AVP, Client Service
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Job DescriptionWho We Are:
Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United ...
Job Description
About Us
We are a top, nationally recognized, boutique Wealth Management firm looking for a warm, friendly, detail-oriented, self-starter and “go-getter” to join our rapidly growin...
Job DescriptionSenior Manager, Client Acquisitions – M&A & Business Development
Location: Rochester, NY, US
Employment Type: Full-time
Work Model: Hybrid
Salary: $114,100–$179,300 + bonus ...
Job DescriptionQuick Snapshot
Pay: $38,000–$45,000/year, based on experience
Schedule: Full-time; standard business hours (exact hours to be confirmed)
Location: Traverse City, MI (office to be con...
Job DescriptionStraive is a global leader in enterprise-grade data analytics and AI solutions, committed to empowering businesses across various industries with cutting-edge technology and expert insi...
Job DescriptionJob role: Client Partner – BFSI
Location: Midwest
Job type: Full time
The Client Partner – BFSI (Midwest) is responsible for owning and expanding strategic relationships with banki...
Job DescriptionThe Director, Client Experience owns how clients and advisors experience Centura end to end: the platforms they touch, the workflows that support them, and the AI-driven tools — inclu...
Job DescriptionWe're looking for a Salesforce Client Partner to grow revenue within strategic accounts. You'll act as a trusted advisor, connecting clients' business needs with Salesforce solutions an...
Job DescriptionCompany Overview
Sepire is a marketing services and communications distribution company specializing in complex, compliance-driven solutions. As a technology-forward organization, we de...
Job DescriptionClient Support Associate
Location: Cleveland (Onsite – 4 days in office)
Department: IT Operations
Reports To: Manager, Client Support
Travel: <5%
Sponsorship: This position is not...
Job DescriptionLocation: Metairie, LA
Compensation: $80K - $90K base salary + benefits
Overview:
Our client is a successful, relationship-focused wealth management practice seeking an experienced ...
Job DescriptionAbout the Role
Stegner Investment Associates, Inc. (SIA) is looking for a Client Relationship Associate to join our Client Service Team. In this role, you'll be a key point of contact ...
Job DescriptionJob Title: Client Processing Representative
Location: Baltimore, MD 21230
Schedule: 40 hours/week (Shift assigned after training)
Bachelor’s degree required.
Recent graduates are w...
Job DescriptionPractice Support and Integration Manager
Location: Tampa, FL
Job Type: Full-Time
About Us
At 1Source Partners, we serve as trusted advisors dedicated to supporting the growth and lon...
Job DescriptionGenzeon, an AI and automation company with deep engineering and data expertise, dedicated to serving the healthcare and retail industries. Our platform solutions – including HIP One, ...
Job DescriptionJOB SUMMARY & MISSION
The Client Experience Specialist supports the delivery and execution of the firm’s client experience strategy and service operations. This role manages clie...