Description: Larson Wealth Partners is a diversified financial services firm that provides a comprehensive array of financial services with an emphasis on providing premier financial advice and guidance to the local affluent marketplace. At Larson Wealth Partners, we believe in the power of individual choice. A place where your voice carries the most weight in helping you achieve your vision of a w...
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...
Position Title: Assistant Client Services Specialist- Personal LinesLocation: Hybrid • Latham Office - Latham, NY 12110Salary Range: $19.23 - $21.79 Hourly Overview Salary Range $19.23 - $21.79 Hourly Description 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...
Position Type: RegularYour opportunityIn addition to the salary range, this role is eligible for a bonus and language incentive opportunities.At Schwab, we’re committed to empowering our employees’ personal and professional success. Our flexible work options, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance indu...
Hiring a Sales Champion! GENEROUS PAID TIME OFF - HEALTH RETIREMENT BENEFITS - PROFESSIONAL DEVELOPMENTDo you love talking to people and helping them take the first step when they're stressed, overwhelmed, or unsure what to do next? Do you believe responsiveness, empathy, and confidence can change someone's entire experience?We are a forward-thinking law firm on a path for aggressive growth, and we...
Description: CORE VALUES: Park State Bank's Core values are GROWTH, TEAMWORK, RESPONSIVE, TRANSPARENT, and INNOVATIVE. We endeavor to live by these values in all that we do!MISSION: The mission of Park State Bank is to deliver exceptional client service, strategic banking solutions and a community-friendly experience.POSITION SUMMARY: The Client Service Specialist is a customer-focused role, dedica...
We're looking for a sophisticated, enthusiastic, highly motivated individual with sales and marketing experience who enjoys working with high-net-worth individuals and professionals in a legal environment. If you have a background in sales or marketing, can handle a high volume of client leads and track relationships, are a good communicator, and enjoy client interaction, this position is for you! ...
New Client Counselor Open
New Client Counselor Open
Are you a financial advisor burdened with wearing too many hats? Are you looking to move away from cold calling? Does a hybrid service and sales environment without prospecting appeal to you? Join Fisher Investments, a privately held multi-billion-dollar global investment firm, as a New Client Counselor in our New Client Conversion (NCC) group. If you are passionate about sales, financial planning,...
"Leads development of new business through a portfolio of existing client relationships and/or new prospects, focusing on revenue growth through a combination of deepening and expanding existing relationships and cultivating new business. Accomplishes success through research, the application of technical expertise, and broad based internal and client interactions. Oversees the maintenance of the t...
Description: Customer Development RepresentativeUniFirst is seeking a motivated, self-driven individual for a Customer Development Representative position to increase sales within existing customer accounts in a dedicated market territory. As a Customer Development Representative, you will leverage warm relationships with existing customers to increase overall organic growth and profitability by se...
Job Description: Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, this role is required to be onsite for one week (M-F, all 5 days) out of every four weeks. Onsite expectations are likely to evolve as the rollout continues.Note: Fidelity will not provide immigration sponsorship for this position.The RoleDo you genuinely enjo...
We're hiring a Client Experience Coordinator to keep our office running smoothly and to be the face of our design process for every client who signs on with us. Most days, you'll handle office administration; once a client signs a design agreement, you'll personally guide them through concept meetings, design help, and selections - making sure the experience feels organized, personal, and on schedu...
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...
Description: Job Title: Client Success ManagerReports To: Senior Client Success ManagerFLSA Status: ExemptThe CompanyWe are a highly experienced and successful leave and disability claims company. The Larkin Company prides itself on providing a personal touch. With a forward-thinking, modern and creative approach, we take strong pride in the exceptional service that we provide to our clients and th...
For the professional who understands that exceptional service begins with how people are treated.Clients are retirees and families planning for retirement. From the first call to the walk through our front door to the follow-up email two days later, you shape what it feels like to be a client here. Most of it is ordinary, and what people need is warmth, competence, and a fast answer. Some of it is ...
Client Service II Representative- Print ProductionUS-MA-WellesleyJob ID: 34745Type: Full-Time# of Openings: 1Category: Office ServicesMA - Wellesley-Babson-MSAbout the Role Advanced proficiency in site operations and procedures with ability to assign tasks to colleagues and manage responsibilities within the team.Your Impact Main Responsibilities:- Promptly informs supervisor of potential problems ...
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