Client Advisor

Job DescriptionMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of...

Job Title: Account Executive - Entertainment Business Management HybridWe are seeking an experienced Account Executive to join our Entertainment Specialty Group. The successful candidate will work closely with business managers to service client accounts, manage the renewal and marketing process, and maintain relationships with carrier and client...

Job DetailsLevelEntryJob LocationCerity Partners OfficePosition TypeFull TimeEducation Level4-year degree or aboveSalary Range$60,000 - $70,000 per yearJob CategoryFinanceWe are seeking a highly detail-oriented and organized Client Service Associate to join our team at Cerity Partners. As a Client Service Associate, you will play a critical role in...

About Equitable Advisors LLCAt Equitable Advisors LLC, we are driven by our mission to help our clients secure their financial well-being and pursue long and fulfilling lives. Our team of Financial Professionals comes from diverse backgrounds, united by a passion for making a positive impact on the futures of individuals and businesses.Our ValuesWe value and...

Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team specializes in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.We...

About the RoleThis is an exciting opportunity to join our team as a Merrill Financial Solutions Advisor. As a key member of our wealth management team, you will be responsible for working with high-net worth clients to identify their financial needs and develop personalized investment strategies.Key ResponsibilitiesLeverage technology to achieve business...

We are seeking a highly skilled Trust Funding Coordinator to join our esteemed estate planning law firm, Hermance Law.The ideal candidate will be the first point of contact for clients and visitors, ensuring a positive and welcoming experience.The Trust Funding Coordinator will handle a variety of administrative tasks, including communications with clients,...

 Company OverviewCBM Estate & Trust Law is a reputable law firm committed to supporting the professional growth of our team members.We prioritize providing outstanding service and seek dedicated individuals who are ready to advance their careers in a dynamic setting. Job SummaryWe are seeking an Estate Planning Attorney - Strategic Asset Preservation...

Job SummaryThe Senior Manager, Service Desk is responsible for overseeing all Service Desk staff and ensuring that end users receive the appropriate assistance. This includes managing all procedures related to identification, prioritization, and resolution of incidents, including monitoring, tracking, and coordination of Service Desk functions. The ideal...

Job Title: Senior Manager Service DeskJob Summary:We are seeking a highly experienced Senior Manager Service Desk to oversee all Service Desk staff and ensure that end users receive the appropriate assistance. The ideal candidate will have a proven track record of managing Service Desk organizations, including budgetary responsibilities, and possess...

Job SummaryAs an Associate Team Leader at Block Advisors, you will play a vital role in supporting our retail offices during tax season. Your primary responsibility will be to ensure that our clients receive exceptional service and that our tax offices operate smoothly and efficiently.You will work closely with our Multi-Unit Team Leader to provide daily...

Unlock Your Potential as a Seasoned Insurance ProfessionalAre you a licensed insurance consultant seeking career growth in Greater Los Angeles? The Fadil Group of Northwestern Mutual is looking for experienced professionals to join our team. As a seasoned insurance professional, you will have the opportunity to work with a cohesive group of ambitious...

About UsAt Recruiting from Scratch, we're on a mission to transform private M&A deal-making by eliminating administrative work done by deal teams and their advisors.We're a talent firm that focuses on placing the best candidate for our clients, working with teams across North America, South America, and Europe to help them hire.Our AI-first product is being...

Job SummarySpieldenner Financial Group is a leading insurance organization with a focus on providing exceptional service to our clients. We are seeking a highly motivated and results-driven Client Advisor to join our team.The ideal candidate will have a strong passion for helping others and a desire to succeed in a fast-paced sales environment. As a Client...

At . Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front...

Sr. Manager, Service DeskLocation: Simi Valley CADuration: 3-6 months contract to PERM with CLIENT100% On-Site Work – Must be within 1 hour commute to Simi ValleySummary:The primary role of the Senior Manager, Service Desk is to oversee all Service Desk staff and ensure that end users are receiving the appropriate assistance. This includes the...

Sr. Manager, Service DeskLocation: Simi Valley CADuration: 3-6 months contract to PERM with CLIENT100% On-Site Work – Must be within 1 hour commute to Simi ValleySummary:The primary role of the Senior Manager, Service Desk is to oversee all Service Desk staff and ensure that end users are receiving the appropriate assistance. This includes the...

Sr. Manager, Service DeskLocation: Simi Valley CADuration: 3-6 months contract to PERM with CLIENT100% On-Site Work – Must be within 1 hour commute to Simi ValleySummary:The primary role of the Senior Manager, Service Desk is to oversee all Service Desk staff and ensure that end users are receiving the appropriate assistance. This includes the...

