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Assist qualified consumers to become the firm's clients-you will be supported by an internal dedicated portfolio management and service team in-office, comprised of sales support, client service, and marketing team, which actively markets their services via direct mail, internet, television advertisements, and other mediums to receive pre-qualified responses from interested investors who want to discuss moving over their investment portfolios.
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Our client, a highly respected fee-only portfolio management and fiduciary firm with over $200 billion in assets under management, is looking for qualified financial professionals to join their firm as a Regional Vice President of Sales.
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Manage your business remotely from home to cover a local territory within driving distance, to present our client's wealth management solutions to high-net-worth prospects-you will be provided an expense account by our client, with all home office and travel expenses covered, which includes a computer, phone, scanner, printer, and any other essential expenses needed.
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Client Services - Transfer Agent. Engtal’s client is a fund administration specialized in hedge funds, real estate, cryptocurrency, venture capital, mergers, and private equity funding.
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Call and close qualified leads of high-net-worth prospects that have expressed interest in investing with our client, who have assets of $500k or more to invest. Report to the Director of Private Client Group Sales, who will provide the required resources you need to be successful within the sales process.
$100,000 - $350,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Applying a deep knowledge of HR client services, employee relations, talent management, compensation, learning and development, organizational development and design, change management, and diversity, equity and inclusion to guide the HR client services team in providing strategic direction to units.
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The position of VP, Client & Treasury Manager is responsible for the development and analysis of new commercial, including small business and non-profit organizations, deposit and treasury management business; the expansion of existing relationships; and servicing customers.
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Provides leadership to the client services organization, and counsel to the EVP, Department Head, and executive leaders, in implementing client and growth objectives, supports and implements Accounts process improvements that appropriately reflect the business goals of the agency.
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Reporting to the Manager for Field Operations, the Client Services Supervisor oversees the delivery and documentation of case management, employment, and other required services to newly arriving refugees, asylum seekers, and other Office of Refugee Resettlement (ORR) eligible populations, as well as ongoing support services in accordance with the contracts and grants which fund the programs.
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Specific responsibilities include client and vendor management, materials research, troubleshooting of delivery issues as well as asset/source rejections, placing orders/writing POs for asset creation and delivery, tracking deliveries via internal systems, updating systems with delivery confirmations, and onboarding new clients for HD and 4k (HDR and SDR) deliveries.
$28.16 - $36.61 an hourFull-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals.
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8+ years cross-channel digital marketing experience, including: strategic planning, consumer insights, digital integration and client services, ideally in a digital or media agency. Responsible for other tasks and projects as assigned by Client Services department leadership, as needed.
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As part of NTT DATA, a $30 billion trusted global innovator with a combined global reach of over 80 countries, we help clients transform through business and technology consulting, industry and digital solutions, applications development and management, managed edge-to-cloud infrastructure services, BPO, systems integration and global data centers.
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Backed by artificial intelligence and machine learning, Jerry simplifies and automates owning and maintaining a car while providing personalized services for all car owners' needs. As we get closer to being the first, truly connected ecosystem for car owners, we are ready to bring on our first VP of Product to scale our core insurance marketplace.
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The Vice President (VP) of Marketing is responsible for creating and implementing strategies for brand, marketing, and communications. The VP ensures these strategies support the company’s vision, mission, and corporate strategy, as well as drive business results.
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Title: vp client services Company: Ntt
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