- JP Morgan Chase & Co. (St. Paul, MN)
- …financial needs, with offerings ranging from self-directed and automated investing to full- service advisor relationships. The combined business has ~$400 billion ... care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using… more
- Bank of America Corporation (St. Paul, MN)
- …core Banking, and Investment and Life Priority (TM) solutionsPartners with Financial Advisor teams to build their network by sharing relevant market developments and ... as an advisorPrioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholdsThe Advisor … more
- Huntington Bancshares Inc. (St. Paul, MN)
- …goals.Duties & Responsibilities:Responsible for personal production goals and customer service objectives for all assigned branches and/or book of business.Utilize ... and clients, attention to detail in paperwork and commitment to excellence in service and follow up#HFA#LI-CL1Exempt Status: (Yes = not eligible for overtime pay)… more
- Cetera Financial Group (St. Paul, MN)
- …partners Training and Education: Ownership of the development and maintenance of advisor -facing materials (marketing material, FAQs, job aids, etc.) Responsible for ... advisor conversations, including escalations, as well as day to...an internal point of education and escalation for sales, service and support teams What you need to have:… more
- Cetera Financial Group (St. Paul, MN)
- …in coordination with business leaders Participates in the development of advisor -facing materials (marketing material, FAQs, job aids, etc.) Serves as the ... an internal point of education and escalation for sales, service and support teams What you need to have:...advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services… more
- Cetera Financial Group (St. Paul, MN)
- …onboarding, and collection of metrics. Monitor email inboxes, work order service requests, and all communications devices. Monitor ServiceNow ticket age and ... trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment… more
- Thomson Reuters (St. Paul, MN)
- …working through implementation issues with Order Fulfillment and Product & Pricing Service to ensure appropriate account set-up and billing. The Analyst will also ... reporting and ensures adherence to SOX reporting and compliance.Act as an advisor to various groups regarding the performance and direction of special offer… more
- SSOE Group (St. Paul, MN)
- …are not all encompassing. Responsibilities include those required to deliver quality service on schedule and within budget in a team environment.Applies intensive ... quality, and field construction.May serve in chosen discipline as a staff advisor or consultant in the role of technical specialist requiring highly, specialized… more
- Advisor Group (St. Paul, MN)
- …appropriate resources and system quality to uphold published service levels and system availability.Stakeholder managementCollaborate with peers in ... and product development.Collaborate with external partners, vendors, and third-party service providers to optimize relationships and leverage external expertise when… more
- JP Morgan Chase & Co. (Minneapolis, MN)
- …financial needs, with offerings ranging from self-directed and automated investing to full- service advisor relationships. The combined business has ~$400 billion ... care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using… more
- Northern Trust (Minneapolis, MN)
- …the world's most sophisticated clients using leading technology and exceptional service .SENIOR PORTFOLIO ADVISOR , IIOH: R130996MAJOR DUTIES:1. Manages investment ... institutions by remaining true to our enduring principles of service , expertise, and integrity. With more than 130 years...needs working closely and proactively with the broader client service team to identify and execute on areas of… more
- Wealth Enhancement Group (Minneapolis, MN)
- …your networkDrive referrals from existing clientsManage client relationships and client service as neededAssist the Financial Advisor during client meetings ... the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please… more
- JP Morgan Chase & Co. (Minneapolis, MN)
- …financial needs, with offerings ranging from self-directed and automated investing to full- service advisor relationships. The combined business has ~$400 billion ... care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using… more
- Marsh McLennan (Minneapolis, MN)
- …about what makes us different and how you can thrive as a Private Client Advisor at Marsh McLennan Agency Private Client Services National team. This is a hybrid ... 170 offices across North America, we combine the personalized service model of a local consultant with the global...A day in the life. As our Private Client Advisor on the Private Client Services team, you'll successfully… more
- PWC (Minneapolis, MN)
- …within Internal Firm Services, will provide you with the opportunity to support service , sector, and market leaders deliver the unique PwC client experience to our ... our National Special Functions practice.The Consulting Pricing & Estimation Desk Advisor will leverage Consulting Solutions' pricing and estimation strategy to… more
- Alerus Financial (Minneapolis, MN)
- We are looking for an established Financial Advisor to join our growing team. Candidate must possess all qualifications listed below to be considered.Position ... new clients 40%, approximately.Essential Responsibilities:Job Function 1: Client Consultation & Service - 50%Effectively manage, analyze, and grow a portfolio of… more
- The PNC Financial Services Group, Inc (Minneapolis, MN)
- …an opportunity to contribute to the company's success. As a Senior Investment Advisor within the PNC Private Bank organization, you will be based in Minneapolis, ... of education, job specific certification(s), and experience (including military service ) may be considered.EducationBachelorsCertificationsNo Required Certification(s)LicensesNo Required License(s)BenefitsPNC offers… more
- Accenture (Minneapolis, MN)
- …your expertise in SAP to drive Transformation discussions for clientsBe a trusted advisor and build strong relationships with clients, acting as their guide on their ... or local law. Accenture is committed to providing veteran employment opportunities to our service men and women. For details, view a copy of the Accenture Equal… more
- Accenture (Minneapolis, MN)
- …your expertise in SAP to drive Transformation discussions for clientsBe a trusted advisor and build strong relationships with clients, acting as their guide on their ... or local law. Accenture is committed to providing veteran employment opportunities to our service men and women. For details, view a copy of the Accenture Equal… more
- PWC (Minneapolis, MN)
- …of internal stakeholders and external resources to meet the needs of and service a client-base of partners and principals within a global network of professional ... leveraging new technology; Demonstrating success as tax technical business advisor , including developing new relationships; Demonstrating knowledge of automation &… more
