Senior Client Services Professional

About the PositionThis senior leadership role requires a seasoned professional to oversee multiple projects and clients across various industries. As a Senior Account Executive, you will provide expert guidance to junior team members, collaborate with strategy partners, and develop innovative solutions to meet client needs. You will also be responsible for...

As a Senior Client Service Specialist at Oppenheimer & Co., you will play a critical role in supporting Financial Advisors in sales, marketing, and day-to-day operations of our growing wealth management practice. This position requires strong interpersonal and organizational skills, ability to maintain confidentiality, and work effectively in a pressurized...

Company OverviewOppenheimer & Co. Inc. is a leading middle-market investment bank and full service broker-dealer with roots tracing back to 1881. The Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking, equity & fixed income research,...

Unlock Your Potential as a Senior Client Development Manager at WilmerHaleJob Description:We are seeking an experienced and results-driven Senior Client Development Manager to join our team at WilmerHale. This is a unique opportunity to work with a leading international law firm, driving business development initiatives and contributing to the growth of our...

Opportunity DetailsWe are currently looking for a talented Private Client Service Professional to join our team in Boston, MA.Job DescriptionIn this role, you will be responsible for providing exceptional client service and support to our private clients. This includes scheduling meetings, managing databases, and performing other administrative tasks as...

Job Summary:We are seeking a skilled Physician Assistant/Family Nurse Practitioner to join our team of medical professionals. As a key member of our team, you will be responsible for providing high-quality patient care services, including assessing patients' health needs, developing treatment plans, and performing diagnostic...

The Mobility and Client Services Professional will be responsible for enforcing mobile device policies and procedures in the MDM environment, integrating commercial off-the-shelf and in-house mobile applications into the MDM catalog, and ensuring deployment of those applications.The ideal candidate will have knowledge of both iOS devices and a strong...

Senior Executive Secretary Position (>$27/hour)We are seeking an experienced administrative professional to join our team at the Professional Staffing Group. As a Senior Executive Secretary, you will play a critical role in providing high-level administrative support to senior executives, ensuring seamless operations and effective communication within the...

Job Summary: Senior Client Development ManagerAt One Door, we are seeking a seasoned Senior Client Development Manager to join our team and drive growth and success with our strategic enterprise customers.The successful candidate will have a proven track record of owning and managing a book of business, fostering customer health, and identifying growth...

Job Description: Precision Medicine Group is looking for a talented Client Liaison Professional to help drive success in our advertising space. As an Associate Account Executive, you will be involved in taking a wide spectrum of advertising healthcare promotional projects from start to finish. You will work closely with the Client Services team to ensure...

OverviewCreatio is a leading provider of customer engagement and experience management solutions. We are seeking a seasoned professional to lead our Professional Services and Delivery team. SalaryWe offer a competitive salary ranging from $175,000 to $225,000 per year, depending on experience. Job DescriptionThe Senior Director of Professional Services and...

About the RoleWe are seeking a Senior Tax Professional to join our team in Boston, Massachusetts. This is an excellent opportunity for individuals with strong tax planning and compliance expertise to advance their careers and make a meaningful impact on client success.Key ResponsibilitiesPrepare and review complex tax returns for individuals, partnerships,...

Masis Professional Group is a dynamic organization seeking a Head of Service Delivery to lead our Client Service team in providing white-glove service to financial advisors and clients.The successful candidate will have a Bachelor's degree in Finance, Business, or Economics and 3+ years of managerial experience in the RIA space of financial services. Key...

CIBC LLC is a leading bank that values relationship-oriented professionals who are passionate about delivering exceptional client service. Our ideal candidate is dedicated to understanding clients' needs and providing tailored solutions.We offer a competitive total rewards package, including a salary range of $54,440 - $70,000 based on experience,...

Join Our Team as an Account ManagerWe are seeking an experienced professional to join our team as an Account Manager. As an Account Manager, you will play a critical role in driving business growth and delivering exceptional service to our clients.Your key responsibilities will include:Building strong relationships with senior C-levels to junior client...

About Rockefeller Capital Management: A leading financial advisory services firm with a rich history dating back to 1882. We provide strategic advice to ultra- and high-net-worth individuals, institutions, and corporations from offices in the United States and London. With $133 billion in client assets as of March 31, 2024, we are committed to delivering...

 Director, Client Solutions Job Summary:The Director, Client Solutions will serve as the senior lead and account owner for a select group of Fortune 10 enterprise clients leveraging BN's employee influencer technology and services. This role demands strong leadership skills, a strategic mindset, and a commitment to fostering a culture of collaboration,...

WJM Professional Services LLC is seeking a skilled General Dentist to provide dental services to Active-Duty beneficiaries at U.S. Coast Guard locations.About the Job:This is a challenging and rewarding role that requires a high level of expertise and experience in general dentistry.The successful candidate will be responsible for providing professional...

A career as an Investment Support Specialist at Rockefeller Financial offers unparalleled opportunities for growth and development. As a key member of our team, you will play a vital role in supporting Private Advisors with various tasks related to client account operational activity, asset allocation, and account oversight.Key Responsibilities:We are...

At Planet Professional, we are seeking an experienced Talent Development Manager to join our team.This is a full-time position with a salary of $53,000 per year, plus benefits and opportunities for professional growth.The Talent Development Manager will play a critical role in shaping the success of our organization by developing and executing effective...