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Partners with financial planners to provide holistic advice to the client on all of their financial needs, including cash flow planning, estate planning, tax planning, etc. Demonstrated ability to maintain the highest degree of confidentiality in managing highly sensitive, privileged, material non-public and client information and hold this information in the strictest confidence.
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Ensure that discharge planning and insurance authorization is being coordinated effectively by the Primary Therapist for each client. Approve and coordinate weekly client outings that promote behavioral activation and opportunities for skills practice.
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Support the initiatives of the leadership team to drive sales, client engagement, team engagement, visual merchandising, and operational excellence. Among the trailblazing brands we work with are: ASTR the Label, ThirdLove, Rent the Runway, Ring Concierge, Malbon Golf, Frankies Bikinis, Bad Birdies, True Classic Tees and many more.
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In addition to their dedication to quality, my client is deeply committed to sustainability and corporate responsibility, actively engaging in initiatives that promote environmental stewardship and social impact.
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From portfolio construction and investment research to client communication and prospecting, AssetMark’s wealth management technology provides advisors with the means of transforming their practice for the better.
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Is responsible for managing client dedicated team providing a full scope of Corporate Real Estate Lease Administration and Lease Accounting services. + Serves as an account executive and a point of client escalation.
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This will include customer trips to tour and audit the ingot, wafer, cell, and module factories of Canadian Solar together with the client / prospect. Schedule, manage, participate, and run special customer events, customer trainings, client panels and other activities to maintain and strengthen the relationship between client and Canadian Solar.
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Perform more complex engineering design tasks on assigned projects in collaboration with a Design Manager and/or Project Manager, including design basis development, engineering calculations, engineering drawings, engineering specifications, engineering reports, client presentations and required applications to regulatory and/or funding agencies and quality reviews.
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Manage data input and output according to schedules and priorities set by Client’s VM Representative and to provide technical support to designated Client operations. Work with SVMI’s, Client VM Representative and tree contractor to develop annual circuit plan and schedules.
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We are seeking a detail-oriented Client Services Administrator to join our firm. Prepare and process client documentation, including account opening forms, cash management, transfers, and other relevant paperwork.
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Prospective employees have provided feedback to the client that one of the most impressive traits of the Firm is the congenial working atmosphere fostered by partners and associates alike. Substantive legal experience in some or all of the following areas is highly desirable: housing tax credits, public housing redevelopment, HUD programs, and CDBG implementation programs.
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We are looking for a full-time front end developer to develop and maintain front-end client applications that interactively display rich meteorological and fire datasets. Develop, deploy, and maintain front-end client applications that interactively display rich meteorological and fire datasets.
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Supervise Client Services Coordinators and the Front Desk Administrator, overseeing schedules, providing backup, and ensuring adherence to service standards. Minimum 3-5 years of experience in a client services or operations role in a financial services environment.
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Triage, resolve and/or escalate client support requests including problem identification and resolution. This is a unique opportunity for the right person to strengthen his or her IT, and client support skills.
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Our mission is to help people live happy, successful lives, and we believe that client accessibility, integrity, and quality care are what is most important. Thriveworks is currently seeking Licensed Clinicians to provide a mix of telehealth and face-to-face sessions in Fremont, CA. Thriveworks is a clinician-founded national private practice group with locations in 48 states.
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client job in Walnut Creek, CA
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