Client Manager

Do you like to solve problems in an engaging, collaborative, team environment? Are you excited about discovery, technical innovation, and achievement? Does working in a flexible culture with professional growth opportunities, a family friendly vibe, and smart, caring colleagues make for a great day? If so, consider an employment opportunity at Foth and join...

Client Success Manager IIILocation: Remote East Coast United States (We are open to a remote employee that can travel to prospects and clients as necessary within a specific region)US Citizenship RequiredBlueVoyant is looking for a Client Success Manager to lead our clients' Managed Security Service experience. You will be part of a fast-paced team with a...

ESSENTIAL DUTIES AND RESPONSIBILITIES: Primary expert resource and first point of contact for clients, which includes research/analysis and handling of wide variety of client questions on coverage/eligibility, contractual issues, and government reporting compliance Routine questions are delegated For new and renewal business, analyzes relevant client data...

Opening Statement Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care...

**Requisition Id**:2530**Location**:Orange County, CA, US, 92660About Edrington Edrington’s vision is to give more by crafting exceptional ultra-premium spirit brands. The Macallan is our central focus, supported by Highland Park and The Glenrothes in the fast-growing single malt category and Naked Malt in the blended malt category. Our portfolio is...

About Rockefeller Capital Management: Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations...

Description: PARS is looking for a personable, driven, growth-oriented individual to fill the fast-paced role of Client Services Coordinator. As one of the “faces of PARS,” this person will be responsible for building and retaining excellent relationships with existing clients and cultivating relationships with prospective clients. This is a dynamic...

United States - California Business management, administration and support Global Wealth Management Job Reference 287932BR City Newport Beach Job Type Full Time Your role Are you truly service oriented? Do you know how to take care of people? Were looking for a Registered Client Associate to: keep management systems up-to-date with client information educate...

TalentWealth Recruiting, a boutique financial services recruiting firm, is recruiting for an exciting opportunity. An independent RIA with over $300MM AUM based in Newport Beach, CA is hiring a Client Service Associate to their growing team. Our client is seeking a polished and organized professional with some experience in all areas of client and advisor...

Client Service Associate Do you enjoy interacting with clients, organizing documents, and learning new things? If so, we are seeking a client service associate to join our high net worth investment advisory team. In this role, you will be responsible for providing excellent service through timely and accurate administrative support across client...

United States - California Business management, administration and support Global Wealth Management Job Reference # 287932BR City Newport Beach Job Type Full Time Your role Are you truly service oriented? Do you know how to take care of people? We’re looking for a Registered Client Associate to: • keep management systems up-to-date with client...

United States - California Business management, administration and support Global Wealth Management Job Reference # 287932BR City Newport Beach Job Type Full Time Your role Are you truly service oriented? Do you know how to take care of people? Were looking for a Registered Client Associate to: keep management systems up-to-date with client information...

We are seeking a highly qualified and motivated Director, Client Success to lead our global sales team. This role will be responsible for executing our sales strategies with both net new and retained clients. The Director of Client Success will inherit an experienced Client Success team across the US with the opportunity to build/expand the team further in...

We are seeking a highly qualified and motivated Director, Client Success to lead our global sales team. This role will be responsible for executing our sales strategies with both net new and retained clients. The Director of Client Success will inherit an experienced Client Success team across the US with the opportunity to build/expand the team further in...

Are you a detail-oriented superstar who loves to stay organized and manage multiple priorities? Are you a master communicator who can explain complex information in a clear and concise way? Do you enjoy working closely with advisors and clients to deliver personalized service and solutions? Are you excited about the opportunity to work with cutting-edge...

**Responsibilities** - Monitors daily custodial alerts including cash management, account updates, trading, etc. and resolves accordingly - Records client inquires including service changes, new account opening, money movement, trading, etc. in CRM - Prepares custodian paperwork, facilitate account updates and communicates with clients on status - Meets...

**Job description** Tax & Financial Group (TFG) is a 53+ year financial services firm committed to helping our clients achieve their goals of long-term financial security. Our customized approach is designed to grow, protect, and conserve our clients’ wealth by delivering exceptional personalized service and expertise. **Primary responsibilities...

**Duties**: A. Assist new clients in rolling over assets from outside accounts and/or current employers. I. Manage all document tracking, e-filing, and client follow-up calls. B. Keeping new clients abreast of their rollover: I. Conference calls to ensure outside assets will have a smooth transition. II. Update calls with clients to answer any questions...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for...

Looking for a full-time CSR to work 4-5 days per week. The CSR is the client’s first contact when calling or visiting the practice and as such represents the professional image of the practice to callers and visitors. They answer telephones, greet clients, prepare patient files and when needed escort clients and patients to exam rooms, receive and relays...