- Tiffany & Co. (Parsippany, NJ)
- **Position Overview** Based in our Client Contact Center in Parsippany, NJ, the Seasonal Client Advisor holds the critical position of supporting ... Advisor is responsible for delivering luxury best-in-class client experiences and sales across multiple contact ...work in the United States on site. **Preferred** + Contact Center experience, preferably retail. + Luxury… more
- Tiffany & Co. (Dallas, TX)
- …Based in our Client Contact Center in Dallas, Texas, the Client Advisor holds the critical position of supporting Tiffany clients who choose to ... contact the team for support and advice. The Client Advisor is responsible for delivering luxury...work in the United States on site **Preferred** + Contact Center experience, preferably retail + Luxury… more
- ADP (Salem, NH)
- …to communicate ADP's value proposition within a continuous learning environment; The Advisor Client Service Specialist is responsible for developing and ... success of ADPRS. The Advsior Service Representative role supports advisor -centric and associated client related inquiries with...ADP clients and advisors and is the direct service contact for retirement plan services. The Advisor … more
- TD Bank (Sun City Center, FL)
- …their client 's goals. The role will serve as the central point of contact , responsible for providing client service & developing the relationship to achieve ... **Work Location:** Sun City Center , Florida, United States of America **Hours:** 40...pro-active contacts + Serves as the primary point of contact for TD Wealth client relationships; manages… more
- Custom Truck One Source (Fort Worth, TX)
- …work collaboratively with the highest level of integrity. The Call Center Service Advisor will be part of the initial contact team for customers with ... looking for you! We are looking for a Call Center Service Advisor who will partner with...coverage by examining records and papers, explaining provisions. * Contact fleet management companies that require authorization to start… more
- KeyBank (Salt Lake City, UT)
- … client population. As part of a team serving institutional clients, the Advisor delivers a proactive client experience through the development of internal ... 5th Avenue - Seattle, Washington 98101 The Lead Institutional Advisor ( Advisor ) develops investment management and fiduciary...met by executing the client strategy. **Exceed Client Expectations** + Provides ongoing contact with… more
- Bank of America (Pennington, NJ)
- …career and a drive to make our clients' financial lives better. Through a contact center environment, FSAs leverage the Bank of America and Merrill offering ... be taught the foundational skills needed to be an advisor - from acquiring, building and managing client...financial lives, all while humanizing financial interactions. Through a contact center environment, FSAs leverage the Bank… more
- CIBC (Newport Beach, CA)
- …a level of service delivery that is professional, seamless and timely. Serve as client 's primary client advisor while introducing and supporting the team ... CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Private Banking Advisor 's primary purpose is identifying, cultivating and introducing new… more
- Binghamton University (Binghamton, NY)
- …(SL-3) Salary: $59,000 - $61,000 The Southern Tier Small Business Development Center hosted by Binghamton University (STSBDC) helps existing and potential small ... of an Administrative Assistant, Business Advisors, Interns, and a Regional Director. This Advisor will be located in Ithaca, New York. Reporting to the Regional… more
- Edward Jones (St. Louis, MO)
- …being part of a firm where everyone is aligned toward a singular focus: serving the client . And everyone is working to make the firm better together - as they grow ... yes to these questions, the Headquarters (HQ) Transitional Financial Advisor may be the perfect role for you!** Edward...is unable to meet those obligations + Provide excellent client service and suitable investment advice during the transition… more
- Charles Schwab (Westlake, TX)
- …handoff and execution oversite. What you'll do: + Deeply understand Schwab Advisor Center 's current technology offerings and the new opportunities Schwab ... status quo" and transform the finance industry together. Schwab Advisor Services (AS) is the industry leader in providing...Investment Advisors (RIAs) and their clients are at the center of everything we do. We have built our… more
- Bank of America (Pennington, NJ)
- …in the workforce, building a family or transitioning to retirement. Through a contact center environment, FSAs leverage the **Bank of America** and **Merrill** ... Financial Solutions Advisor - Participant Services Pennington, New Jersey **To...a long term career in finance, passionate about delivering client centric solutions, want the ability to learn more… more
- TEKsystems (Scottsdale, AZ)
- …Edward Jones, Morgan Stanley (they use other programs) Customer Service in a Contact Center Setting Strong technical ability in navigating multiple systems ... are longer in nature and research heavy * De-escalate client / advisor situations (many of their advisors are...through proprietary systems, but receive calls through Cisco Call Center , utilize Pershing as their clearing house Skills Wealth… more
- Zeiders Enterprises, Inc (Woodbridge, VA)
- …opportunities. Essential Duties and Responsibilities + Maintain readiness in a fast-paced contact center work environment to support military spouses. + Receive ... Description Job Title: Career Advisor - Remote Opportunity (Work from Home) NOTE: Both...+ Preference for candidates with experience working in a contact center or educational service operations environment.… more
- UNUM (Chattanooga, TN)
- …that are in line with pre-set expectations and drive results for the Customer Contact Center . **Principal Duties and Responsibilities** + Be the customers' first ... 8:00 pm Eastern time Monday-Friday. + Reliable attendance in accordance with contact center attendance guidelines. + Successfully complete all required training… more
- Citigroup (Paramus, NJ)
- …investments, managed account solutions, best-in-class research and advice for all Wealth clients. The client is at the center of everything we do. As a Senior ... the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global… more
- TEKsystems (Scottsdale, AZ)
- …- 2+ Years Investment or Banking Industry Experience . Customer Service in a Contact Center Setting . Strong technical ability in navigating multiple systems . ... are longer in nature and research heavy . De-escalate client / advisor situations (many of their advisors are...through proprietary systems, but receive calls through Cisco Call Center , utilize Pershing as their clearing house Qualifications: .… more
- Charles Schwab (Phoenix, AZ)
- …work on site in the specified location(s). When you join us as an Advisor Services Associate, you're starting your career with the industry leader in providing ... practice management services to independent advisory firms. In Schwab Advisor Services, Registered Investment Advisors (RIAs) and their clients...Investment Advisors (RIAs) and their clients are at the center of everything we do. In this role, you… more
- US Bank (Westminster, CO)
- …in areas with a high volume of applicants, such as customer service, contact center , and Financial Crimes investigations, remain open for approximately 5 ... growth and are making significant investments to expand our advisor base and deliver an outstanding client ...our advisor base and deliver an outstanding client experience. With a collaborative team structure, strong leadership… more
- Raymond James Financial, Inc. (Raleigh, NC)
- …clients of the company by combining the traditional roles of the Financial Advisor , Service Associate and Branch Manager. Fosters and assists in the development of ... relationships with new clients in a call center environment. Assists associates or clients over the phone...Virtual Financial Advisors to oversee over $2 billion in client assets to ensure proper fiduciary processes and procedures… more