Premier Sr. Client Advisor
2 weeks ago
The Premier Sr. Client Advisor is responsible for the management and retention of assigned Tier 2 and Tier 3 Premier client accounts. This role is responsible for evaluating the assets of our high net worth clients, recommending appropriate coverage Client Advisor, Advisor, Banking, Insurance, Client, Industry
-
Buick/GMC Pre-owned Client Advisor
15 hours ago
Wilmington, United States Union Park Full timeWe are seeking a Buick/GMC pre-owned Client Advisor to join our team. The ideal candidate will be responsible for assisting customers in finding the perfect pre-owned Buick or GMC vehicle to meet their needs. The client advisor will provide exceptional customer service, build rapport with clients, and guide them through the sales process. Responsibilities:...
-
Block Advisors Tax Advisor
15 hours ago
Wilmington, United States H&R Block Full time**498855BR** **Title:** Block Advisors Tax Advisor **Our Company** **:** At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a connected culture, valuing diversity and inclusion and making everyone feel like...
-
Client Services Associate
2 weeks ago
Wilmington, United States WSFS Financial Corporation Full timeJob Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally...
-
Client Services Associate
2 weeks ago
Wilmington, United States Wsfs Financial Full timeJob Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally...
-
Client Service Associate
2 weeks ago
Wilmington, United States RiversEdge Advisors LLC Full timeRiversEdge Advisors is a financial planning firm in Wilmington, DE and we are seeking a Client Service Associate to join our team to support our continued growth and to help manage existing client relationships. Find out more about us at our website: riversedgeadvisors.com Responsibilities include: Provide client relationship support by...
-
Profit Formula Registered Client Associate
1 week ago
Wilmington, United States Wells Fargo Full timeAssist Profit Formula (PF)Financial Advisor(s) with sales, service and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence. Facilitate PF Financial Advisor and client req Client Associate, Registered, Financial Advisor, Client Support, Associate, Client Service, Banking
-
Registered Client Service Associate
4 weeks ago
Wilmington, United States Ameriprise Financial Full timeAssist advisor(s) in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the advisor. Prepare and summarize client meetings by scheduling and confirming meetings Client Service, Associate, Registered, Service, Asset Manager, Financial Planning, Retail
-
Client Service Associate
2 weeks ago
Wilmington, United States RiversEdge Advisors LLC Full timeRiversEdge Advisors is a financial planning firm in Wilmington, DE and we are seeking a Client Service Associate to join our team to support our continued growth and to help manage existing client relationships. Find out more about us at our website: riversedgeadvisors.comResponsibilities include:Provide client relationship support by...
-
Voya Financial Advisor Delaware
5 days ago
Wilmington, United States Voya Financial Advisors Inc Full timeVoya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Wilmington Delaware area. This position will be responsible for 403(b)/457 enrollment, retirement and investment strategies, and participant education and...
-
Voya Financial Advisor Delaware
3 weeks ago
Wilmington, United States Voya Financial Advisors Full timeJob DescriptionJob DescriptionVoya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Wilmington Delaware area.This position will be responsible for 403(b)/457 enrollment, retirement and investment strategies, and...
-
Client Services Associate
1 month ago
Wilmington, United States International Search Consultants Full timeClient Service AssociateWilmington, DEAbout the Company:Our client is a distinguished global investment firm specializing in customized investment management and advisory services for Ultra-High Net Worth clients. Recognized for excellence, they are seeking a highly skilled and detail-oriented Client Service Associate to join our centralized team at the...
-
Client Services Associate
1 month ago
Wilmington, United States International Search Consultants Full timeClient Service AssociateWilmington, DEAbout the Company:Our client is a distinguished global investment firm specializing in customized investment management and advisory services for Ultra-High Net Worth clients. Recognized for excellence, they are seeking a highly skilled and detail-oriented Client Service Associate to join our centralized team at the...
-
Client Services Associate
2 days ago
Wilmington, United States International Search Consultants Full timeClient Service AssociateWilmington, DEAbout the Company:Our client is a distinguished global investment firm specializing in customized investment management and advisory services for Ultra-High Net Worth clients. Recognized for excellence, they are seeking a highly skilled and detail-oriented Client Service Associate to join our centralized team at the...
-
Registered Client Service Associate
3 days ago
Wilmington, United States Raymond James Financial Services Full timeJob Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch...
-
Wealth Management Client Associate
1 month ago
Wilmington, Delaware, United States Bank of America Full timeJob Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...
-
BMW Sales Advisor
3 weeks ago
Wilmington, United States Union Park Automotive Group Full timeJob DescriptionJob Description**Job Summary:**We are seeking a BMW Sales Advisor to join our team and assist customers in finding the perfect BMW vehicle to meet their needs. The Sales Advisor will build relationships with clients, guide them through the sales process, and provide exceptional customer service to ensure a positive buying...
-
Client Service Partner
2 weeks ago
Wilmington, United States Corporation Service Co Full timeTitle: Client Service Partner Location: Wilmington Working Hours: Monday to Friday - 8am - 5pm Hybrid Believe in doing work you can be proud of? We're the same. As a Client Service Partner, you will be responsible for providing clients with business-to-business support, taking and fulfilling orders, as well as managing a portfolio of digital assets....
-
Sr Project Manager
4 weeks ago
Wilmington, United States WxTite Full timeAs a WxTite Project Manager, you will engage in all aspects of the business, from customer relationship development to estimating, contract procurement, schedule and change management, field execution and project closeout.Your primary responsibilities will be growing customer relationships through consistent project execution and deliveryaligned with our...
-
Sr. Computer Systems Validation Engineer
7 days ago
Wilmington, United States The ACI Group Full timeAbout the job Sr. Computer Systems Validation Engineer Sr. Computer Systems Validation Engineer, Remote Contract Remote Due to our government client requirements, we can only consider US Citizen or Green Card holders for this position NO THIRD PARTY RECRUITERS PLEASE! KEYWORDS: Pharmaceutical, Computer Systems Validation Description Seeking a Sr. Computer...
-
Registered Client Service Associate
2 weeks ago
Wilmington, United States Raymond James Financial Services Full timeDescription Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high...