- Lovejoy Real Estate (Portland, OR)
- …inspections, obtaining bids for repairs, communicating with lenders, and maintaining consistent client communication. * Database and Lead Managemen t- Nurture ... and professional team member to support our leadership in a key client -facing role. This position involves direct interaction with buyers, sellers, and vendors,… more
- Wells Fargo (Salt Lake City, UT)
- **About this role:** Wells Fargo is seeking a Lead Brokerage Client Assistant - RCAST & Registered as part of the Remote Client Associate Support ... of procedures to less experienced staff + Interact with immediate RCAST Brokerage Client Support team, functional area, and internal peers outside work group on… more
- Wells Fargo (Minneapolis, MN)
- **About this role:** Wells Fargo is seeking a Lead Client Associate as part of the Remote Client Associate Support Team (RCAST) in Wealth and Investment ... sufficient to qualify for immediate FINRA registration **Desired Qualifications:** + Brokerage client support experience + Administrative support experience in… more
- AON (New York, NY)
- …stock coverage, and project cargo, with the ability to tailor solutions for unique client needs. Skills and experience that will lead to success Required ... Assistant Vice President/Broker II, Marine Cargo This is...cargo, with the ability to tailor solutions for unique client needs. Skills and experience that will lead… more
- Thrivent Financial (Hendersonville, NC)
- …The Senior Administrative Assistant will provide high level support to the Lead Advisor, Michael Jay Raymond, by handling various tasks as they arise and ... large group one-off meetings and group travel arrangements for client trips and events. + Register the Lead...as assigned. Position Qualifications + 2+ years of administrative assistant or other relevant job experience required + Highly… more
- Thrivent Financial (Lexington, KY)
- …Inspired Wealth Advisors (IWA). This role is critical to delivering an exceptional client experience and maintaining the smooth operation of our practice. The Office ... and a commitment to excellence. Responsibilities include administrative support, client engagement, event planning and execution, process improvement, and… more
- First Horizon Bank (Chattanooga, TN)
- …Duties and Responsibilities include the following** **Strategic leadership** * Coach, lead and manage banking center team to ensure all strategic initiatives ... * Proactively collaborate with and refer to key line of business partners to lead and promote effective One Team partnerships. * Cross-sell to generate new business… more
- Access Dubuque (Dubuque, IA)
- …Overview** Cottingham & Butler is seeking a Director of Pharmacy Services to lead the continued growth and integration of pharmacy expertise within our Employee ... This position will oversee our pharmacy consulting direction across the brokerage while also assisting wholesale channels, working closely with analysts,… more
- HUB International (Carlsbad, CA)
- …SBU Account Manager will provide professional, courteous account management and brokerage services to assigned clients. They have the primary responsibility for ... partners, and HUB colleagues you will positively impact customer satisfaction and client retention. In addition, your account management expertise will support the… more
- Access Dubuque (Dubuque, IA)
- …Assist with various email newsletters with Group Publisher and production lead 3. **Participatory Management** : Actively participates in the goal-setting and ... tool for developing and maintaining customer relationships 3. Increase the active client list and build new relationships with prospective clients 4. Practice… more
- Anywhere Real Estate (Indian Wells, CA)
- …Hazard Insurance + Balance and close file + Set up and monitor recording + Monitor lead assistant or other officer to always review the figures before file is ... party market share. He/She is responsible for opening new escrows and maintaining client relationships to build the branch and supporting the other team players in… more
