Insurance Account Representative - State Farm Agent Team Member Libby Hagins - State Farm AgentInsurance Account Representative - State Farm Agent Team MemberColumbia, SCFull timeEnthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams. You will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance.
NewStore Crew 7-ElevenStore CrewLexington, SCAs one would expect, cash handling, fuel transactions, cleaning, and stocking are part of the role with some foodservice positions specifically tasked with food prep and foodservice safety. The amount and availability of any bonus, commission, long-term incentive compensation, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.
Branch Manager Airgas IncBranch ManagerColumbia, SCThis is evident not only through our competitive compensation but also through a comprehensive benefits package that includes medical, dental, and vision plans, short-term and long-term disability, life and accidental death and dismemberment (AD&D) insurance, Employee Assistance Program (EAP), pre-tax commuter transportation benefit, parental leave, vacation, sick time, floating holidays, jury duty and funeral/bereavement leave, and paid holidays for all eligible full-time employees. Airgas, an Air Liquide company, is a leading U.S. supplier of industrial, medical and specialty gases, as well as hardgoods and related products; one of the largest U.S. suppliers of safety products; and a leading U.S. supplier of ammonia products and process chemicals.
NewHome Team Supervisor Walmart IncHome Team SupervisorLexington, SCWhat you'll bringWalk up to 5 miles each day while fulfilling online customer ordersReview customer orders, locate and select merchandise on the salesfloorEnsure customer orders are filled accuratelySmile, greet, and thank customers with a positive attitudeDispense customer orders quickly and accurately in varying weather conditions* For a complete list of duties and responsibilities, please see the actual job description.#storejobsWalmart is committed to maintaining a drug-free workplace and has a no tolerance policy regarding the use of illegal drugs and alcohol on the job. Career areasBrandsResourcesAbout UsMilitaryHome Team SupervisorLexington, SCApply nowHome Team SupervisorLexington, SCApply nowHome Team SupervisorLexington, SCApply nowHome Team SupervisorWM Supercenter #8815556 Sunset BlvdLexington, SC 29072-7989CP-881-9032Loading map.
Assistant Store Manager 8174 Extra Space StorageAssistant Store Manager 8174Columbia, SCIf you have experience in any of the following types of jobs, we encourage you to apply: Sales Associate, Customer Service Representative, Retail Associate, Store Associate, Hospitality and Hotel, Front Desk Agent, Leasing Agent, Rental Agent (i.e. car rental, RV rental, storage rental, apartment rental, etc.) Property Management, Retail Sales, Retail Sales Lead or Team Lead, Cashier/Sales, Sales Specialist, etc. The Assistant Managers are accountable for building customer relationships through in-person and phone interactions, presenting a structured sales process, and managing customer accounts.
Assistant Store Manager 5155 Extra Space Storage IncAssistant Store Manager 5155Columbia, SC$14–$16 / hourIf you have experience in any of the following types of jobs, we encourage you to apply: Sales Associate, Customer Service Representative, Retail Associate, Store Associate, Hospitality and Hotel, Front Desk Agent, Leasing Agent, Rental Agent (i.e. car rental, RV rental, storage rental, apartment rental, etc.) Property Management, Retail Sales, Retail Sales Lead or Team Lead, Cashier/Sales, Sales Specialist, etc. The Assistant Managers are accountable for building customer relationships through in-person and phone interactions, presenting a structured sales process, and managing customer accounts.
Manager in Training The Mason Automotive GroupManager in TrainingLugoff, South CarolinaAs you prove yourself in sales as a high performing employee who shows the capacity to do more, you will have the opportunity to transition into a finance role and eventually move up to a reserve finance manager position. The Manager in Training position at The Mason Automotive Group is a unique opportunity for individuals looking to excel in both sales and finance.
Team Lead Rack Room Shoes IncTeam LeadColumbia, SCStore Number 1252 1252 Rack Room Shoes Pay Range Columbiana Station 144 Harbison Blvd About Rack Room Shoes Great shoes for men women and children in comfort dress casual and athletic categories make Rack Room Shoes the family footwear retailer of choice. All POS terminal transactions in accordance with policy and procedureSales Discounts and RefundsLoyaltyOpenClosing procedures Inventory Control responsibilities to include adherence to all policies and procedures in regards toShipping and ReceivingPrice Management Price Changes Markdowns etc.
