- Kestra Financial (Hartford, CT)
- Summary The Client Service Associate reports to the Senior Client Service Associate, Lead Advisor , or Principal Advisor and is critical to ... business objectives. + Other responsibilities as assigned by the Senior Client Service Associate, Lead Advisor , or Principal Advisor . Supervisory… more
- CIBC (Dundas, MN)
- …relationship management, creating comprehensive financial plans and providing exceptional client service . As a Senior Financial Advisor in the Imperial ... Service Team, you'll expertly deliver on CIBC's Imperial Service approach, taking responsibility for a large portfolio and...include evenings and weekends. To help deliver a great client experience, you're flexible to work at multiple banking… more
- Kestra Financial (Westport, MA)
- …to detail, and time management skills. Essential Duties and Responsibilities * Supports Financial Advisor / Senior Client Service Associate of a large book ... solve the needs of clients and help accomplish their goals. Summary The Client Service Coordinator is critical to providing superior client experience. This… more
- Kestra Financial (Raleigh, NC)
- …customer service , attention to detail, and time management skills * Supports Financial Advisor / Senior Client Service Associate of a large book of ... The Client Service Coordinator is critical to providing superior client experience. This position utilizes excellent… more
- MUFG (San Francisco, CA)
- …and New York. Alternate locations are Seattle, Atlanta and Boston** **_Job Summary:_** The Senior Client Relationship Advisor manages a portfolio of both ... member of the client 's relationship team, the Senior Client Relationship Advisor serves...+ Experience in and knowledge of best practices for client service and support + Knowledge of… more
- M&T Bank (Wilmington, DE)
- …customers with over $50 mm in investible assets. + Maintain Wilmington Trust's service level standards across all client -to- client team interactions, ... fiduciary, family office services, etc. + Participate in Wealth Advisor -led new client prospecting activities to support further growth of the organization's… more
- M&T Bank (Boston, MA)
- …to support continued growth of the business. + Work closely with management to ensure Client Service and Wealth Advisor staff have an effective client ... a team of Wealth Advisors to meet established objectives. + Oversee Wealth Advisor pipelines, sales and activities, inclusive of client , prospect, COI (center… more
- The Cigna Group (Nashville, TN)
- The Sales Senior Advisor role creates client and revenue growth for Evernorth Home-Based Care Solutions to the open market. Furthermore, the Sales Senior ... overall growth approach for integrated Care Delivery. The Sales Senior Advisor will produce results that support...assessing business opportunities that result in measurable revenue and client growth. Through a variety of primary and secondary… more
- Concentrix (Farmington Hills, MI)
- Job Title: Senior Advisor , Sales Job Description The Senior Advisor , Sales interfaces with customers via inbound/outbound calls and provides account ... management and resolution of routine problems and questions regarding client products and services. **REIMAGINE YOUR CAREER** Are you looking for a career change… more
- Pinkerton (Wittenberg, WI)
- Senior Advisor Physical Security Karlsruhe, Baden-Wrttemberg - Germany We are as invested in your career as you are. As you navigate through these uncertain ... of the several exciting career opportunities that are currently available. Job Summary: The Senior Advisor - Physical Security is an embedded role with one of… more
- HUB International (Des Moines, IA)
- …insurance, tax and estate planning needs. They are responsible for business development and client retention. The Senior Wealth Advisor is the point person ... clients with the best and most competent professional team. **Job Description** The Senior Wealth Advisor works directly with clients to develop and implement… more
- Vanguard (Dallas, TX)
- …Minimum of five+ years advisory experience in a client facing role + Extensive client service experience; managing an ongoing book of business + Client ... succeed - and that starts with you. As a Senior CFP Financial Advisor , you'll develop tailored...As Financial Planners, Advisors provide planning expertise based on client needs. + As Behavioral Coaches Advisors shape … more
- City National Bank (Woodland Hills, CA)
- **FINANCIAL ADVISOR SENIOR ** **WHAT IS THE OPPORTUNITY?** The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for ... and the team's "book of business", with the FA focused on sales, client service responsibilities, and teaming with CNB colleagues for smaller Personal & Business… more
- Citigroup (New York, NY)
- …wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to ... our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access...at the center of everything we do. As a Senior Wealth Advisor , you will partner closely… more
- The Cigna Group (St. Louis, MO)
- **B2B Growth Marketing Senior Advisor - Pharmacy Benefits Management (PBM) - Hybrid** **JOB DESCRIPTION** The job profile for this position is Segment Marketing ... Senior Advisor , which is a Band 4...of a portfolio of strategic marketing approaches to drive client acquisition from demand generation to Account Based Marketing,… more
- SHI (San Francisco, CA)
- **Job Summary** The Client Advisor will focus on developing new business with existing customers and acquiring new customers across a focused Named Account List, ... composed of Fortune 1000 businesses. As a Client Advisor , you will primarily focus on...specifically advisory, consulting and large professional services programs with senior IT and line of business leadership **Required Skills**… more
- UMB Bank (Kansas City, MO)
- …customer service , including anticipating client needs, clear communication, effective client meetings and meeting client service level standards to ... company to have a diverse revenue stream. The Trust Advisor team is one part of the client...increase revenue from assigned book of accounts through quality client service , leading to referrals for new… more
- City of New York (New York, NY)
- …overseeing the equitable allocation of city-owned and leased space for agency use. The Senior Advisor for Real Estate Services will report directly to the RES ... you're not just working for one agency, but in service of them all. It's an opportunity to provide...City-owned space and to minimize real estate costs, the Senior Advisor will play a crucial role… more
- Citigroup (Greenburgh, NY)
- The Senior Wealth Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques ... opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor , Small Business Partners, Home Lending Officer, etc.)… more
- IQVIA (Old Lyme, CT)
- ** Senior Scientific Advisor , Medical & Scientific Communications** Agency Equivalent: Scientific Director **ESSENTIAL DUTIES & RESPONSIBILITIES** **Project ... project goals, and timelines. + Develop creative concepts, prepare and deliver client presentations in a manner that effectively showcases the featured content as… more