- WTW (New York, NY)
- …sales experience + Provides coverage and program design advice and expertise to TS Client Advocate or Production Team + Provides knowledge to TS Client Advocates ... coverage comparison + Prepares quote proposals to present to client + Communicates with TS Client Advocate...the position allows for flexible working:** At WTW, we trust you to know your work and the people,… more
- JPMorgan Chase (Los Angeles, CA)
- The Private Client experience at JP Morgan offers a pathway to Wealth Management through comprehensive, expert planning. The Private Wealth Planner (PWP) role is ... central to this, working collaboratively with an integrated client service team to provide clients with a detailed financial plan. Utilizing JP Morgan's proprietary… more
- WTW (Chicago, IL)
- …medical, dental, life, disability, voluntary benefits, etc. You will interface with client teams, contribute to analyses and client deliverables, and ensure ... and direction, play an active support role in multiple client teams developing financial analyses, outputs and client...applicants with arrest and conviction records. At WTW, we trust you to know your work and the people,… more
- WTW (Austin, TX)
- …As a Health and Benefits Associate Director, you will be a leader on the client service team and will be responsible for fostering relationships cross the client ... by participating in new business activities and expanding existing client engagements. You will have the opportunity to position...applicants with arrest and conviction records. At WTW, we trust you to know your work and the people,… more
- Wells Fargo (Beverly Hills, CA)
- …do business with us and for advisors to support their clients. Banking, Lending, & Trust (BL&T) is a center of excellence that unlocks access to Wealth & Investment ... Management (WIM) products and services based on client needs. These products and services include Deposits &...Banking and Credit Solutions, Private Wealth Portfolio Management, and Trust Services. **About this role:** Wells Fargo Banking and… more
- Huron Consulting Group (Chicago, IL)
- …of professionalism and expertise. They collaborate seamlessly with Huron and client senior leaders to design and implement complex, sustainable solutions that ... consistently exceed engagement objectives. Their projects foster enduring client relationships, driving profound benefits such as networking, ongoing business… more
- CIBC (New York, NY)
- …all appropriate parties are promptly advised of any deteriorating situation. + Client Interaction. Provides support and information to various internal and external ... is terminated. Works with Credit Processing Group/Operations on funding/paydown client requests and to update securitization exposures for monthly reconciliation… more
- SHI (Montpelier, VT)
- …**Job Summary** The Sr. Solutions Architect for Security Architecture is a client -facing leader within SHI Services Cybersecurity Business Unit. This role partners ... with Client Advisors, Cybersecurity Advisors, other Security Consultants, and subject...Exceptional written and verbal communication skills; ability to build trust with clients and partners. + Proven ability to… more
- Regions Bank (Naples, FL)
- …the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the defined affluent and high net worth market segments ... wealth products and services including financial planning, asset management, personal trust and estate planning, insurance and risk management services, consumer and… more
- Always Best Care Senior Services (Dallas, TX)
- …enhances the lives of our clients and their families. We are expanding our Client Services Department and are seeking a dedicated Home Care Coordinator to join our ... care for our clients. This position focuses on in-person client support, assessments, care plan updates, and supervisory visits....strong rapport with clients and their loved ones, fostering trust , support, and peace of mind. * Document all… more