Customer Service Representative Kimbrell's Home FurnishingsCustomer Service RepresentativeColumbia, South CarolinaEssential Duties and Responsibilities: · Provide a welcoming, professional, and engaging customer experience across all interactions · Build strong customer relationships to drive loyalty, repeat business, and referrals · Support customers throughout the purchasing journey, including follow-up and ongoing communication · Partner with sales associates to support sales activities and contribute to revenue growth · Conduct customer outreach, follow-ups, and assist with promotions, events, and business development efforts · Assist customers with financing options, credit applications, and transaction processing while ensuring accuracy and compliance · Maintain and support customer accounts by addressing questions, explaining payment options, and resolving concerns with professionalism · Process payments, maintain accurate records, and protect customer information in accordance with company policies · Support daily store operations, including administrative tasks, recordkeeping, and use of POS systems · Collaborate with team members to ensure efficient store performance and a positive work environment · Perform other duties as assigned Knowledge, Skills, Competencies and Abilities: · Strong customer service and interpersonal skills · Excellent communication and relationship-building abilities · Sales-oriented mindset with a passion for helping customers · Basic understanding of financial transactions or willingness to learn · Strong organizational, multitasking, and problem-solving skills · Ability to work effectively in a fast-paced, team-oriented retail environment · Professionalism and ability to represent the brand positively Required Qualifications: · High school diploma or equivalent preferred; equivalent combination of education and relevant experience will be considered · Strong customer service and interpersonal skills · Excellent communication and relationship-building abilities · Sales-minded with a passion for helping customers · Basic understanding of financial transactions or willingness to learn · Strong organizational and multitasking skills · Ability to thrive in a fast-paced, team-oriented retail environment · Bilingual (English-Spanish) ability may be a plus based on specific store staffing needs About Kimbrell’s Furniture: At Kimbrell’s Furniture, our founder’s vision continues to guide everything we do: “Our passion is to improve the happiness and well-being of others through home furnishings.” In its 110th year, Kimbrell's Home Furnishings (Furniture Distributors, Inc.) is recognized as a Top 100 Furniture retailer and operates 44 stores to serve customers across both North and South Carolina, with its headquarters and distribution center based in Charlotte, NC.
Retail Operations Supervisor PetSmart LLCRetail Operations SupervisorColumbia, SCStore Operations and Overall Store Experience: • Execute merchandise strategies to optimize sales, including receiving of product, product placement, seasonal displays, and promotional setups. Whether its helping a customer choose their first fish, celebrating a pets birthday, or seeing the smile on a pet parents face after a fresh groom-youll create moments that matter.
Store Manager in Training GNC Holdings LLCStore Manager in TrainingCamden, SCSMITs are expected to work five (5) days / forty (40) hours a week and adhere to the guidelines below: SMITs of mall and strip center stores must work at least two nights during the week until closing, one weekend night and one other night. Under the leadership of a Store Manager or District Manager, this hands-on program will teach you the skills and knowledge needed to successfully operate your own store, drive for results, and develop and lead your team.
NewFull Time Assistant Store Manager (Store 3839) Gamestop Corp.Full Time Assistant Store Manager (Store 3839)Lexington, SCProvide best-in-class guest service: promptly greet guests; respond to guest questions/concerns quickly, effectively, and courteously; assist guests with meeting their video gaming needs; inform guests of special promotions; recommend additional items as appropriate; apply all selling behaviors during every transaction and thank every guest for shopping at GameStop; prioritize guests over tasks and demonstrate that commitment by circulating throughout the store. Using elements of GameStop's buy, sell, trade, and reservation business model, the Circle of Life, the Assistant Store Manager develops and promotes a sales culture by creating individualized and complete solutions for every guest and providing outstanding guest service experiences through professional conduct and shared passion for gaming.
Samsung Home Theater Specialist Best BuySamsung Home Theater SpecialistColumbia, South CarolinaYou'll also work closely with other sales associates as you share your knowledge about Samsung products to ensure the team is ready to assist customers with the brand. As a Samsung Home Theater Expert, you'll work in one of our retail stores to demonstrate and sell home theater products with emphasis on the Samsung brand.
