- Raymond James Financial, Inc. (St. Petersburg, FL)
- … service to the client . + Ensure that any professional, technical, or client service problem or request is resolved in a timely manner and by the ... plans in partnership with the leadership team for the group . + Manage client and prospect relationships specific to business-driven objectives. + Preparation,… more
- Janus Henderson Investors (New York, NY)
- …superior financial outcomes through differentiated insights, disciplined investments, and world-class service . We will do this by protecting and growing our core ... responsible for all aspects of relationship management and sales coverage of Private Banks, Trust companies, and some RIA's and Single-Family Offices throughout the… more
- Compass Group, North America (Miami, FL)
- Levy Sector **Position Title:** GROUP SALES COORDINATOR **Pay Range** : $20.23 to $20.23 **We Make Applying Easy!** Want to apply to this job via text messaging? ... assistant that helps you apply to jobs with Compass Group . Message frequency varies. Message and data rates may...head table, Levy leverages unbridled creativity, custom strategies, impeccable service , and true love for great food to create… more
- Citigroup (New York, NY)
- …#25886419. EO Employer. Wage Range: $123,000 to $123,000/year Job Family Group : Private Client Product Service Job Family: Investment Quant Research ... **Job Family Group :** **Job Family:** **Time Type:** Full time **Primary Location:** New York New York United States **Primary Location Full Time Salary Range:** In addition to salary, Citi's offerings may also include, for eligible employees,… more
- CDM Smith (Boston, MA)
- …onboarding. * Adhering to CDM Smith's Core Values. **Job Title:** Client Service Leader - Water & Wastewater Services ** Group :** NEG **Employment Type:** ... CDM Smith has an exciting opportunity for an experienced Client Service Leader to lead client...and business development for municipal water services for multiple private , municipal and state agency clients in the greater… more
- CDM Smith (Concord, CA)
- …* Adhering to CDM Smith's Core Values. \#LI-MO1 **Job Title:** Client Service Leader - Water Services ** Group :** WPG **Employment Type:** Regular **Minimum ... CDM Smith has a new opportunity for an experienced Client Service Leader to lead client...development for water and wastewater municipal infrastructure for multiple private , municipal and state agency clients in the Northern… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …partnering closely with firm leadership to execute custom strategies. You'll lead client service initiatives, manage complex planning workflows, mentor junior ... key relationship manager and trusted advisor to a select group of ultra-high-net-worth individuals and families. This firm is...with easy BART access + Serves a sophisticated UHNW client base with personalized, high-touch service +… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …performance data (no data entry) Requirements What You Bring: + 3-5+ years in UHNW client service (RIA, family office, private bank, etc.) + Experience ... of the world's most sophisticated families seeking a Senior Client Service Associate to deliver exceptional support...client onboarding, and financial administration for a curated group of ultra-high-net-worth clients. As part of a growing… more
- Neuberger Berman (New York, NY)
- …including scheduled and ad-hoc requests. Additionally, candidate will provide comprehensive and client service support to the wealth advisor's high net worth ... etc + Initiate new account opening process through centralized Private Client Services Team + Act as...Berman Portfolio Managers, Asset Management Business Control (AMBC), the Private Wealth Investment Group and internal and… more
- Citigroup (San Antonio, TX)
- …7/66 required **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group :** Private Client Coverage **Job Family:** Client ... The Team Client Services Associate is a developing professional role...with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team… more