- Guardian Life (Pittsfield, MA)
- …to build and manage relationships within territory. + Proactively follow up on annuity illustrations and large cases. + Initiate sales calls daily to strengthen ... sales support. + Provide advanced case design support. + Work with External Annuity Wholesalers and 3rd party accounts to identify new sales opportunities across… more
- Robert Half Finance & Accounting (Parsippany, NJ)
- Description We are in search of a Client Services Representative based near Parsippany, New Jersey. This role is centered around maintaining positive ... custodial portals, Orion Reporting, and Emoney to assist in client onboarding, reporting and related service requests....* Minimum of 2 years of experience in a Client Services Representative role or… more
- Mizuho Corporate Bank (New York, NY)
- …(GTBA) provides various transaction banking solutions, such as payment/collection services , cash management, liquidity management, trade finance (conventional L/C, ... the global transaction banking business. Increase revenue from a broad global client base including of Japanese and non-Japanese corporates by delivering a suite… more
- Truist (Houston, TX)
- …business development assistance, and providing a consistent and effective level of client servicing when the FA is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more
- Truist (Wyomissing, PA)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more
- Truist (Charlotte, NC)
- …sales and operational support to Omni Channel, including Investment Care Center and Client Advisory Center. Responsible for the general servicing and support of the ... business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND… more
- Guardian Life (Holmdel, NJ)
- …+ Securities license preferred (Series 7 or 6) + Knowledge of retail client onboarding/new account process, non-purpose lending, annuity operations and advisory ... expert on all aspects of our managed account model management, trading platform, annuity operations as well as all associated custody, clearance, and order execution… more
- The Salvation Army (Norwich, CT)
- …Maintain a list of local resources for client referrals. + Maintain confidential client files, including a record of services provided and case notes in the ... Red Kettle Campaign. Responsibilities + Serve as a positive and professional representative of The Salvation Army. + Oversee the office organization and warmly… more
- Truist (Hunt Valley, MD)
- …Hunt Valley, MD Columbia, MD Rockville, MD Responsible for the supervision of Client Service Associates, including their sales support processes and activities. ... plans and processes in conjunction with Wealth Brokerage sales leaders to ensure the service provided by Client Service Associates and Branch Service… more
- Raymond James Financial, Inc. (Kirkland, WA)
- …(RJA) retail branches that are combined to form a functional group. May service clients in his/her own book of business. **Essential Duties and Responsibilities** * ... and support staff. Supervises daily trading and other office activities. Resolves client complaints. Performs reviews of client accounts. Develops and implements… more
- Raymond James Financial, Inc. (Houston, TX)
- …about new products and RJA managed underwritings. * Participates in community affairs as a representative of the firm. * May service clients in his/her own book ... a Raymond James & Associates (RJA) retail branch. May service clients in his/her own book of business. **Essential...trading and other office activities. * Documents and resolves client complaints. * Performs reviews of client … more
- Cornell Cooperative Extension (Schenectady, NY)
- …the Working Conditions; the work environment characteristics described here are representative of those an employee encounters while performing the essential ... materials. Preferred Qualifications + Degree or coursework in human services or related fields + Ability to speak, read...Extension programs and community resources, serve as liaison for client families to other programs such as WIC, SNAP-ed,… more
- Cornell Cooperative Extension (Schenectady, NY)
- …the Working Conditions the work environment characteristics described here are representative of those an employee encounters while performing the essential ... connections to other Extension programs and community resources, serve as liaison for client families to other programs such as WIC, SNAP-ed, EFNEP, Head Start, etc.… more
- Guardian Life (Bethlehem, PA)
- …a complement to Guardian's traditional portfolio of individual life and annuity insurance products. Park Avenue Securities is Guardian's broker-dealer and corporate ... + Partner with FRs on case design, strategy, and implementation for client portfolios + Deliver presentations at the individual, regional and national level… more