Relationship Manager - 100B AUM Wealth Tech Company in RIA industry - BuckheadThis Jobot Job is hosted by: Katrina McFillinAre you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.Salary: $150,000 - $200,000 per yearA bit about us:We specialize in supporting independent RIAs by providing technology & CRM, investment platform, practice management, M&A and capital strat...
Referral Relationship Manager- Veterinary Medicine- San FranciscoPOSITION SUMMARYThe Referral Relationship Manager (RRM) plays a vital role in strengthening partnerships with referring veterinary practices and driving hospital growth through strategic outreach, marketing, and relationship management. This role serves as the primary liaison between the hospital and the referring community while also...
Client Service Specialist (Legal Assistant) Heard and Smith, LLP was founded on the principles of compassion, humility and the relentless desire to pursue financial assistance for our clients. Our law firm has been helping the disabled for over 30 years and has a proven record. Do you have a heart for those in need? We are seeking individuals with excellent customer relations, strong work ethic, an...
POSITION SUMMARY: The Client Service Specialist is a customer-focused role, dedicated and vital to the success of Park State Bank. In this role, you will serve as a trusted advisor to our customers, helping them with various banking needs, such as account management, financial guidance, and product inquiries. The ideal candidate will have a strong understanding of banking products, excellent commun...
Job Functions, Duties, Responsibilities and Position Qualifications:We're not just a workplace - we're a Great Place to Work certified employer!Proudly certified as a Great Place to Work, we are dedicated to creating a supportive and inclusive environment. At Sonic Healthcare USA, we emphasize teamwork and innovation. Check out our job openings and advance your career with a company that values its...
Description: About FFBSince opening our doors in 2005, FFB Bank has focused on one mission: to help businesses, professionals, and successful individuals reach their goals through personalized service and flexible financial solutions. As one of the top-performing community banks in the nation, FFB offers a full range of banking services, including business and personal accounts, specialized lending...
Client Service OfficerAt BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative...
Application Deadline: 05/28/2026 Address:945 Cardinal Lane Job Family Group:Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver t...
OverviewCompany Overview:Deposita(TM), An Allied Universal(R) Company has perfected the art of cash management using world-class innovation, technology, and tailored solutions. We serve customers in retail, wholesale and banking sectors through in-depth consultations. We ensure every security need is met and exceeded every step of the way. Join our Phenomenal team today!Job DescriptionIf you come f...
Position Title: Client Service Specialist- Employee BenefitsLocation: Hybrid • Poughkeepsie Office - Poughkeepsie, NY 12601Salary Range: $47,500.00 - $52,500.00 HourlyDescription: Apply Client Service Specialist Why Join Marshall+Sterling? As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an owne...
Golden Reserve is looking for an experienced Client Services Specialist (CSS). Our CSS is a mix of a Paraplanner and Client Services Coordinator. Unlike other financial institutions, this is NOT an administrative role. This role would be based at our office locations in Akron and Canton.As a CSS, you would be responsible for (1) managing our entire back-end client sales process, including the build...
Job DescriptionSERVOMATION / Route Driver / Account RepresentativeFull-Time | Travel RequiredAre you a dependable, safety-focused professional who enjoys being on the road and delivering exceptional customer service? Join our team as a Route Driver/Account Representative, where you?ll play a key role in servicing customer locations, restocking vending machines and markets, ensuring product quality,...
It Starts Here:Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what’s possible. This is more than a strategic shif...
This position works closely with wholesale and retail customers to determine their needs, answer their questions about Sherwin-Williams products, and recommend the right solutions. In this position, you will also be responsible for delivering products to customers from Sherwin-Williams stores in a safe and timely manner using Company vans or pick-up trucks. Job duties involve contact with customers...
Description: Here at North Easton Savings Bank, we exist to invest our time and resources locally and to improve the quality of living, working and raising a family in each of the communities we serve. Our Retail Division is the cornerstone of what makes banking with NESB different. Deeply rooted within our communities, we strive to deliver exceptional customer service while forming lasting and mea...
Role Summary/Purpose: This role supports the Amazon portfolio in multiple program initiatives between Amazon and Synchrony Financial (SYF). The primary focus is to relentlessly drive initiatives that advance credit penetration within Amazon’s retail ecosystem while providing a first-class customer experience. As a vital part of the Amazon Client Development team, this position partners closely wi...
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