- Truist (Atlanta, GA)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more
- Ventura County (Ventura, CA)
- …field work placement. + Supervises specialized teams or coordinates department wide client service functions. + Develops and monitors interagency agreements, ... efforts. This level may also supervise specialized teams or coordinate centralized , department-wide client support services. AGENCY/DEPARTMENT: Health Care… more
- TD Bank (Royersford, PA)
- …The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet ... A FA will need to leverage their experience to service the unique and complex needs of TD Wealth...analysis to provide goals-based advice, an introduction to the centralized client servicing team as per … more
- TD Bank (Marlton, NJ)
- …in the regulatory oversight for TD Private Client Wealth, (TDPCW), a US registered Investment Advisory Service and a US Broker Dealer and TD Wealth ... trade monitoring and other supervisory functions delegated to the Centralized Supervisory Unit + Prepares various trend reporting used...and Securities Laws. May (or may not) be a registered position under FINRA. + Must be eligible for… more
- City and County of San Francisco (San Francisco, CA)
- …to help shape the future of technology in San Francisco! As the centralized technology services provider for the City and County of San Francisco (CCSF), ... Services + Cloud Center of Excellence + IT Operations and Support including the Service Desk and NOC + City Infrastructure including the Network, Telcom and Data… more
- Oracle (Cheyenne, WY)
- …under the Fair Labor Standards Act. US Veteran transitioning from active service or active-duty Military Spouse new to corporate experience preferred Veterans and ... sales or for customer support (as available). US Veteran transitioning from active service or Military Spouse new to corporate experience preferred Are you a… more
- Banner Health (Scottsdale, AZ)
- …care advancements and excellent patient care. **Banner Health Raintree** physicians provide centralized care for patients and their families over the course of their ... policies and procedures or as directed. 4. Provides clerical support with patient/ client notifications and documentation to include but not limited to complete… more