Account Executive - Retirement 401(k) Services PaychexAccount Executive - Retirement 401(k) ServicesNashville, TennesseeFull timeLeverage the Go-to-Market Sales Strategy to identify customers’ needs and present the Paychex solution to key stakeholders and decision makers in accordance with the client’s preference on in person or virtual interaction to increase revenue and market share. Prospects utilizing the telephone, direct mail, seminars, current client visits, or other local marketing programs directed by Sales management for the purpose of seeking new clients and referral sources.
Associate AllianceBernstein Holding LPAssociateNashville, TNAs Associates progress in the role, and as milestones are achieved and core competencies are exhibited (typically over the course of ~3 years), we celebrate the opportunity to advance team members on to other exciting opportunities at Bernstein Private Wealth Management. Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with Financial Advisors, help propel the growth of our Private Wealth Management Platform.
Branch Service Manager/Client Associate Royal Bank of CanadaBranch Service Manager/Client AssociateNashville, TennesseeOnboard new accounts, accurately record all securities and/or coupons received from clients and ensure they are credited to the proper accounts and quickly and accurately transmitted to the Complex main office and Minneapolis following all required branch, complex and RBC procedures for handling client securities. Customer Knowledge, Customer Service, Customer Service Management, Group Problem Solving, Identifying Sales Opportunities, Interpersonal Relationship Management, Oral Communications, Perseverance and Follow-Through, Product Services, Sales Activities Additional Job Details .
Insurance Agent - Mt Juliet, TN COUNTRY FinancialInsurance Agent - Mt Juliet, TNMt Juliet, TennesseeCOUNTRY Financial® is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company®, COUNTRY Mutual Insurance Company®, and their respective subsidiaries, located in Bloomington, Illinois. Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products.
Insurance Agent - Nashville, TN Country FinancialInsurance Agent - Nashville, TNNashville, TNCOUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company, COUNTRY Mutual Insurance Company, and their respective subsidiaries, located in Bloomington, Illinois. Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products.
Insurance Agent - Murfreesboro, TN COUNTRY FinancialInsurance Agent - Murfreesboro, TNMurfreesboro, TennesseeCOUNTRY Financial® is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company®, COUNTRY Mutual Insurance Company®, and their respective subsidiaries, located in Bloomington, Illinois. Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products.
Relationship Banker II Simmons BankRelationship Banker IIFranklin, TennesseeRelationship Bankers will provide expert financial solutions to existing and prospective clients by assessing their financial needs and offering solutions through bank products and services to help clients accomplish their current and future financial goals. Perform all functions related to opening and closing accounts including assisting customers with the appropriate selection of accounts, performing research of customers' accounts, and complying with BSA and CIP requirements.
NewIntern Wealth Enhancement Group LLCInternBrentwood, TN$38,700–$54,200 / yearKey takeaways from this role include developing an understanding of wealth management operations, gaining exposure to client relationships and financial planning processes, and building practical skills using industry technology and CRM systems. WEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market.
Growth Restaurant Leader (Travel Required, Tennessee) Raising Cane'sGrowth Restaurant Leader (Travel Required, Tennessee)Nashville, TNFull timeIt also includes both inside and outside work in varied temperatures, working with and around food products, common allergens, industrial equipment, commercial cleaning products that require the use of personal protective equipment and physical activities necessary to complete the responsibilities of the job. The physical work environment includes working in a fast-paced kitchen environment (which requires extended periods of physical exertion, such as walking, standing, lifting and bending) and interacting with customers.
Restaurant Leader Raising Cane'sRestaurant LeaderFranklin, TNFull timeIt also includes both inside and outside work in varied temperatures, working with and around food products, common allergens, industrial equipment, commercial cleaning products that require the use of personal protective equipment and physical activities necessary to complete the responsibilities of the job. The physical work environment includes working in a fast-paced kitchen environment (which requires extended periods of physical exertion, such as walking, standing, lifting and bending) and interacting with customers.
Remote Account Executive Opportunity ReminderMediaRemote Account Executive OpportunityNashville, TNRemote$65,000–$125,000ReminderMedia is a leading marketing services provider that has helped over 100K small businesses grow their client base through a powerful suite of digital and direct-mail marketing tools. ReminderMedia is a leading marketing services provider dedicated to helping small businesses grow and retain clients through innovative digital and direct-mail marketing tools.
Associate Property Manager Ares OperationsAssociate Property ManagerNashville, TennesseeAres offers a number of additional benefits including access to a world-class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproductive and adoption assistance, emergency backup care, matching gift program, education sponsorship program, and much more. Through our recruitment, career development and employee-focused programming, we are committed to fostering a welcoming and inclusive work environment where high-performance talent of diverse backgrounds, experiences, and perspectives can build careers within this exciting and growing industry.
