Client Relations Specialist for Financial Advisors
711 MS Smith Barney, LLC
Morgan Stanley is seeking a detail-oriented client support professional to provide service coverage for Financial Advisors and teams, including account maintenance, money movement requests, and client education on digital tools. The role involves onboarding clients, answering non-investment questions, and supporting marketing and reporting efforts. Qualified candidates will have a high school diploma (college degree preferred), Series 7/66 or 63/65 licenses, and at least two years of industry #J-18808-Ljbffr 711 MS Smith Barney, LLC
- ...Sano is seeking a detail-oriented, licensed Client Service Team Member to support financial advisors and internal teams by managing service requests through the firm's ticketing system. This role generates and processes client paperwork, coordinates account maintenance...Suggested
$90k - $120k
...seeking a full-time Associate Advisor to join our team. We are committed to helping our clients meet their goals, and exceptional... .... We are seeking an Associate Financial Advisor to assist with building... ...office processes and policies related to office operations & client privacy...SuggestedFull timeWork at officeMonday to Friday$166k - $260.7k
Director, Investor Relations & Corporate FinancePosition SummaryMasco Corporation is seeking a strategic and analytical Director of Investor... ...Finance to play a critical role in shaping the company's financial narrative, supporting capital markets engagement, and driving...SuggestedFull timeLocal area$88.7k - $139.26k
...Corporation is seeking a dedicated Senior Financial Analyst to join our world-class team at... ...financial and operational performance relative to prior year, plan, and forecast to support... ...their respect and becoming a trusted advisor. Strong collaboration abilities demonstrated...SuggestedFull timeWork at officeLocal area$88.7k - $139.26k
...creation. This position will be required to develop and enhance financial planning through the use of various forecasting techniques and... ...in Business, Finance, Accounting, Economics, Mathematics, or a related field, or equivalent experience.Minimum of 5 years of corporate...SuggestedFull timeLocal area- ...Financial Service Representative We are currently seeking a Financial Service Representative to join us. The person in this position... ...school diploma/GED, preferably an Associate's in business or a related field. Michigan First Credit Union was founded 100 years ago...
- ...Client-facing, Fully Remote, Financial Services You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance. The deal # Home office. Web presentations. # Work that matters to families. #...Remote jobHome office
- ...Health insurance ~ Opportunity for advancement ~ Paid time off ~ Training & development Role Description As a Customer Relations Representative - State Farm Agent Team Member with Tammy Golston - State Farm Agent, you will generate the kind of exceptional...Flexible hours
- ...Job Description Job Description Summary The Client Relations Specialist is responsible for telephone and email sales and service communication, with clients traveling on Corporate Travel’s Charter Cruise and Group Tour events. Responsibilities include proactive...Full timeInterim roleWork at office
- ...Masco Corporation is seeking a Director of Investor Relations & Corporate Finance to shape the company's financial narrative. In this strategic role, you will support capital markets engagement and lead investor relations activities while overseeing financial forecasting...
- ...Bank of America Financial AdvisorAt Bank of America, we are guided by a common purpose to help make financial lives better through the... ...We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day. Being a Great...Temporary workWork at officeDay shift
- ...J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advised solutions for individuals and families. You will build strong client relationships, expand your book of business, and collaborate...
- ...and develop a team of bankers, drive securities product sales, and manage a portfolio with complex financial profiles. You will design coaching sessions, conduct client meetings, and help bankers identify opportunities while maintaining strong relationships with clients...
- ...creating memorable experiences for our clients and employees, making them feel welcomed... ...latest banking solutions and cutting-edge financial technology combined with friendly and... ...Retail Banking, Financial Services, or other related industries with proven success in...Immediate startAfternoon shift
- Bank of America in Livonia, Michigan, is seeking a dedicated Financial Advisor to help clients achieve their financial goals. The ideal candidate will provide tailored financial advice, triage client leads, and recommend brokerage products. Applicants must hold Series 7...
- MAIN Financial Group Wealth Management in Livonia, MI is seeking a Financial Advisor to build and manage a scalable book of business through trusted client relationships, delivering comprehensive financial guidance and investment advice in a client-focused environment....
- Western & Southern Life is seeking a Financial Representative in the Livonia, MI area to educate mid-income clients on risk protection, financial security, and wealth creation. You will analyze client needs, educate on solutions, and ethically pursue the right opportunities...
- Livonia, MI. Primarily in-office with limited travel Overview We are seeking a Financial Advisor to join a growing, client-focused firm. This role is designed for individuals committed to building long-term client relationships, delivering comprehensive financial guidance...Work at office
- An established industry player is seeking a highly motivated Financial Representative to join their dynamic team. This full-time role offers the opportunity to work closely with clients, understanding their financial needs and providing impactful solutions. With a focus...Full time
- At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place...Temporary workWork at officeShift workDay shift
- ...Garden City, NY, built for advisors who want to serve sophisticated clients across the full... ...properties, and investment-related entities. That affiliation... ...with internal specialists across tax, estate, lending... ...experience as a wealth advisor, financial advisor, or private...Work at officeImmediate start
- ...At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing... ...and encouragement, delivering results related to individual and branch goals Develop new... ..., prorated based on start date) OneMain Financial (NYSE: OMF) is the leader in offering...Full timeTraineeshipLocal areaMonday to Friday
- ...deeper understanding, and seamlessly guide them to where their financial needs can be met• Provide follow up to customer questions and find... ...the Bancorp Code of Business Conduct and Ethics and other related policies, always maintaining ethical behavior.Operations:• Perform...Full timeWork at office
$32.5 - $36 per hour
...Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit... ...key role in growing TurboTax’s client base within the local community,... ...while helping them overcome tax-related challenges. \n \n \n \n...Local area- JOB DESCRIPTIONPosition Summary The Director of Investor Relations helps develop and execute the company’s investor relations strategy... ...investment community. The role combines capital-markets judgment, financial analysis, executive communications, investor engagement,...Full time
- ...Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process... ...Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times.* Adhere to...Full timeWork experience placementWork at office
- ...KeyCorp is seeking a Customer Service/Financial Wellness Advisor to support clients in the Livonia area. The role blends client servicing with proactive conversations to uncover needs and provide guidance on financial wellness, both in person and by phone. As part of...
- Michigan First Credit Union in Livonia, MI is seeking a Financial Services Representative to deliver five-star service and build lasting relationships with our members. You will help members with loan decisions, savings strategies, and selecting the best accounts while...
$46k - $62k
...working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products.ResponsibilitiesEstablish customer relationships and follow up with customers, as needed.Use a customer-focused,...For contractorsWork at officeFlexible hours- ...nearly 100 years, we've been the Bank that clients from every industry turn to for our... ...confidence, and a strong understanding of their financial needs. Responsibilities Include But Are... ..., business, finance, economics or a related field. FIS/IBS (Integrated Banking...
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