- UMB Bank (Concord, NH)
- ** RETIREMENT CLIENT ADVISOR -DALLAS-FT. WORTH METROPLEX** The Retirement Client Advisor generates new business opportunities and manages a ... unparalleled customer experience while managing a book of business and building client relationships. + Partners with UMB Portfolio Management and Research to fully… more
- ADP (Salem, NH)
- …types of investments in each retirement plan and be a conduit for advisor and client questions. + Proactively discuss products and services, and plan design ... ADP's value proposition within a continuous learning environment; The Advisor Client Service Specialist is responsible for...and advisors and is the direct service contact for retirement plan services. The Advisor Service Representative… more
- Bank of America (Manchester, NH)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Honolulu/Merrill-Experienced-Financial- Advisor \_24007333) **Job Description:** Merrill Wealth Management is a leading… more
- Bank of America (Concord, NH)
- Financial Solutions Advisor - Maine / New Hampshire Markets South Portland, Maine;Concord, New Hampshire; Scarborough, Maine; Hanover, New Hampshire; South Portland, ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/South-Portland/Financial-Solutions- Advisor Maine New-Hampshire-Markets\_25033161) **Job Description:** At Bank of America,… more
- Travelers Insurance Company (Concord, NH)
- …- $67,900.00 **Target Openings** 25 **What Is the Opportunity?** As an Insurance Advisor Trainee, you will learn to serve as a personal insurance advisor ... In this role, you'll learn to manage inbound business opportunities and maintain client communication via outbound calls and emails until the sale is finalized. You… more
- Travelers Insurance Company (Concord, NH)
- …Do: Transform how people protect what matters most! As an Insurance Advisor Trainee, you'll become a trusted sales consultant helping customers nationwide find ... in making you an expert -Real Impact from Day One: manage your client relationships and close deals -Master Consultative Selling: no pushy tactics, just genuine… more
- UNUM (Concord, NH)
- …provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life's moments. And this starts with ensuring ... Minimum starting hourly rate is $22.00 The Customer Benefit Advisor (CBA) I is the entry level in a...performance-based incentive plans, paid time off, and a 401(k) retirement plan with an employer match up to 5%… more
- ADP (Salem, NH)
- …for developing and maintaining effective relationships with ADP clients and is the direct client contact for retirement plan services. The Client Service ... client retention.. Act as the primary contact for retirement plans regarding day to day record keeping matters...Alerts management and other appropriate parties (ie. legal, financial advisor , alliance manger, other ADP business units, etc.) of… more
- ADP (Salem, NH)
- …for developing and maintaining effective relationships with ADP clients and is the direct client contact for retirement plan services. The Client Service ... client retention.. Act as the primary contact for retirement plans regarding day to day record keeping matters...Alerts management and other appropriate parties (ie. legal, financial advisor , alliance manger, other ADP business units, etc.) of… more
- Edward Jones (Amherst, NH)
- …Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on the ... them coming a mile away. You and your financial advisor are essential in working together to help your...clients. Our BOAs are a valued part of the client support team, and we credit much of our… more
- Kyndryl (Concord, NH)
- …experience functions across the enterprise. + Build and maintain deep relationships with client CXOs, becoming the 'go-to' trusted advisor to senior executives ... in driving profitable growth, leveraging our comprehensive capabilities to build strong client relationships, and leading your team to success. This role demands a… more
- Kyndryl (Concord, NH)
- …client CXOs and be seen as the 'go to' person and a trusted advisor by senior executives + Leading C-level client interactions and consulting initiatives, ... in driving profitable growth, leveraging our comprehensive capabilities to build strong client relationships, and leading your team to success. This role demands a… more
- Kyndryl (Concord, NH)
- …client CXOs and be seen as the 'go to' person and a trusted advisor by senior executives + Leading C-level client interactions and consulting initiatives, ... role in driving profitable growth, leveraging our comprehensive capabilities to build strong client relationships, and leading a team to success. This role demands a… more
- City National Bank (Concord, NH)
- …Wealth Strategists, and other colleagues in the development of U/HNW client facing materials and deliverables. The ideal candidate should have experience ... with client discussions/presentations, proficiency in financial planning software (eMoney), and...months of employment * CEPA - Certified Exit Planning Advisor credential, or the ability to obtain within 18… more
- Eastern Bank (Manchester, NH)
- …factors; additional compensation may apply. Eastern offers a robust benefits and retirement package. Please see the description of benefits included with this job ... and deliver a private bank experience.Looks holistically at every client to bring the full capabilities of the bank...and treasury management solutions to serve as a "trusted advisor " to our clients.Industry expertise in key verticals is… more
- Eastern Bank (Manchester, NH)
- …factors; additional compensation may apply. Eastern offers a robust benefits and retirement package. Please see the description of benefits included with this job ... deliver a private bank experience. Looks holistically at every client to bring the full capabilities of the bank...and treasury management solutions to serve as a "trusted advisor " to our clients. Industry expertise in key verticals… more
- Norstella (Concord, NH)
- …Panalgo's RWE platform, IHD, among our clients. You'll act as a trusted advisor to senior-level stakeholders, understanding their complex needs, and helping them to ... long-term relationships with senior-level executives, including C-level, ensuring high client satisfaction and engagement with Panalgo's offerings. This includes… more
- Norstella (Concord, NH)
- …specialization to meet the high demands of our biopharmaceutical and life sciences client base. You will join a high-performing team empowered to work creatively to ... insights and drive evidence-based decision-making. * Serve as the strategic advisor to clients, guiding them through nuanced challenges by providing actionable… more
- Norstella (Concord, NH)
- …informed. + Act as a senior point of contact and trusted advisor to clients throughout implementation, building long-term relationships and driving satisfaction and ... retention. + Lead governance meetings, executive readouts, and client workshops; provide strategic insight and ensure alignment across...Benefits * Basic Life and AD&D Benefits * 401k Retirement Plan with Company Match * Company Paid Short… more
- Ricoh Americas Corporation (Concord, NH)
- …finishing, software, and professional services. This individual will be a trusted advisor and subject matter expert (SME) to clients in the Graphic Communications ... deliver a compelling business case to executive-level decision-makers. This is a client -facing role aligned to revenue targets and requires collaboration with sales,… more