Our award-winning, web-based services and resources are designed to amplify advisors' value to their clients. The Client Support Specialist is responsible for answering incoming customer inquiries, solving customer issues, and escalating cases to tier two teams or management when necessary. The Clie...
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...
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 ...
Wealth Advisor to join their tight-knit team. Build and maintain strong relationships with high net-worth clients and provide comprehensive financial planning services. Analyze clients' financial situations and develop customized strategies to help them achieve their wealth management goals. Collabo...
Client Adviser - Genesis of Ridgefield. We are on the lookout for individuals who are driven and dynamic to join our team as Commission Client Advisers. As a Commission Client Adviser at Genesis of Ridgefield, you will play a crucial role in our sales team. Build and maintain strong relationships wi...
This will be done with a consistent focus on relationship management, not portfolio management * Demonstrate a deep understanding of financial markets and sound business judgement * Exhibit unwavering integrity that points toward doing right by clients at every opportunity ...
Wealth Advisor to join their tight-knit team. Build and maintain strong relationships with high net-worth clients and provide comprehensive financial planning services. Analyze clients' financial situations and develop customized strategies to help them achieve their wealth management goals. Collabo...
This will be done with a consistent focus on relationship management, not portfolio management * Demonstrate a deep understanding of financial markets and sound business judgement * Exhibit unwavering integrity that points toward doing right by clients at every opportunity ...
Why You’ll Love This Client Recovery Advisor Job . Do you have passion for meeting people where they are and supporting them on their road to recovery? Do you have a passion for coming alongside and supporting people? Want to use your personal experience to make a difference in ...
Why You’ll Love This Client Recovery Advisor Job. CRAs are a part of a multidisciplinary Addiction Care team guiding and directing clients through an intensive In-Home Addiction Treatment program which provides services for up to a full year. The CRA serves as a personal guide in helping clients to ...
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...
At H&M, as a Retail Sales Associate you will be advising our customers and keeping them in style! A Retail Sales Associate, or Sales Advisor, as referred to internally, is responsible for delivering the Best Customer Experience that contributes to the store's sales and profit. As a Retail Sales Asso...
Job Description: The OTS Sales Associate is responsible for securing incremental availability of our Pepsico Beverages Portfolio within a variety of customer channels via strategic selling solutions. ...
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...
As a Retail Sales Associate, you'll be the face of Best Buy for everyone who visits our stores. ...
Located in Westport Connecticut, our client is seeking a Client Services/ Operations Associate to work directly with our life insurance clients policy holders and manage active leads or cases. Our Client is a niche services and solutions provider to US Life Insurer and Reinsurer clients. Creation an...
Orange, CT is currently hiring for a full-time Paint Sales Associate to help our retail team keep our paint organized and up to speed. OUR IDEAL PAINT SALES ASSOCIATE. REQUIREMENTS FOR A PAINT SALES ASSOCIATE. As our Paint Sale Associate, you ensure smooth retail operations through the movement of s...
They'll be impressed by your product knowledge, customer experience skills, and use of the ForceCover the sales floor zone and ensure that assigned areas are up to visual standardsWork the register - you'll use your fandom knowledge to process sales transactions and drive add-on sales using addition...
Our business has been experiencing tremendous growth, and we need an entrepreneurial-minded Customer Service Representative who can come in and help with day-to-day customer service and marketing operations. This means that you will spend time both helping run and grow the business from the office a...
In the recruiting of Financial Advisors, First Command is committed to a policy of non-discrimination pursuant to the high standards of our company values and in compliance with federal, state and local laws and will not discriminate in hiring or employment on the basis of race, color, religion, nat...
Benefits include: Associate discount; EAP; smoking cessation; bereavement; 401(k) Associate contributions; child care & cell phone discounts; pet & legal insurance; credit union; referral bonuses. Accurately processes and prepares merchandise for the sales floor following company procedures ...
Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short ...
We are looking for an enthusiastic, collaborative individual to join our Retail Team as a Sales Associate. At the end of the day, you’re responsible for reconciling daily payments and storis reports with total sales. Post-secondary experience in sales and retail customer service would be considered ...
In conjunction with a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an individual practice. Through distance learning, apprenticeship and training at the firm’s international headquarters, the Advisor Mastery Program (AMP) offers a com...
Our cross-functional Financial Services industry group comprises more than 2,500 partners, managers, and staff and provides a broad spectrum of services to address the operational, technological, regulatory, and risk management challenges faced by financial services clients across sectors, including...