- Marion County (Salem, OR)
- …making, alongside adherence to department mission and values, trauma-informed and person- centered care, and evidence-based practices.Use data, client , and ... supervision of other supervisory staff, program staff as well as financial and operational performance of the service(s) and program(s). SUPERVISION RECEIVEDWorks… more
- Edward Jones (Reynoldsburg, OH)
- …visible members of the client team, working under the leadership of a financial advisor . You thrive in an inclusive team environment, are a continuous ... making an impact to change lives. You and your financial advisor will complement each other to...Financial Advisors are an essential part of the client team, and we rely on their unique experiences,… more
- JPMorgan Chase (Columbus, OH)
- The Financial Advisor Development Track (FADT) Insights Programs are designed to attract undergraduates who are interested in early exposure to financial ... welcome to apply. As a Summer Analyst in the Financial Advisor Development Track Program (FADT), you...well-rounded academic background with an interest in providing exceptional client service and financial advice + Pursuing… more
- International Rescue Committee (New York, NY)
- …needs of populations of all ages and backgrounds through a context-relevant, client - centered , intersectional approach. We also know from evidence and experience ... * Oversee, in coordination with grants and operations team, and the Adolescent Girl Advisor , the appropriate grant and financial management of the UNHCR funded… more
- JPMorgan Chase (Apple Valley, CA)
- …more than 45 years, FROSCH has been a travel company of choice, building a client - centered service model and employee-focused workforce. Now, as a part of the ... our employees and their careers. As a Senior Travel Advisor III in FROSCH (CTJ) You will be working...+ Utilize FROSCH and authorized vendor technologies to manage client profiles, documents, policies, unused ticket management, compliance and… more
- Zions Bancorporation (Irvine, CA)
- Associates at California Bank & Trust work in a relationship- centered culture where they are provided with the tools, training and opportunities to build the best ... for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families and businesses… more
- Citizens (Clinton, CT)
- …with other colleagues. The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor , ... As part of the Core Banking Division, Citizens Private Client provides personalized, world class financial planning... financial goals, including but not limited to Financial Advisor , Wealth Advisor , Home… more
- Publicis Groupe (New York, NY)
- …Partner with a proven track record of building business in professional services centered on digital transformation in the Financial Services industry within ... you in the role** + You are currently a client partner with a large financial institution....clients. + You are a collaborator who fosters trusted advisor relationships with clients and internal stakeholders. Style, Industry… more
- Edward Jones (Lafayette, IN)
- …visible members of the client team, working under the leadership of a financial advisor . You thrive in an inclusive team environment, are a continuous ... compensated ** + Edward Jones believes in a human centered approach as we partner for positive impact, to...allocation, changes to portfolio construction/investments, and make recommendations to Financial Advisor and communicate to client… more
- Publicis Groupe (Boston, MA)
- …enabling your clients' Digital Business Transformation. You will partner with senior client executives in the Financial Services Industry and ultimately be ... overall strategic shaping, planning, implementation, and effectiveness of work for client engagements. You will guide globally distributed teams to deliver… more
- Edward Jones (Sulphur, LA)
- …visible members of the client team, working under the leadership of a financial advisor . You thrive in an inclusive team environment, are a continuous ... compensated ** + Edward Jones believes in a human centered approach as we partner for positive impact, to...and changes to portfolio construction/investments, and make recommendations to Financial Advisor and communicating to client… more
- Edward Jones (New Palestine, IN)
- …Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on the ... see them coming a mile away. You and your financial advisor are essential in working together...clients. Our BOAs are a valued part of the client team, and we credit much of our success… more
- Edward Jones (Fitchburg, WI)
- …Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on the ... see them coming a mile away. You and your financial advisor are essential in working together...Our Sr. BOAs are a valued part of the client team, and we credit much of our success… more
- Edward Jones (Rock Springs, WY)
- …Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on the ... see them coming a mile away. You and your financial advisor are essential in working together...clients. Our BOAs are a valued part of the client team, and we credit much of our success… more
- American Express Global Business Travel (Columbus, OH)
- …portfolios and business development. In this role, they will be recognized as a valued advisor within their Meetings & Events client base and will demonstrate a ... industry knowledge to improve cross-functional approaches for the execution of our client servicing and sales strategies. The Strategic Account Manager is an… more
- Vanguard (Malvern, PA)
- Vanguard's Financial Advisor Services division is looking for a highly motivated UX professional to direct the user experience strategy of a highly complex ... will report up through a larger user experience group in our Financial Advisor Services (FAS) Marketing department (https://marketing.vanguard.com/) . Here, the… more
- City National Bank (Beverly Hills, CA)
- …personal clients. They will act as a trusted strategic advisor , providing financial advice & consistently connecting client needs with CNB's products and ... needs are met, escalations resolved appropriately, & consistent delivery centered on key areas of client needs....on clients. + Personal & Business Financials - review financial statements to fully understand a client 's… more
- Colorado State University (Fort Collins, CO)
- …to support Colorado State University ( CSU ) community members with professional, client centered service, expertise, and technology in the pursuit and conduct ... Vice President for Research, the AVPRA serves as an advocate and an advisor to the VPR for research administration activities. The AVPRA will effectively interface… more
- Fenway Health (Boston, MA)
- …quality healthcare. The CMO will lead efforts to center a team-based, patient/ client - centered service and care delivery model throughout the organization that ... The CMO serves as the executive leadership team's chief advisor on clinical quality, safety, and medical community development,...Other key relationships: + Chief Operating Officer + Chief Financial Officer + Director of Nursing + Medical Director… more
- City National Bank (Beverly Hills, CA)
- …providing sound financial advice and acting as a trusted strategic advisor .Responsible for all sales functions of the assigned branch with particular emphasis on ... needs are met, escalations resolved appropriately, & consistent delivery centered on key areas of client needs!...processes + Personal & Small Business Financials - reviewing financial statements / tax returns of both individuals and… more
