- Nuveen Investments (Dallas, TX)
- …role is responsible for asset growth, applicable plan advice, referrals, voice of the client surveys and other goals ensuring a good client experience. In ... partners and clients to help identify product and investment needs. + Determine where client has a need and create or manage associated opportunity to a won or… more
- HUB International (Baton Rouge, LA)
- …property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 500+ ... to manage the menu of benefit options that the client offers to its employees. BCs partner with clients...regular basis. + Acts as a mentor for the Associate Benefit Consultant, Account Manager, BA/CSS and ISR. Assists… more
- First Horizon Bank (Nashville, TN)
- …will manage operational relationships with internal and external partners, advocate for client and associate needs, and enable data-driven decision-making to ... meet business and client goals. **Responsibilities:** + Provide daily and operational support...its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed… more
- Pioneer Bank (Hudson, NY)
- …the sales process. + Responds to a Request for Proposal (RFP); assesses client needs and recommends effective strategies. + Performs cost/benefit and risk analysis ... when preparing client recommendations and assessing client relationships. +...retail financial services to business owners and executives. Refers wealth management opportunities to Pioneer Wealth Management.… more
- First Horizon Bank (Yadkinville, NC)
- …needs and "handing off" the processing of these applications to the appropriate associate . Client experience + Research and resolve problems and respond to ... both teller and platform support as needed to keep client wait times to a minimum and to provide...its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed… more
- First Horizon Bank (Marrero, LA)
- …needs and "handing off" the processing of these applications to the appropriate associate . Client experience + Research and resolve problems and respond to ... both teller and platform support as needed to keep client wait times to a minimum and to provide...its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed… more
- First Horizon Bank (Alcoa, TN)
- …needs and "handing off" the processing of these applications to the appropriate associate . ** Client experience** + Research and resolve problems and respond to ... both teller and platform support as needed to keep client wait times to a minimum and to provide...its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed… more
- First Horizon Bank (Rocky Mount, VA)
- …needs and "handing off" the processing of these applications to the appropriate associate . ** Client experience** + Research and resolve problems and respond to ... both teller and platform support as needed to keep client wait times to a minimum and to provide...its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed… more
- Regions Bank (Jackson, MS)
- …in sales presentations + Determines the financial viability and associated risks of client business + Oversees and provides exceptional service for client ... following issues through to resolution, meeting deadlines, and anticipating strategic client needs including future opportunities and risks + Retains existing … more
- Regions Bank (Atlanta, GA)
- …managed accounts. **Primary Responsibilities** + Manages a book of either Private Wealth or Institutional Clients by serving as the Portfolio Manager + Works ... development investment objectives and goals through discussion and identification of client priorities + Implements and communicates investment related changes based… more