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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 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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We welcome those with experience in jobs such as Field Client Relationship Manager, Home Buyer s Consultant, and Bilingual Customer Service and others in the Accounting and Finance to apply.
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A minimum of seven years serving as a practicing lawyer or business professional with an emphasis on practice management, operations, legal project management, client relationship management, and financial management, in highly sophisticated legal environments.
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Work in close partnership with Relationship Management to execute strategy for keeping home offices informed and engaged - impacting this strategic audience responsible for enterprise client success.
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Assist in training the tax staff as it pertains to tax technical, people development, client relationship, and project management skills. Applicant should be proactive, motivated, a self-starter, passionate about client service, and work well in a small team environment.
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Collaborate with other members of the family office and client service group in order to deliver exceptional client service. Receptive to developing the critical skills necessary to build and sustain strong client relationships.
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GetMed Allied is seeking a travel Interventional Radiology Technologist for a travel job in White Plains, New York. Job Description & Requirements Specialty: Interventional Radiology Technologist Discipline: Allied Health Professional Start Date: 07/15/2024 Duration: 13 weeks 40 hours per week Shift: 8 hours, days Employment Type: Travel GetMed Staffing is searching for a strong IR Tech to assist our traveler-friendly client.
$3,195 a weekExpandApply 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. Job responsibilities Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
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Responsible for the timely, day-to-day support for assigned accounts, including delivery of policy documents, endorsement processing and response to client inquiries. As a Personal Lines Assistant, you will support the customer relationship by meeting and exceeding the service expectations for our customers by facilitating day to day service and policy maintenance.
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Establishes and maintains effective communication and a positive relationship with residents/familiesMaintains the integrity and confidentiality of residents and family information and client records.
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They focus on relationship building and creating long term partnerships with their travelers, client hospitals and vendor managers. What you'll need2 years of experience, BLS and national and state certification and/or as requiredAboutAtlas MedStaffAtlas MedStaff is one of the the 25 largest travel nurse staffing agencies in the country and has been recognized as the fastest-growing staffing company in the country multiple times.
$2,487 a weekExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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A strong relationship-builder who takes a client-first approach. With a national footprint, Lenox is continually looking for ambitious, experienced Financial Advisors, who will be responsible for developing new client opportunities across the wealth management spectrum including insurance, asset management, risk management, estate planning, retirement planning, children’s college education, etc.
$60,000 - $100,000 a yearFull-timeExpandApply NowActive JobUpdated 4 months ago - UpvoteDownvoteShare Job
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TravelGetMed Staffing is searching for a strong Cath Lab RN to assist our traveler-friendly client. We truly understand how important a healthcare travelers' relationship is with their recruiter, as well as our relationship is with our healthcare facilities.
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Description CTG is seeking to fill a Technology Sourcing Manager opening for our client in Stamford, CT.Location: Stamford, CTDuration: 6 monthsOverview:The Technology Sourcing Manager will play a key role in the decisions surrounding the company’s utilization of vendors for software, hardware, consulting, and technology services.
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relationship client jobs in Port Chester, NY
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