Lead Client Service Advisor

Lead Advisor is a wealth management consulting and search firm specializing in wealth management. This role is for one of our clients in Midtown Manhattan. To view other open roles, visit jobs.lead-advisor.comAssociate Financial Representative- (Insurance Operations Focused)Our client, an award winning wealth management and financial planning practice in...

This person supports Financial Professionals (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This role may support up to 3 Financial Professionals. This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client...

Category Retail Number of Openings 1 Location Colma Full-Time/Part-Time Full-Time Exempt/Non-Exempt Non-Exempt Description The role of the store sales team is to provide a client experience consistent with the VinFast US brand and vision, engage with clients to generate brand and product excitement, and to guide clients through the process of becoming...

About Empire CATEmpire CAT is a world-renowned Caterpillar dealer, dedicated to delivering exceptional service to our clients. We pride ourselves on being a third-generation family-owned company with over 3,700 employees across 30+ locations throughout Arizona, Nevada, and Eastern California.We are seeking a highly motivated Service Advisor to join our team....

Service Advisor Role SummaryAs a Service Advisor with PREMIER AUTOMOTIVE GROUP, you will oversee service orders and the flow of the service drive to provide customers with prompt, courteous, and effective service. Your responsibilities will include the following:Providing concierge support for all owner inquiries to ensure seamless communication.Ensuring...

Onsite A leading investment advisory firm based in Oklahoma City, OK, is searching for an exceptional and dedicated Client Services Associate to join their team! This position works closely with Wealth Management Advisors to assist with the wealth management and financial planning needs of high-net-worth clients. The Client Services Associate will be...

Req ID: 446215Address: 3201 N Ameristar Dr Kansas City, MO, 64161 Benefits: * Fuel Your Growth with Love's - company funded tuition assistance program * Paid Time Off * Flexible Scheduling * 401(k) – 100% match up to 5% * Medical/Dental/Vision Insurance after 30-days * Competitive Pay * Career Development * Quarterly Bonus Program * Hiring...

Req ID: 446215Address: 3201 N Ameristar Dr Kansas City, MO, 64161 Benefits: * Fuel Your Growth with Love's - company funded tuition assistance program * Paid Time Off * Flexible Scheduling * 401(k) – 100% match up to 5% * Medical/Dental/Vision Insurance after 30-days * Competitive Pay * Career Development * Quarterly Bonus Program * Hiring...

Lead GC Contract Safety Advisor – Kansas City, KS (One Year Project at 40-45 per hours per weekThe individual in this position is responsible for the coordination and supervision of the Clients/Project Health and Safety Programs and Policies. The safety professional will work directly for the GC.MUST HAVE A DEGREE IN SAFETY - OR - BCSP CERTIFICATION - OR...

The job duties of an Auto Service Advisor may include:Greeting customers and scheduling service appointmentsCataloging customers concerns and commentsWriting service orders and descriptions of problems and repairsTranslating customers’ repair problems into standard repair terminologyExplaining repairs to customersTest-driving vehicles to confirm service...

Job SummaryYou don't settle for anything less than the best. Neither do we. Raymond James Wealth Advisors is seeking a dynamic Registered Client Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors,...

Morgan Wealth Advisory Group, a Private Wealth Advisor Practice of Ameriprise Financial is seeking a Client Service Coordinator to serve as the "Director of First Impressions" while ensuring seamless operations and outstanding service for our clients. This role requires someone who is outgoing and highly organized with a knack for making lasting first...

Britten, Inc. is a SMB, veteran-owned (VOSB), creative production house dedicated to delivering innovative signage, displays, and event branding solutions that make our customers stand out in a crowd. For 35+ years, we've leveraged our state-of-the art design, printing, fabrication, and manufacturing capabilities to propel high-impact campaigns and...

Job Title: Service Writer Job Description: Are you organized? Do you inspire your team to greatness? You are the person we are looking for.Our Service Advisor is the front line of the business from first call or greeting to final pickup. You are the voice of information and thank you after the work is complete. Your enthusiasm to help our clients feel...

Req ID: 75315Location: Oklahoma City -OKC, Dallas -DALAreas of Interest: Wealth Management Operations; Wealth ManagementPay Transparency Salary Range: Not AvailableApplication Deadline: 12/27/2024BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal...

PositionWealth AdvisorJob Code-8447req5261 Peachtree City (Wisdom Rd.)Full TimeJob DescriptionCreate your success story at Delta Community Credit Union - where opportunity meets purpose. Through our commitment to excellence, Delta Community has received numerous industry awards and earned the trust and loyalty of our employees, members and the metro Atlanta...

Morgan Wealth Advisory Group, a Private Wealth Advisor Practice of Ameriprise Financial is seeking a Client Service Coordinator to serve as the "Director of First Impressions" while ensuring seamless operations and outstanding service for our clients. This role requires someone who is outgoing and highly organized with a knack for making lasting first...

Responsibilities include working as part of a retail sales team to provide best in class customer care. The Customer Service Advisor (CSA) often begins as a Pick-n-Pull Greeter and can work their way up through Part Sales, Parts Specialist and eventually a store Sales Lead through positive work ethics and evaluations. This is a retail sales position that...

Req ID: 446215Address: 3201 N Ameristar Dr Kansas City, MO, 64161 Benefits: * Fuel Your Growth with Love's - company funded tuition assistance program * Paid Time Off * Flexible Scheduling * 401(k) – 100% match up to 5% * Medical/Dental/Vision Insurance after 30-days * Competitive Pay * Career Development * Quarterly Bonus Program * Hiring...

The Sr Client Service Associate-Registered supports the Financial Advisor (FA) in daily business administration by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position Client Service, Associate, Registered, Financial Advisor, Service, Senior, Retail