Experienced Client Service Advisor

Job Description:The Client Service Administrator will be responsible for providing exceptional client service and support to our clients and advisors. This role will involve servicing the existing client base with all service requests, including beneficiary changes/withdrawals, incoming client service calls, database management, and client appointment...

Job SummaryWe are seeking a highly skilled and experienced Administrative Assistant to support our team of Financial Advisors at Upstream Investment Partners, LLC.This role offers significant growth potential within the firm and is ideal for individuals with a strong background in financial services and excellent communication skills.Key...

Job SummaryWe are seeking a highly skilled and experienced Administrative Assistant to support our team of Financial Advisors at Upstream Investment Partners, LLC.This role offers significant growth potential within the firm and requires a strong background in financial services, including knowledge of various investment account types and experience with...

We are a dedicated financial services team seeking an in-person team member to enhance our operations. The Financial Planner Associate role is essential for client service, reporting directly to the Financial Professional, and plays a pivotal role in optimizing the FinPro's time. This position requires exceptional customer service and problem-solving...

About the RoleWe are seeking a highly skilled and experienced Private Client Advisor II to join our team at Bank of America. As a key member of our Private Bank, you will be responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals.Key ResponsibilitiesLead...

Position Overview Your role is to empower our team and clients. Are you recognized for your organizational skills? Do you thrive in both independent and collaborative environments? Is creating daily task lists second nature to you? If so, the position of Senior Financial Advisor Assistant could be a perfect fit for you. At Frost, we believe in more than just...

Position Overview Your role is to empower our team. Are you recognized for your organizational skills? Do you thrive in both independent and collaborative environments? Is creating daily task lists second nature to you? If so, the position of Senior Financial Advisor Assistant could be a perfect fit for you. At Frost, we believe in more than just employment;...

Position Overview Your role is to empower our team. Are you recognized for your organizational skills? Do you thrive in both independent and collaborative environments? Is creating daily task lists second nature to you? If so, the Senior Financial Advisor Assistant position could be an excellent fit for you. At Frost, we believe in more than just employment;...

Job SummaryWe are seeking a highly skilled and customer-focused Service Advisor to join our team at Lamb's Tire & Automotive. As a Service Advisor, you will play a critical role in promoting our products and services, providing exceptional customer service, and driving sales growth.Key Responsibilities:Customer Service: Greet customers in a professional and...

Job OverviewCapitol Services is in search of a skilled Corporate Client Service Specialist to enhance our dedicated team.Established in 1978, Capitol Services has emerged as a premier provider of services tailored for legal and financial professionals across the nation. Our objective is to deliver exceptional, high-quality service to our clients while...

About the RoleWe are seeking a highly skilled and experienced Private Wealth Advisor to join our team at BOK Financial. As a Private Wealth Advisor, you will be responsible for developing and maintaining relationships with high net worth individuals, families, trusts, and similar entities.Key ResponsibilitiesDevelop and expand client relationships through...

Position Overview:The role of the Customer Success Specialist at 3rd Eye Environmental Solutions Group is crucial in enhancing client retention and promoting upselling opportunities by ensuring a high level of customer satisfaction.This position is responsible for cultivating and sustaining long-term business relationships, acting as an internal advocate and...

Job OverviewPosition: Junior Wealth Management AdvisorAs a Junior Wealth Management Advisor, you will work closely with experienced wealth management professionals to provide tailored financial solutions to affluent clients. Your responsibilities will include assisting in client relationship development, conducting portfolio assessments, and engaging in...

About the RoleWe are seeking a highly skilled Tax Advisor to join our team at H&R Block. As a Tax Advisor, you will play a critical role in providing expert tax guidance and support to our clients.Key ResponsibilitiesBuild and maintain strong relationships with clients to understand their tax needs and provide personalized solutions.Conduct tax interviews...

Company Overview:3rd Eye Environmental Solutions Group is a leader in the solid waste and recycling sector, representing renowned brands such as Heil Environmental, Marathon, Bayne, The Curotto-Can, Soft-Pak, and Parts Central. Our commitment to 'Improving Lives' drives our efforts to positively impact both the marketplace and the communities we...

The Service Advisor sells and schedules needed service work in the service department.Prior to the start of a repair job, determines the correct part numbers on repair orders and helps the parts department pull and post the appropriate partsMaintains and wears all required safety and health personal protective equipment, including respirator, in the manner...

About the RoleWe are seeking a highly skilled Insurance Sales Professional to join our team at Watkins Insurance Group. As an Insurance Advisor, you will be responsible for developing new business opportunities and cultivating relationships with clients to provide them with tailored insurance solutions.Key ResponsibilitiesBusiness Development: Identify and...

Client Service AdministratorAre you eager to leverage exceptional client service abilities while engaging with clients on a daily basis? If you thrive on building lasting relationships, embracing challenges, and delivering outstanding administrative assistance, we would like to connect with you.Our dynamic financial organization, REAP Financial Group, LLC,...

Job OverviewPosition Title: Financial Services RepresentativeThe Financial Services Representative is responsible for delivering tailored financial advice and solutions to clients, guiding them through a variety of financial products and services. This position focuses on cultivating robust client relationships, providing knowledgeable counsel on banking,...

Position OverviewJob Title: Investment AdvisorThe Investment Advisor offers customized financial counsel and support to clients, assisting them in reaching their financial aspirations. This position entails evaluating clients' financial circumstances, crafting detailed financial strategies, and suggesting investment alternatives. The Investment Advisor also...