Finance Professionals - AI Training - Nashville, US Prolific Academic LtdFinance Professionals - AI Training - Nashville, USNashville, TNWe've built a unique platform that connects researchers and companies with a global pool of participants, enabling the collection of high-quality, ethically sourced human behavioural data and feedback. We're looking for Finance Subject Matter Experts to join our Expert Network to help train and evaluate cutting-edge AI models using professional financial insight.
Relationship Banker First Bank OnlineRelationship BankerMurfreesboro, TNEssential Duties and Responsibilities: Relationship Bankers will actively consult with both Consumer and Small Business clients and collect information directly from clients regarding income, assets, investments, and credit; analyze information to develop customized plans identifying banking products and services that will best meet clients' financial needs and goals. Partner with other department partners to connect clients with expert resources (Financial Advisors, Mortgage Bankers, Relationship Managers, Trust and Wealth Management and other team members).
Private & Professional Banking Officer Republic Bancorp, Inc.Private & Professional Banking OfficerMurfreesboro, TNIMPACT stands for Innovate for the Future, Make it Easy, Provide Exceptional Service, Acknowledge & Celebrate Success, Commit to Caring and Thrive Together) The associates of Republic Bank are the key to our success as an organization and we value our associates. The Private & Professional Banking Officer is responsible for providing quality customer service to Private Banking clients while proactively assisting them with their financial needs through the delivery of banking services.
Client Service Administrator - Franklin, MI Advisor Talent SolutionsClient Service Administrator - Franklin, MIFranklin, TennesseePosition: Client Service Administrator Firm: Wealth Trac Financial LLC Location: Franklin, MI Overview: Do you have a passion for financial services and helping people feel confident in achieving their financial goals? Presented by Advisor Talent Solutions Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs.
Business Service Officer Morgan StanleyBusiness Service OfficerNashville, TNOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. The Business Service Officer (BSO) will report directly to the Market Business Service Officer (MBSO) and is responsible for the supervision, management of Support Professionals and execution of all business and service functions within the assigned branches.
Retirement Benefits Administrator Sr Ardent HealthRetirement Benefits Administrator SrBrentwood, TennesseeFull timeOverview: Ardent Health is a leading provider of healthcare in growing mid-sized urban communities across the U.S. With a focus on people and investments in innovative services and technologies, Ardent is passionate about making healthcare better and easier to access. Through its subsidiaries, Ardent delivers care through a system of 30 acute care hospitals, 24,000+ team members and more than 280 sites of care with over 1,800 affiliated providers across six states.
NewRelationship Banker FB Financial CorpRelationship BankerNolensville, TNEssential Duties and Responsibilities: Relationship Bankers will actively consult with both Consumer and Small Business clients and collect information directly from clients regarding income, assets, investments, and credit; analyze information to develop customized plans identifying banking products and services that will best meet clients' financial needs and goals. Partner with other department partners to connect clients with expert resources (Financial Advisors, Mortgage Bankers, Relationship Managers, Trust and Wealth Management and other team members).
Trust Officer The Forge CompaniesTrust OfficerBrentwood, TNCase management coordination: maintaining communication with case management team including Consultant, Servicing Advisor and Attorney; Manage/document regular client contact (written & verbal), as well as trust account information: documenting client phone calls, correspondence and general account information through the appropriate software systems/reporting tools; Responsive and proactive client contact: ensuring timely responses to client requests including reaching out to current clients in a proactive manner and exercising attention to an excellent client experience; Review daily reports/transactions: monitoring the prior day’s account activity in the appropriate software system; Monitor trust client account cash levels in line with anticipated distributions and coordinate with the Investment Manager when cash needs to be raised from the investment portfolio; Payment submission/logging: documenting every distribution for payment under the supervision of a Trust Officer and submit through the proper workflow channel; Documentation of discretionary authority/drafting memos: preparing the documentation of requested and/or approved distributions and submitting it through the proper workflow channels, including maintaining documentation of requests and approval of distributions; Oversee the onboarding of new accounts: assisting with the review and approval of account set- up, completeness of client documentation, and production and distribution of welcome packets; Perform administrative reviews: working with the supervising Trust Officer, as well as independently on assigned accounts to review recently opened accounts and assist with annual reviews of; Tax filing requirement: ensuring that appropriate tax documentation is prepared and provided for a trust account; Real estate and other asset purchases/reviews: ensuring that proper steps are taken to purchase and maintain any real estate or other asset transactions; Partner with the assigned internal or external investment advisors to accomplish investment objectives for client accounts; Account Administration: Administer assigned client trust accounts in accordance with the trust agreement and client specifications, acting as the personal representative of an estate, agent under a custody agreement, safekeeping or investment management arrangement; Process trust business through multiple interfaces including Microsoft Excel and the Customer Relationship Management (CRM) platform; Trust knowledge: possessing and updating technical fiduciary knowledge in the areas of trusts, tax, fiduciary investing, regulation, compliance as well as having a focus on special needs and/or estate planning trusts. This person will assist with the daily administration of special needs trust accounts, monthly and annual projects, and be tasked with acting as a backup to Trust Officers who are out of the office.