Client Onboarding and Relationship Manager

Financial Services Career OpportunityPear Core Solutions is now hiring a Client Onboarding Specialist to support our growing Financial Services division. As a key member of our team, you will have the opportunity to work with wealth management professionals who share your passion for delivering exceptional client experiences.Main ResponsibilitiesProvide...

At Webster Bank, we put people first and aim to help individuals, families, businesses, and our colleagues achieve their financial goals.About the RoleThe Strategic Business Banking Relationship Manager is a seasoned professional who serves as a trusted advisor to clients, managing and developing a portfolio of relationships that drive revenue growth. This...

Job OverviewPear Core Solutions is seeking a highly motivated and detail-oriented Client Onboarding Specialist to join our Financial Services team. This role offers an exciting opportunity to work with wealth management professionals who value excellence and dedication.Key ResponsibilitiesDeliver exceptional new client onboarding experiences, ensuring smooth...

Job Title: Registered Client Service AssociateAbout Us:Oppenheimer & Co. Inc. is a leading middle-market investment bank and full service broker-dealer, engaged in a broad range of activities in the financial services industry. With roots tracing back to 1881, the Company offers retail securities brokerage, institutional sales and trading, investment...

Overview:Oppenheimer & Co. Inc.'s Private Client Division is seeking a highly skilled and motivated individual to join their team as a Registered Client Service Associate. This exciting opportunity allows candidates to develop their skills and knowledge in a dynamic and fast-paced environment, supporting Financial Advisors in sales, marketing and day-to-day...

About the RoleA prestigious position has become available for our Financial Services client. We are seeking a skilled and dedicated individual to work with wealth management professionals who prioritize their clients' needs and well-being.ResponsibilitiesProvide exceptional new client onboarding and associated paperwork processing, ensuring accurate document...

At Ernst and Young, you'll have the opportunity to build a career as unique as you are, with the global scale, support, inclusive culture, and technology to become the best version of yourself.We're counting on your unique voice and perspective to help us become even better. Join our team and build an exceptional experience for yourself, and a better working...

Job OverviewOppenheimer & Co. Inc.'s Private Client Division is seeking a skilled Registered Client Service Associate to support Financial Advisors in sales, marketing, and day-to-day operations of a growing wealth management practice.ResponsibilitiesLearn and adapt to service the needs of various accounts to answer day-to-day questions from clients and...

At Ernst and Young, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we're counting on your unique voice and perspective to help Ernst and Young become even better. This role offers an exceptional opportunity for individuals looking to...

Job Title: Business Development ManagerAbout UsFacsimile Communication Industries, Inc. is a renowned provider of business technology solutions with a rich history dating back to 1959.Compensation PackageThis role offers a competitive salary ranging from $70,000 to $90,000 per year, based on experience.Job SummaryWe are looking for a seasoned Business...

We are seeking a growth-oriented Sales Account Executive to join our highly successful sales team in Northern California, Utah, and Nevada.About the Role:This Sales Executive will cover our northern California, Utah, and Nevada territory and will be responsible for prospecting, managing existing clients, and closing new contracts.Responsibilities:New...

Pear Core Solutions is a leading provider of financial services, seeking an experienced Financial Services Specialist to join their team. The ideal candidate will have a strong background in wealth management, with expertise in account opening and maintenance. This role offers excellent benefits and a competitive salary of $**65,000 - $80,000 per annum**.Job...

At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. Our organization is dedicated to helping our clients navigate complex financial issues and develop effective tax planning strategies.We're interested in professionals who share our passion...

About UsTepedino and Company LLC is a mid-sized firm dedicated to providing excellent accounting services to our clients. Our team is passionate about delivering high-quality results and building strong relationships with our clients.Our CultureWe value teamwork, communication, and continuous learning. Our employees enjoy a dynamic and supportive work...

Job OverviewTepedino and Company LLC seeks an experienced Office Administrator to oversee administrative functions, drive efficiency, and provide high-quality support. This key role involves coordinating various administrative tasks, managing office operations, and fostering a productive work environment.Main ResponsibilitiesDevelop and implement effective...

Job OverviewWe are seeking a highly skilled Executive Assistant to provide support to our attorneys. This role involves communicating with clients, preparing case materials, and performing various administrative tasks.Key ResponsibilitiesProvide general administrative support to attorneysCommunicate effectively with clients and witnessesWelcome clients into...

Purolator International is a leading provider of logistics solutions in North America. We are seeking an experienced Logistics Solutions Specialist to join our western United States sales team.About the RoleThis role involves identifying and pursuing new business opportunities, managing existing client relationships, and delivering customized logistics...

About the RoleThis position involves designing and implementing CIAM solutions for multiple clients and vendors using identity management tools such as Transmit Security, Ping Federate, Okta, and ForgeRock. You will also facilitate use of technology-based tools or methodologies to review, design and/or implement products and services.Key ResponsibilitiesYou...

At our CPA firm, we are seeking an experienced and skilled Senior Financial Services Manager to lead our audit team.Salary: $120,000 - $180,000 per yearAbout the RoleWe are a dynamic and growing regional CPA firm looking for a talented Audit Director Candidate to manage multiple auditing and accounting projects and client engagements. The ideal candidate...

We are looking for an experienced Secretary to join our team at Tepedino and Company LLC. The successful candidate will have a proven track record of providing exceptional administrative support and will be able to communicate effectively with clients and colleagues.Key ResponsibilitiesPrepare and maintain accurate and up-to-date records and files.Provide...