- S&P Global (New York, NY)
- …Role:** **Grade Level (for internal use):** 09 **The** **Role:** Fixed Income Product Consultant . **T** **he Team:** The Fixed Income Client Success team is composed ... to 3 clients who expect a high level of service . The team is collaborative, hard-working and are always...numerous internal counterparts like Product Management, Client Support and Sales . + Autonomy as an owner of a book… more
- HUB International (Cincinnati, OH)
- …an assigned block of clients (retention) and grow the block of business organically ( sales ), as well as mentor and develop their support team. The Benefits ... Consultant accomplishes this by bringing a consultative approach to...initiatives._ **ABOUT HUB INTERNATIONAL:** HUB International is a leading full- service global insurance broker and financial services firm providing… more
- TD Bank (Mount Laurel, NJ)
- …provide you more specific details for this role. **Line of Business:** Sales & Customer Distribution Support **Job Description:** The Project Manager provides ... segments of very large projects with limited supervision + Acts as a consultant to the business lines + Prepares management reports to summarize the status… more
- Wells Fargo (Ponte Vedra Beach, FL)
- **About this role:** Wells Fargo is seeking a Financial Consultant in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the ... to qualify for immediate FINRA registration **Desired Qualifications:** + Full- service brokerage experience + Financial advisement or planning experience +… more
- Truist (Jacksonville, FL)
- …America) **Please review the following job description:** JOB SUMMARY Provide consultative, sales and technical support to one or more Financial Advisors, working ... management support, including ongoing counsel and advice, relationship reviews and client service initiatives. 5. Participate in the preparation for and delivery of… more
- Benco Dental (Phoenix, AZ)
- …relationships with existing customers by understanding their needs and providing exceptional service and support + Lead equipment sales process by collaborating ... technology solutions. These services are supported by over 400 professionally trained sales representatives and 300 factory-trained service technicians who begin… more
- M&T Bank (Bear, DE)
- …Banking. Works with Investment Advisors, Fiduciary Advisors, Community partners, Wealth /WISD and Mortgage to deliver advice-based solutions and alternative ... Profile customer and deliver recommendations to ensure these needs are met. Use sales tools and modules to conduct the analysis and offer the best advice… more
- TIAA (Dallas, TX)
- …The Wealth Management Client Relationship Consultant partners with Wealth Management Advisors in delivering client service and supporting high-net worth ... advisory team in overall book management strategy. + Ensures delivery of client service and sales support as a part of the Wealth Management advisory team,… more
- Comerica (Costa Mesa, CA)
- Job Description Registered Client Service AssociateThe Securities Senior Sales Assistant (SSA) role is a position providing operational and sales support to ... Position Responsibilities: This position holds responsibilities in 4 primary categories: Sales Support, Compliance, Customer Service , and Teamwork. Some of… more
- Covr Financial Technologies (Hartford, CT)
- …Insurance Internal Wholesaler works in partnership with their VP, Regional Insurance Consultant to grow life insurance sales within their assigned territory. ... sales opportunities. + Works in partnership with VP, Regional Insurance Consultant to grow insurance sales within assigned Account/Region. + Perform demos… more