- Truist (Houston, TX)
- …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 (Coral Gables, FL)
- …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
- Guardian Life (Pittsfield, MA)
- …supervisory requirements are being met while also ensuring the best interest of the client . In this role, you will apply industry knowledge and application of the ... industry when performing reviews. You will have the opportunity to work with annuity & new account reviews, trade reviews, email supervision, structured notes &… more
- Atria Wealth Solutions (Berkeley, CA)
- …customers regarding the advantages and disadvantages of different financial products. + Services and performs periodic reviews of existing client accounts and ... take place either monthly, quarterly and/or yearly depending on client needs established by Representative . + Stays...required. + Minimum 3 years' experience in the financial services field. Related member service experience helpful.… more
- The Salvation Army (Waterbury, CT)
- …to ensure all services are provided for 24-hour staffing and staff: client ratios are maintained. + Facilitate HMIS data quality checks no less than ... Overview Location: Waterbury Housing Services (Waterbury, CT) Status: Exempt, Full-time Hours Per...+ Train and coach case management staff to be client -centered and utilize all appropriate evidenced-based techniques when working… 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
- Randstad US (Westlake, TX)
- …and long-term goals. **What you need to bring:** + 7+ years of client -facing experience in consulting or IT professional services , Management Consulting ... organizational alignment to achieve strategic commercial objectives. + Collaborate with Client Partner on the comprehensive global account plan, provide strategic… more
- Truist (Norfolk, VA)
- …Charlottesville, Williamsburg, Norfolk, Virginia Beach Responsible for the supervision of Client Service Associates, including their sales support processes and ... 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. (Rochester, NY)
- …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
- 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