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...
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...
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...
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...
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: 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...
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 ...
Director, Client Services Location: Remote within the United States Compensation: USD $250,000 - $300,000 OTE (50% Base / 50% Performance) Travel: Up to 25% to client sites The Work Are you an experienced sales professional who prioritizes delivering true value from new client acquisition through to long-term client partnerships? You should be motivated by achieving positive, measurable outco...
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...
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,...
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! ...
Position Title: Assistant Client Service SpecialistLocation: Hybrid • Latham Office - Latham, NY 12110Salary Range: $40,000.00 - $50,000.00 Salary/year Overview Salary Range $40,000.00 - $50,000.00 Salary/year Position Type Full Time 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 organ...
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. At Schwab, our service team is at the heart of helping participants own their fina...
About Visiting Angels Visiting Angels is a trusted leader in non-medical home care, helping seniors remain safe, independent, and comfortable in their own homes. Our team provides personalized support with activities of daily living while giving families confidence and peace of mind.We are seeking a motivated, relationship-driven professional to join our team as a Client Intake & Community Relation...
**This is a regional sales position. Preference will be given to candidates living in the Greater Los Angeles or Orange County CA areas.**Are you a self-starter, a go-getter, and a deal maker? At Cox Automotive you will find a culture that rewards such entrepreneurial spirit. We empower our team members to make their own decisions for growing our business. We are looking for like-minded people who ...
About The JobServes as Northwestern Mutual's expert in the integration of consumer and client information and insights across the consumer decision journey — from awareness to purchase — to optimize the marketing funnel and experience. You will ensure the voice of the consumer and client (messaging and targeting) is appropriately represented in all aspects of marketing, acting as the organizati...
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