Job DescriptionLocation: On site listed in the job posting.
Weekly Scheduled Hours: Monday- Friday 8:30 AM-5 PM
Summary
The Wealth Management Client Sales Specialist will be actively involved in supporting advisor(s) through a full service platform. Assists in achievement of sales revenue by customer contact, relationship building, referral source management, technical, and interpersonal ski...
At 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 solutions that redefi...
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...
This Client Relations Specialist serves as the primary administrative support professional within the Housing Department at the Urban Redevelopment Authority of Pittsburgh (URA). The Housing Department provides a portfolio of housing programs to both developers and consumers in the City of Pittsburgh while also partnering with a non-profit URA affiliate that specializes in single-family for sale ho...
Job Functions, Duties, Responsibilities and Position Qualifications:Multi-tasking is your middle name. You’ve got great typing skills, a passion for solving problems, and a way of explaining things that helps people feel valued. You’re also looking for great benefits, the support of an all-star team, and an opportunity to grow your career.Join our team of #HealthcareHeroes! Our mission is to ad...
Client Financial Rep Open
Client Financial Rep Open
Position Type: RegularYour opportunityAt Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Bring your passion for helping people and your drive to make a difference. Our service team plays a vital role in guiding clients toward their goals and de...
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,...
Job Description
As a Client Relations Specialist, you'll ensure every client's contract experience is smooth, accurate and compliant. In this role, you'll review and validate sales contracts, provide clear client support throughout the closing process, and notarize documents to certify their authenticity. You'll collaborate with internal teams to resolve discrepancies quickly while delivering prof...
McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve – we care.What you do at McKesson matters. We foster a culture where you can grow, make an impact, an...
Client Engagement & Sales SpecialistHelp Families Protect Their Legacy. Build a Career That Makes a Difference.Location: Northborough & Natick, Massachusetts (Hybrid)Some people sell products.At Kristine Romano Law, you'll help families make one of the most important decisions they'll ever make, protecting the people they love, preserving their assets, and planning confidently for the future.Every ...
Have your FINRA Series 7 and 63 and a passion for serving others? Join our team of "crew" as a Client Service Excellence Center associate!About this Job:At Vanguard, we have a client-first mentality that we live and breathe every day through our mission, "to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success." Our Client Service Excellence ...
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a...
Job DescriptionThe OpportunityAs a Practice Management Consultant, you will help financial advisors excel in their role as entrepreneurs. The role supports top advisors and teams in all aspects of leading their businesses, including strategic planning, human capital, systemization, client value creation, business structures, financial management, organic growth, practice acquisitions, and successio...
Job DescriptionJob DescriptionDescription:Help seniors age with dignity while leading the care that makes it possible.HomeWell Care Services is seeking a compassionate, organized, and accountable Client Services Manager to coordinate care, support caregivers, and ensure exceptional service delivery for seniors aging safely at home. If you enjoy building relationships, solving problems, and making a...
Program Management Open
Program Management Open
L3Harris is dedicated to recruiting and developing high-performing talent who are passionate about what they do. Our employees are unified in a shared dedication to our customers’ mission and quest for professional growth. L3Harris provides an inclusive, engaging environment designed to empower employees and promote work-life success. Fundamental to our culture is an unwavering focus on values, d...
Program Management Open
Program Management Open
L3Harris is dedicated to recruiting and developing high-performing talent who are passionate about what they do. Our employees are unified in a shared dedication to our customers’ mission and quest for professional growth. L3Harris provides an inclusive, engaging environment designed to empower employees and promote work-life success. Fundamental to our culture is an unwavering focus on values, d...
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