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The Client Success Manager (CSM) will be responsible for proactively engaging clients and serve as a trusted advisor to our clients, leading to retention and strong adoption of our products allowing Aspire to support clients in attaining their own objectives using our solutions while driving revenue growth.
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The Client Advisor will be responsible for growing and expanding the firm through their high touch and personalized model to Ultra-High Net Worth Individuals and Families. Manage UHNW client relationships with extensive client contact and a working knowledge of trust and agency account administration including fiduciary accounting, securities, finance, real estate, taxes, and estate planning.
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Administrative and Documentation Responsibilities: Documents client services in client record within 24 hours of delivery, and in compliance with agency policy and procedures, HIPAA, 42-CFR, DMH, and SAPC standards.
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Proven experience as a Client Manager, Account Manager, or similar role in the P&C brokerage industry for 5-7+ years required. Assist producer, accounting department and client in the reconciliation of client accounts.
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Overview: The Branch Client Service Associate I is accountable for delivering high quality and efficient service to both internal and external clients by assisting with the Branch's overall workflow processes and providing routine client support.
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Rebag is actively seeking a Omni Client Experience Manager focused on digital sales working out of our New York City retail store. Luxury fashion experience in sales and have a knowledge of the luxury resale market.
$65,000 - $75,000 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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What you'll do here: The Seasonal Client Service Associate supports the district with a variety of duties to include greeting clients, scheduling appointments, marketing to local businesses, and tech set-up.
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Our client is a well-established RIA that is currently experiencing growth and manages $5 billion AUM. They are looking for a reliable and detail-oriented Client Service Associate to join their team in Pasadena, California.
$65,000 - $75,000 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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A Private Client Services Tax Manager provides federal tax compliance and planning services to high-net-worth individual clients and privately-held businesses. Position Profile Weaver is looking for a Private Client Services Tax Manager to join our growing firm.
$125,000 - $170,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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The Private Client Placement Specialist works as part of the risk assessment and placement team that supports sales and account management within Private Client. Work with the expanded Private Client teams to market both new and renewal business.
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As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
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Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy. Provides a consistent optimal client experience, including greeting clients and processing basic transactions.
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Robust communication, influencing and client engagement skills. Previous client relationship experience. You’ll also take charge of your own professional journey by attending the Schwab Service Academy, which provides you with the paid training, study time, and support you need to obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses.
$51,500 - $57,750 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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4- Utilizing point system to maintain office staff efficiency in filling all open shifts, assigning best caregiver for each client in a timely manner, provision of consistent quality care, and providing reports to upper managements.
$43,000 - $50,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Veterinary Client Service Representative. As the face of VCA Santa Anita Animal Hospital, the client service representative sets the tone for the practice as we build and maintain each customer's trust and confidence in our abilities.
$16.5 - $20 an hourPart-timeExpandApply NowActive JobUpdated Today
Title: client Company: Waypoint Denver in Altadena, CA
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