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Client Advisor Requirements:Bachelors degree is required, an advanced degree is highly preferred, MBA or JD.CTFA, CFP, CFA, CPA.Minimum of 5 years of Trust and Estate Planning experience preferred.
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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 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.
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We are currently seeking a Client Service Associate to support the Specialty Deposit Services (SOS) Department, which offers specialized banking and treasury management services tailored for professional fiduciaries.
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As an expert in client engagement and service, the client advisor demonstrates a high level of knowledge in styling and selling. Reporting to the store management, the Client advisor will inspire our clients by conveying passion for the brand, fashion and luxury products.
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HNW client servicing and back-office operations processing. Qualified candidates must demonstrate experience working in an RIA (Registered Investment Advisor) with HNW client services, confidentiality, excellent communication, and problem-solving skills in a highly collaborative team environment.
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Minimum of one year Branch Banking Banker, or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating and maintaining customer relationship, and revenue generation.
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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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Business Decisions, Client Relations, Competitive Advantages, Consulting, Customer Experience (CX), Relationship Management, Results-Oriented, Taking Initiative. As a Client Solution Specialist Sr within PNC's Commercial Banking organization, you will be based in Pasadena, CA.
$37,400 - $81,250 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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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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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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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.
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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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Kennedy Jenks is seeking a dynamic Client Service Director with strong client relationships, established resume and reputation, team building and leadership capabilities, and business leadership skills to grow our thriving Public and Private sector water and wastewater practice in Southern California.
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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
Title: client Company: Waypoint Denver in Arcadia, CA
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