- James Perse Los Angeles (NY)
- JAMES PERSE IS CURRENTLY HIRING A FULL TIME SENIOR CLIENT ADVISOR FOR OUR TRIBECA LOCATION OBJECTIVE OF THE POSITION The Senior Client Advisor is ... standards, and operational standards. In the absence of Store Management, the Senior Client Advisor is charged with overseeing all aspects of the… more
- M&T Bank (Wilmington, DE)
- …credit, planning, fiduciary, family office services, etc. + Participate in Wealth Advisor -led new client prospecting activities to support further growth of ... **Overview:** Partners with Wealth Advisors and other internal client team members to serve the unique needs of Wilmington Trust's ultra-high net worth (UHNW)… more
- The Cigna Group (Jefferson City, MO)
- **Position Summary** The Client Solutions Sr. Advisor is responsible for providing subject matter expertise throughout the end-to-end sales process with ... solutions based upon those needs. In this role, the Client Solutions Sr. Advisor will collaborate with all Forsyth cross-functional teams, including Data,… more
- Robert Half Finance & Accounting (El Cerrito, CA)
- Description Ren Friedman is seeking a highly skilled and client -focused Senior Tax Advisor to join her clients dynamic and growing advisory team. This ... and strategic advisory services to clients while driving exceptional client satisfaction and retention. In this collaborative, team-oriented environment, you'll… more
- TD Bank (Marlton, NJ)
- …of Business:** TD Wealth **Job Description:** The Private Client Service (PCS) Senior Income Tax Advisor is responsible for the timely and effective tax ... ensure appropriate planning is conducted and completed. The PCS Senior Income Tax Advisor provides direction on...Evaluates the impact of current trends and events on Client income tax situations, alerts other internal staff to… more
- Kestra Financial (Raleigh, NC)
- …excellent customer service, attention to detail, and time management skills * Supports Financial Advisor / Senior Client Service Associate of a large book of ... The Client Service Coordinator is critical to providing superior...functions for Financial Advisors and the firm * Regular client interaction including appointment scheduling and correspondence; answer all… more
- Hartford Steam Boiler Inspection and Insurance Company (Dallas, TX)
- …Delivery team focused on Solomon's global advisory business. The Senior Advisor will be responsible for client engagement, project management, benchmarking ... Advisor Senior , Refining **Company** HSB Solomon... Advisor Senior , Refining **Company** HSB Solomon **Location** Dallas ,...In this role, the candidate will work as a client -facing advisor , an advisor to… more
- University of Massachusetts Amherst (Amherst, MA)
- Academic Advisor / Senior Academic Advisor (Hybrid Opportunity) Apply now ... of a CNS Assistant Director of Advising, the Academic Advisor / Senior Academic Advisor provides comprehensive...to manage a high volume of complex and varied client needs. + Able to recognize at-risk individuals and… more
- Umpqua Bank (Scottsdale, AZ)
- Senior Wealth Advisor Wealth Management Portland, Oregon Boise, Idaho Bellevue, Washington Vancouver, Washington Seattle, Washington Tacoma, Washington ... for people. Together for business. Together for better. **About the Role:** A Senior Wealth Advisor is an experienced financial professional who can work… more
- Axtria, Inc. (Boston, MA)
- …CXO / VP/Director across data, analytics, operations and IT and become the trusted advisor to senior client executives. + Development of account strategy ... you be next? Job Description: We are looking for Client Partner with a knack for helping life sciences...plans across different divisions and buying centers of the client . + Single point accountability for growing the account… more