- Atria Wealth Solutions (Sacramento, CA)
- …CUSO Financial Services, L. P. (CFS) Patelco Credit Union is seeking a Sales Assistant in the Sacramento, CA area. About Patelco Credit Union Patelco Credit ... planning, and tracking of attendees for seminars and workshops. + Assists Financial Advisor with travel arrangements and other travel-related items. +… more
- Atria Wealth Solutions (Williston, VT)
- CUSO Financial Services, LP. (CFS) is seeking an Investment Sales Assistant to support one of our Financial Advisors at New England Federal Credit Union ... to consistently exceed NEFCU members' expectations. As an Investment Sales Assistant , you become part of...of the credit union environment providing support to the Financial Advisor and helping to build member… more
- Travelex (Belfast, ME)
- **Retail Sales Assistant - Belfast International Airport** **Job Type:** Permanent **Hours per week** : 37.5 **Salary** : pounds 12.50 per hour **Working ... all aspects of wellbeing such as physical, mental and financial . + A wide range of employee discounts provided...yourself as a travel money ambassador and their trusted advisor , providing support and advice on great Travelex products… more
- US Bank (Orange, CA)
- …best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We ... what you excel at-all from Day One. **Job Description** Provides sales , processing, operational, administrative and customer service support to Investment… more
- Travelex (Swansea, IL)
- **Customer Service Advisor - Asda Travel Money, Swansea - Part Time** **Job Type:** Permanent, Part Time **Hours per week:** 16 hrs **Salary:** pounds 12.50 hour + ... and an employee wellness programme that offers wellbeing and financial advice + A wide range of employee discounts...yourself as a travel money ambassador and their trusted advisor , providing support and advice on great Travelex products… more
- Citizens (Rochester, NY)
- …66 exams. The Investment Assistant II works closely with the assigned Financial Advisor (s) to maximize revenue production by serving as the primary liaison ... be responsible for selected marketing activities including contacting the assigned Financial Advisor 's book of business to solidify relationships, coordinating… more
- Access Dubuque (Dubuque, IA)
- …soon-to-be college graduates, recent college graduates, or individuals with 1-3 years of sales experience who are motivated by financial rewards. **What You'll ... compliance, analytics, client communications, and more-resources that will elevate your sales performance and financial success. **About Cottingham & Butler:**… more
- City Wide Facility Solutions (Henderson, NV)
- …you're a master of B2B account management with a proven track record in sales , this role offers the perfect blend of relationship building and revenue generation. ... Do: + Nurture Client Partnerships: Act as the trusted advisor for your assigned clients, ensuring their complete satisfaction...a Winning Team: Manage and develop a team of Assistant Night Managers, ensuring exceptional service delivery at every… more
- Truist (Orlando, FL)
- …and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is ... transactions. 2. Receive and place orders as directed from Financial Advisor and assigned clients. Reply to...training. 2. Experience in the securities industry and/or a sales assistant role. 3. Knowledge of securities… more
- Truist (Doral, FL)
- …data in SalesForce, create meeting agendas and summaries. 5. Manage the financial advisor 's calendar to maximize the appointments' productivity by minimizing ... and process certain operational requests as instructed by the financial advisor and/or client. These may include:...training. 3. Experience in the securities industry and/or a sales assistant role. 4. Knowledge of securities… more
- AAA Mid Atlantic (Cincinnati, OH)
- …you're ready to make an impact, we are looking for Automotive Service Advisors, Assistant Managers, and Store Managers to join our Car Care teams across Greater ... of upcoming service needs based on manufacturer recommendations and inspection dates. + Assistant & Store Managers: You will manage the success of your store by… more
- AeroVironment (Simi Valley, CA)
- …and practices to determine appropriate action. + Function as an active member and financial advisor to cross functional management teams. + Other duties as ... Create Project Task combinations for cost collection. + Create Sales Orders as required to drive demand for MRP...the construction in progress. + Support the Controller and Assistant Controller in maintaining the Company's financial … more
- Guardian Life (New York, NY)
- …supporting the Law Department's Mission to be a trusted advocate and advisor to drive strategic solutions that advance Guardian's purpose, priorities, and values. ... when providing advice. This role will report to the Assistant General Counsel, Data Strategy & Security. **You are:**...Must be organized, results-driven and proactive. + Insurance or financial services experience is a plus. + A demonstrated… more
- Antech Diagnostics (Loveland, CO)
- …for the North America Mars Science and Diagnostics business, reporting to the Assistant General Counsel, North America. The Senior Counsel, North America will be ... and proactive legal partner to Mars Science and Diagnostic's Sales , Commercial, Marketing, Finance, P&O, and Regulatory functions. Working...the required degree of integrity to be a trusted advisor to senior leaders and operate with a high… more
- Morgan Stanley (New York, NY)
- …to create a unified customer experience between digital, relationship managers, and financial advisor channels . Partner with business, Analytics, and machine ... with senior executives and leaders throughout the firm. We are searching for an Assistant Vice President to join the Client Engagement Products team, as part of the… more
- City of New York (New York, NY)
- …at the Executive Team level. - In coordination with the COO, Special Assistant and administrative staff, ensure COO's schedule is effectively managed to prioritize ... key activities. - Manage confidential data, including sensitive business, financial and personnel information. Assist in the Oversight of...to any emergencies that may arise. - Manage Senior Advisor to the COO and the complaint services team,… more
- Air National Guard Units (Niagara Falls, NY)
- …Experience may have been gained in work such as computer operator or assistant , computer sales representative, program analyst, or other positions that required ... As a IT SPEC (PLCYPLN), GS-2210-11, you will serve as a technical advisor to local base information technology (IT) and communications users in the area… more
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