Client Service Professional

Sonen Capital, an equal opportunity employer, is committed to inclusion and diversity. We seek to ensure equal opportunity for all applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or Veteran status. As a member of our team, you will have the opportunity to work with a talented group of...

Job SummaryThe Private Wealth Management Professional will play a key role in delivering exceptional client service and support to ultra-high net worth clients. This individual will assist in developing and implementing customized solutions for clients across lifestyle management, philanthropy, investments, financial operations, and wealth...

Job SummaryThe Client Associate will play a key role in supporting our financial advisors and clients by providing exceptional administrative support and maintaining accurate records.Key ResponsibilitiesManage client accounts, including processing transactions and maintaining up-to-date records.Assist financial advisors with client meetings, presentations,...

About UsMiracle Mile Advisors is a leading independent RIA with offices across the US. Our mission is to provide exceptional financial planning and investment advice to high-net-worth families.Job ResponsibilitiesThe successful candidate will have the following responsibilities:Support advisory teams with operational and administrative tasksAct as a primary...

At Citigroup Inc., we are seeking a talented Client Services Specialist to join our team. As a developing professional role, this position integrates in-depth specialty knowledge with a solid understanding of industry standards and practices. The successful candidate will demonstrate good understanding of how the team and area integrate with others in...

We are seeking an experienced Cath Lab Technologist to join our team at Edgemont Healthcare Staffing, a leading provider of healthcare staffing solutions. As a highly skilled Interventional Cardiology professional, you will have the opportunity to work with a talented team of clinicians and healthcare professionals in San Francisco, California.Job...

Job DescriptionAs a Sourcing and Lead Generation Professional, you will be responsible for identifying and recruiting top talent to join our network of over 1.5 million Guidepoint Advisors. You will work closely with project managers to understand client needs and develop strategies to satisfy those needs. This role requires excellent communication and...

About the JobThe Licensed Client Service Associate is a developing professional role integrating in-depth specialty knowledge with a solid understanding of industry standards and practices. As a key member of our team, you will be responsible for delivering exceptional client service and supporting the growth of our wealth management business.Key...

About the RoleAt CIBC, we're seeking a talented Financial Services Professional to join our team. This is an excellent opportunity to build a rewarding career in a dynamic and inclusive work environment.Key Responsibilities:Execute complex transactions to support high net worth client portfoliosResearch and resolve client inquiries and issuesProvide...

Unlock a World of PossibilitiesAs an Autonomous Client Service Professional with Global Elite, you'll have the freedom to create your own schedule and live the life you've always imagined. Enjoy health insurance reimbursements, all-expenses-paid trips to exciting destinations, and a salary that reflects your hard work.Why Choose This Role?Be Your Own Boss:...

We Believe: AI will usher in a new era of human creativity, thinking, and innovation. Our generative AI platform is purpose-built to drive these outcomes for our customers, giving them the ability to design and create high-impact, high-leverage AI workflows that power their business.The Role: As the Head of Client Outcomes, you will be tasked with developing...

About Northern Trust:Northern Trust is a globally recognized financial institution that has been in continuous operation since 1889, providing innovative services and guidance to successful individuals and institutions. With over 130 years of financial experience and more than 22,000 partners, we serve the world's most sophisticated clients using leading...

About the RoleWe are seeking a highly organized and detail-oriented individual to serve as our Receptionist. This role requires strong communication skills, ability to work independently, and a commitment to ensuring the highest level of customer service to our clients and visitors. As a member of our team, you will play a critical role in maintaining the...

Company OverviewMiracle Mile Advisors is a nationally-ranked investment advisory firm with a strong presence in the US. We provide sophisticated financial planning and investment advice to high-net-worth families.Job SummaryWe are seeking a highly motivated Senior Client Service Associate to join our Client Service team in Sausalito, CA. The successful...

Sonen Capital is seeking a motivated and detail-oriented Operations and Client Service Associate to join our team. As an Operations and Client Service Associate, you will be responsible for providing exceptional client service and assisting in several operational functions, including working with 3rd party fund administrators, assisting with subscription,...

We are seeking an experienced Client Manager, Commercial Lines to join our team at EPIC Brokers. In this role, you will have the opportunity to work with clients, develop and implement business strategies, and build relationships with producers and account executives. Our ideal candidate will have a strong understanding of property casualty lines of coverage...

Customer Service Role at Protocol LabsWe are seeking a skilled Customer Service Representative to provide exceptional support to our customers. As the first point of contact, you will be responsible for delivering prompt and accurate information and assistance.About the Job:This is a customer-facing role where you will interact with clients via phone, email,...

We are seeking a highly motivated and compassionate individual to join our team as a part-time veterinary client services assistant in San Francisco. In this role, you will be responsible for coordinating appointments, managing client communication, and maintaining accurate records. You will work closely with our team of experienced veterinary professionals...

At Equitable Advisors LLC, we're driven by a mission to help our clients secure their financial well-being. As a Wealth Management Associate, you'll play a crucial role in delivering customized financial strategies to our clients. We strive to deliver amazing customer experiences while building long-term relationships that emphasize trust, guidance, and...

Job Overview:HealthEcareers is seeking an experienced travel nurse RN to join their team in San Francisco, California. As a key member of the healthcare team, you will be responsible for delivering high-quality patient care and providing exceptional service.Job Requirements:This 13-week assignment offers a unique opportunity to work with a prestigious...