Client Partner, Financial Services

Job Description Infosys is seeking a Client Partner for its Financial Services vertical. The person will lead all client interfaces within the assigned account scope and along with the Senior Client Partner / Group Managers build an account plan for the client management. Usually, the Client Partner handles a single account or part of a large account with a...

**Job Summary:**We are seeking a highly skilled Client Service Associate to join our team at Providence Financial and Insurance Services, Inc. This role is critical in maintaining our commitment to excellent service delivery by interacting with clients in an unlicensed capacity to address and resolve their needs efficiently.**Responsibilities:**Client...

Job DescriptionJob DescriptionJob Description: We are seeking a Customer Service Manager to join our dynamic team in the financial services sector. This role is critical in maintaining our commitment to excellent service delivery by interacting with clients in an unlicensed capacity to address and resolve their needs efficiently.Responsibilities:Communicate...

As a Financial Advisor Associate at Providence Financial and Insurance Services, Inc., you will play a key role in helping us achieve our mission of delivering exceptional service to our clients.You will be responsible for conducting presentations, building rapport with prospects, and creating trusting relationships that drive client acquisition.The role...

**Job Description:**We are seeking a highly skilled Client Service Associate to join our team at Providence Financial and Insurance Services, Inc. This role is critical in maintaining our commitment to excellent service delivery by interacting with clients in an unlicensed capacity to address and resolve their needs efficiently.**Key...

Job DescriptionJob DescriptionFinancial Professional - RepresentativeA financial professional who helps clients and business achieve their financial goals by providing advice and solutions. They act as a liaison between clients and financial institutions and have a thorough understanding of financial products and services such as, insurance and retirement...

Company Overview:Providence Financial and Insurance Services, Inc. is a thriving financial planning and insurance firm that values excellence and growth. Our team is committed to providing top-notch financial services to our clients.Salary and Benefits:Competitive annual salary: $50,000 - $55,000 plus bonusesGenerous benefits package, including paid...

Job OverviewWe are a fast-paced yet friendly small privately-owned firm looking for a skilled New Account Specialist to join our team.About the Role:This position involves efficiently opening new accounts for clients, adhering to all regulatory and compliance standards.You will provide exceptional assistance in the money transferring process between various...

Job DescriptionAt 49 Financial, we’re passionate about developing the next generation of leaders in the financial services industry. As a comprehensive financial planning firm with nine offices spanning coast to coast, we implement our motto, “Two are Better than One,” in everything we do. We operate through a collaborative, team-based...

Company OverviewBeverly Financial Group is a dynamic organization driven by a vision of making a lasting impact on individuals and communities. Our team of advisors plays a vital role in helping clients achieve financial security, empowering them through education, motivation, and consistent support to reach their goals and improve their lives tenfold.

Job DescriptionAt 49 Financial, we’re passionate about developing the next generation of leaders in the financial services industry. As a comprehensive financial planning firm with nine offices spanning coast to coast, we implement our motto, “Two are Better than One,” in everything we do. We operate through a collaborative, team-based...

Job DescriptionAt 49 Financial, we’re passionate about developing the next generation of leaders in the financial services industry. As a comprehensive financial planning firm with nine offices spanning coast to coast, we implement our motto, “Two are Better than One,” in everything we do. We operate through a collaborative, team-based...

**Job Locations:** **Los Angeles, CA; Seattle, WA** **Job description:** Capgemini Client Partners are experienced in managing mid-sized to large global or regional accounts, are seen as a trusted advisor by the client, and have group responsibility towards the client. Client Partners are proficient in developing and maintaining long-term relationships with...

Company OverviewWe are Providence Financial and Insurance Services, Inc., a dynamic financial advisory firm committed to delivering exceptional service in a positive work environment. Our company culture prioritizes fostering growth opportunities and comprehensive benefits for our employees.We strive to provide a great company culture that encourages...

Are you a highly motivated and organized individual looking for a challenging role in financial services? As an Account Operations Manager at United States X Advisors California, you will be responsible for overseeing the financial operations of client companies, ensuring timely and accurate delivery of services. Your role will involve supervising and...

Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Using a holistic planning approach, Pure Financial manages over $6.29 billion in assets (as of March 25, 2024) and services clients across the nation. We are headquartered in...

Director of Corporate Systems Location: Los Angeles, CA Full-Time Employment with CLIENT Hybrid Role The RoleClient is seeking a Director of Corporate Systems as a full-time position responsible for implementing and operating best in class solutions within employee support functions such as Security, Facilities, and Human Resources. In this role the...

Client Onboarding ProfessionalWe are seeking an experienced New Account Specialist to join our dynamic financial services team as a Client Onboarding Professional.About the Position:This role involves working closely with clients to gather required documentation and verify their information for account setup.Efficiently opening new accounts for clients,...

Senior Client Partner, Mid-Market (Services) Reddit is a community of communities. It’s built on shared interests, passion, and trust and is home to the most open and authentic conversations on the internet. Every day, Reddit users submit, vote, and comment on the topics they care most about. With 100,000+ active communities and approximately 97M+ daily...

Unlock the Potential of Human CreativityJob DescriptionSell what you love. For us and millions of users across the globe, that's Spotify. Join our fast-growing team as a Client Partner and help shape the way the world experiences music and podcasts.We are seeking an outstanding Associate Client Partner to join our Emerging & Scaled Sales team. This role...