Are you driven to help others? Do you thrive in a team environment? If so, it’s time to find your calling as an Aflac benefits advisor and represent one of the world’s most ethical and community-minded companies. Play a vital role in helping people when they need it most — when they’re injured or ill — by helping to provide financial protection and added peace of mind so people can focus more on their recovery, not their bills.Advantages to working …
Full-time
Aflac Benefits Advisor
Jr Account Manager
Title: Jr Account ManagerLocation: New York, NY (must be willing to be on site 3 days per week) Job Description: You will be working with Capgemini’s Banking industry market development team to drive topline growth, elevate our positioning and amplify our influence with clients. You will be trained to enhance your consulting skills to be successful in your role (including learning proprietary tools). After your training, you’ll be working on transformational deals in the area of digital and customer data. …
Click Here to See What a Day in the Life of a Client Specialist Looks Like! As a Client Specialist, you will: Provide exceptional client service and operational support for one or more Financial Advisors following a wealth management or portfolio management business approach. Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. Gain knowledge …
Rate Test Analyst (Springfield, MO)
Job Posting We are seeking a Rate Test Analyst for our Springfield, MO location. In this position, your primary responsibility is to test the accuracy of rates and formulas used in issuing policies. You will handle tasks independently and uses judgment to handle a wider range of complex problems and follow industry standard testing techniques. Initiative and independent judgment are required to search out the appropriate course of action within the context of established policies and procedures. What You’ll Do: …
As a Client Assistant, you will: Provide exceptional client service and operational support for one or more Financial Advisors following a wealth management or portfolio management business approach. Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird, and establishing an ongoing communication/client service plan. Gain knowledge of and leverage partnership with Baird’s Corporate Resource Groups to provide the best wealth management solutions …
Click Here to See What a Day in the Life of a Client Specialist Looks Like! As a Client Specialist, you will: Provide exceptional client service and operational support for one or more Financial Advisors following a wealth management or portfolio management business approach. Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. Gain knowledge …
Click Here to See What a Day in the Life of a Client Specialist Looks Like! As a Client Specialist, you will: Provide exceptional client service and operational support for one or more Financial Advisors following a wealth management or portfolio management business approach. Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. Gain knowledge …
Are you passionate about finance and eager to embark on a rewarding career in wealth management? Are you a great listener and clear communicator? Are you someone who is goal-oriented and highly motivated to succeed? Do you hold your SIE or plan to complete your SIE soon? If yes, we’re looking for someone like you to join our July 2024 Training Program that will prepare you to become a financial advisor. The UBS Financial Advisor Development Program will offer you …
Are you an aspiring wealth management professional, but don’t know where to start or what exactly you want to do? Are you a great listener, coachable, and a clear communicator? Are you a great problem solver and passionate about helping others? If yes, then we’re looking for someone like you to join our Wealth Management Associate Program starting July 2024 that will focus on your professional development while providing you multiple career paths to choose from at a leading global …