Client Relationship Specialist

About the Role:We are seeking an experienced employee benefits professional to join our team at EPIC Brokers. This role involves working closely with producers and client executives to implement clients' benefits strategies and provide exceptional service and support.Salary:The estimated salary for this position is between $80,000 and $100,000 per year,...

Job DescriptionThis Client Relationship Associate position offers a unique opportunity to work in a fast-paced environment and make a real impact on our clients' lives. You will be responsible for providing exceptional client service, managing client relationships, and collaborating with Financial Advisors to deliver tailored solutions.

Job Summary: As a Client Manager at EPIC Brokers, you will be responsible for establishing and maintaining strong business relationships with clients. You will work closely with clients, producers, and other team members to implement a comprehensive customer service plan and provide exceptional service to our clients.Key Responsibilities:Establish and...

Job OverviewWe are seeking a Client Relationship Manager to join our W2 Advisory Team at Signature Estate & Investment Advisors, LLC. As a key member of our team, you will be responsible for delivering exceptional client service and growing our existing investment client base.About the RoleThe Client Relationship Manager will work directly with clients to...

Job SummaryWe are seeking a skilled Luxury Client Insurance Specialist to join our team at Jobot. The successful candidate will be responsible for managing and servicing high net worth client accounts, providing expert advice and customized insurance solutions for their personal lines portfolios.About the RoleThe Personal Lines Account Manager is a key...

Job Title: Strategic Financial Relationship Builder Location: Newport Beach, CAAbout the Role: We are seeking a highly skilled Strategic Financial Relationship Builder to join our team at Bank of America. As a key member of our Global Commercial Banking division, you will be responsible for providing expert financial solutions to complex clients and...

Job OverviewIn this role, you will provide exceptional administrative support to our Financial Advisors and clients. As a Senior Client Service Specialist, you will be responsible for delivering high-quality client service, managing multiple tasks, and maintaining accurate records.

Job SummaryWe are seeking a highly skilled Client Relationship Manager to provide exceptional support to our customer accounts, ensuring timely product delivery and the highest level of customer satisfaction.About UsEastridge Workforce Solutions is a leader in workforce management solutions, dedicated to connecting talented professionals with meaningful...

About UsBeacon Pointe Advisors is a leading Registered Investment Advisor with headquarters in Southern California and affiliate offices nationwide. Our commitment to providing clear and objective investment advice has earned us recognition by prominent publications, including Bloomberg, Forbes, Financial Advisor Magazine, CNBC, and Barron's.Job SummaryWe...

Job OverviewWe are seeking an experienced Senior Relationship Manager to join our Global Commercial Banking team in Newport Beach, CA. As a key member of our team, you will be responsible for providing advice and valuable financial solutions to complex clients and prospects.Key Responsibilities:Serving as the primary point of contact or trusted advisor for a...

Company OverviewAustralia-Employment is a nationwide leader in wholesale and alternative lending. With a strong reputation for excellence, our company has grown significantly since 2014 and continues to be a top lender in the Non-QM and alternative lending markets.SalaryThe estimated salary for this Wholesale Account Executive Specialist position is $165,000...

Dynamic Estate Planning Attorney OpportunitySouthern California is home to a thriving legal community, and our firm is seeking an experienced Estate Planning Attorney Specialist to join our team. As a seasoned professional with a strong background in estate planning, trusts, wills, probate, and asset protection, you will play a key role in delivering...

About SmartFinancial, Inc.We are a leading insurance marketplace connecting millions of shoppers to our network of insurance partners. As an Account Manager at SmartFinancial, you'll be at the heart of our commitment to helping insurance agents thrive.Competitive CompensationA competitive annual base salary of $68,640 plus uncapped commissions and...

Company OverviewSingleSprout is a pioneering technology recruitment agency that utilizes cutting-edge tools to connect top tech talent with innovative companies across the US. With a strong focus on software engineering, data science, product management, and legal recruitment, we aim to revolutionize the industry by providing exceptional service and...

Volt is hiring a Quality Assurance Specialist for an aerospace company located in Newport Beach, CA.Company OverviewWe are a leading provider of staffing solutions, and we're committed to delivering exceptional results to our clients. Our team is passionate about building long-term relationships with our clients and candidates.SalaryThe estimated annual...

At SingleSprout, we're revolutionizing the technology recruitment industry by harnessing the power of our proprietary technology and top-notch recruiters to help tech-savvy companies scale their teams.About UsWe specialize in placing software engineers, data scientists, product managers & designers, and legal talent with hundreds of US-based companies. Our...

At Adams & Martin Group, we are seeking a highly organized and skilled Litigation Support Specialist to join our dynamic team in the Newport Beach office. The ideal candidate will have experience working with litigation law firms, handling cases involving real estate and foreclosure issues.Salary: $30-$40 per hour, competitive hourly rate based on...

PIMCO is a leading global investment management company with a long history of delivering innovative solutions to clients worldwide.OverviewPIMCO's fixed income portfolio managers work closely with our risk management team to identify and mitigate potential risks that could impact our clients' investments. As a Senior Fixed Income Risk Specialist, you will...

Job Title">Candidate Position: Client Relationship Associate">Job Summary">This role involves building and maintaining relationships with existing clients, as well as identifying new business opportunities. The successful candidate will work closely with sales and engineering teams to track project completion and serve as the primary point of contact for our...

Job SummaryPacific Investment Management Co is seeking a highly motivated and organized Financial Services Specialist to join our CM Americas Team. As a key member of the team, you will be responsible for creating customized presentation materials that meet regulatory and brand compliance standards. This role requires strong communication and collaboration...