Lead Advisor | Client Service Associate

Lead Advisor is a wealth management recruiting and consulting firm. This role is for one of our clients. To view other open roles, visit jobs.lead-advisor.com Client Service Operations Associate The Client Service Operations Associate will support Advisors and team members in providing excellent client care that expedites new account establishment and...

Lead Advisor is a wealth management recruiting and consulting firm. This role is for one of our clients. To view other open roles, visit jobs.lead-advisor.comClient Service Operations AssociateThe Client Service Operations Associate will support Advisors and team members in providing excellent client care that expedites new account establishment and client...

**About the Role**We are looking for a Client Service Specialist to join our team at Kestra Financial Independent Advisor. In this position, you will be responsible for providing exceptional client experience and supporting senior staff members with administrative tasks.**Key Responsibilities:**Manage client interactions, respond to phone calls, direct...

Kestra Financial Independent Advisor is seeking a skilled Operations Support Associate to join our team. As an Operations Support Associate, you will play a critical role in ensuring the smooth operation of our day-to-day activities.Job DescriptionIn this role, you will be responsible for processing account paperwork, submitting requests, and servicing...

**Job Description**Kestra Financial Independent Advisor seeks a highly skilled Financial Services Support Associate to provide exceptional client experience and support senior staff members with administrative tasks.**Key Responsibilities:**Provide administrative support, including scheduling appointments, managing correspondence, and processing...

Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...

Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...

Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...

Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...

Job Title: Associate Director - Client Growth PartnerLocation: Columbus, Ohio (Remote, with client office visits)Experience Range: 9–14 yearsJob Type: Full-TimeSalary: CompetitiveClient Industries: Manufacturing, Logistics, and ShippingFocus: Candidates with expertise in SaaS within large/medium-sized companiesStart Date: ASAPAbout Technology&Technology&...

General Description: Responsible for servicing and managing client accounts and the retention of assigned Tier 1 Premier clients. Activities include, but not limited to renewal marketing, handling client questions and requests, and annual client coverage review. Required to perform essential functions and meet service standards and Best Practices developed...

About the Role">We are seeking an experienced Investment Client Services Specialist to join our team at Northwestern Mutual. This individual will be responsible for providing exceptional operational support to our top 250 Wealth Advisors, ensuring timely and accurate delivery of investment services.">Job Summary">The Investment Client Services Specialist...

Job DescriptionSurge Staffing LLC is seeking a highly skilled Talent Advisor to join our team. As a Talent Advisor, you will be responsible for delivering exceptional customer service to clients and temporary associates, while also driving sales growth and building strong business partnerships.About the RoleThe ideal candidate will have a proven track record...

Columbus Auto Group is a reputable automotive dealership group, consisting of Chevy of Columbus, Ford of Columbus, Jeep of Columbus, Nissan of Columbus, and Stoops GMC of Muncie. We pride ourselves on providing exceptional service and a wide selection of vehicles to our valued customers. As we continue to expand, we are seeking enthusiastic and motivated...

Job DescriptionJob Description Columbus Auto Group is a reputable automotive dealership group, consisting of Chevy of Columbus, Ford of Columbus, Jeep of Columbus, Nissan of Columbus, and Stoops GMC of Muncie. We pride ourselves on providing exceptional service and a wide selection of vehicles to our valued customers. As we continue to expand, we are seeking...

Join Our Team as a Business Tax Services AdvisorWe are seeking an exceptional Business Tax Services Advisor to join our team. As a member of our team, you will work with large and small companies in various industries, developing strong working relationships with clients built on understanding their businesses and challenges.About the Role:Work on a team...

**Company Overview:** First Command Financial Services, Inc. has been helping military families achieve their financial goals since 1958. Our commitment to excellence and customer satisfaction has earned us a reputation as a trusted partner in the financial services industry.**Job Description:** As a Financial Advisor with First Command, you will have the...

Qualifications:Organized, detail oriented and ability to multi-taskStrong verbal and written communication skillsDiligent follow up skillsProficient with Microsoft OfficeProfessional and exemplifies all brand attributes of Gryphon Financial PartnersJob Accountabilities:Onboarding New ClientsClient Service and MaintenanceClient Relationship BuildingInvestment...

At Mortgage Benefits, we are seeking a Client Success Associate to play a critical role in our team. This position is responsible for fostering long-term client relationships and delivering exceptional service.The ideal candidate will have exceptional interpersonal and communication skills, with the ability to develop tailored engagement strategies to meet...

Huntington Bancshares, Inc. seeks a talented Client Relationship Manager to join our team in building strong partnerships with Advisors. As a key member of our service team, you will be responsible for the day-to-day activities and interactions between clients and our bank. In this role, you will work closely with Advisor(s) to establish, document, and...