NewLead Customer Service Representative, Full or Part Time Circle KLead Customer Service Representative, Full or Part TimeColumbia, SCThis handwork requires eye-hand coordination, and may require climbing a ladder to store and retrieve materials or place and remove signs. You will interact with many customers daily, all while working with a fun, energetic team accomplishing daily tasks around the store!
NewCustomer Service Representative, Full or Part Time - Overnight Circle K StoresCustomer Service Representative, Full or Part Time - OvernightColumbia, SCThis handwork requires eye-hand coordination, and may require climbing a ladder to store and retrieve materials or place and remove signs. You will interact with many customers daily, all while working with a fun, energetic team accomplishing daily tasks around the store!
NewCustomer Service Representative, Full or Part Time Circle K StoresCustomer Service Representative, Full or Part TimeLexington, SCThis handwork requires eye-hand coordination, and may require climbing a ladder to store and retrieve materials or place and remove signs. You will interact with many customers daily, all while working with a fun, energetic team accomplishing daily tasks around the store!
NewCustomer Service Representative Circle K StoresCustomer Service RepresentativeWest Columbia, SCThis handwork requires eye-hand coordination, and may require climbing a ladder to store and retrieve materials or place and remove signs. You will interact with many customers daily, all while working with a fun, energetic team accomplishing daily tasks around the store!
NewLead Customer Service Representative Circle K StoresLead Customer Service RepresentativeLexington, SCThis handwork requires eye-hand coordination, and may require climbing a ladder to store and retrieve materials or place and remove signs. You will interact with many customers daily, all while working with a fun, energetic team accomplishing daily tasks around the store!
NewCustomer Service Representative - Evenings Circle K StoresCustomer Service Representative - EveningsColumbia, SCThis handwork requires eye-hand coordination, and may require climbing a ladder to store and retrieve materials or place and remove signs. You will interact with many customers daily, all while working with a fun, energetic team accomplishing daily tasks around the store!
NewCustomer Service Representative - Overnight Circle K StoresCustomer Service Representative - OvernightWest Columbia, SCThis handwork requires eye-hand coordination, and may require climbing a ladder to store and retrieve materials or place and remove signs. You will interact with many customers daily, all while working with a fun, energetic team accomplishing daily tasks around the store!
NewCustomer Service Representative - Days Circle K StoresCustomer Service Representative - DaysColumbia, SCThis handwork requires eye-hand coordination, and may require climbing a ladder to store and retrieve materials or place and remove signs. You will interact with many customers daily, all while working with a fun, energetic team accomplishing daily tasks around the store!
NewLead Customer Service Representative, Full or Part Time Circle K StoresLead Customer Service Representative, Full or Part TimeWest Columbia, SCThis handwork requires eye-hand coordination, and may require climbing a ladder to store and retrieve materials or place and remove signs. You will interact with many customers daily, all while working with a fun, energetic team accomplishing daily tasks around the store!
Lead Customer Service Reprsentative Circle K StoresLead Customer Service ReprsentativeElgin, South CarolinaThis handwork requires eye-hand coordination, and may require climbing a ladder to store and retrieve materials or place and remove signs. You will interact with many customers daily, all while working with a fun, energetic team accomplishing daily tasks around the store!
New3rd Shift Customer Service Representative Circle K Stores3rd Shift Customer Service RepresentativeColumbia, South CarolinaThis handwork requires eye-hand coordination, and may require climbing a ladder to store and retrieve materials or place and remove signs. You will interact with many customers daily, all while working with a fun, energetic team accomplishing daily tasks around the store!
Customer Service Representative - Overnights Circle K StoresCustomer Service Representative - OvernightsColumbia, South CarolinaThis handwork requires eye-hand coordination, and may require climbing a ladder to store and retrieve materials or place and remove signs. You will interact with many customers daily, all while working with a fun, energetic team accomplishing daily tasks around the store!
Customer Service Representative, Full or Part Time Circle K Stores IncCustomer Service Representative, Full or Part TimeLexington, SCPhysical Requirements Ability to stand and/or walk for up to 8 hours Lift and/or carry up to 30 pounds from ground to overhead up to 30 minutes in a shift Occasionally lift and/or carry up to 60 pounds from ground to waist level Push/pull with arms up to a force of 20 pounds Bend at the waist with some twisting up to one hour a shift Grasp, reach, and manipulate objects with hands. You are good at: Selling products to customers Providing excellent customer care Communication and friendly conversation Performing at a quick pace while having fun Working as part of a team to accomplish daily goals Coming up with great ideas to solve problems Thinking quickly and offering suggestions.
