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...
Job DescriptionFounded in 1997, Gresham Partners, LLC is a $13.8 billion Chicago-based investment and wealth management firm serving a select group of ultra-high-net-worth families across the country. The firm is known for its independent thinking, investment approach, and performance results. The Client Service Analyst will provide operational support in servicing our clients. The analyst role is ...
Job DescriptionQuick Snapshot
Pay: $38,000–$45,000/year, based on experience
Schedule: Full-time; standard business hours (exact hours to be confirmed)
Location: Traverse City, MI (office to be confirmed)
Employment Type: Full-Time
Experience Level: Entry-Level to Experienced — Active Michigan Insurance License Required
Industry: Insurance / Financial Services
Put Your Insurance License to Wo...
Job DescriptionUnited Business Bank is looking for an Experienced Client Service Manager III (Branch Service/Branch Operations Manager) for our Tukwila Office - Retail Bank Management Experience is required.
POSITION PURPOSE
The Client Service Manager (CSM) is responsible for the day-to-day leadership and operation of an assigned branch. This position ensures effective branch operations, exceptio...
Job DescriptionAbout Invst
As an independent Registered Investment Advisory (RIA) firm, Invst is here to help you reach your full financial potential—to help you live the life you want to live. Our job is to educate, guide, and counsel you toward that end.
Our core values are Personal Integrity, Always Growing, Batteries Included, Always Got Your Back, Abundance, and WITWOWWOW (Whatever It Takes...
Job DescriptionTitle: Client Service Coordinator
Office Status: In-Office
Pay Rate: $32.62
Contract Length: Temp-to-Perm
Overview
A professional services organization is seeking a polished, service-oriented professional to support its front-of-house and workplace operations. This role will serve as a key point of contact for visitors, callers, attorneys, employees, vendors, and building partners wh...
Job DescriptionJoin Our Team as a Client Compensation Specialist!
Are you a customer-focused professional with a knack for multitasking and problem-solving? This hybrid role offers an exciting opportunity to be at the forefront of client and advisor interactions, delivering exceptional service during a critical transition.
In this frontline support role, you'll handle approximately 15 calls daily, ...
Job DescriptionClient Service & Administrative Manager
PCS Research Group LLCAbout PCS Research Group
PCS Research Group LLC provides independent equity and fixed income investment research to institutional investors. Since 1982, the firm has focused on specialized areas of the capital markets that may be overlooked or misunderstood by traditional research providers. Learn more at www.pcsresearchgr...
Job DescriptionCompany Overview:
Summit Financial LLC is a $30 billion Registered Investment Advisory (RIA) firm that has been providing comprehensive financial planning and wealth management services to high-net-worth individuals for over 40 years. Consistently recognized for our expertise, Summit currently ranks in the top 40 of all RIA firms by Barron’s & Forbes and is one of the fastest growi...
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 fi...
Position Title: Assistant Client Service SpecialistLocation: Hybrid • Glens Falls Office - Glen Falls, NY 12801Salary Range: $37,500.00 - $42,500.00 Salary Overview Salary Range $37,500.00 - $42,500.00 Salary 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 organi...
Job DescriptionPOSITION SUMMARY
Client Relationship Analysts 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 interperso...
Job DescriptionSUMMARY
Manages the staff and operations area of a full-service branch office. Responsible for branch operations, customer service, new accounts and account servicing, and demonstrates problem solving skills. Provides leadership, guidance, and support to branch staff. Works closely with the VP/Regional Operations Manager in developing and training branch employees in all areas of the...
Job Description
About the Company
Encore Funding is a specialty finance business in Cleveland, Ohio, that provides funding, back-office, and strategic services to entrepreneurs in the staffing industry. We are a fast-paced, growing business looking for talented individuals who want to help build an incredible company. As a leader in the specialty finance space, we offer an exciting opportunity to j...
Job DescriptionCompany Overview
Sepire is a marketing services and communications distribution company specializing in complex, compliance-driven solutions. As a technology-forward organization, we deliver automated, secure, and personalized communications across print, mail, fulfillment, and digital channels.
Position Summary
The Client Advocate (CA) serves as the primary point of contact for assi...
AVP, Client Service Open
AVP, Client Service Open
Job DescriptionWho We Are:
Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan adv...
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