Job DescriptionAs a Client Management Specialist, you will work closely with clients, suppliers, sales and internal teams to best meet client needs. This role assists with managing client product and business portfolios including creating client and supplier correspondence, processing orders, maintaining distribution spreadsheets, project tracking, research and managing budgets.
The Client Managem...
Job DescriptionInfluential is an AI social data and conversion technology, as well as a Developer Partner of IBM Watson and a Facebook Marketing Partner. Utilizing a network of over 1,000,000 social media influencers as a tactic for distribution, Influential runs both native and paid campaigns on Facebook, Instagram, Snapchat, Twitter, and YouTube for Fortune 500 brands including Walmart, McDonaldâ...
Job DescriptionThe Wealth Management Client Associate provides high-quality administrative, operational, and client service support to Financial Advisors and their clients. This role serves as a key point of contact for clients, helping ensure their needs are handled efficiently while maintaining a high standard of professionalism, accuracy, confidentiality, and service.
The ideal candidate is high...
Job DescriptionOnly Candidates with US Work Authorization will be considered.
Scope of Internship: Provide support to Client Management Team by assisting with account opening, digital client onboarding, KYC reviews and account maintenance.
Requirements:
Strong critical-thinking skills
Handle multiple tasks efficiently
Team player
High degree of follow-through and thrive in a fast-paced dynam...
Job DescriptionCOLTER LEWIS INVESTMENT PARTNERS LLC
Client Service Associate
Industry: Wealth Management
Location: Greenwich, CT (walking distance from the train station), Partial time in our New York office becomes available after six months.
Schedule: Full time, 5 days a week. Ability to work remote on Fridays.
ABOUR COLTER LEWIS INVESTMENT PARTERS
Colter Lewis Investment Partners is an indepen...
Job DescriptionAre you a financial professional with a passion for providing comprehensive wealth management services to high-net-worth clients and institutions? Our client, a distinguished wealth management and registered investment advisory firm located in Wexford, PA, is recruiting a Client Service Associate to join their dynamic team. They are committed to delivering excellence to their clients...
Client Services Associate - Wealth Management At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e. bonus and/or commission) and may include long-term incentiv...
Job DescriptionClient Service Associate
Location: Memphis, TN
Industry: Wealth Management
Salary: $60,000 to $75,000 base, plus performance-based bonus
About the Role
Our client is a comprehensive wealth management firm providing holistic financial planning and wealth management to individuals and families. The Client Service Associate supports all aspects of client service and wealth management o...
Job DescriptionThe GCMS Client Implementation Associate will be providing a single point of contact and accountability for implementing new accounts and Cash Management services to Corporate clients in multiple geographies. The GCMS implementation Support is responsible for overall delivery/onboarding of Cash Management products to top tier global and multi product corporate clients, with leadershi...
Job DescriptionClient Services & Operations Associate - Wealth Management (Westchester County)
Our client, a boutique wealth manager in Westchester County, is looking to add a Client Services & Operations Associate to their growing team. This person will play a key role in supporting high-net-worth clients, managing complex account operations, and partnering closely with a collaborative leadership...
Job DescriptionAbout Duncan Financial Group
Headquartered in Irwin, Pennsylvania – we help clients build and protect a better financial future. Our vision is to become the premier independent insurance and financial services organization that sets the standard for adding value to the lives of our clients, our employees, and our community stakeholders. At Duncan, we know that our greatest asset i...
Job DescriptionClient Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will b...
Job DescriptionAbout PharmaForce
PharmaForce is a leading provider of innovative pharmacy solutions, specializing in 340B Third Party Administration (TPA) and Pharmacy Benefit Management (PBM) services. We leverage cutting-edge technology and industry expertise to help healthcare providers, payers, and patients navigate the complex landscape of pharmacy management. Our mission is to enhance patient...
Job ProfilePosition OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Premier Client...
Job DescriptionMy Direct Client Vulnerability Management Engineer (OT) Opening
Placed numerous resources over the years
I have 1 Vulnerability Management Engineer working at the Client site in NC
This is a Hybrid role in Greensboro, North Carolina
Occasional travel to other sites - Travel expenses would be reimbursed.
Open for C2C or W2
C2C Rate $75 to 80hr DOE
6-12+ months contract - performing re...
Client Partner Open
Client Partner Open
Job DescriptionInfosys is seeking a Client Partner in the Healthcare vertical. The person will lead all client interfaces within the assigned account scope and, along with the Senior Client Partner / Group Managers, build an account plan for client management. Usually, the Client Partner handles a single account or part of a large account with a P&L of $30MM to $50MM.
Role Description:
• Client...
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