Premier Sr. Client Advisor - Wilmington, United States - USI Insurance Services, Inc.

Client Advisor/sales

2 weeks ago

Delaware Limo, an Inc. 5000-listed company renowned for its rapid growth and commitment to excellence, has earned accolades such as being named the 5th fastest-growing company by Philadelphia100 two years in a row. Our engagement in community initiatives, including hosting roundt ...

Client Advisor

1 week ago

Client Advisor | A|X King of Prussia | Full-Time · The Armani Group is one of the leading fashion and luxury goods groups in the world today with more than 8,500 direct employees, 12 production plants and more than 2,704 boutiques in 60 countries around the world. It designs, man ...

Senior Client Advisor

1 day ago

Overview: · Partners with Wealth Advisors and other internal client team members to serve the unique needs of Wilmington Trust's ultra-high net worth (UHNW) clientele. Works closely with Wealth Advisors to develop and execute customized wealth plans for UHNW clients and families ...

Senior Client Advisor

13 hours ago

Overview: · Partners with Wealth Advisors and other internal client team members to serve the unique needs of Wilmington Trust's ultra-high net worth (UHNW) clientele. Works closely with Wealth Advisors to develop and execute customized wealth plans for UHNW clients and families ...

Premier Client Advisor

2 weeks ago

General Description: Responsible for servicing and managing client accounts and the retention of assigned Tier 1 Premier clients. Activities include, but not limited to renewal marketing, handling client questions and requests, and annual client coverage review. Required to perfo ...

Financial advisor for small business clients

2 weeks ago

About the Company · Locally rooted, regionally connected, committed to our members and democratically organized: All of this characterizes cooperative banks like our company. And yet, we are completely different. · What do we offer? · Salary: Attractive compensation models, payme ...

Sales & Client Advisor with Keys King of

5 days ago

Summary · We are currently seeking a Sales & Client Advisor with Keys who will report to the Store Director. · YOUR OPPORTUNITY · The Sales & Client Advisor with Keys is to aid management in ensuring opening and closing procedures are performed correctly according to company's po ...

Buick/GMC Pre-owned Client Advisor

1 week ago

We 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 rap ...

Client Advisor

2 weeks ago

Poste · Our Louis Vuitton King of Prussia Men's location is seeking a highly motivated Full-Time Client Advisor with a passion for creating memorable experiences for our worldly clientele. · We are seeking candidates in the King of Prussia, PA market with flexible availability. · ...

Client Advisor

2 weeks ago

Our Brand: · MCM is a luxury lifestyle goods and fashion house founded in 1976 with an attitude defined by the cultural Zeitgeist and its German heritage with a focus on functional innovation, including the use of cutting-edge techniques. Today, through its association with musi ...

Registered Client Service Associate

1 week ago

**Key Responsibilities**: · - Assist 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 meet ...

Profit Formula Registered Client Associate

2 weeks ago

**About this role**: · **In this role, you will**: · - Assist 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 Fina ...

Hotel Quality

3 weeks ago

Ecolab is seeking a **Brand Protection Advisor **to join its EcoSure division, an industry leader in brand protection programs, to drive operational excellence and help our clients grow their business. Our associates are valued experts in brand standards, guest experience, food s ...

Associate Trust Officer

1 week ago

About Rockefeller Capital Management: · Rockefeller Capital Management is a leading independent financial advisory firm - providing wealth management, asset management, and strategic advisory services to ultra · - and high-net-worth individuals, families, businesses, and institut ...

Gcm Relationship Manager Iii

1 week ago

Overview: · Manages client relationships and daily administration of assigned Global Capital Markets (GCM) accounts that may have significant complexity and risk, including all administrative, operational and risk management activities for GCM transactions. Serves as main point o ...

Financial Officer Donor Advised Funds

2 weeks ago

Overview: · **FINANCIAL OFFICER DONOR ADVISED FUNDS** · **WHAT IS THE OPPORTUNITY?** · As part of a dedicated and collaborative team, while supporting and reporting to the Principal Financial Officer, this position is responsible for supporting the financial reporting requirement ...

Dual Study Program in Banking and Finance

2 weeks ago

Responsibilities · Provide holistic, fair, and individualized advice to clients · Proactively approach and provide excellent support to clients · Act as the primary point of contact and trusted advisor for clients' financial matters · Qualifications · Do you have a good general e ...

Budget for tax advisors for company"

2 weeks ago

I am in need of a Tax Advisor service with the following characteristics in New Wilmington, PA:Client profile in need of tax advisor · Company (LLC) · What sector is the business or activity in? · Courier and package delivery · What tax advisory services are needed? · Tax prepara ...

Client Services Associate

4 hours ago

Job 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 sal ...

Expert Client Advisor, Exotics

1 week ago

Poste · Our Louis Vuitton King of Prussia location is seeking a highly motivated Expert Client Advisor for Exotics with a passion for creating memorable experiences for our worldly clientele. · Our Expert Client Advisors are ambassadors to the brand, with a special focus on a ca ...