Junior Client Advisor
7 days ago
Acrisure is a global fintech leader that combines human expertise with cutting-edge technology to deliver a wide range of financial products and services to millions of businesses and individual clients. Our mission is to help clients protect and grow what matters, including insurance, reinsurance, cyber services, mortgage origination, and more.
Job SummaryAs a Junior Client Advisor at Acrisure, you will play a key role in driving revenue growth and maximizing business opportunities with our clients. You will work closely with our senior producers to identify new business opportunities, foster strong client relationships, and expand our presence in the insurance marketplace.
Key Responsibilities- Develop and execute sales plans to achieve annual objectives and drive revenue growth
- Build and maintain strong relationships with clients to understand their unique needs and challenges
- Collaborate with cross-functional teams to deliver exceptional client service and support
- Stay up-to-date with industry trends, market dynamics, and competitor activities to inform sales strategies
- Bachelor's degree in a related field, such as business administration, marketing, or finance
- Experience in financial services and/or insurance industry
- Proven track record of obtaining new clients and driving revenue growth
- Property and Casualty licensed, required or willing to obtain within 60 days of hire
Acrisure is committed to employing a diverse workforce and offers a dynamic and supportive work environment. We are an equal opportunities employer and welcome applications from all qualified candidates.
-
Junior Client Advisor
3 weeks ago
Wayne, Pennsylvania, United States Acrisure LLC Full timeAbout AcrisureAcrisure is a global fintech leader that combines human expertise with cutting-edge technology to deliver a wide range of financial products and services to millions of businesses and individual clients.We connect clients to innovative solutions that help them protect and grow their assets, including insurance, reinsurance, cyber services,...
-
Client Advisor
2 weeks ago
Wayne, Pennsylvania, United States Acrisure LLC Full timeAbout AcrisureAcrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.Job...
-
Client Advisor
1 month ago
Wayne, Pennsylvania, United States Acrisure LLC Full timeAbout Acrisure LLCAcrisure is a global financial services leader that combines the best of human expertise and cutting-edge technology to offer a wide range of financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including insurance, reinsurance, cyber...
-
Client Advisor
1 month ago
Wayne, Pennsylvania, United States Acrisure LLC Full timeAbout Acrisure LLCAcrisure is a global financial services leader that combines the best of human expertise and cutting-edge technology to offer a wide range of financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including insurance, reinsurance, cyber...
-
Investment Advisor
2 weeks ago
Wayne, Pennsylvania, United States Entrust Financial LLC Full timeJob Title: Investment AdvisorJoin Entrust Financial LLC, a leading independent, fee-only wealth management firm, as an Investment Advisor. As a key member of our team, you will be responsible for cultivating prospects, transferring and building a client base, serving current Entrust clients, and providing Portfolio Administration and Investment Committee...
-
Client Advisor
2 weeks ago
Wayne, Pennsylvania, United States Acrisure LLC Full timeAbout AcrisureAcrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.Job...
-
Senior Client Service Associate
7 days ago
Wayne, Pennsylvania, United States HighTower Advisors Full timeAbout the RoleWe are seeking a highly skilled and detail-oriented Senior Client Service Associate to join our team at Hightower Advisors. As a key member of our financial services team, you will be responsible for providing exceptional client service and support to our clients and advisors.Key ResponsibilitiesPrepare and process paperwork for client...
-
Client Service Associate
1 week ago
Wayne, Pennsylvania, United States Wedbush Securities Full timeJob Title: Registered Client Service AssociateWe are seeking a highly skilled and detail-oriented Registered Client Service Associate to join our team at Wedbush Securities. As a key member of our Financial Services division, you will provide exceptional support to our Financial Advisors and senior management team.Responsibilities:Provide sales and...
-
Client Service Representative
3 weeks ago
Wayne, Pennsylvania, United States Wedbush Securities Full timeJob Title: Registered Client Service AssociateWe are seeking a highly skilled and detail-oriented Registered Client Service Associate to join our team at Wedbush Securities. As a key member of our Financial Services division, you will provide exceptional support to our Financial Advisors and senior management team.Responsibilities:Provide sales and...
