Financial Center Client Service Specialist

{"Job Title": "Member Contact Center Representative", "Job Description": "Job SummaryFirst Financial Credit Union is seeking a highly motivated and customer-focused Member Contact Center Representative to join our team. As a key member of our contact center, you will be responsible for providing exceptional service to our members, resolving issues, and...

About the RoleWe are seeking a highly skilled Client Executive, Commercial Lines to join our team at IMA Financial Group. As a Client Executive, you will be responsible for managing a portfolio of commercial lines clients, providing exceptional service, and driving business growth.Key ResponsibilitiesManage a portfolio of commercial lines clients, providing...

Job SummaryWe are seeking a highly skilled Client Executive, Commercial Lines to join our team at IMA Financial Group. As a key member of our commercial lines team, you will be responsible for managing a portfolio of clients and developing strategic relationships to drive business growth.Key ResponsibilitiesManage a portfolio of commercial lines clients,...

Job SummaryWe are seeking a highly skilled Client Executive, Commercial Lines to join our team at IMA Financial Group. As a key member of our commercial lines team, you will be responsible for managing a portfolio of clients and delivering exceptional service to drive business growth and retention.Key ResponsibilitiesManage a portfolio of commercial lines...

About the RoleWe are seeking a highly skilled Client Executive to join our team at IMA Financial Group. As a Client Executive, you will be responsible for managing a portfolio of commercial lines clients, providing exceptional service, and driving business growth.Key ResponsibilitiesManage a book of business with a focus on education and non-profit...

About the RoleWe are seeking a highly skilled Client Executive to join our team at IMA Financial Group. As a Client Executive, you will be responsible for managing a portfolio of commercial lines clients, providing exceptional service, and driving business growth.Key ResponsibilitiesManage a book of business with a focus on education and non-profit...

About the RoleEast West Bank is seeking a highly skilled Private Client Manager to join our team. As a key member of our organization, you will be responsible for providing exceptional financial planning and management services to our high net worth clients.Key ResponsibilitiesConduct thorough financial assessments of clients to identify areas for...

Job Title: Private Client ManagerAt East West Bank, we are committed to helping our clients achieve their financial goals. As a Private Client Manager, you will play a key role in providing personalized financial services to high net worth individuals and families.Responsibilities:Assess clients' financial situations by gathering information on investments,...

Job SummaryWe are seeking a highly skilled and experienced Private Client Manager to join our team at East West Bank. As a key member of our organization, you will be responsible for providing exceptional financial planning and management services to our high net worth clients.Key ResponsibilitiesAssess clients' financial situations by gathering information...

{"title": "Client Advisor Opportunity", "description": "Join Our Team of Financial Services ProfessionalsInternational Search Consultants is partnering with a leading Multi-Family Office & Trust Company to fill a Client Advisor position. This is an exciting opportunity to grow and expand the firm through a high-touch and personalized model to Ultra-High Net...

About the RoleWe are seeking a highly skilled and experienced Client Manager to join our team at IMA Financial Group. As a Client Manager, you will be responsible for managing a book of business worth $800k in revenue, processing renewals and new business, and maintaining accurate records.Key ResponsibilitiesManage a portfolio of clients and develop...

Job Title: Private Client ManagerAbout the Role:As a Private Client Manager at East West Bank, you will play a key role in helping high net worth individuals achieve their financial goals. You will be responsible for assessing clients' financial situations, developing personalized financial plans, and providing ongoing guidance and support to help them grow...

Job SummaryWe are seeking a highly skilled Client Executive - Commercial Lines to join our team at IMA Financial Group. As a key member of our team, you will be responsible for managing a portfolio of commercial lines clients, providing exceptional customer service, and driving business growth.Key ResponsibilitiesManage a portfolio of commercial lines...

About the RoleWe are seeking a highly skilled and experienced Private Client Manager to join our team at East West Bank. As a key member of our organization, you will be responsible for providing exceptional financial planning and management services to our high net worth clients.Key ResponsibilitiesAssess clients' financial situations by gathering...

About the RoleWe are seeking a highly skilled Senior Client Manager to join our team at IMA Financial Group. As a Senior Client Manager, you will be responsible for providing exceptional service to our high net worth clients, managing their personal lines insurance needs, and driving business growth.Key ResponsibilitiesProcess incoming client inquiries,...

Job SummaryWe are seeking a highly skilled Client Executive to join our team at IMA Financial Group. As a key member of our commercial lines team, you will be responsible for managing a portfolio of clients and developing strategic relationships to drive business growth.Key ResponsibilitiesManage a portfolio of commercial lines clients, providing exceptional...

Financial Reporting and Accounting SpecialistRegal Executive Search, LLC is seeking a highly skilled Financial Reporting and Accounting Specialist to join our team. As a key member of our accounting department, you will be responsible for preparing and reviewing financial statements, including balance sheets, income statements, and cash flow statements.Key...

New York Life Financial Services CareerWe are seeking a highly motivated and experienced financial services professional to join our team at New York Life. As a financial professional, you will have the opportunity to work with the veteran community and your own personal network, improving their lives and the lives of their family and friends through...

Job Title: Registered Client Service AssociateWe are seeking a highly skilled and detail-oriented Registered Client Service Associate to join our team at Wedbush Securities. As a key member of our client service team, you will be responsible for providing exceptional support to our financial advisors and senior management.Responsibilities:Provide sales and...

About the RoleWe are seeking a highly skilled and experienced Senior Premier Client Service Associate to join our team at East West Bank. As a key member of our Client Services team, you will be responsible for providing exceptional service and support to our Relationship Managers and Portfolio Managers, ensuring seamless delivery of our banking services to...