- Kestra Financial (Raleigh, NC)
- … service , attention to detail, and time management skills * Supports Financial Advisor /Senior Client Service Associate of a large book of business ... The Client Service Coordinator is critical to providing superior client experience. This position utilizes excellent customer… more
- JPMorgan Chase (Cary, NC)
- …offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial ... care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using… more
- World Insurance Associates, LLC. (Raleigh, NC)
- …going to enjoy an incredible run with us. Pay Transparency As a World Insurance Client Advisor , your compensation is tied to your effort and your performance. We ... organization offering top products and services from major providers, combined with attentive service from local agents. Founded in 2011, World is one of the… more
- Hendrick Automotive Company (Durham, NC)
- …o 3-5 years o 5+ years Education/Experience: Prior sales and/or customer service experience desired. Certificates and Licenses: √ Valid Driver's License o Automobile ... Salesperson License Computer Skills: Intermediate knowledge of Microsoft Office products. Intermediate ability to learn web applications for customer management. Communication Skills: Ability to understand and follow instructions. Ability to communicate… more
- Bank of America (Chapel Hill, NC)
- …and makes introductions to appropriate internal service providers based on client needs and asset thresholds **The Advisor Development Program (ADP) ... Merrill Financial Solutions Advisor - Carolina East Market Raleigh, North Carolina;Wilson,...achieve business growth goals, profiling activities to determine a client 's investor profile and financial resource objectives, building a… more
- Raymond James Financial, Inc. (Raleigh, NC)
- …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
- IQVIA (Durham, NC)
- **Senior Scientific Advisor , Publications, Medical & Scientific Communications** **Agency Equivalent: Senior Scientific Director, Publications** In concert with the ... medical leads, the Senior Scientific Advisor , Publications will support all publication..., Publications will support all publication projects across our client roster to ensure quality and timely delivery. In… more
- Thrivent Financial (Durham, NC)
- 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
- Deloitte (Raleigh, NC)
- …onsite client service delivery. Work you'll do/Responsibilities + Build client relationships and be a trusted strategic advisor on how to price ... work in a collaborative environment? As an experienced Pricing Advisor you will have the ability to share new...that clients can understand and apply + Understand the client 's strategy and goals, dissect previous store performance, synthesize… more
- H&R Block (Raleigh, NC)
- **524600BR** **Title:** Block Advisors Tax Advisor **Our Company** **:** At H&R Block, we believe in the power of people helping people. Our defining Purpose is to ... about their lives, careers, businesses and money, you'll build client relationships that will grow stronger every year. Joining...stronger every year. Joining **Block Advisors** as a **Tax Advisor ** means you'll serve clients with diverse tax and… more
- HUB International (Raleigh, NC)
- …and involvement through HUB Gives **SUMMARY:** As a HUB Employee Benefits Sales Advisor , you will have the opportunity to sell employee benefits products and ... or cold calling + Educate clients on HUB's value, service , and offerings + Prepare/assist in contracting of clients...product education, etc. + Maintain and continually update HUB's client database + Attend and participate in ongoing education… more
- Sedgwick (Raleigh, NC)
- …to coordinate case management within company standards, industry best practices and specific client service requirements; and to manage the total claim costs ... Place to Work(R) Most Loved Workplace(R) Forbes Best-in-State Employer Claims Advisor , Professional Liability To analyze complex or technically difficult management,… more
- Kohl's (Durham, NC)
- …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
- Kohl's (Cary, NC)
- …Skills You Have Required + Authentic passion for beauty + 3 years of client -facing retail or service industry experience + Excellent written and verbal ... About the Role As Beauty Lead Advisor , you will drive sales through an authentic...Sephora at Kohl's standards and ensure an excellent overall client experience. What You'll Do + Provide guidance for… more
- Kohl's (Apex, NC)
- …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 Lead Advisor , you will drive sales through an authentic...Sephora at Kohl's standards and ensure an excellent overall client experience. What You'll Do + Build strong … more
- The Cigna Group (Raleigh, NC)
- …bringing passion and customer focus to the business. Summary This Business Analytics Advisor role focuses on evaluating cost and quality of care opportunities for a ... adhoc comparative and performance summary reports + Liaison between Cigna Client Reporting Business and Cigna Account Executive for communicating and assisting… more
- EFI Global (Raleigh, NC)
- …CARE, THERE'S A PLACE FOR YOU HERE EFI Global is a full- service engineering, fire investigation, environmental, health and safety, and specialty consulting services ... personnel and subcontractors for completion of projects.** **This remote role requires client interaction, working in a variety of environments and a combination of… more
- HUB International (Raleigh, NC)
- …solicitation of all forms of commercial insurance business + Maximizing growth and client retention through superior customer service + Developing accounts and ... cross selling available products and services + Generating and pursuing new client opportunities + Develop and deliver formal proposals of insurance program +… more
- Morgan Stanley (Raleigh, NC)
- *POSITION SUMMARY:* Senior Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an ... corporate actions with clients at the direction of Financial Advisor (s) * Prepare financial plans, client reports...in developing a business plan and delivering against a client service model * Support the team's… more
- Bank of America (Raleigh, NC)
- …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