- United Federal Credit Union (Granger, IN)
- Member Service Advisor - Branch Float Job Details Level Experienced Job Location Toscana Park - Granger, IN Position Type Full Time Education Level High ... Job Category Sales Description General Summary (What is done and why) The Member Service Advisor (MSA) reinforces and builds member relationships through… more
- Edward Jones (New Carlisle, IN)
- …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 phone - ... we are very intentional in calling our field associates branch teams. Most of our teams are two or...them coming a mile away. You and your financial advisor are essential in working together to help your… more
- BMO Financial Group (Chicago, IL)
- Guides, directs, and coaches employees to deliver exceptional service to BMO customers and prospects. Understands the needs of BMO customers or prospects to provide ... sales and service in the best interests of the customer. Advises...with BMO partners to grow the business and maximize branch revenues, sales, and customer satisfaction, and minimize operating… more
- Morgan Stanley (Chicago, IL)
- …(s) (PWAs)/ teams on a daily basis. As a key member of the service team, in supporting Financial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ ... planning, reporting and analysis *DUTIES and RESPONSIBILITIES:* *_Client Support:_* As a key member of the service team, provide coverage for an FA/PWA/team… more
- BMO Financial Group (Chicago, IL)
- …builds and manages an assigned portfolio of mass affluent clients across multiple branch locations. Acts as the primary client contact to uncover financial needs and ... sales process to develop strong customer relationships; acts as client's trusted advisor and primary point of contact. + Proactively works with assigned customer… more
- BMO Financial Group (Chicago, IL)
- …planning and client relationship development are met. + Acts as a trusted advisor to assigned business/group. + Assists in the development of strategic plans. + ... in the development and delivery of HNW management solutions. + Works with Branch Managers to increase awareness of Wealth Management Consultants in their branches. +… more