- JPMorgan Chase (New York, NY)
- …presence and high-touch service model for high-net-worth customers with our Private Client offering. We are searching for an experienced Market Director to develop ... of highly skilled Relationship Managers who nurture and develop high-net-worth client relationships . They provide centralized, high-touch service to offer… more
- James Perse Los Angeles (Malibu, CA)
- JAMES PERSE IS CURRENTLY HIRING A PART TIME SENIOR CLIENT ADVISOR FOR OUR MALIBU, CA LOCATION OBJECTIVE OF THE POSITION The Senior Client Advisor is responsible ... set forth by the company with a focus on client development and client sales. They will...offers competitive benefits packages, including health, dental, and vision insurance , life insurance , short-term and long-term disability… more
- Wells Fargo (Marlton, NJ)
- **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the ... direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes, scheduling and… more
- James Perse Los Angeles (Aspen, CO)
- JAMES PERSE IS CURRENTLY HIRING A FULL TIME SENIOR CLIENT ADVISOR FOR OUR ASPEN LOCATION OBJECTIVE OF THE POSITION The Senior Client Advisor is responsible for ... set forth by the company with a focus on client development and client sales. They will...offers competitive benefits packages, including health, dental, and vision insurance , life insurance , short-term and long-term disability… more
- Wells Fargo (Bellingham, WA)
- **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas ... interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes +...+ Paid time off + Disability benefits + Life insurance , critical illness insurance , and accident … more
- Veritext Legal Solutions (Glendale, CA)
- …to ensuring transcripts are delivered on time and flawlessly accurate. As a Client Services Associate, you'll be the go-to expert for attorneys and legal teams ... or corrections, and follow up to ensure expectations are exceeded and every client walks away impressed. If you love follow-through, attention to detail, and making… more
- First Horizon Bank (Orlando, FL)
- …efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client retention and ... **Location:** On site as described in posting. **Summary** As a Private Client Relationship Manager (PCRM), you are responsible for new business development with… more
- Robert Half-Robert Half Corporate (Irvine, CA)
- **JOB REQUISITION** Client Solutions Director (Management Resources) **LOCATION** CA IRVINE **JOB DESCRIPTION** **Robert Half** is looking for professionals to join ... our business development team. As a ** Client Solutions Director** in the **Management Resources** practice, you will focus on cultivating project and business… more
- Kestra Financial (Deerfield, IL)
- …life insurance , long term care insurance , and even health insurance benefits. Primary Duties Include: + Regular client interaction including appointment ... benefits and estate planning. Being a "full service" firm allows for us to better service our client needs from personal investing and retirement planning to… more
- Robert Half-Robert Half Corporate (Parsippany, NJ)
- **JOB REQUISITION** Client Solutions Director (Management Resources) **LOCATION** NJ PARSIPPANY **JOB DESCRIPTION** Robert Half is looking for professionals to join ... our business development team. As a Client Solutions Director in the Management Resources practice, you...bonuses, paid time off, group health, life and disability insurance , and retirement savings plans. * Best-in-class delivery models.… more