Current jobs related to Junior Client Advisor - Mission - Credit Agricole

  • Junior Wealth Management Advisor

    2 weeks ago

    Mission Viejo, California, United States Kornitzer Capital Management Full time

    About Us:At Kornitzer Capital Management, we are committed to delivering outstanding financial services and investment strategies to our clientele. With over 35 years of experience in wealth management, we pride ourselves on our innovative methods and dedication to excellence. Our firm fosters a collaborative and dynamic workplace where team members can...

  • Junior Sales Lead

    2 days ago

    Mission, United States IMMEDIATE HIRE! Full time

    We are seeking a full-time Junior Sales Lead for our rapidly expanding marketing and advertising team! Local start-ups and national brands alike call on us to launch new products and services, acquire new customers, and help with existing customer retention through our innovative marketing and advertising campaigns. We are dedicated to delivering excellence...

  • Senior Financial Advisor

    3 months ago

    Mission, United States Moneta Corporation Full time

    Company Description Are you a financial advisor looking to redefine what it means to be an independent entrepreneur? Moneta, one of the nation's largest independent Registered Investment Advisors (RIAs), is inviting you to join our dynamic community. Here, you can amplify your client service without sacrificing ownership or control. At Moneta, we've crafted...

  • Senior Financial Advisor

    3 months ago

    Mission, United States Moneta Full time

    Job DescriptionJob DescriptionCompany DescriptionAre you a financial advisor looking to redefine what it means to be an independent entrepreneur? Moneta, one of the nation's largest independent Registered Investment Advisors (RIAs), is inviting you to join our dynamic community. Here, you can amplify your client service without sacrificing ownership or...

  • Client Service Manager

    2 months ago

    Mission, United States Moneta Full time

    Job DescriptionJob DescriptionCompany DescriptionMONETA is a national Registered Investment Advisory Firm based in St. Louis, Missouri.  We are dedicated to providing quality service to our clients, encompassing investment and retirement planning, tax preparation, risk management, estate planning review, education savings and much more.  We strive to...

  • Senior Financial Advisor

    1 month ago

    Mission Woods, United States Moneta Corporation Full time

    Are you a financial advisor looking to redefine what it means to be an independent entrepreneur? Moneta , one of the nation's largest independent Registered Investment Advisors (RIAs), is inviting you to join our dynamic community. Here, you can amplify your client service without sacrificing ownership or control. At Moneta, we've crafted a platform tailored...

  • Senior Financial Advisor

    4 days ago

    Mission Woods, United States Moneta Corporation Full time

    Company Description Are you a financial advisor looking to redefine what it means to be an independent entrepreneur? Moneta , one of the nation's largest independent Registered Investment Advisors (RIAs), is inviting you to join our dynamic community. Here, you can amplify your client service without sacrificing ownership or control. At Moneta, we've crafted...

  • Associate Private Client Portfolio Manager

    1 month ago

    Mission, United States Kornitzer Capital Management Full time

    About Us:At Kornitzer Capital Management, located in Mission, KS (a suburb of Kansas City), we are dedicated to providing exceptional financial services and investment solutions to our clients. We pride ourselves on our innovative approach and commitment to excellence. As a leading firm in wealth management over the past 35 years, we foster a collaborative...

  • Associate Private Client Portfolio Manager

    1 month ago

    Mission, United States Kornitzer Capital Management Full time

    About Us:At Kornitzer Capital Management, located in Mission, KS (a suburb of Kansas City), we are dedicated to providing exceptional financial services and investment solutions to our clients. We pride ourselves on our innovative approach and commitment to excellence. As a leading firm in wealth management over the past 35 years, we foster a collaborative...

  • World Insurance- Client Advisor

    3 weeks ago

    Mission, United States World Insurance Associates, LLC. Full time

    Job DescriptionJob DescriptionSummaryWorld Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents.Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 260 offices across North America. ...

  • Consulente Clienti Junior

    2 weeks ago

    Mission Viejo, California, United States Credit Agricole Full time

    Posizione: Consulente Clienti JuniorTipo di Funzione: Crédit Agricole S.A. - Settore Commerciale / Servizio ClientiContratto: Tempo determinatoObiettivo del Ruolo:Se sei un/una giovane laureato/a in discipline umanistiche, economiche o giuridiche, con entusiasmo, resilienza e un forte orientamento al cliente, potresti essere la persona ideale per il nostro...

