Client Relationship Advisor

Job Title: Client Relationship ManagerAt First National Bank of Pennsylvania, we are seeking a skilled Client Relationship Manager to join our team. As a Client Relationship Manager, you will be responsible for developing and maintaining strong relationships with our clients, identifying their financial needs, and providing personalized banking...

About the JobSenior Tax Advisor Needed in CyberCodersWe're looking for an experienced and skilled Senior Tax Advisor to join our team. As a key member of our tax department, you will play a critical role in providing high-quality tax services to our clients.Key Responsibilities:Deliver exceptional tax expertise to clients by preparing and reviewing complex...

About the PositionWe are looking for a skilled Business Development Advisor to join our team at Coastal Credit Union. As a Business Development Advisor, you will be responsible for identifying and pursuing new business opportunities, building relationships with existing clients, and providing exceptional customer service.Salary Estimate: $60,000 - $80,000...

OverviewThe Wealth Portfolio Advisor plays a vital role in helping our clients achieve their financial goals. This involves working closely with Premier Bankers and branch partners to understand each client's unique financial situation and provide tailored investment solutions.Responsibilities:Sales: Promote investment products through sales outreach and...

About the PositionThe Account / Project Manager at VisionPoint Marketing is a hybrid role, combining responsibilities of account management and project management for client accounts. As a key member of our team, you will work closely with internal teams to efficiently facilitate projects, while maintaining strong relationships with our assigned clients.Key...

Life Insurance Sales RepresentativeWe are seeking a talented and motivated individual to join our team as a Commissions-Based Financial Advisor. In this role, you will have the opportunity to work from home with a dynamic company that is passionate about providing exceptional customer service and driving business growth.Job Summary:As a key member of our...

We are a revolutionary insurance technology and distribution platform that is disrupting the industry. Our innovative, paperless underwriting process enables us to issue policies in under one minute, making us one of the top distributors of digital life insurance policies globally. With an in-house marketing team generating over 20,000 exclusive client...

About UsAt Griffin Agency, we're revolutionizing the life insurance industry with cutting-edge technology and business systems that create seamless experiences for clients and empower our advisors.We've developed a paperless, data-driven underwriting process that enables us to issue policies in under one minute. As a leading distributor of digital life...

Job OverviewWe are seeking an experienced Fintech Relationship Strategist to support our Tier 1 acquirer base in the Americas region. In this role, you will be responsible for managing and growing relationships with our highest-value clients, ensuring their success, retention, and satisfaction.Main Responsibilities:Client Onboarding & Provisioning: Oversee...

Job OverviewAs a Beauty Advisor at Sephora, you will play a key role in creating personalized beauty experiences for our clients. This dynamic position requires someone who is passionate about beauty and committed to delivering exceptional client service.Key ResponsibilitiesDevelop deep understanding of clients' beauty goals and preferencesDemonstrate...

Financial Advisor OpportunityAre you passionate about building enduring client relationships and providing comprehensive financial guidance? Sagient, a leading firm dedicated to cultivating long-term partnerships, is seeking a dynamic individual to join our team.We offer a compensation package with unlimited earning potential, based on performance. Our...

Sales and Relationship Growth Executive at PNC Bank Corp.Job Summary:Grow sales, revenue, and market share with existing clients in a book of businessSet and direct relationship management activities to achieve relevant sales goalsWork with clients with advanced levels of banking expertiseWe estimate that this role can command a salary of around $115,000 per...

Job OverviewMortgage Benefits is seeking a skilled Client Growth Coordinator to join our team. This role offers a unique opportunity for growth and development in a client-centered environment.Compensation PackageWe offer a performance-based pay structure with high earning potential and no income ceiling, making this an attractive option for motivated...

PNC Bank Corp. is looking for a Client Engagement Specialist to help grow sales and revenue with our existing clients.This is an exciting opportunity for a highly motivated and results-driven individual to join our sales team and contribute to the growth of our business.The ideal candidate will have a proven track record in sales and relationship management,...

About Envestnet We are a leading independent provider of technology-enabled investment and practice management solutions to financial advisors. Our platform addresses their front, middle, and back-office needs while helping them grow their businesses and expand client relationships. Envestnet's mission is to empower advisors and financial service providers...

About the PositionAlchemy Financial Group is looking for an experienced Insurance Agent to sell policies, handle claims, and maintain client relationships. The estimated annual salary for this role is $65,000-$85,000.This is a fantastic opportunity for a skilled sales professional to excel in a dynamic environment. Key responsibilities include:Identifying...

Job DescriptionThe Customer Service Representative will be responsible for establishing and maintaining positive relationships with our clients, providing prompt and accurate responses to their inquiries, and using a customer-focused approach to educate them about insurance options. This is a rewarding role that requires strong communication and...

About UsLocal Government Federal Credit Union is a dynamic organization that prioritizes the success and wellbeing of its employees. We strive to create a healthy environment where every individual contributes to our goal of prosperity for all.The PositionWe are seeking an experienced Civic Financial Service Advisor to provide superior member experience....

Are you looking for a challenging and rewarding role as a Client Engagement Representative with First Citizens Bancshares, Inc.? We have an exciting opportunity for you!This hybrid role involves working both in and out of the office, providing exceptional customer service, and driving business growth through strategic partnerships.A salary of $55,000 -...

We are looking for a Client Development Associate to join our team at First National Bank of Pennsylvania. As a key member of our Retail division, you will be responsible for developing new business relationships with customers, growing existing relationships, and contributing to the overall growth of the Bank.Your primary responsibilities will include...