Job DescriptionAs a Client Management Specialist, you will work closely with clients, suppliers, sales and internal teams to best meet client needs. This role assists with managing client product and business portfolios including creating client and supplier correspondence, processing orders, maintaining distribution spreadsheets, project tracking, research and managing budgets.
The Client Managem...
Job DescriptionCompany Description
Recognized as Social Media/Influencer Agency of the Year, and as the annual partner for Forbes Top Creators List, Influential sits at the center of culture and the creator economy.
Through our platform Captiv8, the industry’s #1 ranked influencer marketing platform, we combine deep API integrations, advanced AI, and machine learning with human expertise to con...
Job DescriptionHYBRID opportunity in Chicago market (open to relocation in surrounding markets)- Join a growing Wealth Management team as the primary relationship lead for high-net-worth clients.
Client Advisor / Wealth Management Advisor opportunity in Chicago with a top, award-winning bank rapidly growing its Wealth Management team.
HYBRID schedule, the flexibility to report to any of its offic...
Job DescriptionExciting opportunity to join an established and growing financial services firm with significant operations in Aventura. This role will support a top producing team and have strong opportunities for career growth.
Responsibilities:
Assist the team with all non-sales related functions: Opening new accounts, ACATs, money movement, etc.
Prepare meeting documents and other materials....
Job DescriptionPosition Overview
The Client Service Associate plays a critical role in supporting the day-to-day operational functions of the wealth management business. This individual will be responsible for processing client account activity, including account openings, maintenance requests, and money movement transactions, while ensuring accuracy, efficiency, and compliance with regulatory requ...
Job DescriptionA leading fintech platform serving the alternative investment marketplace, connecting advisors, wealth managers, asset managers, and banks with private and public market investment strategies for high-net-worth clients. The firm manages relationships tied to well over $200 billion in client assets across more than 1,600 funds, and has been repeatedly recognized as a top fintech innov...
Job DescriptionOnly Candidates with US Work Authorization will be considered.
Scope of Internship: Provide support to Client Management Team by assisting with account opening, digital client onboarding, KYC reviews and account maintenance.
Requirements:
Strong critical-thinking skills
Handle multiple tasks efficiently
Team player
High degree of follow-through and thrive in a fast-paced dynam...
Job DescriptionAre you a financial professional with a passion for providing comprehensive wealth management services to high-net-worth clients and institutions? Our client, a distinguished wealth management and registered investment advisory firm located in Wexford, PA, is recruiting a Client Service Associate to join their dynamic team. They are committed to delivering excellence to their clients...
Job DescriptionClient Service Associate
Location: Memphis, TN
Industry: Wealth Management
Salary: $60,000 to $75,000 base, plus performance-based bonus
About the Role
Our client is a comprehensive wealth management firm providing holistic financial planning and wealth management to individuals and families. The Client Service Associate supports all aspects of client service and wealth management o...
Job DescriptionClient Services & Operations Associate - Wealth Management (Westchester County)
Our client, a boutique wealth manager in Westchester County, is looking to add a Client Services & Operations Associate to their growing team. This person will play a key role in supporting high-net-worth clients, managing complex account operations, and partnering closely with a collaborative leadership...
Job DescriptionAbout Duncan Financial Group
Headquartered in Irwin, Pennsylvania – we help clients build and protect a better financial future. Our vision is to become the premier independent insurance and financial services organization that sets the standard for adding value to the lives of our clients, our employees, and our community stakeholders. At Duncan, we know that our greatest asset i...
Heeter Printing is a top 100 Employer in Pittsburgh.We are a service leader among single-source providers of complex print, direct mail, fulfillment, and digital marketing to the healthcare, pharmaceutical, casino, retail and education industries. For almost 80 years, Heeter has served marketers and other organizations by investing in the most advanced resources to ensure our facilities are equippe...
Job DescriptionClient Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will b...
Job DescriptionAbout PharmaForce
PharmaForce is a leading provider of innovative pharmacy solutions, specializing in 340B Third Party Administration (TPA) and Pharmacy Benefit Management (PBM) services. We leverage cutting-edge technology and industry expertise to help healthcare providers, payers, and patients navigate the complex landscape of pharmacy management. Our mission is to enhance patient...
Job ProfilePosition OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Premier Clie...
Client Partner Open
Client Partner Open
Job DescriptionWe are HCLTech, one of the fastest-growing large tech companies in the world and home to 219,000+ people across 54 countries, supercharging progress through industry-leading capabilities centered around Digital, Engineering and Cloud.
The driving force behind that work, our people, are diverse, creative, and passionate, raising the bar for excellence on a regular basis. We, in turn, ...
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