Client Support Manager

About GoodLeapGoodLeap is a pioneering technology company that empowers sustainable solutions for a greener future. Our innovative financing and software products make it easier for homeowners to adopt eco-friendly technologies, from solar panels and energy-efficient HVAC systems to roofing and windows. With over 1 million satisfied customers, we've led to...

About GoodLeap: GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018. We strive to be a reliable and trustworthy ally that always delivers for both our customers and partners. **Job Summary:**The...

About GoodLeapGoodLeap is a technology company that delivers innovative financing and software solutions for sustainable energy and home efficiency products. Our mission is to make sustainable living more accessible and affordable for homeowners. With over $27 billion in financing for sustainable solutions since 2018, we've helped thousands of professionals...

About GoodLeapGoodLeap is a technology company that delivers innovative financing and software solutions for sustainable solutions, including solar panels, batteries, energy-efficient HVAC, heat pumps, roofing, windows, and more. Our platform has led to over $27 billion in financing for sustainable solutions since 2018.Job SummaryThe Client Support Manager,...

Job Title: Registered Client Service AssociateHilltop Securities Inc., a leading financial services firm, is seeking a highly skilled Registered Client Service Associate to join our team in Roseville, CA.Job Summary:We are looking for a detail-oriented and organized individual to provide exceptional client service and support to our financial advisors. The...

Hilltop Securities Inc., a member of the FINRA and SIPC, is a wholly owned subsidiary of Hilltop Holdings. We offer and support a broad range of customer services, including self-directed IRA accounts, research recommendations, and trust and money management services.We are currently seeking a Client Service Representative to support our Roseville, CA...

Job Title: Registered Client Service AssociateHilltop Securities Inc., a leading financial services firm, is seeking a highly skilled Registered Client Service Associate to join our team in Roseville, CA.Job Summary:We are looking for a detail-oriented and organized individual to provide exceptional client service and support to our financial advisors. The...

Job Title: Client Service AssociateHilltop Securities is seeking a highly skilled Client Service Associate to join our team. As a Client Service Associate, you will play a critical role in providing exceptional customer service to our clients, ensuring their needs are met, and exceeding their expectations.Responsibilities:Communicate with clients on a daily...

{"title": "Client Service Representative", "content": "Job SummaryHilltop Securities Inc., a leading financial services company, is seeking a highly skilled Client Service Representative to support our Roseville, CA branch. As a key member of our team, you will provide exceptional customer service to our clients, working closely with financial advisors to...

Job Title: Registered Client Service AssociateHilltop Securities Inc., a leading financial services firm, is seeking a highly skilled Registered Client Service Associate to join our team in Roseville, CA.Job Summary:We are looking for a detail-oriented and organized individual to provide exceptional client service and support to our financial advisors. The...

Job Title: Registered Client Service AssociateHilltop Securities Inc., a leading financial services firm, is seeking a highly skilled Registered Client Service Associate to join our team in Roseville, CA.Job Summary:We are looking for a detail-oriented and organized individual to provide exceptional client service and support to our financial advisors. The...

Job Title: Registered Client Service AssociateHilltop Securities Inc., a leading financial services firm, is seeking a highly skilled Registered Client Service Associate to join our team in Roseville, CA.Job Summary:We are looking for a detail-oriented and organized individual to provide exceptional client service and support to our financial advisors. The...

Job Title: Client Associate ITri Counties Bank is seeking a highly motivated and detail-oriented Client Associate I to join our team. As a Client Associate I, you will play a critical role in supporting our Financial Advisors with the establishment, servicing, and maintenance of investment accounts.Key Responsibilities:Initiate outbound calls to clients and...

Hilltop Securities is seeking a Registered Client Service Associate to join their team in Roseville, California.This role will involve working with several financial advisors to provide exceptional customer service to a large and growing client base.The ideal candidate will have excellent communication skills and be able to work effectively in a fast-paced...

Job Title: Client Service Associate IAt Tri Counties Bank, we are seeking a highly skilled and detail-oriented Client Service Associate I to join our team. As a key member of our financial services team, you will play a critical role in providing exceptional customer service to our clients, ensuring their financial needs are met, and supporting the growth of...

Job Title: Registered Client Service AssociateHilltop Securities Inc., a leading financial services company, is seeking a highly skilled Registered Client Service Associate to join our team in Roseville, CA.The ideal candidate will possess excellent communication skills, a strong attention to detail, and the ability to work in a fast-paced environment. As a...

Job SummaryWe are seeking a highly skilled and detail-oriented Client Service Associate to join our team at Tri Counties Bank. As a Client Service Associate, you will play a critical role in supporting our Financial Advisors with the establishment, servicing, and maintenance of investment accounts.Key ResponsibilitiesInitiate outbound calls to clients and...

Job Title: Client Service Associate ICome join a dynamic team at Tri Counties Bank, where you can make a real difference in the lives of our clients. As a Client Service Associate I, you will play a vital role in supporting our Financial Advisors with the establishment, servicing, and maintenance of investment accounts.Key Responsibilities:Initiate outbound...

We are seeking an experienced Environmental Lead/Client Service Manager to join our team at Psomas in Northern California. As a key member of our Environmental Services group, you will be responsible for driving the growth and expansion of our practice in the region.The ideal candidate will have a strong background in CEQA/NEPA analysis and a proven track...

Job SummaryWe are seeking a highly skilled and detail-oriented Client Service Associate to join our team at Tri Counties Bank. As a Client Service Associate, you will play a critical role in supporting our Financial Advisors with the establishment, servicing, and maintenance of investment accounts.Key ResponsibilitiesInitiate outbound calls to clients and...