redtail

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...

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...

DescriptionCore Responsibilities: Act as a liaison between the registered representatives and their clients while following FINRA guidelines and limitations due to licensing requirements. Aid registered representatives in preparing client illustrations, graphs, charts, reports, etc. for registered representative presentations and appointment with clients....

626 Financial in Portage, MI seeks a Client Service Associate to support advisors and clients with accurate, timely service. You will handle account openings, transfers, and admin tasks while maintaining client data in Redtail.Join a team focused on client satisfaction with a Monday–Friday schedule, Solid benefits including medical, 401(k) match, profit...

Redtail Renewables, Houston-based RNG developer, seeks a Project Engineer to support new RNG facility development. The role focuses on engineering and technical support to ensure facilities are designed and constructed per standards, with a strong emphasis on safety, quality, and reliability.You will oversee design documents, coordinate with contractors, and...

Baker Tilly Advisory Group, LP in Madison, WI is seeking a detail-oriented Client Service Associate (CSA) to join our Registered Investment Advisor practice. You will serve as a key point of contact for clients, assist with account administration, and support advisors with review preparation and reporting.Ideal candidates have a Bachelor's degree and 3+...

Advisor Talent Solutions is seeking a Client Service Associate in Cincinnati, OH to provide high-touch client service and administrative support. You will welcome clients, answer calls, maintain a polished reception, and prepare meeting spaces while assisting advisors with a seamless client experience.The role requires 1+ years in a professional office,...

Lifetime Advisors Group, a holistic financial planning firm in Rhode Island, is seeking an organized, dependable operations leader to streamline client workflows and office systems. You will oversee Redtail CRM, coordinate client communications, and track paperwork, ensuring timely updates and professional service.Ideal candidates bring strong organization,...

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...

🚨 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...

Registered Investment Services Associate 2 weeks ago Be among the first 25 applicants Mariner Advisor Network provided pay range This range is provided by Mariner Advisor Network. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range: $35.00/hr - $36.00/hr Recruitment Leader Looking for Top...

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...

AtThe Millstone Evans Group, we believe financial planning should feel clear, personal, and human—not complex or transactional. We partner closely with our clients to simplify decision-making and build long-term confidence around their financial lives. We’re a growing, high-touch wealth management firm with a strong reputation and an even stronger...

Client Service Manager Heirloom Wealth Management Location: Greenwood Village, Colorado Employment type: Full-time, on-site Base salary: $55,000-$65,000, based on experience and qualifications Bonus: Annual opportunity of up to 10% of base salary, tied to firm revenue growth About the Role Heirloom Wealth Management is seeking a highly organized, personable...

BML Wealth Management in Irvine, CA is seeking a proactive New Business Specialist to guide the onboarding of new clients. You will work with financial advisors and support teams to complete applications for annuities, life insurance and AUM, ensure accurate documentation, and maintain compliant, high‑quality service.The role requires a Bachelor’s degree...

TrueWealth Advisors, LLC is an SEC‑registered investment adviser based in the Birmingham, AL area. We help clients meet their day‑to‑day financial challenges and their long‑term goals through coordinated planning, disciplined portfolio management, and a high standard of client service. Our approach is coordinated, structured, and deliberate — and...

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...

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...

Job Title Core Responsibilities: Act as a liaison between the registered representatives and their clients while following FINRA guidelines and limitations due to licensing requirements. Aid registered representatives in preparing client illustrations, graphs, charts, reports, etc. for registered representative presentations and appointment with clients....

Full-time Description About Shepherd FinancialShepherd Financial is an independent firm, utilizing a thorough and highly efficient team approach to retirement plan consulting and wealth management. Our mission is helping people and companies thrive through empowered financial solutions. We implement a holistic view of individual wealth management,...