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 Wealth Management is...
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 ...
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 Wealth Management is...
As our Senior Private Client Advisor on the Group Personal Excess (GPEL) Private Client Services team, you'll work closely with individuals and families to ensure they're protected from financial loss. Learn more about what makes us different and how you can thrive as a Senior Private Client Advisor...
As our Senior Private Client Advisor on the Group Personal Excess (GPEL) Private Client Services team, you’ll work closely with individuals and families to ensure they’re protected from financial loss. Learn more about what makes us different and how you can thrive as a Senior Private Client Advisor...
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...
Essential Duties and Responsibilities Responsible for identifying, soliciting, and closing new business for the company Generate an ongoing list of prospects Utilize cold calls, prospecting emails, mail, professional associations, and networking to contact prospective clients Ability to identify opp...
The primary objective of a Client Solutions Advisor is to help our customers achieve their business goals. Provide value added customer service to an assigned dealer and repair facility client base (territory) with focus on driving product usage and adoption. ...
Fine Jewelry Commission Sales Associate. All associates are eligible for an associate discount on JCPenney merchandise. Customer Service & Sales -Approaches customers in a friendly manner to engage, determine needs, and help customers make decisions about desired product or service. Meets or exceeds...
Prior retail sales, cashier, or customer-focused experience preferred. ...
GNC is looking for dynamic sales associates that not only "Live Well" as a lifestyle, but have the desire to share that passion with others. A Sales Associate who enjoys interacting with customers and is committed to helping them choose the right products, as well as making recommendations based on ...
As a Financial Advisor at New York Life, you will step into a client's life to provide education, strategies, and products to protect their financial future while building a great career for yourself in the process. If so, apply for a rewarding career as an Entry-Level Financial Advisor at New York ...
Other duties include but are not limited to: generating sales, keeping current on product knowledge, completing sales utilizing POS system with accuracy and efficiency, maintaining awareness of all promotions, sales and advertising. Working on sales floor with retail sales team. Working with retail ...
Your skillset rocks no matter what zone you're in and you can easily flex between the Salesfloor, Cash & Wrap, Fitting Room and Stockroom as needed. AEO prohibits discrimination against associates and applicants for employment because of the individual's race or color, religion or creed, alienage or...
Receives and bills for merchandise, accept payment, waits on customers, and assists the location manager by performing the following duties. Answers telephone and assists customers with billing and statement questions. Responds to requests for service and assistance. The requirements listed below ar...
The FAST Team Member is responsible for traveling with the Field Activity Support Team (FAST) to stores within an assigned district to own and execute "start to finish" variable tasks such as planograms and physical inventories, as well as provide support for other tasks including merchandise and fi...
Handle all sales transactions while operating assigned cash register. ...
This technical and professional position is responsible for selling LPL Financial approved planning products (e. This position has a dual employment relationship with LPL Financial and the bank. Possess a minimum of two years of professional work experience as a Financial Planner or Broker/Dealer. ...
Vision Financial Group, a dynamic, holistic financial services organization, is seeking a highly organized individual to fill the role of Accounting and Tax Consultant. The ideal candidate will have detailed knowledge of tax planning as it relates to client financial planning, and will exhibit a hig...
Simple Solutions Financial Services is seeking independent, motivated, career-minded individuals to join our Mortgage Protection team. Research: 4-5 hours per week: digging into the information the client provided in order to customize options to meet their financial need in the case of a death or d...
Location Tucson, Arizona, United States of America Category Customer Service Posted Date 10/01/2021 Job Id R0027365 Job Type Full time Experience providing outstanding customer service by showcasing expertise, fostering trust and growing customer satisfaction. Customer Service Representative, North ...
Business Development Associates to expand our Akative Sales Team. Work with inbound sales opportunities and perform sales activities. Working with the marketing team to energize sales and fill the sales funnel. If you have prior business-to-business sales experience, can listen to the needs of prosp...
As a Customer Service Representative, you will work as part of a supportive team to be the face of U-Haul company's exceptional service and ensuring that customers get all the help they need on their journeys by inspecting and maintaining equipment. Are you a people person? Do you love helping other...
Freight Coordinator/Customer Service Representative**. Communicating all service issues to the customer promptly. Coordinating schedule changes with salespeople, customers, and company departments according to customer requirements. Provides services to customers in compliance with contract requirem...
The Customer Service Representative (CSR) provides high quality patient-focused services to ensure that the individual needs and desires of the patients customer services encounter are met, regardless of age or gender, on a continuing basis by perfo Customer Service Representative, Customer Service,...