- Vanguard (Scottsdale, AZ)
- …fairly, and to give them the best chance for investment success." As an Advice Support Representative , you will partner closely with advisors to efficiently ... Job Description : At Vanguard, we have a client -first mentality that we live and breathe every...assigned. Advance your skill set and your career The Advice Support Representative role is a great… more
- Bank of America (Chandler, AZ)
- Wealth Management Client Servicing : Client Service Representative Chandler, Arizona **To proceed with your application, you must be at least 18 years of ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Chandler/Wealth-Management- Client -Servicing Client - Service - Representative \_25047954) **Job… more
- Vanguard (Scottsdale, AZ)
- …What It Takes + Minimum of three years' experience in Financial Services; client service experience preferred. + Undergraduate degree or equivalent combination ... needs and share insights with Relationship Managers. + Deliver high-quality, efficient service while anticipating client needs and offering proactive solutions.… more
- Edward Jones (Tempe, AZ)
- …when a former FA is unable to meet those obligations. + Provide excellent client service and suitable investment advice during the transition period. ... everyone is aligned toward a singular focus: serving the client . And everyone is working to make the firm...+ Provide initial contact and ongoing guidance and service to the clients. + Research and resolve any… more
- Edward Jones (Tempe, AZ)
- …planning, design and implementation for intermediate level projects. + Serve as a representative for key stakeholders (Training, Service , CSG) and branch teams ... is meaningful - because it has a singular focus: client relationships. What you do every day helps people...Planning Tools & Capabilities lead the development of financial advice and planning capabilities integrated with the firm's … more
- Stantec (Chandler, AZ)
- …client groups. - Work collaboratively with functions such as an HR service representative for accurate completion of employee transactions, talent acquisition ... results-driven team. As part of our US West HR Client Services (HRCS) team, the Senior HR Business Partner...issues, workforce planning or organizational design challenges and provide advice and expertise to help develop creative solutions. -… more
- WSP USA (Tempe, AZ)
- …business operations strategy, and maintaining that certifications, accreditations, and client value ratings are continuously improved. + Lead planning discipline ... project delivery within the discipline. + Serve as the planning discipline's representative and liaison to a variety of external entities including Federal, State,… more