- Confluent (Boise, ID)
- …curve. In this role you'll partner with Account Executives to be the key technical advisor in service of the customer. You'll be instrumental in surfacing the ... customers' stated or implicit Business Needs, and coming up with Technical Designs to best meet these needs. You may find yourself at times facilitating art of the possible discussions and storytelling to inspire customers in adopting new patterns with… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …tasks and projects to complete work efficiently.* Provide a high level of customer service , and address and resolve escalated advisor and client issues.* Use ... for developing, coordinating, and executing initiatives to provide high-touch, face-to-face advisor support to consistent users, dabblers, and new or non-users in… more
- JPMorgan Chase (New York, NY)
- …mobile suite + Develops marketing strategy and builds presentations on behalf of the Financial Advisor (s) + Ad Hoc service requests as needed on behalf of the ... The Investment Associate is an integral member of the Financial Advisor 's team. An Investment Associate works in close partnership with the Financial Advisor (s)… more
- Santander US (Hershey, PA)
- …the possibilities **We Want to Talk to You!** **The Difference You Make:** The Sales and Service Banker serves as a trusted advisor to customers with a focus on ... Service and Sales Banker, Hershey, PA Country: United...banking, lending, and investment products while delivering exceptional customer service , minimizing risk and defending against fraud. Sales and… more
- Kestra Financial (Kings Park, NY)
- Summary The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes ... excellent customer service and problem-solving skills to confidently provide information and...and post-meeting documentation + Manage client needs regarding processing, service , and problem resolution in a timely and accurate… more
- 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