- ENTRUST Solutions Group (Owings Mills, MD)
- …electric distribution projects and high-volume programs, ensuring operational excellence, client satisfaction, and team development. In addition to project delivery, ... projects to meet performance goals for budget, schedule, and quality. + ** Client Engagement and Management:** Build and maintain strong relationships with utility… more
- Principal Financial Group (Bethesda, MD)
- **What You'll Do** Come join the Advisor support team as a **Retirement Sales Specialist** ! In this role you'll work in partnership with the sales team including ... to generate and manage pipeline, close sales, and develop mutually profitable advisor and third-party administrator relationships! **Here are a few examples of… more
- Washington Metropolitan Area Transit Authority (New Carrollton, MD)
- …safety, wellness, and organizational readiness. You will serve as a strategic advisor to departmental leadership, shaping the vision for how healthcare data is ... or database administration with some leadership experience in a healthcare client -facing capacity. **Experience** + Eight (8) years of experience in… more
- JPMorgan Chase (Mitchellville, MD)
- …offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
- UMB Bank (Annapolis, MD)
- **RETIREMENT CLIENT ADVISOR -DALLAS-FT. WORTH METROPLEX** The Retirement Client Advisor generates new business opportunities and manages a customer ... unparalleled customer experience while managing a book of business and building client relationships. + Partners with UMB Portfolio Management and Research to fully… more
- Tiffany & Co. (MD)
- …up to the maximum level permitted under the established Retail guidelines. ** Client Relationship Development** 1. Build client relationships by capturing and ... data and engaging in other strategic developmental activities. 2. Utilize client development resources provided by the company to maximize sales potential. 3.… more
- Huntington National Bank (Hagerstown, MD)
- Description Summary: Responsible for handling complex client servicing escalations through various workflow avenues, ensuring the delivery of an optimal and ... consistent client experience and providing critical welcome support for newly...reseller (VAR)/Gateway support. Duties and Responsibilities: + Handles complex client servicing escalations through various workflow avenues, ensuring the… more
- Kestra Financial (Baltimore, MD)
- …in our career path and plays a key role in supporting our lead advisor /owner, managing client portfolios, and enhancing client relationships. This position ... strategies to individuals and businesses. We prioritize a collaborative, client -centric approach, fostering a supportive environment where innovation and excellence… more
- Truist (Rockville, MD)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES ... routine client correspondence and perform maintenance of client records. 5. Manage the financial advisor 's...of client records. 5. Manage the financial advisor 's calendar to maximize the appointments' productivity by minimizing… more
- World Insurance Associates, LLC. (Columbia, MD)
- …plan services, and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk ... client "pitch decks" / presentations. Compensation As a World Insurance Client Advisor , your compensation is tied to your effort and your performance. We… more