  • Senior Financial Advisor

    4 days ago

    Mission Viejo, California, United States Moneta Corporation Full time

    Company OverviewMoneta Corporation is a leading provider of financial services, dedicated to delivering exceptional client experiences and innovative solutions. As a dynamic and forward-thinking organization, we're committed to empowering our clients to achieve their financial goals.Job SummaryWe're seeking a highly skilled and experienced Senior Financial...

  • Healthcare Financial Advisor

    2 weeks ago

    Mission Viejo, California, United States The University of Kansas Health System Full time

    Position Title Patient Financial Advisor Position Summary / Career Interest: The Patient Financial Advisor plays a crucial role in offering financial support to patients and their families within the healthcare system. This position aids individuals in navigating payer options, including insurance coverage, Medicaid, Medicare, and other financial resources...

  • Financial Patient Advisor

    2 weeks ago

    Mission Viejo, California, United States The University of Kansas Health System Full time

    Position Title Patient Financial Advisor Position Summary / Career Interest: The Patient Financial Advisor plays a crucial role in delivering financial support to patients and their families within the healthcare system. This position aids individuals in navigating payer options, including insurance plans, Medicaid, Medicare, and other financial resources...

  • Beauty Advisor

    3 weeks ago

    Mission Viejo, United States Sephora Full time

    Job ID: 253892Store Name/Number: CA-Mission Viejo (0054)Address: 498 The Shops at Mission Viejo, Mission Viejo, CA 92691, United States (US)Hourly/Salaried: Hourly (Non-Exempt)Full Time/Part Time: FlexPosition Type: RegularYour role at Sephora: As a Beauty Advisor, you'll help clients discover the power of beauty. This role is about creating personalized...

  • Licensed Beauty Advisor

    3 weeks ago

    Mission Viejo, United States Sephora Full time

    Job ID: 253893Store Name/Number: CA-Mission Viejo (0054)Address:498 The Shops at Mission Viejo, Mission Viejo, CA 92691, United States (US)Hourly/Salaried: Hourly (Non-Exempt)Full Time/Part Time:FlexPosition Type: RegularYour Role at Sephora: As a Licensed Beauty Advisor, you'll guide clients on their beauty journey, creating memorable experiences. If you...

  • Senior Financial Analyst

    1 week ago

    Mission Viejo, California, United States OCB Accountants Full time

    About OCB AccountantsWe are a reputable accounting firm dedicated to providing exceptional financial services to our clients. Our team of experts is committed to delivering high-quality work and building long-term relationships with our clients.Job SummaryWe are seeking a highly skilled Senior Accountant to join our team. As a Senior Accountant, you will be...

  • Automotive Service Consultant

    2 weeks ago

    Mission, Texas, United States Payne MGT Full time

    Job OverviewPosition Summary:The role of the Service Advisor at Payne MGT involves engaging with clients to understand their vehicle issues, generating service requests, and ensuring outstanding customer satisfaction throughout the service experience.A valid driver's license for a minimum of three consecutive years is a prerequisite for this...

  • Comptable Junior en Alternance

    2 weeks ago

    Mission Viejo, California, United States Fiducial Full time

    Poste : Assistant(e) en Gestion Comptable - AlternanceLocalisation : ParisNiveau d'études requis : Bac +3Diplôme : DEUG / DUT / BTSSpécialisation : Comptabilité, GestionVous êtes à la recherche d'une alternance au sein d'un cabinet d'expertise comptable ? Intégrez notre équipe dynamique à Paris et travaillez sous la supervision de la Directrice...

  • Operations Coordinator

    1 week ago

    Mission Woods, Kansas, United States Strategic Wealth Partners Full time

    Job OverviewPRIMARY ROLE:Facilitate daily administrative support that enables the Advisors at Strategic Wealth Partners to concentrate on nurturing client relationships.Serve as a communication bridge between the Advisors, team members, and the home office as necessary.Operate under the specific guidance of the Director of Operations and the Partners for...