-
Client Service Specialist
2 weeks ago
Wayne, Pennsylvania, United States Mercer Advisors Full timeJob Summary:The Client Service Specialist plays a vital role in delivering exceptional client experiences and supporting the Wealth Management team in servicing high net worth clients. This dynamic role requires strong organizational, communication, and problem-solving skills to ensure seamless client interactions and operational efficiency.Key...
-
Wealth Management Professional
3 weeks ago
Wayne, Pennsylvania, United States Corient Full timeUnlock Your Potential as a Wealth AdvisorAt Corient, we're dedicated to empowering talented individuals to excel in their careers and make a meaningful impact in the lives of our clients. As a Wealth Advisor, you'll play a vital role in helping high-net-worth individuals and families achieve their financial goals and preserve their wealth for future...
-
Relationship Manager
4 weeks ago
Wayne, Pennsylvania, United States Bank of America Full timeJob Title: Relationship Manager - EGPJob Summary:We are seeking a skilled Relationship Manager to join our team at Bank of America. As a key member of our Merrill Private Wealth Management group, you will play a critical role in developing and enhancing existing client relationships.Key Responsibilities:Support the Financial Advisor team in further...
-
Relationship Manager EGP
4 weeks ago
Wayne, Pennsylvania, United States Bank of America Full timeJob Description:At Bank of America, we are committed to helping our clients achieve their financial goals through personalized service and expert guidance. As a Relationship Manager, you will play a critical role in building and maintaining strong relationships with our clients, providing them with tailored solutions to meet their unique needs.Key...
-
Loan Solutions Expert
2 weeks ago
Wayne, Pennsylvania, United States Collabera Full timeJob Title: Senior Loan Solutions SpecialistCollabera is seeking a highly skilled Senior Loan Solutions Specialist to join our team. As a key member of our financial services team, you will be responsible for managing client relationships and overseeing loan and collateral administration services.Key Responsibilities:Client Relationship Management: Develop...
-
Senior Wastewater Engineer
4 days ago
Wayne, Pennsylvania, United States Liberty Personnel Services, Inc Full timeJob OpportunityWe are seeking a highly skilled Sr Civil Wastewater Engineer to join our team at Liberty Personnel Services, Inc.About the Role:10+ years of experience in water/wastewater engineeringCivil Engineering degree with PE licenseExpertise in collections systems, pump houses, filtration systems, and storage basinsStrong client cultivation...
-
Financial Services Representative
6 days ago
Wayne, Pennsylvania, United States Acrisure LLC Full timeAbout Acrisure LLCAcrisure is a global financial services leader that combines the best of human expertise and cutting-edge technology to offer a wide range of financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including insurance, reinsurance, cyber...
-
Accounting Internship Position
3 weeks ago
Wayne, Pennsylvania, United States Wipfli Full timeAccounting Internship OpportunityAt Wipfli, we are committed to providing a dynamic and inclusive work environment that fosters growth and development for our team members. As an accounting intern, you will have the opportunity to work alongside experienced professionals and gain hands-on experience in tax and audit work.ResponsibilitiesAssist in preparing...
-
Insurance Sales Professional
1 month ago
Wayne, Pennsylvania, United States Acrisure LLC Full timeAbout Acrisure LLCAcrisure is a global financial services leader that combines the best of human expertise and cutting-edge technology to offer a wide range of financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including insurance, reinsurance, cyber...
-
Full-Time Member Experience Specialist
3 weeks ago
Wayne, Pennsylvania, United States American Heritage Credit Union Full timeJob OpportunityAt American Heritage Credit Union, we are seeking a highly skilled Full-Time Member Experience Advisor to join our team at our Wayne branch.This role provides exceptional service to members, clients, and associates, enhancing the overall member experience. The ideal candidate will proactively engage existing and prospective members with their...
-
Service Desk Support Specialist
3 weeks ago
Wayne, Pennsylvania, United States Innova Solutions Full timeService Desk Analyst Job DescriptionInnova Solutions is seeking a skilled Service Desk Analyst to join our team. As a Service Desk Analyst, you will be responsible for providing exceptional customer service and technical support to our clients.Key Responsibilities:Engage with customers through various mediums, including phone, email, and self-service portal,...