- Kith (New York, NY)
- …in-store experience as well as the overall operations of the store. Through best-in-class service , the Client Advisor ensures customers have a consistent, ... Men's Soho Flagship Store Status: Full Time Compensation: $17-19/hr Position Summary: The Kith Client Advisor is a very important piece of the client 's… more
- Neiman Marcus Group (Dallas, TX)
- …customer service , and personal engagement while becoming their trusted style confidante. A Client Advisor will service clients who come into our store ... Our brands include Neiman Marcus and Bergdorf Goodman. Your Role As a Client Advisor you will cultivate relationships with clients through elevated selling,… more
- JPMorgan Chase & Co. (Wheat Ridge, CO)
- …2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining ... offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial… more
- Sterling Seacrest Pritchard, Inc (North Little Rock, AR)
- …job acceptance. Full-Time/Part-Time Full-Time Shift -not applicable- City State Position Client Advisor (2) Exempt/Non-Exempt Exempt Open Date 1/18/2024 This ... by law. Category Insurance Description General Summary: Solicits new clients and services existing clients in a manner consistent with the firm's goals, culture… more
- TD Bank Group (Manchester, NH)
- …specific details for this role. Line of Business: TD Wealth Job Description: The Private Client Service (PCS) Income Tax Advisor is responsible for timely ... Thomson Reuters OneSource Trust Tax platform and other technologies for client service delivery Communicates proactively with management regarding potential… more
- Houchens Insurance Group (Lexington, KY)
- …policies by performing the following duties. Essential Duties and Responsibilities: 50% Client /Policy Services : Provides daily service to and builds ... Houchens Insurance Group is dedicated to embodying the three fundamental pillars of service : 1. Clients 2. Co-owners 3. Communities By placing equal emphasis on… more
- Citizens Bank (Westwood, MA)
- …that meets the client 's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of ... role as a condition of employment. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services . Demonstrated track record in… more
- FL Putnam Investment Management (Portsmouth, NH)
- …for managing client relationships as part of a team approach consisting of a Client Advisor and a Client Account Administrator. Investment Advisor ... We are seeking an Investment Advisor (IA) to join our soon to be...team member will contribute to advising new and existing client relationships. The successful candidate will demonstrate a passion… more
- Bridgewater Associates (Westport, CT)
- …of ourselves. Explore more information about Bridgewater's culture on our website here. About the Client Service Department The goal of Client Service is ... About Your Role As an Associate you'll help the Client Service Department achieve our mission by...will drive the following responsibilities: Partner with your team's Client Advisor (senior relationship manager) to understand… more
- Aritzia LP (Minneapolis, MN)
- …for delivering highly elevated service to support loyal, enduring relationships with the client . As a Service Advisor , you will deliver Everyday Luxury ... team, you will process transactions, manage client services , and uphold exceptional organization at the Service...growth and development with Aritzia. THE ROLE As the Service Advisor , you will: Deliver extraordinary experiences… more
- Advisor Employee Services (Fort Wayne, IN)
- …by Advisor Employee Services Thank you for your interest in the Client Service Administrator role. Advisor Employee Services , a consulting firm ... Client Service Administrator Are you looking for...would like to talk to you! Our growing financial service firm, Runestad Financial Services , in Fort… more
- JPMorgan Chase & Co. (New York, NY)
- …JPM WM Client Onboarding & Account Opening team builds scalable and integrated Client and Advisor facing experiences that make it seamless to establish new ... web, mobile and internal platforms, for both self-directed and advisor -driven relationships, the AO team delivers solutions that are...can expect in their wealth management experience. As a Client Onboarding Product Manager as part of the JPM… more
- JPMorgan Chase & Co. (New York, NY)
- …Insights, Product Strategy & Development, Portfolio Managers, Investment Specialists, and Client Service . Job Responsibilities: Lead, coach, and inspire a ... firms, evaluating the progress of our partnerships. Collaborate with the broader US Advisor client leadership team and Investment Specialists to exchange ideas… more
- Aritzia LP (Plano, TX)
- …Luxury service to each of our clients to build loyal and enduring client relationships. As the Service Advisor , you will process transactions, support ... with the management of client services , and uphold exceptional organization at the ...growth and development with Aritzia. THE ROLE As the Service Advisor , you will: Deliver extraordinary experiences… more
- Advisor Employee Services (Bluffton, SC)
- …by Advisor Employee Services Thank you for your interest in the Client Service Administrator role. Advisor Employee Services , a consulting firm ... Client Service Administrator Are you looking...relationships with prospects and clients, and help prepare the Advisor for client appointments. Other daily, weekly,… more
- Sole Hire (Maumee, OH)
- …we need you today. The Position: Sole Hire has been retained to find their client 's next exceptional Career Services Advisor who is passionate about helping ... Support and/or organize PAC Meetings in partnership with the Director of Career Services , Career Services Advisor (s), and Education. Assist in the… more
- Workoo Technologies (El Paso, TX)
- …Getting Back Together, as well as Company Activities that straight impact the Client / Advisor account. A professional's failing to interpret or even process ... companions. Tasks Study *Assessment of membership arrangements or move demands * Client / Advisor level exemptions *Regulatory responsibilities (Instances: 2340 and… more
- TalentLink Solutions (Atlanta, GA)
- …experienced advisory team needs a strong leader to guide and work within our client service and operations model. Our collaborative and supportive team handles a ... our team and hiring a highly organized and efficient Client Service Associate to join our team.... - troubleshoot problems and serve as liaison between Advisor and Client as needed Communicate with… more
- Bank of America (Providence, RI)
- …focused and effective. Job Description: This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ... service needs of their clients. Responsibilities: Provides excellent Client Service to the bank's clients through... client materials and follows up on all client and Financial Advisor (FA) requests Assists… more
- Advisor Employee Services (Winter Garden, FL)
- …degree and/or related work experience is preferred Ideally 0-4 years of experience in a client service role in financial services Series 65 or FPQP ... this department in all aspects, including account opening /funding, client service and portfolio administration. The ...Services Thank you for your interest in the Client Operations role. Advisor Employee Services… more
