution of service issues while coordinating with internal departments, advisors, and insurance… more
- Wells Fargo (Charlotte, NC)
- …(https://www.wellsfargojobs.com/career-areas/) . **In this role you will:** + Assist Financial Advisor (s) with sales, service and operational related activities ... via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes,… more
- CVS Health (Miami, FL)
- …Experience** + Seek out customers to ensure they have a fantastic beauty advisor experience through personalized sales service based on customer needs, effective ... techniques + Seek to further your product knowledge and client service skills. As a retail beauty advisor , you are a CVS beauty sales enthusiast! **Why You'll… more
- Air Force Elements, US Transportation Command (Scott AFB, IL)
- …One year of specialized experience equivalent to the GS-13 grade level in the Federal service : Serving as a senior advisor on the development and refinement of ... paid and unpaid experience, including volunteer work done through National Service programs (eg, Peace Corps, AmeriCorps) and other organizations (eg, professional;… more
- REEDS Jewelers (Destin, FL)
- …Excellence + Create memorable, one-on-one client experiences by delivering personalized, high-touch service + Act as a trusted advisor by understanding each ... names in fine jewelry and timepieces. Here, exceptional client service is an art form - one built on...in the business, continually raising the standard for luxury service and building a career with limitless potential. We… more
- Edward Jones (St. Louis, MO)
- …service model and enabling our Client Concierge Specialist to deliver excellent service by proactively anticipating Financial Advisor and client needs and ... The team leader is expected to support running the service and operations aspects of our day-to-day business, including...with Generations senior leaders to design and set key service and operational metrics for Generations team. + Develop… more