- Raymond James Financial, Inc. (Payson, UT)
- **Essential Duties and Responsibilities** + Service daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients + Work ... client-specific reporting as needed for review by the financial advisor + Create and maintain records and files utilizing...or concerns + Provide a high level of customer service in a calm and professional manner + Use… more
- Charles Schwab (Phoenix, AZ)
- …status quo" and transform the finance industry together. As a Client Banking Services Professional, you are at the forefront of the client experience, delivering ... outstanding customer service to our Charles Schwab Bank clients calling for...subject matter expertise on the following banking products and services : deposit accounts, online account management and bill pay,… more
- Thrivent Financial (Brenham, TX)
- …independent practice of Thrivent Financial. We're looking for a licensed, service -driven professional to provide administrative support to our financial advisors and ... multitasking, attention to detail, and a commitment to exceptional service . This position is employed by Barney Loesch of...and make them comfortable while they wait for their advisor . + Handle incoming telephone calls. Answer basic questions… more
- Frank Myers Auto Maxx (Winston Salem, NC)
- …steering, suspension, brakes, air conditioning, etc. + Communicate directly with the Service Advisor so that customers are well-informed of any additional ... Auto service business in Winston-Salem, NC expanding and opening...facility. Looking to hire at least one heavy line service technician for cars and light trucks Benefits include:... services needed + Provide an estimate of time needed… more
- Cognizant (Phoenix, AZ)
- **Overview** In this role, the SLS ( Service Line Specialist) will focus on Software & Platform Engineering (SPE) which covers the key areas such as Digital ... Product Engineering, Enterprise Application Modernization and Application Development & Maintenance Services along with Quality Assurance Services . He or she… more
- Brokers International (Urbandale, IA)
- Job Title: Director of Operations Business Unit: Brokers International Financial Services Location: Urbandale, IA About Brokers International As The Original Agency ... expand our reach and provide a more holistic planning service to agents and agencies across the industry. Under...for building and executing a sustainable operations program and advisor experience. This role will oversee the day-to-day activities… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and the financial advisors and clients who use it. + Provides best-in-class financial advisor service through inbound phone coverage and emails regarding the CAS ... collaborating with team members and firm stakeholders across investment research/diligence, advisor and client education, and operational support to provide a… more
- JPMorgan Chase (New York, NY)
- …a diverse suite of products and applications including, but not limited to; Advisor Services , Wealth Planning & Advice, Goal Based planning, liabilities ... strategy and builds presentations on behalf of the Financial Advisor (s) + Ad Hoc service requests as...and skills:** + 5 plus years' experience in Financial Services industry + FINRA Series 7 and 66 licenses… more
- Principal Financial Group (Charlotte, NC)
- …Separate Accounts. Activating aggregator/home‑office lists, and converting advisor pipelines through fiduciary‑aligned, consultative selling. **Territory Strategy ... sales growth and territory management via tools like PowerBI + Expand advisor relationships through ongoing development of the territory and through collaboration… more
- Thrivent Financial (Lake Elmo, MN)
- …This includes development and execution of community events and partnerships with the advisor as well as connections to other regional engagement events to grow and ... deliver integrated strategic plans tailored to growth markets and individual advisor growth priorities. + Develop centers of influence relationships in communities… more
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