Wealth Management Client Associate

The Registered Client Services Associate plays a crucial role in delivering exceptional service to clients while collaborating closely with the Banker teams. This position requires a blend of specialized knowledge and a comprehensive understanding of industry standards and practices.Key Responsibilities:Provide wealth management services to clients under the...

Job OverviewAt MassMutual Greater Los Angeles, we are committed to demystifying the intricacies of wealth management for our clients. Our mission is to support them in realizing their financial aspirations, ensuring security for their families, and enhancing the overall prosperity of their communities.We are currently in search of a Wealth Manager who will...

Position OverviewAt MassMutual Greater Los Angeles, we are committed to demystifying the intricacies of wealth management for our clients. Our mission is to support them in reaching their financial aspirations, ensuring their families' security, and enhancing the overall prosperity of their communities.We are in search of a Wealth Manager who will be...

The Client Services Associate is an evolving professional position that combines extensive specialized knowledge with a comprehensive understanding of industry standards and practices. This role requires a solid grasp of how the team and area collaborate with others to achieve the objectives of the job family. The associate will utilize analytical skills and...

About the RoleWe are seeking an experienced sales professional to join our Sales Team at Addepar. As an Account Executive, you will play a critical role in growing our presence in the finance industry by developing strategic sales plans, managing lead qualification, and generating new relationships within named accounts.Key ResponsibilitiesDevelop and...

About the RoleThe Client Services Associate is a key professional role within Citigroup Inc. that integrates in-depth financial knowledge with a solid understanding of industry standards and practices. This position requires a strong analytical mindset, excellent communication skills, and the ability to work effectively in a team environment.Key...

Job DescriptionThis is a full-time on-site role for a Client Advisor at CH Jewelers/ TimeVallée in Arcadia, CA. The Client Advisor will be responsible for client relations, ensuring customer satisfaction, effective communication, customer service, sales assistance, and maintaining interpersonal communications with clients.Key Responsibilities:Act as a...

Position OverviewLHH Recruitment Solutions is in search of a bilingual Client Engagement Specialist (CES). The CES plays a pivotal role in fostering positive interactions with potential clients through telephone communication. This position involves educating clients about various HealthPlan offerings and guiding them through the enrollment process via phone...

Position: Member Service RepresentativeType: ContractCompensation: $17.00 per hourJob Overview:The Member Service Representative serves as the primary liaison, engaging with members, potential members, healthcare providers, brokers, and vendors. A successful candidate in this role is expected to be courteous, efficient in problem-solving, and dedicated to...

Company Overview:Bethel Farms LLLP is a renowned agricultural enterprise, family-owned and dedicated to delivering exceptional service. We are currently in search of a dedicated Customer Experience Representative who possesses strong interpersonal skills and a knack for problem-solving to become part of our esteemed team. Role Overview:This position is...

Job OverviewPOSITION SUMMARYIn this role, you will operate under guidance and adhere to established protocols and branch practices to deliver exceptional customer service support, encompassing the following responsibilities:KEY RESPONSIBILITIESProcess deposits and withdrawals, cash checks, manage loan payments, and facilitate outgoing wire transfers; handle...

Job SummaryWe are seeking a highly skilled and experienced Hotel Operations Manager to join our team at Arbor Lodging Management. As an Assistant General Manager, you will play a key role in the day-to-day operations of our hotel, ensuring that our guests receive exceptional service and that our hotel meets the highest standards of quality and...

Company Overview:Bethel Farms LLLP is a renowned agricultural enterprise that is family-owned and operated. We are on the lookout for a dedicated and service-oriented Customer Experience Representative who possesses exceptional interpersonal and problem-solving abilities to become a part of our team. Role Overview:This position is perfect for individuals who...

Company Overview:Bethel Farms LLLP is a family-owned leader in the agricultural sector, dedicated to providing exceptional service and fostering a supportive workplace.Position Summary:We are looking for a dedicated Customer Experience Representative who possesses strong interpersonal skills and a knack for problem-solving. This role is perfect for...

Position OverviewUnited Talent Agency is in search of a skilled Associate to become a vital member of its Sales Operations division. This role is essential for ensuring seamless accounting processes related to agent assignments.The Associate will report directly to the Sales Operations Manager of the designated department.Key ResponsibilitiesThe Sales...

Job description Our purpose – Opening up a world of opportunity – explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We're bringing together the people, ideas and capital that nurture progress and growth, helping to create a...

Overview:Are you looking to elevate your career in the automotive sector? Do you have a keen interest in high-end vehicles? We are excited to expand our team!JOIN OUR DYNAMIC TEAMRusnak Auto Group stands as a prominent figure in the automotive landscape, renowned for our exceptional service across Southern California. With a legacy spanning over sixty years,...

Join Our Esteemed Team Are you looking to elevate your career? If you possess a strong affinity for high-end automobiles, we invite you to explore this opportunity with us. About Us: Rusnak Auto Group stands as a prominent name in the automotive sector, renowned for our exceptional service and commitment to excellence. Role Overview: As a Client Services...

About the RoleWe are seeking an experienced sales professional to join our Sales Team at Addepar. As an Account Executive, you will play a critical role in growing our presence in the finance industry by developing strategic sales plans, managing lead qualification, and generating new relationships within named accounts.Key ResponsibilitiesDevelop and...

Job OverviewPosition: Personal Banker / Senior Personal BankerDepartment: Premier Consumer & Retail Branch BankingFLSA Status: Full Time/Non-ExemptReports to: Team Leader of Point of Service and Sales (POSS)Location: VariousSeniority Level: Entry OR Mid-Senior LevelEmployment Type: Full TimeSalary: $20.00 to $30.00/ hour; $41,600 to $62,400 a year. Exact...