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The Client Service Associate (CSA) is an integral part of advisor and branch support; responsible for using the client relationship model and turnkey tools. Our office is growing, and we are looking for a Client Service Associate to join our operations team.
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The Client Service Associate must stay current on financial markets and instruments, and comply with firm policies, procedures, and Code of Ethics. The Client Service Associate will provide administrative, operational and analytical support to one or more 1919 Portfolio Managers, Investment Associates and Client Advisors and will be responsible for day-to-day administrative management of individual client, institutional and trust portfolios.
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The firm primarily serves high net worth clients which often require complex financial planning and advice as well as exceptional client service. Updates relevant information in portfolio management accounting systems and Client Relationship Management (CRM) system.
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Possess 3+ years ad agency, ad tech or programmatic experience in a client-facing role. The annual compensation range for the Client Solutions Manager role in New York City is $90,000 - $95,000 per annum + bonus.
$95,000 a yearFull-timeExpandApply NowActive JobUpdated 8 days ago - UpvoteDownvoteShare Job
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The Client Care Specialist will communicate with leadership any identified needs of individuals who present with complex substance use, mental health, housing, and medical care needs to ensure the proper coordination of services.
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Provide bill pay and cash movement services to select Wealth Advisors and Investment Advisors within the Wealth Management Division, specifically Investment Advisors and Wealth Advisors in the Berwyn location of the WMD. This service includes paying all client bills, moving cash from income to principal and vice versa and accommodating client requests for cash in a timely and accurate manner.
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Fiduciary Trust is hiring a Client Onboarding Specialist to work in our St. Petersburg office on a hybrid basis (1-2 days per week). The Client Onboarding Specialist is responsible for successful client onboarding, opening new accounts for existing clients, and closing terminated relationships.
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As the Client Solutions Manager, you will be a pivotal member of the NEF team, responsible for securing funding and achieving annual business development revenue goals. The National Energy Foundation (NEF) is seeking an enthusiastic and dynamic Client Solutions Manager.
Full-timeExpandApply NowActive JobUpdated 16 days ago - UpvoteDownvoteShare Job
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The Sr. Director will consult on the best path forward to achieve strategic goals developed in relation to the client vision. 7+ years of account management and client partnership experience in a digital design environment.
$198,000 a yearExpandApply NowActive JobUpdated 16 days ago - UpvoteDownvoteShare Job
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Attend meetings with various data governance groups and Subject Matter Experts (SME) from the client and Enterprise Risk Management (ERM) Title: Client Data Analyst. Experience with programming, technology, and tooling such as R, Python, SQL, Snowflake, Azure, Git, Informatica IICS, Tableau, Power BI, Business Objects.
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Halff is Hiring for a Client Advisor in our Fayetteville, AR office. Client Advisors (CA) play a crucial role in driving growth and expansion for Halff. The CA’s expertise in identifying new business opportunities, nurturing client relationships, and driving revenue generation is instrumental in achieving our strategic goals.
Full-timeExpandApply NowActive JobUpdated 10 days ago - UpvoteDownvoteShare Job
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Works directly with President of Family Wealth, Eastern Region to serve the unique needs of Wilmington Trust’s ultra-high net worth (UHNW) clientele and is responsible for managing Wilmington Trust’s largest and most complicated client relationships.
$265,950.31 a yearFull-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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The Private Client Advisor “PCA” is accountable for the delivery of comprehensive advice and customized wealth management solutions for a portfolio of relationships comprised of fiduciary, investment management, and custody clients, and in their role as relationship manager is accountable for the overall client experience.
Full-timeExpandApply NowActive JobUpdated 17 days ago - UpvoteDownvoteShare Job
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Assists with all client administrative functions, which includes but is not limited to: account openings, account terminations, receiving assets, obtaining and adjusting cost basis, distributing assets, handling disbursements, processing cash, delivering in-kind charitable contributions, determining appropriate paperwork and governing documents, and ensuring correct client billing.
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As a Client Advisor, you will primarily focus on driving conversations with technology C-levels in digital transformation/agility and cybersecurity, leading these conversations with our professional services and solutions.
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Title: client Company: Charney Investment Group
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