Client Services Financial Specialist

Job OverviewPosition SummaryThe Client Relations Specialist plays a vital role in supporting a team of financial advisors by delivering exceptional client service, administrative support, and operational assistance. This position is essential for maintaining the efficient functioning of a dynamic financial services office. Key ResponsibilitiesDemonstrate a...

Job OverviewNow HiringDIRECT HIREFinancial SpecialistOnsite PositionSalary: $60,000-$70,000Position Summary:We deliver comprehensive accounting and financial management services for small business clients throughout the region. We are in search of a highly qualified and experienced Financial Specialist to enhance our operations. The successful candidate will...

Overview The Investment Portfolio Specialist plays a crucial role in enhancing client relationships by crafting personalized Financial Strategies and Asset Allocation plans, designing bespoke reporting for both new and existing clients, and implementing marketing initiatives aimed at attracting prospective clients. Key ResponsibilitiesEnhances client...

Overview The Investment Portfolio Specialist plays a pivotal role in enhancing the business growth of clients by crafting personalized Financial Plans and Asset Allocation strategies, designing bespoke reporting for both new and existing clientele, and implementing marketing initiatives aimed at attracting prospective clients. Key ResponsibilitiesDrives the...

About The Chamberlin GroupWe are a leading financial services company dedicated to providing exceptional support to our clients. Our team is passionate about delivering personalized service and building long-term relationships.Job SummaryWe are seeking a highly motivated and detail-oriented Client Service Specialist to join our team. As a Client Service...

Job DescriptionJob Title: Financial Services Operations SpecialistJob Type: ContractLocation: St. Louis, MO - Hybrid ScheduleJob Type: ContractContract Duration: 12-24 months initial contract; possible extensions and/or conversionAbout the Role:We are seeking a highly skilled Financial Services Operations Specialist to join our team at Motion Recruitment...

About UsAt Commerce Bank, we believe that building a career is more than just climbing a corporate ladder. It’s about empowering individuals to achieve financial stability and success, supporting businesses in their growth, and ensuring that our clients and their finances are well-managed. Our dedication extends beyond our services; it encompasses our...

Job OverviewThe Branch Development division at Edward Jones is seeking a highly skilled and experienced Financial Services Professional to join our team. As a key connection between branches and the home office, you will play a vital role in driving positive results in the core profit center of the firm and gaining critical insights that shape our...

Client Engagement SpecialistAre you ready to elevate your professional journey and make a significant impact? We are seeking a highly organized and self-driven individual with outstanding interpersonal abilities to join our dynamic financial services firm, Compass Retirement Solutions, LLC. This role focuses on connecting with potential clients who have...

Join Our Team as a Veterinary Customer Care Associate!Are you passionate about animals and eager to learn? We are a thriving veterinary practice seeking a dedicated Client Service Specialist to enhance our team. At VCA Animal Hospitals, we prioritize the health of pets and strive to provide exceptional service to our clients.Your Role:As a vital member of...

Position OverviewRole Summary:The SAP Client Services Specialist will provide essential support to the Sales Team and our valued Clients.This role serves as the primary point of contact for clients' operational requirements within the organization, ensuring seamless coordination with internal teams for prompt and comprehensive responses to all client...

Position OverviewGunther Salt Company, a long-established family-owned enterprise, is seeking a meticulous and proactive Client Relations Specialist. This role is integral to our operations, directly supporting the Sales Manager and Controller. The ideal candidate will flourish in our collaborative environment, embracing diverse responsibilities.Key...

About the Role:SBS Creatix is seeking a highly skilled Operations Specialist to join our team. As an Operations Specialist, you will play a critical role in overseeing and optimizing day-to-day operational processes within our organization.Key Responsibilities:Process Optimization: Develop and implement process improvements to increase efficiency, reduce...

Job OverviewFINANCIAL OPERATIONS SPECIALISTThis position is dedicated to managing financial processes to guarantee precise and timely transactions for accounts under your supervision.PRIMARY RESPONSIBILITIES:The key responsibilities for this role include:Maintain an organized billing systemPrepare and dispatch invoicesTrack payments and allocate them...

Position Overview:At Edward Jones, our primary focus is on our clients, and our Service and Operations divisions play a crucial role in ensuring exceptional experiences. We are dedicated to advocating for our clients through effective communication, safeguarding against fraud, and managing investment distributions. Our goal is to protect client investments...

Position Overview:As a pivotal member of the Service Division at Edward Jones, you will play a crucial role in ensuring our clients receive exceptional service. Our focus is on building strong relationships with our clients, which is the cornerstone of our operations.What is the opportunity?In this full-time position, you will be part of a dynamic and...

OverviewThe Client Reporting Services Coordinator plays a pivotal role in supporting the daily operations and continuous enhancement of extensive reporting systems within Stifel's Investment Products and Services (IP&S) Group. This position involves executing routine responsibilities related to the upkeep of reporting platforms while delivering primary...

Are you dedicated to providing outstanding support? Delta Dental of Missouri is looking for a Client Support Specialist who thrives in a dynamic setting. In this role, you will be responsible for effectively addressing inquiries, documenting communications, and working collaboratively with teams to manage escalated concerns. If you have a minimum of three...

OverviewThe Client Support Operations Specialist plays a crucial role in enhancing departmental performance by providing ongoing assistance to Stifel's branch locations. This role necessitates a comprehensive understanding of departmental topics, including application assistance, training, and general operational inquiries. The position involves working...

About the RoleWe are seeking a highly skilled and experienced High Net Worth Financial Planning Specialist to join our team at Edward Jones. As a key member of our High Net Worth team, you will play a critical role in providing exceptional financial planning services to our high net worth clients.Key ResponsibilitiesPartner with senior planners and financial...