Junior Client Advisor

1 month ago

Mission, United States Credit Agricole Full time

Nome utente (e-mail, nel formato esempio@esempio.it) Tipo di Funzione: Crédit Agricole S.A. - Commerciale / Customer Service Contratto Tempo determinato Durata del contratto Posizione da Responsabile Mission del ruolo Se sei un/una giovane laureato/a in ambito umanistico, economico-giuridico o quantitativo, hai entusiasmo, resilienza ed un ottimo orientamento alle relazioni e al cliente, sei la persona che Crédit Agricole Italia sta cercando per il suo retail nel territorio nazionale Nel ruolo di Gestore Clientela avrai l’opportunità, insieme al Team di filiale, di sperimentarti a diretto contatto con i clienti dell’Istituto, al fine di garantire l’assistenza necessaria nello svolgimento di tutte le operazioni di pertinenza e per consentire un'efficace gestione delle loro esigenze. Avrai inoltre modo di conoscere direttamente la nostra offerta di prodotti e servizi bancari, supportando i colleghi nel raggiungimento dei target qualitativi e quantitativi assegnati oltre che, a tendere, di gestire un portafoglio di clienti in autonomia. Il ruolo di Gestore Clientela rappresenterà il primo passo del tuo percorso di carriera per una successiva crescita in ruoli consulenziali. Entrerai a far parte di un Gruppo internazionale in forte crescita che investe nel futuro e nella sostenibilità, orientato all'innovazione ed attento ai giovani ed allo sviluppo del potenziale umano. Il processo di selezione prevede dapprima la valutazione del CV sulla base delle caratteristiche richieste per il ruolo, un primo breve colloquio telefonico, l'invio di un test online logico-attitudinale e, in base all'esito di quest'ultimo, successivi colloqui conoscitivi. Potrai candidarti fino al 30/08/2024 , ti basteranno 5 minuti per completare il form con i tuoi dati Puntiamo all'eccellenza inclusiva, valorizzando la diversità e creando un ambiente di lavoro accogliente per tutti, indipendentemente da genere, età, orientamento, etnia o abilità. In ogni passo del nostro percorso aziendale, dalla selezione alle opportunità di crescita professionale, promuoviamo pari dignità e trattamento, combattendo la discriminazione in ogni ambito. Sede di lavoro Europa, Italia, Lombardia Province di lavoro Province di Milano, Mantova e Cremona Criteri candidato Livello minimo richiesto d'istruzione Non sono previsti titoli di studio preferenziali. Verranno valutate sia lauree economico-quantitative, che indirizzi umanistici o giuridici. Livello minimo richiesto di esperienza Caratteristiche personali Proattività, empatia, capacità di relazionarsi con la clientela e con i colleghi; Precisione e attenzione alla qualità del lavoro; Capacità di lavorare in velocità, riservatezza, professionalità; Capacità di adattamento; Propensione ad attività di natura commerciale. Gradite ma non vincolanti: Conoscenza dei prodotti di base (mutui, prestiti, assicurazioni, carte, …); Formazione obbligatoria eventualmente già sostenuta presso altro istituto di credito; Sensibilità normativa sulle tematiche di Antiriciclaggio e Trasparenza. Informazioni generali Crédit Agricole Italia fa parte del Gruppo Internazionale Crédit Agricole: un gruppo bancario tra i più solidi nel panorama internazionale e presente in 46 Paesi del mondo, con 53 milioni di Clienti e circa 150.000 collaboratori. L'Italia, con circa 16.500 collaboratori, è l'unico paese oltre alla Francia dove Crédit Agricole è presente con tutte le linee di business: dalla banca commerciale, al credito al consumo, al corporate and investment banking, all'asset management, al comparto assicurativo fino al completamento della gamma di offerta con i servizi dedicati ai grandi patrimoni. Attraverso molteplici canali, il Cliente può scegliere la modalità di relazione che preferisce per esprimere le proprie esigenze, valutare le offerte ed eseguire le operazioni in qualsiasi momento e luogo con una consulenza dedicata basata sull'ascolto attivo e sulla fiducia per trovare soluzioni personalizzate. Con un sostegno continuo all'economia italiana, Crédit Agricole sostiene i territori e le comunità nelle quali è presente proponendosi come riferimento per lo sviluppo economico, sociale e culturale del Paese. #J-18808-Ljbffr