- WTW (Atlanta, GA)
- The Client Advocate is responsible for maintaining client relationships within Financial Institutions & Professional Services. The CA role has a ... 's business and a fundamental understanding of its industry. The Client Advocate contributes to and generates new opportunities with prospects by developing… more
- S&P Global (New York, NY)
- …across all industries. **The Impact:** Reporting to the Regional Sales Head for Financial Institutions , Americas, in this role, you will have the opportunity ... sales strategy with that of S&P Global's most important client base and opportunities. + Take a leadership approach...met. + Proven track record of selling successfully within Financial Institutions . + Proven experience in managing… more
- Bank of America (Columbia, SC)
- …meet their needs. In addition to being the primary bank advocate and key financial advisor for the client , the CM is accountable for prospecting new business ... Middle Market Banking group serves middle market companies and institutions with annual revenues up to $2 billion. The... meetings. Must be able to assess and analyze financial conditions of a middle market client … more
- Morgan Stanley (Gilbert, AZ)
- …the financial services industry and gain insight into one of the world's leading financial institutions * Invest in your career with a top tier learning and ... Overview*: Are you passionate about helping others reach their financial goals? Are you a self-starter looking to build...through trainings and on the job learning to address client investment needs * /Be your own advocate… more
- Morgan Stanley (Alpharetta, GA)
- …the financial services industry and gain insight into one of the world's leading financial institutions * Invest in your career with a top tier learning and ... sales support to both new and existing clients and Financial Advisor teams. *Position Overview*: The * Client ...through trainings and on the job learning to address client investment needs * /Be your own advocate… more
- JPMorgan Chase (Boston, MA)
- …Word, Excel, PowerPoint, and Visio JPMorgan Chase & Co., one of the oldest financial institutions , offers innovative financial solutions to millions of ... a highly motivated, solutions-oriented leader to join our ETF Client Service Team. JP Morgan is one of the...serve as a key contact, point of escalation, and advocate for our ETF clients to ensure strong service… more
- JPMorgan Chase (Tempe, AZ)
- …assigned to your portfolio within Commercial Banking. The CRM is expected to be the client advocate and responsible for owning the client experience globally ... treasury and cash management products and services. As a Client Relationship Manager (CRM) within the Commercial Bank, you...sponsorship. JPMorgan Chase & Co., one of the oldest financial institutions , offers innovative financial … more
- Zelis (St. Petersburg, FL)
- …our business and maintain our relationships with compliance counterparts at our financial partner institutions . + Continuously pursue efficiencies in onboarding ... customer base. Zelis sits at the nexus of healthcare, financial services, and technology so this role will need...experience through automation, tooling, clear and concise communication. + Advocate for our KYC and customer due diligence efforts… more
- Lifespan (Rochester, NY)
- …accuracy and compliance. 7. Advocate with financial or other individuals/ institutions on behalf of client . 8. Assign clients to volunteers. 9. Adhere ... while also prioritizing employee wellness. DUTIES AND RESPONSIBILITIES 1. Assess client financial situation. 2. Develop action plan to assist client … more
- S&P Global (Dallas, TX)
- …hedge funds, insurance companies, software companies and treasury functions in large institutions . With offices in EMEA, North America, APAC and India, EDM has ... new skills. + Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing...the communities in which we live and work, and advocate for greater opportunity for all. **Equal Opportunity Employer**… more
- Lifespan (Rochester, NY)
- …federal tax laws. 7. Advocate with financial , creditor and other institutions and agencies on behalf of client . 8. Appropriately bill clients for ... independence within a fee-based service. Plan and maintain the client 's long-term financial security. This position is responsible for maintaining an average… more
- NCR VOYIX (Atlanta, GA)
- …consumer experiences in partnership with the world's leading retailers, restaurants and financial institutions . We leverage our expertise, R&D capabilities and ... center of everything we do. Our mission is to enable stores, restaurants and financial institutions to exceed their goals - from customer satisfaction to revenue… more
- Bank of America (Washington, DC)
- …examination of needs and opportunities of the institution, working collaboratively with the client and bank product partners, sells financial services to meet ... join our team. HENFP is unique in that our client teams are dedicated to adding value by providing...new opportunity. In addition to being the primary bank advocate and key financial advisor for the… more
- Mastercard (Salt Lake City, UT)
- …networks, partnerships and passion, our innovations and solutions help individuals, financial institutions , governments and businesses realize their greatest ... networks, partnerships and passion, our innovations and solutions help individuals, financial institutions , governments, and businesses realize their greatest… more
- Morgan Stanley (Tempe, AZ)
- …the financial services industry and gain insight into one of the world's leading financial institutions * Invest in your career with a top tier learning and ... Morgan Stanley is a leading global financial services firm providing a wide range of...leverage Morgan Stanley's state-of-the-art tools to help FAs increase client engagement by managing their digital presence via social… more
- Randstad US (Charlotte, NC)
- …and experiences! Working as a Randstad Associate for one of the world's largest Financial Institutions , known for its client -first focus, collaborative, and ... referenceAB_4543178 job details You don't have to be a financial expert to be an advocate for...transactions, financial products, and services. As a Client Representative, you'll be an advocate for… more
- S&P Global (NY)
- …a solid career solving the data management issues of global top tier financial institutions . + Provides product implementation consulting services to customers ... Funds, Insurance companies, Software companies and Treasury functions in large institutions . With offices in Dallas, Boston, New York, London, Manchester,… more
- TD Bank (Greenville, SC)
- …for ADA purposes. **Who We Are:** TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by ... **Job Description:** The Internal Service/Sales Support Supervisor, Wealth (US) manages Client service activities for core, high net worth, institutional, retirement… more
- Vanguard (Washington, DC)
- …the world's largest investment management companies, serves individual investors, institutions , employer-sponsored retirement plans, and financial professionals. ... Advocate for all investors: At Vanguard we've built...bodies including, the US Securities and Exchange Commission, the Financial Stability Board, the International Organization of Securities Commissions… more
- Galileo Financial Technologies, LLC (Sandy, UT)
- …innovator that applies tech and engineering capabilities to empower Fintechs and financial institutions to unleash their full creativity to achieve their ... - is how our employees describe working here. Galileo is a financial technology company that provides innovative and revolutionary software products and services… more