Financial Paraplanner/Client Services Specialist

At Golden Reserve LLC, we are seeking a highly skilled Client Services Specialist to join our team. This role is a unique blend of a Paraplanner and Client Services Coordinator, offering a challenging and rewarding career in the financial services industry.The ideal candidate will have a strong background in financial services, with a minimum of two years of...

Job SummaryGolden Reserve LLC is seeking an experienced Client Services Specialist to join our team. This role combines the responsibilities of a Paraplanner and Client Services Coordinator, requiring a unique blend of skills and expertise.Key Responsibilities Manage the entire back-end client sales process, including building client Roadmaps and delivering...

Client Services Specialist Opportunity at Golden Reserve LLCGolden Reserve LLC is seeking an experienced Client Services Specialist to join our team in Sheffield Village. This role combines the responsibilities of a Paraplanner and Client Services Coordinator, offering a unique blend of skills and challenges.Key Responsibilities:Manage the back-end client...

Join Our Team as a Client Services SpecialistGolden Reserve LLC is seeking an experienced Client Services Specialist to join our team in Sheffield Village. This role combines the responsibilities of a Paraplanner and Client Services Coordinator, offering a unique blend of skills and expertise.As a Client Services Specialist, you will be responsible for...

The Financial Planning Specialist role at Huntington Bancshares, Inc. involves overseeing the financial planning experience for high-net-worth clients within the $1m to $10m segment. This position requires collaboration with internal advisors to build and present customized financial plans, ensuring alignment with clients' goals and objectives.Key...

Job Opportunity: Financial DirectorCorrigan Krause is assisting a client in their search for a part-time Financial Director. Our client has a rich history dating back to 1923 and is dedicated to promoting world peace and understanding.As the Financial Director, you will collaborate closely with the Board of Directors to develop and maintain financial...

Job Description:We are seeking a highly motivated and customer-focused individual to join our Operations and Services Group as a Client Services Representative. In this role, you will be responsible for providing exceptional service to our institutional clients, navigating transaction processing, and executing client requests. You will also be involved in...

About the Role:We are seeking a highly skilled and motivated individual to join our team as a Financial Services Coordinator. In this role, you will be responsible for providing exceptional client service and support to our clients, while also working closely with our financial advisors to help them achieve their goals.Key Responsibilities:Deliver...

Job Title: Security Specialist - Safeguard ClientsJob Summary:As a Security Specialist with Allied Universal, you will serve and safeguard clients in various industries, including Commercial Real Estate, Healthcare, Education, and Government. Your primary responsibility will be to provide exceptional customer service by carrying out safety and security...

Job DescriptionAt SPS North America Inc, we are seeking a highly skilled Client Services Manager to join our team. This is a unique opportunity to work with a leading outsourcing solutions provider, leveraging Intelligent Automation (Artificial Intelligence & Robotic Process Automation) in over 22 countries globally.The Client Services Manager will be...

Job Description:The Client Services Manager is a key role within the Client Service Management organization at Fidelity Investments. This position is responsible for the operational integrity of client plans, ensuring that all aspects of plan administration are handled efficiently and effectively.The ideal candidate will have a strong understanding of...

Job Description:The Client Services Manager is a key role within the Client Service Management, DC Plan Services organization. This position is responsible for the operational integrity of the plan, ensuring consistent operations with plan documentation and regulatory changes. The ideal candidate will have a strong knowledge of industry trends and issues, as...

Job Summary:We are seeking a highly motivated and customer-focused Financial Customer Associate to join our team. As a Financial Customer Associate, you will be responsible for providing exceptional customer service to our clients, answering their questions, and helping them achieve their financial goals.Key Responsibilities:Provide outstanding customer...

Job OverviewThe Onboarding Specialist for the Sales EI team plays a crucial role in supporting institutional relationships by serving as a point of contact for establishing and funding new accounts. This position requires a strong focus on enhancing and expanding client relationships to improve client satisfaction and provide additional opportunities or...

About the Role:Goosehead Insurance is seeking a skilled Inside Sales Specialist to join our team. As an Inside Sales Specialist, you will be responsible for giving quotes, closing leads, and retaining relationships with clients. You will also advise clients on the benefits of various policies and tailor insurance packages to meet their specific needs.Key...

Job SummaryThe Consumer Loan Servicing Specialist is responsible for the day-to-day servicing of auto and marine loans and assisting customers with consumer loan inquiries and issues.Key ResponsibilitiesEngage with customers to provide excellent customer service and respond to consumer loan inquiries related to account status, payments, and other...

About the RoleMerrill Financial Solutions Advisors play a critical role in helping clients achieve their financial goals. As a Financial Advisor, you will work closely with high-net worth clients to identify their needs, develop relationships, and provide tailored investment recommendations.Key ResponsibilitiesLeverage technology to achieve business growth...

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 of experienced financial advisors and wealth management client associates help clients pursue their life goals through a personal relationship with their advisory team...

Job SummaryAt DMS Management Solutions, we are seeking a highly skilled and experienced Financial Controller to join our team. As a key member of our financial management team, you will be responsible for overseeing all financial activities, ensuring compliance with accounting standards, and providing strategic financial guidance to support our clients'...

Job DescriptionStaff Accountant - Financial ExpertA Great OpportunityWe are a progressive CPA firm that emphasizes the use of technology to increase productivity and flexibility. Our firm is technologically advanced, and we require candidates to be comfortable working across a broad range of programs and platforms.We are seeking an experienced professional...