A successful private client advisor will be able to advise clients with complex investment relationships on asset allocation and portfolio construction for strategic and tactical decisions as well as market and implement investment solutions in accordance with the client's asset allocation.
In this role, the selected candidate will be responsible for orchestrating company resources, in the response and delivery of Innodata services, to information services companies and data-driven enterprises.
As the key liaison between the HR Department and assigned to DTE Energy business units, works collaboratively with business unit and HR Department leaders and staffs to drive achievement of business unit strategies, goals, objectives and key business initiatives through the delivery of strategic, tactical and administrative human resources services. This position is assigned to smaller, less complex business units and will draw on management and Sr. Client Relations Generalists to assist, as needed
We are looking for a sales professional with vertical expertise in Auto who has also demonstrated previous solid performance and work in a constantly changing environment, dealing with ambiguity, and demonstrate problem-solving leadership with limited oversight.
This individual will assist in identifying cross-sell, account rounding and potential new business opportunities within and between P&C and EB. This position requires a sales orientation and competitive attitude.
In this role, you will maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models.
In this role, the selected candidate will create incident and problem tickets, escalating to the appropriate areas, communicate status updates and follow through to ensure service or products are restored.