- TD Bank (Greenville, SC)
- …you more specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor Support Specialist acts as a point of ... support for the Financial Advisors (FAs) and their clients. The Financial Advisor Support Specialist supports the FA team and provides consistent… more
- Truist (Simpsonville, SC)
- …(CFA), Accredited Asset Management Specialist AAMS(R) , Certified Trust and Financial Advisor CTFA(R), Chartered Life Underwriter CLU(R), CRPC(R) - Chartered ... financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for...limited to, the delivery of excellent client service behaviors, support of the Truist segmentation models, full use of… more
- Oracle (Columbia, SC)
- …technical advisor and liaison between Customer and Oracle implementation, Support and Development teams in implementing best practices to enhance the value ... **Job Description** This role will partner, influence and support project and leadership teams in strategy development and execution by providing subject matter… more
- Truist (Mount Pleasant, SC)
- …1. 3+ years in the role as an Estate Support Specialist , trust experience, investment, banking or financial planning-related client service experience, ... the coordinated delivery of estate and trust administration. Provide support to Estate Advisors in the administration of Estate...may change from time to time. Assist the Estate Advisor in managing the death settlement duties, such as:… more
- Cognizant (Columbia, SC)
- …and deliver on revenue and booking (Total Commercial Value) targets . Lead/ support financial and contract terms, negotiation, and outsourcing discussions ... SLS' will also engage in new logo markets. The Specialist will be a "trusted advisor " to...highlighting risks and issues related to the engagements and support them in mitigating those. Lead client conversations for… more
- Capital One (Columbia, SC)
- …plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more ... Senior Manager, Customer Trust & Field Security Specialist - Capital One Software (Remote) About the...Customer Engagement: Act as a trusted technical and security advisor , engaging customer security teams and IT leaders to… more
- Oracle (Columbia, SC)
- …Integration Cloud (OIC) PaaS Engineer / Oracle Integration Cloud (OIC) Implementation Specialist , you will take on a strategic leadership role in managing complex ... and ensuring operational excellence. You will be a key technical advisor , ensuring the success of large-scale integrations while collaborating across diverse… more
- Amazon (West Columbia, SC)
- …across all industries in which we operate. As a Workplace Health & Safety Specialist (WHSS), you'll be at the forefront of transforming workplace safety culture at ... Associate Advocacy & Cultural Leadership - Serve as a trusted safety advisor and advocate for associate wellbeing, building strong partnerships across all levels… more
- World Insurance Associates, LLC. (Anderson, SC)
- …personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions. Our rapid ... staff to coordinate placement activities on new and renewal business in support of business retention and production goals. Be knowledgeable of applicable coverages,… more
- TEKsystems (Fort Mill, SC)
- …tasks and activities. * Sharing ideas to improve and enhance the advisor experience * Daily processing of compensation sharing arrangements (or setups) for ... New Advisors and ongoing maintenance for current Advisors * Support complex compensation issues including but not limited to: corrections and institutional payout… more