- CIBC (Dundas, MN)
- …relationship management, creating comprehensive financial plans and providing exceptional client service . As a Senior Financial Advisor in the Imperial ... Service Team, you'll expertly deliver on CIBC's Imperial Service approach, taking responsibility for a large portfolio and...include evenings and weekends. To help deliver a great client experience, you're flexible to work at multiple banking… more
- James Perse Los Angeles (Greenwich, NY)
- JAMES PERSE IS CURRENTLY HIRING A PART TIME SENIOR CLIENT ADVISOR FOR OUR GREENWICH LOCATION OBJECTIVE OF THE POSITION The Senior Client Advisor ... operational standards. In the absence of Store Management, the Senior Client Advisor is charged...James Perse. + Set the example for exceptional customer service , client experience and store standards. +… more
- Kestra Financial (Raleigh, NC)
- …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 client experience. This position utilizes excellent… more
- The Cigna Group (St. Louis, MO)
- …source for innovation of new solutions across Evernorth **Job Summary** The Business Analytics Senior Advisor will work to bring data and analytics to life in ... and overall client relationship to become the client 's trusted advisor with the goal of...services to solve their issues as well as ensure client satisfaction and consistent service . Internally, the… more
- M&T Bank (New York, NY)
- …events. + Maintain a comprehensive knowledge of various Bank resources to facilitate client service delivery and expand client relationships. + Understand ... as well as retention of the relationship. + Maintain Wilmington Trust's service level standards across all client -to- client team interactions, consistent… more
- The Cigna Group (Plano, TX)
- **Summary** The Client & Health Plan Trend Analytics Product organization within the Sales & Provider Analytics is entrusted with key business relationships and ... partners in the Data & Analytics Engineering organization. The Senior Business Product Owner (BPO) is customer focused and...in an iterative fashion + Experience in a healthcare client sales environment is preferred + Experience with Jira… more
- SysLogic, Inc. (Brookfield, WI)
- …practice members and deliver an exemplary client experience externally. The Senior Security Advisor will also collaborate with business development to help ... The Senior Security Advisor plays a critical...work and provide guidance into solution development and strategic service growth opportunities. + Educates on and advises on… more
- The Cigna Group (Morris Plains, NJ)
- …meaningful insights and recommendations for plans to manage their benefit costs. The Senior Advisor must be able to understand the mechanics behind existing ... specific and customized solution needs that drive down overall healthcare spend. The Senior Advisor will work both independently and collaboratively to perform… more
- City National Bank (Las Vegas, NV)
- **FINANCIAL ADVISOR SENIOR ** **WHAT IS THE OPPORTUNITY?** The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for ... and the team's "book of business", with the FA focused on sales, client service responsibilities, and teaming with CNB colleagues for smaller Personal & Business… more
- Citigroup (Pleasant Hill, CA)
- …wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to ... our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access...at the center of everything we do. As a Senior Wealth Advisor , you will partner closely… more
- Citigroup (Paramus, NJ)
- …wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to ... our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access...at the center of everything we do. As a Senior Wealth Advisor , you will partner closely… more
- Fifth Third Bank, NA (Traverse City, MI)
- …+ Professional designee (CTFA or similar) + 10 years of demonstrated fiduciary client service /sales + Advanced knowledge of trust administration, estate planning ... in banking at Fifth Third Bank. Opportunity for a Senior Trust Advisor in Traverse City or...their families, anticipating clients' wealth planning and Private Bank service needs and coordinating external and internal advisors to… more
- Eurofins (Lancaster, PA)
- …development, microbiology, process validation and quality control. Position Summary The Biosafety Senior Scientific Advisor (SSA) will serve as subject matter ... participation in webinars, conferences, and other public speaking opportunities. Biosafety Senior Scientific Advisor responsibilities include, but are not… more
- City of New York (New York, NY)
- …overseeing the equitable allocation of city-owned and leased space for agency use. The Senior Advisor for Real Estate Services will report directly to the RES ... you're not just working for one agency, but in service of them all. It's an opportunity to provide...City-owned space and to minimize real estate costs, the Senior Advisor will play a crucial role… more
- Commerce Bank (Leawood, KS)
- …compensation range for some roles. This compensation range is for the Private Client Advisor I, II, III & Senior job and contemplates a wide range of factors ... division of Commerce Bank. About This Job The Private Client Advisor "PCA" is accountable for the...required + 15+ years of experience providing high level client service in a similar role with… more
- Koniag Government Services (Falls Church, VA)
- …**Tuknik Government Services,** a Koniag Government Services company **,** is seeking a Senior Intelligence and Security Advisor with an active TS/SCI clearance ... Chief Digital and Artificial Intelligence Officer. Assists the Government Client with the management and execution of multiple task...but are not limited to:** + Serve as a senior staff advisor to the Director of… more
- The Cigna Group (Austin, TX)
- **Role Overview:** **The** **Financial Operations Senior Advisor (Pricing Setup Liaison)** will develop and provide end to end knowledge and expertise of the ... dependencies and requirements) within Express Scripts PBM business. Accurate client setup (pricing, guarantees) is critical to ensure we...level setup submissions via a tool called PSCRF. The Senior Advisor will work with the business… more
- PNC (Dayton, OH)
- …are passionate about our values and helping our advisors build their future. As a Senior Financial Advisor within PNC Investments, you will be based in Dayton, ... have an opportunity to contribute to the company's success. Senior Financial Advisors are based in a centralized location...an investment and insurance book of business. Owns the client experience, efficiently handling sales and service ,… more
- Ally (Austin, TX)
- …You're constantly evolving, so shouldn't your opportunities be, too? **The Opportunity** The Senior Wealth Advisor works as a fiduciary, focusing on driving ... personalized, actionable goals-based investment planning that help achieve the Client 's financial goals for today and tomorrow. The Sr....financial goals for today and tomorrow. The Sr. Wealth Advisor will do this by flawlessly executing upon our… more
- HUB International (Modesto, CA)
- …development at all levels, trains and mentors new associate wealth advisors and client service associates **Qualifications** + Bachelor's degree required + 5+ ... leading success in mergers and acquisitions. As a wealth advisor you will work directly with the wealth management...include a coordinated financial strategy that aligns with each client 's goals and values. Our focus is to partner… more