- Raymond James Financial, Inc. (Carmel, IN)
- …and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented ... could take you! **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes… more
- Wolters Kluwer (Indianapolis, IN)
- …your place here. (https://youtu.be/OZ2kSzAaXK4?si=sDgZ7DZUbMnBddMq)** **What We Offer: ** The Senior Customer Service Representative role offers growth potential ... office 2-days a week), and amazing benefits. **What You'll be Doing:** As a Senior Customer Service Representative, you will leverage your specialized skills to… more
- Highmark Health (Indianapolis, IN)
- …buy-In. Develop and deliver compelling clinical narratives designed to influence senior -level decision-makers at client organizations, securing commitment to ... post-sale implementation of clinical programs, ensuring seamless integration and optimal client outcomes. Coordinate with senior -level executives at client… more
- PNC (Indianapolis, IN)
- …have an opportunity to contribute to the company's success. As a Sales and Client Experience Manager within PNC's Retail branch organization, you will be based in ... Leads and directs a team focused on sales and service , supporting the execution of strategic initiatives for a...market managers to close performance gaps. Elevates issues to senior managers and recommends process improvement tactics as needed.… more
- Atria Wealth Solutions (Marion, IN)
- …plan that meets the member's specific needs. + Conduct annual reviews with each client . + Develop, submit to Credit Union Service Organization for approval, and ... of a marketing plan for products and services offered through Credit Union Service Organization (CUSO). + Become familiar with all products and services offered… more
- Huntington National Bank (Indianapolis, IN)
- …new financial instruments and techniques and can adequately present new products to the client . + Ensures that all business is suitable for clients and in compliance ... + Works closely with internal partners to build referral channels and deepen client relationships. + Actively recruits and develops top talent. + Manages customer… more
- PNC (Indianapolis, IN)
- …valued and have an opportunity to contribute to the company's success. As a Senior Investment Advisor within the PNC Private Bank organization, you will be based in ... accounts in accordance with investment objectives that have been developed with the client . Depending on line of business, may provide specialized advice on planned… more