As an BMW Client Advisor, you will assist guests through every stage of their automobile purchase. BMW Client Advisor Responsibilities. BMW Client Advisor Qualifications. ...
The Medicaid/Marketplace Client Strategy Senior Advisor plays a critical role in the interpretation of applicable state legislation and regulation, client retention, and overall client satisfaction within the line of business. The Medicaid/Marketplace Client Strategy Senior Advisor serves as the pri...
GPAC is partnering with a leading Financial Services company that is looking for a Trust Officer/Client Advisor. You will work closely with clients to understand their financial goals and develop personalized investment strategies to achieve them. Develop personalized investment strategies for clien...
The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing investme...
Job Duties: Setting Appointments: 6-8 hours per week: reaching out to potential clients that have previously requested coverage with our company and scheduling a time to meet with them to discuss their mortgage protection coverage. Research: 4-5 hours per week: digging into the information the clien...
The Client & Health Plan Trend Analytics Product organization within the Sales & Provider Analytics organization is entrusted with key business (sponsor) relationships as well as understanding the various personas who use our Analytic products. May serve as owner for a domain of data, respon...
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners. Morgan Chase, we have an en...
Maintain a minimum of 95% retention of Client Accounts by pro-active client engagement including the contacting clients that have moved business by Broker of Record letters to determine why business was lost by USI. Complete USI New Business Process for new clients, including establishing a communic...
Sell the new the new IPace Electric SUV as well as all the other exciting products! .We are adding 1 sales position at our Hartford location.Apply to Jack Bradshaw General Manager ....
Client Advisors hold the critical position of embodying the Tiffany brand in each and every client interaction using the Tiffany touch; their own flair for making each client’s experience extraordinary. The love of building his/her own business by developing client relationships and exceeding sales ...
The Client & Health Plan Trend Analytics Product organization within the Sales & Provider Analytics organization is entrusted with key business (sponsor) relationships as well as understanding the various personas who use our Analytic products. May serve as owner for a domain of data, respon...
GPAC is partnering with a leading Financial Services company that is looking for a Trust Officer/Client Advisor. You will work closely with clients to understand their financial goals and develop personalized investment strategies to achieve them. Develop personalized investment strategies for clien...
The Private Client Investment Advisor partners with Relationship Manager to provideprehensive investment services including sophisticated investment products to HNW clients. Private Client Investment Advisor-Hartford, CT. The Investment Advisor will utilize their technical investment expertise to pr...
Job Title: Client Service Associate - Hartford, CT (2402214)Job SummaryCelebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail-oriented, and cr...
Customer Service Representatives at Sam's Club ensure that customers have a pleasant shopping experience. Provide information to customers on products and services. Ensure customer satisfaction and provide professional customer support. Experience in customer service or retail preferred. ...
Opportunities are endless at DHL Seeking PT & FT Customer Service Representatives to: Resolve product or service problems by clarifying the customer's complaint, determining the cause of the problem, selecting and explaining the best solution and expediting correction or adjustment; Maintain custome...
Provides customer service by explaining IRS policy and procedures, providing instructions and analyzing complex or unusual issues presented by taxpayers, practitioners and Service employees. This service is based upon interpretation and application of IRM procedures, regulations, court decisions, st...
Wealth Management Client Service Associate. We are committed to delivering outstanding, personalized service to our clients, ensuring they always feel appreciated and understood. Work directly with advisors and clients to deliver on clients’ needs and objectives. One or more years’ exper...
Fiducient Advisors provides tailored and personalized investment consulting services to clients such as retirement plan sponsors, endowments and foundations, private clients, and financial institutions. The Consulting Analyst works closely with Investment Consultants and contributes directly to a su...
Business Insurance (BI) Financial Planning & Analysis is a fast-paced department with high visibility to BI Leadership and is responsible for providing financial & analytical support to business partners across BI. Financial Consultant, Strategic Initiatives position will have a primary focu...
The Client Services Specialist is an invaluable member of the hospital team who works directly with a Hospital Manager and supporting medical staff to provide exceptional customer service while maintaining a smooth and efficient flow of clients and patients through the animal hospital. Follows estab...
Understanding and managing team capacity & optimizing performance, building trusted relationships * Understanding dependencies & broad knowledge of product/service offerings * Continuous status reporting, developing, and producing actionable insights including KPI's, scorecards a...
Training Consultant will design, develop and maintain an effective, sustainable training environment tailored to the needs of the Wealth Advisory Services (WAS) teams to deliver and measure a consistent end-to-end customer experience while driving sales and retention through the:. Knowledge of all V...
The Principal Financial Implementation Consultant will provide Workday product, industry, and implementation expertise by serving as an architect and advisor while ensuring the financial and accounting solutions alignment with other functional areas. As a Senior Functional Consultant, you will play ...
OVERVIEW Are you looking to grow and be part of a successful team? Are you driven, self-motivated and customer-focused? Would you love to be helping clients as they prepare for retirement without the responsibility for lead generation? If you enjoy working closely with clients, developing long-term ...