- UMB Bank (San Juan, PR)
- ** 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
- Kelly Services (San Juan, PR)
- …liaison between clients, advisors, and internal teams, helping ensure smooth client experiences and efficient operations. **Key Responsibilities:** + Serve as ... primary contact for client inquiries via phone, email, and in-person + Manage advisor calendars, schedule meetings, and prepare materials + Prepare, proofread,… more
- UNUM (San Juan, PR)
- …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