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In collaboration with clients, prepare Individual Employment Plan for each client, identifying employment goal, interim achievement objectives, and services. CAMBA’s comprehensive Workforce Development and Refugee Services programs annually provide over 3,800 low-income community members with employment, education, training, benefits access, financial literacy, and English language services.
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Our client is a registered investment advisor dedicated to providing expert investment advice and management services. As they continue to grow, our client is seeking a highly experienced and knowledgeable VP of Legal and Compliance to join their team and provide expert guidance on fund and investment-related matters.
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IT Advisor, Technology Consulting - Data & Analytics (Big Data) (Manager) (Multiple Positions) (1509853), Ernst & Young LLP, Hoboken, NJ. Assist client engagement teams delivering professional services and help manage business development activities by developing and applying analytics to solve business problems.
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Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Our entry level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge, sales techniques, market development, role play and access to a full suite of remote-work technology solutions.
$135,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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History of success in sales, competitive roles, client services, or client-facing roles. Build a client base and develop knowledge of Bankers Life financial products and market trends.
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SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida.
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Minimum of 3-5 years of experience as a Financial Advisor- Proven track record of success in building and managing client relationships, achieving sales targets, and delivering exceptional service.
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Completion of professional and/or financial services accreditation(s) (i.e. CFP, CPA, JD, CWS, MBA preferred) A comprehensive, modular planning process baked into the digital client experience.
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As a life and health insurance professional, you're expected to:Work as a team as you proactively sell insurance products and services, including life, health, disability and critical illness insurance, based on the needs of Desjardins members and clients.
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Role DescriptionAs a Senior Travel Advisor, you will lead a team of Travel Advisors and must be exceptional in client relations and execution of various high-end travel arrangements, from building custom and highly-detailed itineraries to handling all systems and bookings.
$95,000 a yearFull-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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HYBRID LUXURY CLIENT SERVICE ADVISOR (Seasonal with possibility of extension) Handle ecommerce-related client support issue like missing items in packages, delayed shipments. Understand clients' needs, experiences and interests in order to improve the client experience.
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You will oversee operational infrastructure for the virtual Senior Advisor Program office including partnering with NAMR Admin Services to plan for proper administrative support needs and all financial estimate/planning processes.
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A client of Insight Global is seeking a Learner Services Advisor that provides assistance to students in their development and ongoing achievement of education goals, providing students with academic planning services based on program requirements and support services, and promoting student success and retention through effective communication, service, and support.
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Are supporters of total body care with a general knowledge of massage and skin care services. Promote the value of Total Body Care by educating clients on new and expanded services, selling the Massage Envy Wellness Program, booking clients for future services, and encouraging homecare retail purchases based on service provider recommendations.
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The ideal candidate will have a strong academic background, relevant experience in immunology, molecular biology, cell biology, virology, microbiology, oncology, gene editing, gene therapy, or a related field, and a dedication to providing excellent client service.
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client services jobs Title: advisor in Bronx, NY
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