Customer Service Representative Circle K Stores IncCustomer Service RepresentativeColumbia, SCPhysical Requirements Ability to stand and/or walk for up to 8 hours Lift and/or carry up to 30 pounds from ground to overhead up to 30 minutes in a shift Occasionally lift and/or carry up to 60 pounds from ground to waist level Push/pull with arms up to a force of 20 pounds Bend at the waist with some twisting up to one hour a shift Grasp, reach, and manipulate objects with hands. You are good at: Selling products to customers Providing excellent customer care Communication and friendly conversation Performing at a quick pace while having fun Working as part of a team to accomplish daily goals Coming up with great ideas to solve problems Thinking quickly and offering suggestions.
Customer Service Representative, Full or Part Time - Days Circle K Stores IncCustomer Service Representative, Full or Part Time - DaysIrmo, SCThis handwork requires eye-hand coordination and may require climbing a ladder to store and retrieve materials or place and remove signs. You will interact with many customers daily, all while working with a fun, energetic team accomplishing daily tasks around the store.
3rd Shift Customer Service Representative2 Circle K Stores Inc3rd Shift Customer Service Representative2Lexington, SCYou are good at: Selling products to customers Providing excellent customer care Communication and friendly conversation Performing at a quick pace while having fun Working as part of a team to accomplish daily goals Coming up with great ideas to solve problems Thinking quickly and offering suggestions Leading a team of employees Entry-level employee supervision. Physical Requirements Ability to stand and/or walk for up to 8 hours Lift and/or carry up to 30 pounds from ground to overhead up to 30 minutes in a shift Occasionally lift and/or carry up to 60 pounds from ground to waist level Push/pull with arms up to a force of 20 pounds Bend at the waist with some twisting up to one hour a shift Grasp, reach, and manipulate objects with hands.
Customer Service Representative - Evenings Circle K Stores IncCustomer Service Representative - EveningsIrmo, SCThis handwork requires eye-hand coordination and may require climbing a ladder to store and retrieve materials or place and remove signs. You will interact with many customers daily, all while working with a fun, energetic team accomplishing daily tasks around the store.
Customer Service Representative, Full or Part Time - Evenings Circle K Stores IncCustomer Service Representative, Full or Part Time - EveningsColumbia, SCPhysical Requirements Ability to stand and/or walk for up to 8 hours Lift and/or carry up to 30 pounds from ground to overhead up to 30 minutes in a shift Occasionally lift and/or carry up to 60 pounds from ground to waist level Push/pull with arms up to a force of 20 pounds Bend at the waist with some twisting up to one hour a shift Grasp, reach, and manipulate objects with hands. You are good at: Selling products to customers Providing excellent customer care Communication and friendly conversation Performing at a quick pace while having fun Working as part of a team to accomplish daily goals Coming up with great ideas to solve problems Thinking quickly and offering suggestions.
Customer Service Representative, Full or Part Time - Overnights Circle K Stores IncCustomer Service Representative, Full or Part Time - OvernightsColumbia, SCPhysical Requirements Ability to stand and/or walk for up to 8 hours Lift and/or carry up to 30 pounds from ground to overhead up to 30 minutes in a shift Occasionally lift and/or carry up to 60 pounds from ground to waist level Push/pull with arms up to a force of 20 pounds Bend at the waist with some twisting up to one hour a shift Grasp, reach, and manipulate objects with hands. You are good at: Selling products to customers Providing excellent customer care Communication and friendly conversation Performing at a quick pace while having fun Working as part of a team to accomplish daily goals Coming up with great ideas to solve problems Thinking quickly and offering suggestions.
