- Insight Global (Birmingham, AL)
- …MS Office Suite and the ability to learn new software quickly held previous job as a Client Service Advisor or Client Service related position at ... client and product information * Respond to client service calls, emails and texts in... update reports and mailings * Assist in setting client appointments for Advisor * Cross train… more
- PNC (Birmingham, AL)
- …valued and have an opportunity to contribute to the company's success. As a Client and Advisor Experience Manager in PNC Investments, you can be located ... with PNC digital and technology teams to deliver capabilities that improve the client and advisor 's digital experience * Partner with third-party vendors to… more
- Bank of America (Birmingham, AL)
- …and makes introductions to appropriate internal service providers based on client needs and asset thresholds **The Advisor Development Program (ADP) ... Merrill Financial Solutions Advisor - Greater Alabama Market Birmingham, Alabama;Montgomery, Alabama;...advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision… more
- Raymond James Financial, Inc. (Birmingham, AL)
- …goals for assets under management and required production. * Provides a high level of client service . * Manages the full scope of a client relationship ... learn to build an individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance… more
- Thrivent Financial (Birmingham, AL)
- Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their ... contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. Job Description As a Thrivent Financial advisor… more
- Kohl's (Birmingham, AL)
- …as assigned What Skills You Have Required + Authentic passion for beauty + Client -facing retail or service industry experience + Excellent written and verbal ... About the Role As Beauty Advisor , you will drive sales through an authentic...with a consultative approach and ensure an excellent overall client experience. You will maintain expert knowledge of top… more
- Sedgwick (Birmingham, AL)
- …to Work(R) Most Loved Workplace(R) Forbes Best-in-State Employer IT Development Software Advisor **PRIMARY PURPOSE** : To develop, maintain, test and debug software ... to meet generally defined requirements in a Windows client /server environment utilizing software development languages/environments such as .Net, Microsoft SQL,… more
- HUB International (Birmingham, AL)
- …position focuses on building and managing relationships with organizations to maintain client retention and satisfaction. Contributes to the generation of growth and ... seeks to provide and monitor investments that best meet the client 's objectives and periodically updating and completing investment analysis. + Conducting… more
- Bank of America (Birmingham, AL)
- …focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ... needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through... client materials and follows up on all client and Financial Advisor (FA) requests +… more
- Morgan Stanley (Birmingham, AL)
- …Business Service Officers (BSO) are responsible for shaping the future of service by modernizing our client experience through an elevated standard of care. ... firm opportunities and team building; this includes meeting with Advisor teams to address service needs *...to Firm policies * Facilitate and manage resolution of client inquiries/requests * Participate in national calls to lean… more
- Truist (Homewood, AL)
- …process, which includes, but is not limited to, the delivery of excellent client service behaviors, support of the Truist segmentation models, full use ... (Integrated Relationship Management [IRM] partners) who are designated to support client service and development efforts (eg banking, mortgage, planning,… more
- Anywhere Real Estate (Birmingham, AL)
- …on shadow payroll reporting by generating compensation reports, timely distribution to client or clients' appointed tax service providers, and responding to ... questions raised by client or the tax service providers + Guide and train less experienced or...unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction.… more
- Edward Jones (Birmingham, AL)
- …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...clients. Our BOAs are a valued part of the client team, and we credit much of our success… more
- Ascensus (Birmingham, AL)
- …to maintain and develop relationships with TPA Partners focusing on client management, retention and growth opportunities + Ongoing effective communication to ... footprint with our key distribution partners + Represent Ascensus at industry, advisor and thought leadership conferences, including as featured speaker or panelist,… more
- Deloitte (Birmingham, AL)
- …marketplace activities, recruiting, and process and technology innovation. + Identify service opportunities, manage client accounts, and advance various Deloitte ... and you really like technology. If you have a passion for client consultation, improving computational software applications and proprietary solutions, we have the… more
- Deloitte (Birmingham, AL)
- …marketplace activities, recruiting, and process and technology innovation. + Identify service opportunities, manage client accounts, and advance various Deloitte ... products, and other various industries. + Deliver value to client experiencing a public offering (including SPACs) and interact...with Up-C clients on an on-going basis during periodic service periods during the year. + Develop an understanding… more
- Deloitte (Birmingham, AL)
- …and extensive resources to meet those needs and cross sell among various lines of service . + Acting as a trusted business advisor to clients on a variety ... Do you enjoy building new client relationships to grow an already existing and...various industry sectors. You will work directly with the client , have access to an elite group of specialists… more
- Deloitte (Birmingham, AL)
- …relationships and develop business + Dedicated work ethic with a commitment to client service excellence Information for applicants with a need for ... Deloitte Consulting's Human Capital practice is a leading global advisor and implementation partner working with companies, governments, and organizations around the… more
- Regions Bank (Birmingham, AL)
- …Understands client needs and identifies opportunities to improve and resolve client service issues + Coaches associates to identify expansion opportunities ... the area's Wealth and Trust Assistants to ensure quality service to both internal partners and clients. The RTA...staff and may also directly support members of the advisor team. **Primary Responsibilities** + Provides leadership, coaching and… more
- Deloitte (Birmingham, AL)
- …communications (oral and written), problem solving, and interpersonal skills. + Strong client service orientation and confidence in communicating with cross ... Team US Confidentiality & Privacy serves as a trusted advisor to the US Firms Businesses and Enabling Areas,...confidentiality and privacy requirements and leading practices to support client service and internal operations in mitigating… more