- Charles Schwab (Westlake, TX)
- …in providing superior customer service while being detail-oriented. A successful Advisor Services Cost Basis Specialist loves to learn and excels in ... firm and meet their goals. **What you'll do:** The Advisor Services Cost Basis Team services...may include: + Answer in-bound calls from Advisors, AS Service and Alliance representatives + Respond to client and… more
- Charles Schwab (Westlake, TX)
- …and cross-enterprise. Key partners include those across Advisor Services , including Sales, Business Development, Service , Strategy, Legal & ... **Your opportunity** Advisor Services (AS) is the industry...partnership work. + In partnership with our Sales and Service teams, proactively develop ways that these firms' experiences… more
- Charles Schwab (Orlando, FL)
- …for this role to work on site in the specified location(s)._ **What you'll do:** The Advisor Services (AS) Cost Basis Team services all Schwab advisors with ... **Your opportunity** Schwab Advisor Custody and Trading (ACT) is the leading...'s needs. We pride ourselves in providing superior customer service while being detail-oriented. Successful team members are eager… more
- ADP (Salem, NH)
- …clients and advisors and is the direct service contact for retirement plan services . The Advisor Service Representative is responsible for communicating ... **Title: Advisor Service Representative I** **Position Summary:**...associated client related inquiries with a concentration in RS Advisor Services for generalist and prospecting advisors;… more
- Vanguard (Malvern, PA)
- …the Senior Manager, Head of Sales Practice Management & Coaching for our Financial Advisor Services (FAS) business, you will lead the development and execution ... sales coaching and practice initiatives in asset management, wealth, or financial advisor services environments and know how to translate strategy into action at… more
- Comerica (New York, NY)
- …administration capabilities, as well as the services of their Financial Advisor , delivered through a customized, service -driven model. The Trust Advisor ... of services to clients. Communicates directly with our Financial Advisor partners, clients, and internal business partners. Providing timely updates on all… more
- Charles Schwab (Sacramento, CA)
- **Your opportunity** Schwab Advisor Services (AS), a division of Charles Schwab & Co., Inc., is the leading provider of custody, trading, technology, and ... Consulting and Education (BCE) team is part of Schwab Advisor Services and creates and delivers industry-leading...volunteering, and 28-day sabbatical after every 5 years of service for eligible positions + Paid parental leave and… more
- Charles Schwab (Westlake, TX)
- …the United States on a** **full-time basis without employer sponsorship.** Schwab Advisor Services , the industry leader of custodial, operational, trading, ... client relationships by expanding the depth and breadth of services offered, supported a strong service offering,...All while observing strong judgment in negotiations. + Schwab Advisor Services has set out to challenge… more
- Vanguard (Malvern, PA)
- …excellence. As the Senior Manager, Head of Strategy Development for our Financial Advisor Services (FAS) business, you will lead the design and evolution ... execution. You've led strategy development in asset management, wealth, or financial advisor services environments and understand the dynamics of the external… more
- City of New York (New York, NY)
- …Administrative Director of Social Services or on the Administrative Director of Social Services Civil Service List** Senior Advisor , Youth Services ... the divisions overseen by the Associate Commissioner. The Senior Advisor will act as a key advisor ,...division. - Monitor progress and ensure alignment with Youth Services and DYCD's overall mission and objectives. - Collect… more