Client Relationship Specialist

Position: Client Relationship SpecialistType: Hybrid (3x onsite)Job Summary:A well established Wealth Management Firm is seeking a highly motivated Client Relationship Specialist to provide high-touch client service and dedicated operational support to a team of highly motivated Financial Advisors and their High-Net-Worth individual...

Position: Client Relationship SpecialistType: Hybrid (3x onsite)Job Summary:A well established Wealth Management Firm is seeking a highly motivated Client Relationship Specialist to provide high-touch client service and dedicated operational support to a team of highly motivated Financial Advisors and their High-Net-Worth individual...

Position: Client Relationship SpecialistType: Hybrid (3x onsite)Job Summary:A well established Wealth Management Firm is seeking a highly motivated Client Relationship Specialist to provide high-touch client service and dedicated operational support to a team of highly motivated Financial Advisors and their High-Net-Worth individual...

Our client is seeking a skilled Client Relationship Specialist to join the team Responsibilities: Client onboarding (preparing new account paperwork and client information-gathering) Account maintenance Assist with quarterly billing and performance reporting Work directly with third-party reconciliation providers Ensure the accuracy and reliability of...

Our client is seeking a skilled Client Relationship Specialist to join the teamResponsibilities:Client onboarding (preparing new account paperwork and client information-gathering)Account maintenanceAssist with quarterly billing and performance reportingWork directly with third-party reconciliation providers Ensure the accuracy and reliability of portfolio...

Our client is seeking a skilled Client Relationship Specialist to join the teamResponsibilities:Client onboarding (preparing new account paperwork and client information-gathering)Account maintenanceAssist with quarterly billing and performance reportingWork directly with third-party reconciliation providers Ensure the accuracy and reliability of portfolio...

The Opportunity: Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices around the world, Mesirow serves clients through capabilities spanning Global Investment Management, Capital Markets and Investment Banking, and Advisory Services. We are proud that our intentional culture results in...

The Opportunity: Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices around the world, Mesirow serves clients through capabilities spanning Global Investment Management, Capital Markets and Investment Banking, and Advisory Services. We are proud that our intentional culture results in...

The Opportunity:Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices around the world, Mesirow serves clients through capabilities spanning Global Investment Management, Capital Markets and Investment Banking, and Advisory Services. We are proud that our intentional culture results in...

The Opportunity: Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices around the world, Mesirow serves clients through capabilities spanning Global Investment Management, Capital Markets and Investment Banking, and Advisory Services. We are proud that our intentional culture results in...

Position Type: Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to...

**Job description** **Full Job Description** - Proven 3-5 years of experience in administrative and client relations support or a related field. - Proficient in MS Office (Word, PowerPoint, Excel), experience with Salesforce, ZenDesk, GDSN, Google Suite is helpful - Excellent communication skills, verbal & written - Proven ability to multitask and...

At VyStar, we offer competitive pay, an excellent benefit package that includes a 401(k) Plan, an extensive paid technical and on-the-job training program, and tuition reimbursement--available to all full and part time employees. Part time positions start at a minimum of 30 hours per week. We encourage you to become a part of VyStar Credit Union's family of...

Airshare, our people, are the reason we successfully get our customers where they need to go every day, safely and on time. We believe it takes every single person working together to get the job done while delivering best-in-class service. Whether you are a pilot, mechanic, or a member of our operations team, everyone plays a critical role in the execution...

Our law office is growing fast, and we’re searching for a full-time Client Experience Specialist to help us succeed! You’ll serve as the compassionate voice of our law firm, fielding inbound calls from prospective clients in their time of need, screening, and surveying for potential cases, and helping our lawyers manage their meetings. Must have strong...

>> Client Support Specialist Client Support Specialist Summary Title:Client Support SpecialistID:1285Location:Overland Park, KansasDescription Provide consistent WOW! service to prospects and clients in Lewer's specialty markets which include International Student Health Insurance for K-12 Schools, Individual and Study Abroad (U.S. Students Outbound)....

Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Strong client rela Client Relations, Relationship, Consultant, Spanish, Bilingual, Customer Service, Business Services

Description Position at Autocar Parts, LLC Do you want to be a Strategic Sourcing Specialist at Autocar Parts, LLC.? Can you be comfortable being uncomfortable? Are you fine with always speaking your mind? Can you lead, execute, and stay focused despite many distractions, and do the work yourself if needed? At Autocar Parts, we fight for the customer's...

Job DescriptionJob DescriptionWe are currently seeking an enthusiastic and team-oriented individual to join our Retail Team! If you are looking for a rewarding career in banking where you can shine professionally, provide superior customer service and give back to the community, consider joining Providence Bank & Trust and becoming part of our family. We are...

Job DetailsJob Location101 - Overland Park, KSPosition TypeFull-Time/Part-TimeJob ShiftDayJob CategoryRetailDescriptionBeauty Brands is hiring a Client Service Specialist who is passionate about helping others, loves beauty products, and works well in a team environment. Our associates provide excellent customer service and help drive engagement that...