- James Perse Los Angeles (Boca Raton, FL)
- JAMES PERSE IS CURRENTLY HIRING A FULL TIME CLIENT ADVISOR FOR OUR BLOOMINGDALE'S BOCA RATON SHOP OBJECTIVE OF THE POSITION The Client Advisor is ... with James Perse. + Ensure the highest standards of client service are maintained at all times. + Maintain...Two decades later, the Company has expanded to producing full lines of its famously soft and meticulously constructed… more
- James Perse Los Angeles (Palm Beach, FL)
- JAMES PERSE IS CURRENTLY HIRING A FULL TIME SENIOR CLIENT ADVISOR FOR OUR PALM BEACH LOCATION OBJECTIVE OF THE POSITION The Senior Client Advisor ... standards. In the absence of Store Management, the Senior Client Advisor is charged with overseeing all...verbal and written. + Strong independent work ethic, excellent time management skills, and high level of integrity. +… more
- Bank of America (Palm Beach, FL)
- …targets to measure their ability to progress to the next phase as an advisor + Prioritizes client requests and makes introductions to appropriate internal ... to promote portfolio growth + Understands and accesses the full breadth of resources across the bank to benefit...service providers based on client needs and asset thresholds **The Advisor … more
- Kohl's (Royal Palm Beach, FL)
- About the Role As Beauty Lead Advisor , you will drive sales through an authentic passion for beauty and engage clients by identifying their needs with a consultative ... Sephora at Kohl's standards and ensure an excellent overall client experience. What You'll Do + Build strong ...client experience. What You'll Do + Build strong client loyalty and influence clients by identifying their needs… more
- Kohl's (Lake Park, FL)
- About the Role As Beauty Lead Advisor , you will drive sales through an authentic passion for beauty and engage the team and clients by identifying their needs with a ... Sephora at Kohl's standards and ensure an excellent overall client experience. What You'll Do + Provide guidance for...Sephora Training Team and other partners + Build strong client loyalty and influence clients by identifying their needs… more
- Truist (Boca Raton, FL)
- …Responsible for developing and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of Truist ... Specific activities may change from time to time . * Meet revenue growth, profitability and client...vacation (prorated based on date of hire and by full - time or part- time status) during… more
- Bank of America (Palm Beach Gardens, FL)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision...at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in… more
- Citigroup (Boynton Beach, FL)
- …Family Group:** Private Client Coverage **Job Family:** Financial Planning Services ** Time Type:** Full time **Primary Location:** Boynton Beach Florida ... and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through...United States **Primary Location Full Time Salary Range:** $70,000.00 - $70,000.00… more
- Truist (Jupiter, FL)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES ... routine client correspondence and perform maintenance of client records. 5. Manage the financial advisor 's...vacation (prorated based on date of hire and by full - time or part- time status) during… more
- Raymond James Financial, Inc. (Boca Raton, FL)
- …and branch office. * With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and ... Support Services **Primary Location:** US-FL-Boca Raton-Boca Raton **Organization** Eastern **Schedule** Full - time **Job Shift** Day Job **Travel** No **Req… more
- Truist (Boca Raton, FL)
- …no less than 10 days of vacation (prorated based on date of hire and by full - time or part- time status) during their first year of employment, along with ... primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment...any non-temporary position for which you apply, based on full - time or part- time status, position,… more
- Citigroup (West Palm Beach, FL)
- …required. **Job Family Group:** Private Client Coverage **Job Family:** Private Banker ** Time Type:** Full time **Primary Location:** West Palm Beach ... is easily understood **Relationship Management** + Serve as the client 's advocate and trusted advisor (primary contact)...Florida United States **Primary Location Full Time Salary Range:** $200,000.00 - $300,000.00… more
- Truist (Boca Raton, FL)
- …no less than 10 days of vacation (prorated based on date of hire and by full - time or part- time status) during their first year of employment, along with ... specific benefits available for any non-temporary position for which you apply, based on full - time or part- time status, position, and division of work.… more
- Truist (Jupiter, FL)
- …redirects client requests to the wealth solution center as needed to ensure client and advisor requests are fulfilled in a timely manner 5. Respond to ... banking, lending and Trust product support for an average client book containing 250 clients4. Enters and maintains appropriate...vacation (prorated based on date of hire and by full - time or part- time status) during… more
- Deloitte (Boca Raton, FL)
- …SAP projects from conception through to completion, ensuring they are delivered on time , within scope, and within budget.Lead client engagement workstreams with ... Participate in sales pursuit efforts as a team member or subject matter advisor . Develop and maintain relationships with client stakeholders to establish and… more
- Deloitte (Boca Raton, FL)
- …SAP projects from conception through to completion, ensuring they are delivered on time , within scope, and within budget.Lead client engagement workstreams on ... Participate in sales pursuit efforts as a team member or subject matter advisor . Develop and maintain relationships with client stakeholders to establish and… more
- Edward Jones (Palm Beach, FL)
- …Support Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on the ... them coming a mile away. You and your financial advisor are essential in working together to help your...their most cherished financial goals. **Job Overview** Position Schedule: Full - Time Branch Address: 125 Worth Ave Ste… more
- Wells Fargo (Palm Beach, FL)
- …wellsfargojobs.com . **In this role you will:** + Work with the Financial Advisor in providing clients with financial advice consistent with clients' goals and risk ... products and determines which financial products are suitable for client needs and financial circumstances. + Work to increase...+ May be delegated selected responsibilities by the Financial Advisor . + This LO position has customer contact and… more
- TD Bank (West Palm Beach, FL)
- …Jurisdiction (OSJ). This job assists in the regulatory oversight for TD Private Client Wealth,(TDPCW), a US registered Investment Advisory Service and a US Broker ... for and trades executed in the TDPCW Broker Dealer and Registered Investment Advisor , as well as our fixed annuity insurance platforms. In addition, the Principal… more
- ADP (West Palm Beach, FL)
- …cultivate relationships, set appointments, gather leads from established business partners, assess client or prospect needs to present the best ADP solutions, and ... spend your time in the field closing business. Don't worry if...+ **Collaborate** **Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal… more