Regional Support Specialist - Elgin, SC Anywhere Real Estate IncRegional Support Specialist - Elgin, SCSCHome to some of the most recognized brands in real estate Better Homes and Gardens Real Estate, Century 21, Coldwell Banker, Coldwell Banker Commercial, Corcoran, ERA, and Sotheby''s International Realty, we fulfill our purpose to empower everyone''s next move through our leading integrated services, which include franchise, brokerage, relocation, and title and settlement businesses, as well as mortgage and title insurance underwriter minority owned joint ventures. Support the Branch Manager with maintaining office promotional items, preparing for and coordinating sales meetings, leading new agent orientations, supporting office culture, and production support of social media marketing for the branch office.
NewTerritory Manager - Personal Lines (South Carolina) Nationwide Mutual Insurance CoTerritory Manager - Personal Lines (South Carolina)South Carolina, SCRemote$108,000–$201,000 / yearRequires regular, in person engagement with agency partners within your assigned territory to maintain a level of field presence and visibility that supports Nationwide's commitment to deepening agency relationships and driving profitable growth A valid driver's license and safe driving record are required. Nationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment.
Universal Banker United Bank, Inc. (Inactive)Universal BankerCayce, SCRESPONSIBILITIES: Service Area Responsibilities: Proactively greet customers by performing lobby management activities to connect with customers, assess reason for visiting the branch and assess customers accordingly: With a high level of accuracy, efficiency and professionalism, responsible for providing excellent customer service to clients by processing all branch related transactions. Proactively contacts customers to present pre-approved offers for financial products/services or to offer a general financial overview and schedules customer meeting to conduct a structured financial review to obtain understanding of their financial situation.
Retail Stocking Supervisor Harbor Freight Tools USA IncRetail Stocking SupervisorColumbia, SCWe offer our customers more than 7,000 tools and accessories, from hand tools and generators to air and power tools, from shop equipment to automotive tools. 7509K Garners Ferry RdWe're a 45 year-old, $8 billion national tool retailer with the energy, enthusiasm, and growth potential of a start-up.
Garden Center Specialist Ace Hardware CorpGarden Center SpecialistCayce, SCGeneral Summary The Sales Associate will assist in the receiving, stocking, pricing of all merchandise and help maintain a clean and orderly merchandise presentation and overall store cleanliness. Ace Hardware has over 5,000 stores around the world with the majority of those stores independently owned and operated by local entrepreneurs.
Territory Manager (9047) American Welding and GasTerritory Manager (9047)Columbia, South CarolinaKnowledge and understanding of financial accounting terms and principals including gross margin, gross margin percent, operating income, return on investment, internal rate of return, profit and loss statement, balance sheet, and cash flow statement. Develop long term relationships with strategic customers, facilitating product supply agreements, and developing a sales territory customer portfolio with long term targeted customers.
Retail Merchandiser - Columbia, MD United Natural Foods IncRetail Merchandiser - Columbia, MDColumbia, SC$37,200–$68,400 / hourServices can include but are not limited to stocking and merchandising products at shelf, providing reset support in remodels and new stores, executing continuity/Home Store and cycle coverage programs for a particular group of customers and may include ordering of products. About UNFI: We are North America's premier grocery wholesaler, delivering the widest variety of fresh, branded, and owned brand products to community grocers and retail chains alike.
80.9462 Harbor Freight Tools80.9462Columbia, SCIn addition, we offer comprehensive and competitive benefits to Associates (and their families) such as medical, dental, vision, life insurance, short-term and long-term disability. Ability to communicate clearly with customers and associates in person, e-mail, and telephone.
Retail Stocking Team Lead - Part-Time Burlington Stores IncRetail Stocking Team Lead - Part-TimeCOLUMBIA, SCLocation 01732 - Columbia Posting Number P1-4369838-3 Address 136 Harbison Blvd Zip Code 29212 Position Type Regular Part-Time Career Site Category Store Associate Position Category Retail Store Base Pay $14.00 - $14.00 per hour. If you have strong leadership skills, an interest in retail, and you thrive in a fast-paced environment, join Our Burlington Back of House/Receiving team as a Part Time Retail Stocking Team Lead!
Retail Assistant Store Manager Ollie'S Bargain OutletRetail Assistant Store ManagerColumbia, SCPrimary Responsibilities: Assist the Store Team Leader with managing payroll budgets, expenses, store banking, shrink reduction, and the timely completion of related reports to ensure financial and operational goals are met. Management experience with these companies translates well to this opportunity: Walmart, 5 Below, Burlington Stores, Big Lots, Dollar General, Rural King, Gabes, Dicks Sporting Goods and Bed Bath and Beyond just to name a few.
