- Umpqua Bank (Scottsdale, AZ)
- Private Client Advisor Wealth Management Scottsdale, Arizona **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ ... time to join our team as, following the recent merger with Columbia Bank, we have grown to become...Heart, Enjoyment, and Relationships. **About the Role:** Our Private Client Advisor will work with the high… more
- PNC (CA)
- …have an opportunity to contribute to the company's success. As a Client Solution Advisor within PNC's Mergers & Acquisitions Payment & Escrow Services ... within our West Coast region of PNC's footprint. The Client Solution Advisor is a...implementation and production support issues raised by staff or client . Identifies and drives development of necessary solutions… more
- Vaco (Houston, TX)
- …at all levels to preserve a culture of freedom and empowerment. **Find Your Freedom: Client Services Advisor ** + You will become a Consultative Advisor , ... Managers, Tax and Sr. Accountants + Shared Services Integration + Acquisitions, Mergers , and Due Diligence + Software Implementation & Enhancement + Internal Audit… more
- Aegon Asset Management (CA)
- …clients and brokers. Bring consultative elements to relationships with the goal of enhancing client , advisor and TPA loyalty. + Serve as the escalation point for ... for the best life possible while providing tools and solutions that make it easier to get there. Transamerica...Description Summary Responsible for retirement plan asset retention and client satisfaction for assigned clients with 401(k) plans, DB… more
- HUB International (Woodstock, GA)
- …will have ownership over the planning, project management, creation, and maintenance of the client relationship and the solutions need to enhance and optimize ... in part due to our industry leading success in Mergers and Acquisitions. **WHAT WE OFFER YOU:** At HUB...in the community **SUMMARY:** We're looking for dynamic Account Advisor with a proven ability to solve complex problems… more
- Umpqua Bank (Lake Oswego, OR)
- …business and working with Client Solution Managers to deepen client relationships. Maintains a "trusted advisor " role, engaging in dialogue with ... and identifies ways to expand existing relationships in collaboration with Client Solutions Manager and internal partners.Identifies opportunities and partners… more
- Umpqua Bank (Fort Collins, CO)
- …business and working with Client Solution Managers to deepen client relationships. Maintains a "trusted advisor " role, engaging in dialogue with ... clients and identifies ways to expand existing relationships in collaboration with Client Solutions Manager and internal partners. Identifies opportunities and… more
- HUB International (Covington, LA)
- …& develops strategic plan to achieve them. + Educate, support & becomes a trusted advisor to each client + Address client problems and issues, understands ... in part due to our industry leading success in Mergers and Acquisitions. **WHAT WE OFFER YOU:** At HUB...(a book of business) to strategize and propose viable solutions to manage the menu of benefit options that… more
- WTW (Los Angeles, CA)
- …to Senior Consultants and Lead Relationship Managers + Develop a trusted advisor relationship with client contacts through effective communication and efficient, ... you will work closely with our Integrated & Global Solutions team and Expatriate Benefits Centers of Excellence to...coordinate and manage global benefits projects, working closely with client headquarters, local country client contacts and… more
- JPMorgan Chase (New York, NY)
- …specific industries and across a broad set of products, and serves as a trusted advisor to offer modified solutions to clients and prospects + Supports the Sales ... Unleash your expertise to craft industry-tailored solutions and become a guiding light for insights...teams in account planning by delivering industry and treasury solution strategies + Conducts market research and analysis to… more