Client Partner, Financial Services

Job details Country USA State / Region / Province Arizona Work Location Phoenix, AZ Domain Global Markets Interest Group Infosys Limited Skills Domain|Sales|Sales Execution Company ITL USA Requisition ID 120487BR Job description Infosys is seeking a Client Partner for its Financial Services vertical. The person will lead all client interfaces within the...

Your career path should lead to real opportunity LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at Global Credit Union in Phoenix, AZ would allow you to join the Investment Program at Global Credit Union as a Financial Advisor associated with LPL Financial. Under...

Job DescriptionJob DescriptionFinancial Professional - RepresentativeA financial professional who helps clients and business achieve their financial goals by providing advice and solutions. They act as a liaison between clients and financial institutions and have a thorough understanding of financial products and services such as, insurance and retirement...

Job DescriptionJob DescriptionThe Client Service Associate provides support and assistance to financial advisors. This job is a mixture of client service and operations and involves supporting financial advisors to provide excellent service to them and their clients.Examples of day-to-day responsibilities include: servicing phone calls from advisors and...

About Stellantis Financial Services USWe are a leading financial services company providing innovative solutions to our customers. Our mission is to enhance our customers' experience by offering a range of financial products and services.Job SummaryA Collector is responsible for negotiating with customers who have delinquent accounts. The main job function...

Job DescriptionVoya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to work with plan sponsor relationships in the Phoenix area.Key Responsibilities:Enroll clients in 403(b)/457 plans and provide retirement and investment strategies.Conduct...

About the RoleWe are seeking a highly skilled Trading Specialist to join our Client Operations team at Edelman Financial Engines. As a key member of our team, you will play a pivotal role in supporting all operational needs to manage and monitor our Managed Accounts program members.Key ResponsibilitiesComplete and monitor daily/weekly operational processes...

Job DescriptionPNC Financial Services Group is seeking a highly skilled and motivated Financial Sales Consultant to join our team. As a Financial Sales Consultant, you will be responsible for building and maintaining relationships with clients, identifying and pursuing new business opportunities, and providing exceptional customer service.Key...

Job SummaryPNC Financial Services Group is seeking a highly motivated and results-driven Financial Sales Consultant to join our team. As a key member of our organization, you will be responsible for building and maintaining relationships with clients, identifying and pursuing new business opportunities, and delivering exceptional customer service.Key...

Job Overview Infosys is on the lookout for a Strategic Client Executive within its Financial Services division. The individual will oversee all client interactions within the designated account scope and, in collaboration with the Senior Client Executive / Group Managers, formulate a comprehensive account strategy for effective client management. Typically,...

In this experienced level role, you will report to the Customer Service Manager. You will be the first contact for Homesite-CONNECT customers (advisors, clients, and relationship partners) for service issues, requests, procedures, and account information. You will communicate directly with customers to research questions, open issue resolution cases, and...

Organization Overview:Lutheran Social Services of the Southwest is a dedicated non-profit entity operating with Corporate Offices in Phoenix and Tucson, along with several branches across Arizona.Our mission is to implement programs and services that foster collaborative Community Partnerships, enhancing the well-being of individuals, families, and...

Resumen del TrabajoAcerca de StellantisStellantis Financial Services (SFS) es la compañía de financiamiento cautivo de un destacado fabricante de automóviles con marcas icónicas como Abarth, Alfa Romeo, Chrysler, Citroën, Dodge, DS Automobiles, Fiat, Jeep, Lancia, Maserati, Opel, Peugeot, Ram, Vauxhall, Free2move y Leasys.Estamos en plena expansión,...

Stellantis Financial Services (SFS) serves as the dedicated finance arm for one of the foremost automotive manufacturers and mobility providers, encompassing renowned brands such as Abarth, Alfa Romeo, Chrysler, Citroën, Dodge, DS Automobiles, Fiat, Jeep, Lancia, Maserati, Opel, Peugeot, Ram, Vauxhall, Free2move, and Leasys.As we embark on an exciting...

Company Overview: Russell Tobin is a prominent player in the financial services sector, offering a diverse array of investment banking, securities, asset management, and wealth management solutions. Position Summary: We are seeking a dedicated Call Center Specialist to enhance client interactions and deliver tailored financial solutions. This role is pivotal...

Company Overview: Russell Tobin is a prominent staffing agency seeking a skilled professional for a key role in the financial services sector. Position Summary: We are in search of a Call Center Specialist who will play a vital role in connecting clients with a diverse array of financial solutions. This position is essential for assisting clients in...

Financial AdvisorAre you looking to expand your career and be part of a successful team? Are you driven, self-motivated, and customer-focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, we would like to talk to you! Strategy Financial...

About the Role:Our objective is to deliver financial stability and assurance through our diverse range of insurance, annuity, and investment offerings. We prioritize integrity and compassion in all our dealings with clients, partners, and colleagues. With a foundation of confidence and humility, we are committed to serving as responsible stewards for the...

Company Overview:At The Ladders, we are dedicated to providing our clients with financial security and peace of mind through our diverse range of insurance, annuity, and investment offerings. We prioritize integrity and humanity in every interaction with our clients and partners, ensuring a long-term commitment to their financial well-being.Our Purpose:Our...

About the Role:Our objective is to deliver financial stability and assurance through our diverse offerings in insurance, annuities, and investment strategies. We prioritize integrity and compassion in all our dealings with clients, partners, and colleagues. With a foundation of confidence and humility, we are committed to long-term stewardship.Our...