Merchandise Manager Ulta Beauty IncMerchandise ManagerLexington, SCLeverage store forecast and payroll budgets to support with store scheduling needs and communicate the needs to the GM to maximize productivity, achieve sales and payroll goals, and complete workload (e.g., omni-channel, shipment, replenishment, markdowns, and price changes) on time, and within the payroll budget. We bring possibilities to life through the power of beauty each and every day in our stores and online with more than 25,000 products from approximately 500 well-established and emerging beauty brands across all categories and price points, including Ulta Beauty's own private label.
Lead Cashier Ulta Beauty IncLead CashierLexington, SC2 years of relevant work experience or equivalent combination of education and relevant work experience preferred • Proven ability to delegate, multi-task, and problem-solve • Demonstrated knowledge and passion for guest service and a competency for selling • Experience addressing guests concerns and questions promptly and professionally to deliver exceptional customer service • Demonstrated experience in exceeding sales goals and training new hires. The Lead Cashier supports the leadership team with open and close register functions, associate exit inspections and cashier chat in/outs, requires a passion for the guest experience, process excellence, and delivering exceptional results by engaging every guest on the benefits of our Loyalty Life Cycle and positively contributes to achieve goals.
Prestige Beauty Advisor Ulta Beauty IncPrestige Beauty AdvisorColumbia, SCEnsure that each guest receives exceptional service by providing a guest-friendly environment, which includes greeting and engaging every guest, personalizing service to their needs, recommending complementary products and/or services, and informing guests of current promotions, events, and services within the store. We bring possibilities to life through the power of beauty each and every day in our stores and online with more than 25,000 products from approximately 500 well-established and emerging beauty brands across all categories and price points, including Ulta Beauty's own private label.
NewSpecialty Beauty Advisor - Clinique Ulta Beauty IncSpecialty Beauty Advisor - CliniqueLexington, SCWe bring possibilities to life through the power of beauty each and every day in our stores and online with more than 25,000 products from approximately 500 well-established and emerging beauty brands across all categories and price points, including Ulta Beauty's own private label. Build and maintain strong customer relationships and active contact with a growing customer list for Clinique brand sales by interfacing with existing customer base, maintaining active contact with a growing preferred customer list, and follow up on guest inquiries.
NewRegional Director - Clinical/Healthcare Avantor IncRegional Director - Clinical/HealthcareSCRemote$108,050–$183,540 / year3rd Party Non-Solicitation Policy: By submitting candidates without having been formally assigned on and contracted for a specific job requisition by Avantor, or by failing to comply with the Avantor recruitment process, you forfeit any fee on the submitted candidates, regardless of your usual terms and conditions. The Regional Sales Director will be responsible for establishing and executing regional sales strategies, including forecasting, developing annual sales objectives, and managing sales performance against revenue and profitability targets.
Product Designer, Advisor Experience - Private Bank Digital, Senior Associate JPMorgan Chase Bank, N.A.Product Designer, Advisor Experience - Private Bank Digital, Senior AssociateNew York, NYFull timeIn this role, you will be at the forefront of redefining how advisors interact with digital products and services-delivering seamless, user-centric solutions that empower advisors to serve clients efficiently, manage portfolios, and navigate complex financial journeys. If you are passionate about experience design, eager to deliver transformative solutions, and ready to make a lasting impact on the future of private banking, we invite you to join our global design team to help define the next era of digital experiences.
Private Credit Service Partner Recruiting From ScratchPrivate Credit Service PartnerNew York, New YorkThis company is focused on providing exceptional financial services and solutions to a diverse clientele, leveraging cutting-edge technology and deep industry expertise. Collaborate with cross-functional teams to assess and manage financial risks associated with credit investments.
Senior Wealth Investment Advisor Associate Wilmington TrustSenior Wealth Investment Advisor AssociateNew York, New YorkParticipate in internal meetings as well as pre and post-call planning as a support resource to partners in the latter stage of the sales process, including Private Client Advisors, Financial Advisors, Relationship Managers and other partners. Under direction, provide necessary support and information to clients, Private Client Advisors and Trust Advisors as well as others for all investment products.