Sr. Manager, Service DeskLocation: Simi Valley CADuration: 3-6 months contract to PERM with CLIENT100% On-Site Work – Must be within 1 hour commute to Simi ValleySummary:The primary role of the Senior Manager, Service Desk is to oversee all Service Desk staff and ensure that end users are receiving the appropriate assistance. This includes the...

Sr. Manager, Service DeskLocation: Simi Valley CADuration: 3-6 months contract to PERM with CLIENT100% On-Site Work - Must be within 1 hour commute to Simi ValleySummary:The primary role of the Senior Manager, Service Desk is to oversee all Service Desk staff and ensure that end users are receiving the appropriate assistance. This includes the responsibility...

Job Description:We are seeking a skilled Financial Advisor to join our team at Fidelity Investments. As a Financial Advisor, you will work closely with clients to understand their financial goals and develop personalized investment strategies to help them achieve their objectives.The Expertise We're Looking For:FINRA Series 7 & 63 required prior to...

Job Opportunity at Trajan Wealth LLCAt Trajan Wealth LLC, we are seeking a seasoned Financial Advisor to join our team. As one of the fastest-growing Registered Investment Advisor (RIA) firms in the nation, we are expanding our footprint into the Las Vegas area.We pride ourselves on our commitment to excellence and fiduciary responsibility. Our integrated...

If you find yourself contemplating the meaning of your work, it may be time for a change. A job, at best, allows one to offer a service of value in return for compensation. A calling, on the other hand, is a reason to get up in the morning, to bring meaning and satisfaction to your life – and that of everyone you touch.As a Lenox Advisor, you will work...

Job SummaryCitizens is seeking a Private Client Relationship Manager to join our team. As a key member of our Private Client Group, you will be responsible for acquiring, broadening, deepening, and retaining affluent and high-net-worth relationships. You will engage directly with our clients to exceed their expectations by thinking long term, always doing...

Job Summary: We are seeking an experienced Client Services Advisor to join our team at Randstad US. As a Client Services Advisor, you will be responsible for handling client service and claims for customer insurance plans. This role will consist of answering service and claim calls in a fast-paced environment with the ability to problem solve, complete...

About This RoleMerrill is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. As a Financial Solutions Advisor with Merrill, you will play a key role in helping clients pursue their goals through personalized investment advice and guidance.Your ResponsibilitiesAs a Financial...

Sr. Manager, Service DeskLocation: Simi Valley CADuration: 3-6 months contract to PERM with CLIENT100% On-Site Work – Must be within 1 hour commute to Simi ValleySummary:The primary role of the Senior Manager, Service Desk is to oversee all Service Desk staff and ensure that end users are receiving the appropriate assistance. This includes the...

Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in...

About the Role:We are seeking a highly skilled Senior Financial Solutions Advisor to join our team in the Greater Southern Texas Region. As a Senior Financial Solutions Advisor, you will be responsible for providing comprehensive financial advice and guidance to our clients, helping them achieve their financial goals and live their best financial lives.Key...

Sr. Manager, Service DeskLocation: Simi Valley, CA - OnsiteDuration: Contract-to-HireStart Date: ImmediateU.S. Citizen, U.S. Permanent Resident (Green Card holder) or asylee/refugee status as defined by 8 U.S.C. 1324b(a)(3) required. Summary The primary role of the Senior Manager, Service Desk is to oversee all Service Desk staff and ensure that end users...

Sr. Manager, Service DeskLocation: Simi Valley, CA - OnsiteDuration: Contract-to-HireStart Date: ImmediateU.S. Citizen, U.S. Permanent Resident (Green Card holder) or asylee/refugee status as defined by 8 U.S.C. 1324b(a)(3) required. Summary The primary role of the Senior Manager, Service Desk is to oversee all Service Desk staff and ensure that end users...

Sr. Manager, Service DeskLocation: Simi Valley, CA - OnsiteDuration: Contract-to-HireStart Date: ImmediateU.S. Citizen, U.S. Permanent Resident (Green Card holder) or asylee/refugee status as defined by 8 U.S.C. 1324b(a)(3) required. Summary The primary role of the Senior Manager, Service Desk is to oversee all Service Desk staff and ensure that end users...

Sr. Manager, Service DeskLocation: Simi Valley, CA - OnsiteDuration: Contract-to-HireStart Date: ImmediateU.S. Citizen, U.S. Permanent Resident (Green Card holder) or asylee/refugee status as defined by 8 U.S.C. 1324b(a)(3) required. Summary The primary role of the Senior Manager, Service Desk is to oversee all Service Desk staff and ensure that end users...