- TEKsystems (Southfield, MI)
- …knowledge and skills obtained through experience and/or formal training to assist branch offices and Financial Advisors (FA) with their client needs by researching ... moderately complex problems that arise with the FA's, their clients, branch administration, and/or other departments including AML, Supervision, and Risk Management.… more
- Raymond James Financial, Inc. (Southfield, MI)
- **Responsibilities** : + Provide advanced product/ service information and respond to complex customer questions about the product/ service . + Record and process ... making detailed notes to collect client requirements. + Provide exceptional service to customers to encourage continued use of the organization's products/services.… more
- Huntington National Bank (Temperance, MI)
- …with both existing and new clients. Our Financial Advisors partner closely with branch staff to uncover client needs and offer most appropriate financial solutions ... Duties & Responsibilities: + Responsible for personal production goals and customer service objectives for all assigned branches and/or book of business. + Utilize… more
- Edward Jones (Clarkston, MI)
- …our team** **.** At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Client ... critical member of that team along with the financial advisor . You are the first voice a client hears...most cherished financial goals. **Job Overview** **Position Schedule:** Full-Time Branch Address: 5760 Clarkston Road Suite B, Clarkston, MI… more
- Citizens (Detroit, MI)
- …a broad array of Investment and Insurance products to customers. The Virtual Financial Advisor is a key role within our Wealth Management division and is responsible ... financial strategies to mass affluent clientele. The Virtual Financial Advisor will be based out of a Citizens corporate...a holistic delivery, in a virtual capacity, of outstanding service and sales solutions to meet clients' financial needs… more
- PNC (Detroit, MI)
- …and have an opportunity to contribute to the company's success. As a Financial Advisor within PNC's Wealth Management organization, you may be based in Columbus or ... or Lansing, MI or St. Louis, MO. Financial Advisors are based within a bank branch and work within a highly collaborative circuit of branches and manage an assigned… more
- Raymond James Financial, Inc. (Southfield, MI)
- **Essential Duties and Responsibilities:** * Conducts supervisory oversight of RJFS branch office locations not currently staffed eith a licensed and qualified ... branch manager to ensure adherence to firm and regulatory...regulatory policies and procedures. Conducts daily supervisory reviews over advisor activities in their assigned branches with limited guidance.… more
- KeyBank (Ann Arbor, MI)
- …assigned Branch (es), including the in person coaching and mentoring of branch personnel, client management, service delivery and other resources in order ... **Location:** 1000 Oakbrook Drive, Ann Arbor Michigan **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client base with planning and… more
- JPMorgan Chase (Detroit, MI)
- …care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using ... meet their financial needs. As a Community Private Client Advisor in JP Morgan Wealth Management, you offer comprehensive...a passion for uplifting the community where the community branch is located. Your expertise will support a wide… more
- Huntington National Bank (Detroit, MI)
- Description Job Summary: As a Treasury Management Advisor III - Corporate Healthcare, you will play a pivotal role in driving the growth and success of our treasury ... negotiation, and implementation. In this role, you will act as a trusted advisor to both clients and prospects, providing insightful guidance and strategic advice on… more
- Huntington National Bank (Detroit, MI)
- Description Job Summary: As a Treasury Management Advisor III - Corporate, you will play a pivotal role in driving the growth and success of our treasury management ... negotiation, and implementation. In this role, you will act as a trusted advisor to both clients and prospects, providing insightful guidance and strategic advice on… more
- Raymond James Financial, Inc. (Troy, MI)
- Under general supervision, the Policy Care Specialist supports branch operations, advisor transitions, and client service for the One Insurance Solution ... advisors, and insurance carriers. **Essential Duties and Responsibilities** + Support branch operations by managing advisor transitions, account updates, and… more
- KeyBank (Monroe, MI)
- …N Telegraph - Monroe, Michigan 48161 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. ... calling efforts (30% of time). As part of the branch team in a hybrid platform role, the FWA...and financially. + Accepts and accurately processes all financial service transactions, while identifying opportunities during the transaction to… more
- Raymond James Financial, Inc. (Southfield, MI)
- …tasks and projects to complete work efficiently.* Provide a high level of customer service , and address and resolve escalated advisor and client issues.* Use ... for developing, coordinating, and executing initiatives to provide high-touch, face-to-face advisor support to consistent users, dabblers, and new or non-users in… more
- Raymond James Financial, Inc. (Southfield, MI)
- …accurately. + Advisor & Internal Partner Support + Work with branch teams, Financial Advisors, and internal partners to address escalations. + Communicate ... procedures, ensuring accuracy and adherence to regulatory standards. + Meet service -level expectations for response time and case quality. + Continuous Improvement… more
- Siemens (Detroit, MI)
- …combines the innovation and reach of a global technology company with the personalized service and team spirit of a local partner. You'll drive sales in two ... areas: new construction projects and system installations, plus ongoing service contracts including maintenance, testing, inspection, and support for existing… more
- Anywhere Real Estate (Detroit, MI)
- …+ Perform annual performance reviews and performance management as needed Collaboration and Service : Act as main point of contact for all Regional Support Leads ... is not limited to: + Act as Liaison to branch leadership and RVP's + Be the "knowledge expert"...experience strongly preferred. + Prior Real Estate and customer service experience strongly preferred. + Ability to provide feedback… more
- Huntington National Bank (Detroit, MI)
- …with a passion for identifying and mitigating business risk. Serving as an advisor to your business segment, the Project Manager becomes both a subject matter ... Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work...Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for… more
- Huntington National Bank (Detroit, MI)
- …with a passion for identifying and mitigating business risk. Serving as an advisor to your audit engagement stakeholders, the Senior will continue to develop ... Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work...Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for… more