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Job Summary:The Wealth Strategist / Client Development Sales Executive is responsible for cultivating new relationships with individuals, families, non-profit institutions and other entities. The Wealth Strategist / Client Development Sales Executive maintains ongoing contact with clients, promoting the enhancement and expansion of existing relationships.
$200,500 - $225,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial Planners®, create the Citizens Private Client team.
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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.
$85,000 - $350,000 a yearFull-timeExpandApply NowActive JobUpdated 26 days ago - UpvoteDownvoteShare Job
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As a Private Client Relationship Manager, you will be responsible for acquiring, broadening, deepening and retaining affluent and high-net-worth relationships. As a Citizens Private Client Relationship Manager, you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing and collaborating with other colleagues.
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You will do this by proactively engaging these clients on a regular basis in deep discovery conversations and delivering a best-in-class client experience. Conduct thorough discovery to understand family dynamics, goals and objectives and current financial situation, becoming the client’s trusted relationship manager.
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Provide regular, value-added engagement with clients of the Private Client Group: high-touch, face-to-face or virtual meetings, consistent communication, access to financial education materials, etc.
$70,040 a yearExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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We are looking for an experienced and performance-driven Client Advisor II for several non-profit clients who is based in New York and has a passion for non-profit organizations, digital marketing, data, and technology to join our team.
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Receives and relays client correspondence and updates client financial records. Prepares client invoices for services performed. We have state-of-the-art technology with digital x-ray and surgery three to four days every week, in addition to unique offerings such as acupuncture, chiro, low-level laser, and physical rehabilitation (including under water treadmill), Chinese herbs, and homeopathy.
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We are proud to be a ClearlyRated Best of Staffing® double diamond winner for both client and talent service. Send shipping updates to Customer Service to communicate with the client. Order entry, Order processing, Microsoft office, data entry, customer service, sales support, purchase order, sap, inventory, clerical, customer support, erp, order fulfillment, outlook, microsoft excel, administrative support, email, erp system, sap erp, d365, data analysis, data collection, data management, database management, data integrity, account reconciliation, sage 100 erp, vendor relationship, vendor communication, vendor audit.
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The Standard seeks a talented actuary (FSA or near-FSA) to support the Stable Asset Fund business within the Retirement Plans division.
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In this role, you'll lead the Actuarial department for The Standard's Retirement Plans (RP) businesses, overseeing recordkeeping and group annuity insurance products.
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As a Client Account Manager , you will work closely with the Business Development Manager (BDM) to enhance client satisfaction and foster growth. Experience in an Account Representative/ Account Manager / Client Relationship Manager role for a high growth, sales-driven organization.
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The Client Success Manager is responsible to ensure we are the provider of choice. The Client Success Manager is also integral to ensuring smooth operations and client satisfaction, supporting long-term retention of cases, and working in partnership with colleagues in the immediate team environment and in the larger community.
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The Young Adult Service Client Financial Coordinator is responsible for processing and monitoring fund requests, generating daily, weekly and monthly annual requests/reports for funds either Social Security or DMHAS Client Support Fund dollars, and providing superior customer service under the Department of Mental Health and Addictive Services (DMHAS.
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Strong client focus in person, on the phone, and with electronic communication. Understand individual client goals / needs in order to recommend the best product and service. Determine needed information required to meet client needs and effectively communicate information and coordinate resources to production teams.
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Title: client manager Company: Stancorp Financial Group
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