- Westlake Financial (Houston, TX)
- …Managers are individuals with the vision and dedication to provide world-class customer service to our dealer partners through training and prospecting for ... and dynamic position with opportunity for advancement. As a Dealer Account Manager with Westlake Financial , you...will also manage quality and consistency of product and service delivery. Being in a fast-paced environment, this role… more
- Nissan Motor Co., Ltd. (Atlanta, GA)
- …advertising and promotion plans to counter negativity resulting from any warranty issues. Dealer Profitability - Performs dealer financial statement and ... of analytical experience in various specialties of the automotive industry: Sales Ops, Dealer Agreements, Marketing, Parts & Service , Sales Reporting, Mkt Rep,… more
- iA American Warranty Group, Inc. (Austin, TX)
- … on their reinsurance/production statements in person. Monthly review of each dealer 's financial statements looking for areas of concern and opportunity. ... Alliance Portfolio Management LLC are all part of iA Financial Group, one of the largest insurance and wealth...several US based entities. Our suite of products and services includes automotive protection packages, reinsurance options, dealer… more
- Hyundai Capital America (Irvine, CA)
- …completeness and interface with Sales for any deficiencies / Interface with Sales/ Dealer regarding financial statement questions / Ensure statements and ... Description Who We Are Through our service brands Hyundai Motor Finance, Genesis Finance, and...Commercial Portfolio Team as needed/directed with annual reviews, monthly dealer reviews, financial statement entry, audit issues… more
- Desert Financial Credit Union (Phoenix, AZ)
- …James Financial and will conduct business on behalf of the Investments & Financial Services program. What you will do here: Client/Prospect Sales and ... Responsible for managing referrals received for the Investments & Financial Services Program. You will actively make...adhering to the written policies and procedures of the broker/ dealer and the Financial Institution. Perform other… more
- Huntington National Bank (Addison, TX)
- … dealer commercial loans. Services portfolio through required dealer monitoring, and financial review while continuously prospecting new customers. ... area. Uncovering and negotiating new commercial loan business, banking products and services opportunities for new dealer prospects. Working through assigned… more
- Kestra Financial Independent Advisor (Castle Rock, CO)
- … financial services industry, allowing for a strong understanding of broker/ dealer operations and financial services products, including but not ... Summary The Client Service Associate reports to all Advisors and the...servicing. This position requires a strong understanding of the financial services industry and products and is… more
- Generac Power Systems, Inc. (Pewaukee, WI)
- …to the broader Dealer Sales team in support of new product and service introduction for our dealer network to integrate into their business model. This ... sales organization and dealer partners related to new, integrated products and services . Monitor and report on dealer adoption or "uptake" rate. Analyze… more
- Mercedes-Benz Group (Fort Worth, TX)
- …forms or agreements which protect the interests of Mercedes Benz Financial Services . (10%) Prepare and maintain dealer document files in accordance with ... Aufgaben About Us: Who is Mercedes-Benz Financial Services ? Mercedes-Benz Financial ...established procedure. (10%) Provide daily service to DRM's/RFM's, Region Managers, dealer personnel,… more
- Brookfield Asset Management, Inc. (Chicago, IL)
- …of Brookfield and Oaktree to private wealth investors, in partnership with their financial advisors. The business unit is dedicated to effectively supporting the ... financial intermediary community and bringing timely & unique solutions...Wholesaler) is responsible for the execution of all sales, service , and marketing related activities in their region within… more
- Kestra Financial Independent Advisor (Cypress, TX)
- … financial services industry, allowing for a strong understanding of broker/ dealer operations and financial services products, including but not ... servicing. This position requires a strong understanding of the financial services industry and products and is...large book of business, including managing client needs regarding service , asset allocation, case design, and financial … more
- Avadian Credit Union (Birmingham, AL)
- The Dealer Sales Representative is responsible for developing relationships with dealers selling autos and other collaterals as added to our product list. This role ... also supports the financial soundness of the credit union by developing a...of new business. This position requires regular travel to dealer locations and meetings with dealer finance… more
- USAA (Phoenix, AZ)
- …USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. ... 3 years of experience in annuity and/or life insurance distribution through full- service brokerage and bank broker dealer firms. Excellent relationship… more
- Advisor Employee Services (Denver, CO)
- …that you want to contribute to an established and continually growing office? EA Buck Financial Services in Denver, CO is looking for a strong, detail-oriented ... this base of clients and for up to 4 financial advisers and; 3) acting as a client coordinator...Services Thank you for your interest in the Service Advisor role. Advisor Employee Services , a… more
- Cetera Financial Group, Inc. (Cleveland, OH)
- …programs What is nice to have: Previous experience in assisting Registered Representatives/ Financial Advisors Financial services and/or banking background ... with clients on the phone, via virtual visits and in person to ensure client service level needs. Set client financial review meetings based on client service… more
- Mitsubishi Motors North America, Inc. (Richmond, VA)
- …As a DPSM, you will be responsible for communicating, implementing, and assisting dealer parts and service departments through programs, policies, and procedures ... maximize and increase customer satisfaction, operational effectiveness, market penetration, and dealer parts and service profitability. Provide guidance and… more
- Hankey Group External (Dallas, TX)
- …are individuals with the vision and dedication to provide world-class customer service to our dealer partners through training and prospecting for ... About Westlake Financial Westlake Financial is the largest...PURPOSE and PASSION to assist our more than 22,000 dealer partners throughout North America. Our Account Manager -… more
- Tesla Motors (Kennesaw, GA)
- … Manager as needed Effectively communicate with Technicians and accurately document service details into the Dealer Management System with meticulous attention ... Tesla is seeking a Service Advisor dedicated to advancing one of the...and prevent errors while meeting business-critical deadlines Proficiency in Dealer Management System(s), Outlook, and MS Office with a… more
- TD Bank Group (Downingtown, PA)
- …business activities (eg OCC, SEC, State Insurance Commissioners, NY Department of Financial Services , etc.) Ensures all Continuing Education requirements are ... A FA will need to leverage their experience to service the unique and complex needs of clients in...banking experience or are just starting your career in financial services , we can help you realize… more
- Lincoln Financial (Broomall, PA)
- …of 10+ years' experience as an attorney preferably either at a law firm or financial services company Experience with the tax treatment of life and annuities - ... contracts, prospectuses, policies, and proposals - Experience in a financial services /insurance organization is preferred - Demonstrated... to help put their goals in reach. Lincoln Financial Distributors, a broker- dealer , is the wholesale… more
