- Columbia Bank (Greenwood Village, CO)
- Financial Service Sales Assistant Wealth...Financial Advisor (s) and their clients. A sales assistant has a large influence on client ... Provide administrative & operational support for one or more Financial Advisor (s) and serve as a liaison...+ A minimum of 2 years' experience as an assistant in the financial services industry or… more
- Atria Wealth Solutions (Williston, VT)
- CUSO Financial Services, LP. (CFS) is seeking an Investment Sales Assistant to support one of our Financial Advisors at New England Federal Credit Union ... to consistently exceed NEFCU members' expectations. As an Investment Sales Assistant , you become part of...of the credit union environment providing support to the Financial Advisor and helping to build member… more
- JPMorgan Chase (Bellevue, WA)
- Join our fun, high-energy team as a Home Lending Assistant in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to ... to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a...significant impact on our business. As a Home Lending Assistant in Chase Home Lending, you will join a… more
- Travelex (Antrim, NH)
- **Customer Service Advisor -** **Asda Travel Money, Antrim** **-** **Part Time** **Job Type:** Permanent, Part-Time **Hours per week:** 16 **Salary:** pounds 13 per ... all aspects of wellbeing such as physical, mental and financial . + A wide range of employee discounts provided...yourself as a travel money ambassador and their trusted advisor , providing support and advice on great Travelex products… more
- Citizens (Westwood, MA)
- …66 exams. The Investment Assistant II works closely with the assigned Financial Advisor (s) to maximize revenue production by serving as the primary liaison ... be responsible for selected marketing activities including contacting the assigned Financial Advisor 's book of business to solidify relationships, coordinating… more
- JPMorgan Chase (Columbus, OH)
- …have direct impact on consumers. As a Consumer Banking Attorney - Vice President, Assistant General Counsel in the Consumer Banking Legal team, you will spend your ... time serving as a trusted advisor to the business that is responsible for consumer...and 4800+ physical branches that offer a range of financial products and services to Chase bank customers across… more
- Carnival Cruise Line (Miami, FL)
- …calendars, arranging complex and detailed travel itineraries. As an experienced Executive Assistant you will create efficiencies for the executive by screening phone ... reports or escalating when required. Job Functions: **Project & Financial Administration:** + Provide project administrative assistance (budgets, briefs,… more
- Cognizant (Plano, TX)
- …growing! **The Role** Our Retail Consumer Goods Consulting Practice is looking for an Assistant Vice President, Consulting to join us on our journey to become the ... end-to-end execution of consulting engagements, cultivating practice innovations, achieving financial targets (utilization, expenditures, revenue, margin), promoting Cognizant Consulting's… more
- Bangor Savings Bank (Skowhegan, ME)
- …and coach team members. Oversee daily operations. Help customers by identifying financial needs and offering appropriate products or services. Contribute to the ... sales growth of the Bank by providing the world's...consumer and business relationships while serving as a trusted advisor . WHAT WE'LL DO: Bangor Savings Bank was recently… more
- Citigroup (Tampa, FL)
- …+ Create collaborative relationships with the client(s) and act as trusted advisor on service-related matters and proactively manage clients through the provision of ... to review operational issues log and MIS. + Support Sales /Client Executives in pre-RFP information requests and client due...or equivalent work experience + Experience in a global financial institution with broad end to end understanding of… more
- Bank of America (San Francisco, CA)
- Treasury Sales Officer II Los Angeles, California;Dallas, Texas; San Francisco, California **To proceed with your application, you must be at least 18 years of ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Los-Angeles/Treasury- Sales -Officer-II\_25035620) **Job Description:** At Bank of America, we are… more
- Truist (Sarasota, FL)
- …and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is ... transactions. 2. Receive and place orders as directed from Financial Advisor and assigned clients. Reply to...training. 2. Experience in the securities industry and/or a sales assistant role. 3. Knowledge of securities… more
- Access Dubuque (Dubuque, IA)
- …ecosystem, serving at times as a convenor, collaborator, project owner, or advisor depending on the circumstance. This executive will bring strategic vision and ... providing tailored support through all stages including site selection, financial incentives, workforce solutions, location listings, newcomer assistance, and access… more
- Compass Group, North America (CA)
- …ID** **number** **1455553** . _The advertised program is a conversational recruiting assistant that helps you apply to jobs with Compass Group. Message frequency ... marketing managers to achieve goals related to meal plan sales , retail innovation, guest communication, and social media approaches...to each. + Lead social media as the content advisor and standards keeper across campus locations in the… more
- Lumen (Albany, NY)
- …connect the world and shape the future. **The Role** Reporting to Assistant General Counsel for Mid-Market, Indirect, & Connected Ecosystems, the Associate General ... range of partner agreements. This role will serve as a key legal advisor to the partner organization, supporting initiatives that drive revenue growth, operational… more
- Trustco Bank (Albany, NY)
- …Wealth Management Manager II - Investments **Reports to:** Wealth Management Assistant Vice President - Investments **FLSA Status:** Exempt **Salary Grade Range:** ... processing all activities related to Wealth Management clients serving as investment advisor on assigned accounts and developing new business. Examines events and… more
- Citigroup (New York, NY)
- …daily basis you will be working with tech as well as front office sales , trading, and quants colleagues across all Derivative & Delta 1 desks. **Responsibilities:** ... areas of business and understand their goals and long-term strategy. + Serve as advisor or coach to mid-level developers and analysts, operating within an agile /… more
- Cognizant (Dallas, TX)
- …backend systems. You will serve as a technical architect and strategic advisor throughout the pre- sales , solution design, and implementation lifecycle-operating ... AI, Agentic AI, Generative AI, Retrieval-Augmented Generation (RAG), and LLM-based assistant integration within CES workflows. + Industry experience in Telecom,… more
- University at Albany (Albany, NY)
- …+ Provide information and guidance on the University's programs, admissions process, financial aid, and campus life to prospective students and families. + Build ... and Supervisory Relationships: + Each Regional Recruiter will report to the Assistant Director of Undergraduate Admissions but not have any direct reports. Job… more
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