redtail

Summary Statement:The Hostperson is at the forefront of the restaurant operation and is the first and last person to interact with the guest. This role will also work closely and communicate frequently with front of house/ back of house management and staff to ensure seamless, successful guest service. Primary Job Duties: Includes but is not limited...

Summary Statement:The Cocktail Server will provide elegant, warm, and responsive service to all guests while taking and serving beverage orders. The role will be accountable for financial transactions and effectively market their assigned venue during their shift. Primary Job Duties: Includes but is not limited to:Greet and welcome all guests in a...

Position Summary Students who read have the power to succeed, and we’re on a mission to make sure every student is a strong reader!  Join Reading Corps as a Reading Tutor and you’ll spend your days at a local school helping students improve their skills. We’ll train you to deliver proven activities and coach you every step of the...

Summary Statement:The Restaurant Assistant Manager is responsible for leading, educating, motivating, and energizing the team to provide a world class dining experience. This role will ensure food and drink quality, while maintaining daily presentation of the restaurant. Primary Job Duties: Includes but is not limited to:Administer all aspects of...

About Redtail RenewablesRedtail Renewables develops and operates Renewable Natural Gas (RNG) facilities that turn waste into clean energy. With deep technical expertise and strong industry partnerships, we’re committed to building a more sustainable future by reducing greenhouse gas emissions and delivering reliable renewable energy.The RoleWe’re looking...

Scope of Job: Acts in an administrative support role for one or more Registered Representatives. Works in CRM programs, including tracking sales activity, referrals, and results. Responds to customer requests and provides requested information or required actions. Provides operational support including preparing reports, client reviews and paperwork for...

DescriptionThis role supports Financial Professionals (Registered Representatives) with running their day to day Investment practice while enhancing the customer service level and experience. This role may cover up to 3 Financial Professionals. This role will not make sales, maintain a book of business, or offer financial recommendations for clients. This...

Role Description Jacobs Financial Services (JFS) is seeking an organized, service-minded New Business Processor to manage fixed indexed annuity cases from application submission through carrier review, policy issue, transfers, and funding. This role coordinates with clients, producers, and carriers to keep cases complete, accurate, compliant, and moving...

🚨 Now Hiring: Client Service Associate (RIA) in Towson, MD! Apply now with 24/7 PT. ✅ Responsibilities: - Manage the full client onboarding process including distribution and tracking of intake forms - Open new accounts for new and existing clients including brokerage accounts, 529 plans, and annuities - Verify client information and...

DescriptionThe Wealth Associate position is a client service position who reports to the Wealth Advisor and is critical to leveraging Advisors’ time. This position provides excellent client service and problem-solving skills to confidently provide information to clients in a timely, efficient, and professional manner.Essential Duties and Responsibilities...

Lead with Purpose. Partner with Impact The Client Services & Operations Manager oversees high-level administrative and business operations for the advisory team. This position exercises discretion and independent judgement to resolve complex and operational issues. This position is responsible for maintaining advisor and client files, generating client...

DescriptionAbout Us:Melnick Rosenbaum Wealth Management is a leading independent advisory firm based in Timonium, Maryland, known for delivering personalized financial strategies to individuals and businesses. We prioritize a collaborative, client-centric approach, fostering a supportive environment where innovation and excellence drive our success. For more...

Client Services Manager / Paraplanner Trade Street Wealth Advisors | Greer, SC Trade Street Wealth Advisors is seeking an experienced Client Services Manager / Paraplanner to join our growing wealth management team. This is a hands-on client service and advisor support role focused on managing the day-to-day needs of our clients and providing...

ProspectBlue seeks an experienced Client Relations/Administrative Assistant for their wealth management firm client in Richmond, VA! Key Responsibilities: - Serve as the first point-of-contact with visiting clients, answering client calls, and being responsible for first impressions. - Support financial advisors with scheduling, document preparation, and...

PF Wealth Partners is a growing financial planning firm located in Winter Park, Florida. We are seeking a Client Service Associate to join our team. The CSA will assist in providing excellent service to our clients. We believe that financial advice should begin with understanding the person first, clarifying what matters most, and building a plan to support...

Position: New Business Specialist Firm: BML Wealth Management Location: Irvine, CA   Overview:   BML Wealth Management is a retirement planning and wealth management firm located in Irvine, CA. We believe everyone should be able to live the retirement they’ve always wanted. As a trusted financial advisor in Irvine, helping clients in Orange County plan...

PF Wealth Partners is a growing financial planning firm located in Winter Park, Florida. We are seeking a Client Service Associate to join our team. The CSA will assist in providing excellent service to our clients. We believe that financial advice should begin with understanding the person first, clarifying what matters most, and building a plan to support...

The Wealth Associate position is a client service position who reports to the Wealth Advisor and is critical to leveraging Advisors’ time. This position provides excellent client service and problem-solving skills to confidently provide information to clients in a timely, efficient, and professional manner. Essential Duties and Responsibilities Manage...

The Customer Specialist plays a vital role in enhancing the client experience by managing customer appreciation events, coordinating office operations, and supporting executive scheduling. This individual will ensure clients feel welcome, handle key administrative tasks, and assist with office management responsibilities. The ideal candidate is highly...

Career Game-Changer: Client Services Coordinator Position is remote but must be located in Austin, Texas. Compensation: $85,000 + Uncapped Bonuses This Is Not Your Average Client Services Coordinator Role. If you want to accelerate your career in financial planning, wealth management, and RIA operations, this is your opportunity. Our Founder will take 20...