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WEALTH MANAGEMENT CLIENT SERVICE SPECIALIST

Resolves concerns and takes action on behalf of clients, including certain financial transactions within Wealth Management Client Service Specialist authority, and directs other client questions and issues to the appropriate party...

CompanyThe Glenview Trust Company
AddressLouisville, KY
CategoryHuman Resources
Job typeFull-Time
Date Posted a month ago See detail

Wealth Management Client Service Specialist

The Glenview Trust Company

Louisville, KY

Resolves concerns and takes action on behalf of clients, including certain financial transactions within Wealth Management Client Service Specialist authority, and directs other client questions and issues to the appropriate party...

a month ago seen See more...

Wealth Management Client Servicing Representative

Bank Of America

Tampa, FL

$72.8K - $92.2K a year

Provide clients and internal partners with clear, complete, and accurate responses to their questions and inquiries at point of call Deliver quality service by providing effective and efficient operations support for the assigned...

a month ago seen See more...

Client Service Manager- Screening and Selection

Adp

Fort Collins, CO

Are you passionate about service quality? Do you love satisfying and exceeding client expectations? Do you inspire your organization daily? Lead the Daily Activities of Your Team. You will provide leadership, guidance, and directi...

yesterday seen See more...

Client Service Manager

Gallagher

Plattenville, LA

Take a leadership role in the renewal process to ensure the best possible solutions are delivered to clients in high quality and timely manner. Secure existing business and drive the sale of additional services and lines of covera...

yesterday seen See more...

Global Payment Services Client Management Manager

Hsbc

United States

Visibility of and ultimate oversight for all service case activity. Direct accountability and responsibility to field and resolve complex service inquiries Provide regular analysis of client activity and establish a regular cadenc...

3 days ago seen See more...

J.P. Morgan Wealth Management - Private Client Advisor - Orlando, St Cloud, FL

Jpmorgan Chase & Co.

Saint Cloud, FL

Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity. Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and re...

3 days ago seen See more...

J.P. Morgan Wealth Management - Private Client Advisor - Orlando, St Cloud, FL

Jpmorgan Chase Bank, N.a.

Saint Cloud, FL

Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity. Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and re...

3 days ago seen See more...

Food & Beverage Client Service Manager

Brown And Caldwell

Nashville, TN

Lead and create sustainable business development and delivery capabilities for the sector. Establish industry leadership for Brown and Caldwell services among the Food & Beverage sector. Develop personal relationships with target...

5 days ago seen See more...

Food & Beverage Client Service Manager

Brown And Caldwell

Milwaukee, WI

Lead and create sustainable business development and delivery capabilities for the sector. Establish industry leadership for Brown and Caldwell services among the Food & Beverage sector. Develop personal relationships with target...

5 days ago seen See more...

Client Services Associate- Wealth Management Department

Uw Credit Union

Milwaukee, WI

21.5+ days of annual paid time off. 2 weeks paid caregiver leave. 2.5 weeks paid new child parental leave. 2 days paid volunteer time. 11 paid holidays (includes your birthday!). 401k company match of up to 5%, plus approximately...

a month ago seen See more...

Financial Aid Training & Client Services Manager

Henry Ford College

Dearborn, MI

* Interpersonal Skills - Shows understanding, friendliness, courtesy, tact, empathy, concern, and politeness to others; develops and maintains effective relationships with others; may include effectively dealing with individuals w...

5 days ago seen See more...

Associate Manager (Go Trade+), Client Service Trade Support

Ss&C Technologies

New York, NY

Flexibility: Hybrid Work Model & a Business Casual Dress Code, including jeans. Your Future: 401k Matching Program, Professional Development Reimbursement. Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid H...

5 days ago seen See more...

Director of Client Services (In-Force Policy Management) (Onsite)

Gallagher

Phoenix, AZ

Lead, mentor, and manage a team of Client service associates. Set performance goals, supervise progress, and provide regular feedback. Foster a culture of excellence and continuous improvement within the Client Services team. Buil...

6 days ago seen See more...

Client Service Manager

Gallagher

Naples, FL

Take a leadership role in the renewal process to ensure the best possible solutions are delivered to clients in high quality and timely manner. Secure existing business and drive the sale of additional services and lines of covera...

7 days ago seen See more...

Analytic Client Service Manager

C.a.

Schaumburg, IL

You will play an essential role in managing analytic projects from start to finish, supporting the Manager on strategic initiatives, analysis, reporting to presenting findings to clients. We will arm you with the best in market an...

7 days ago seen See more...

Assistant Client Manager- Retirement Plan Services - Now Hiring

Alera Group

Scottsdale, AZ

$24 to $28.84 per hour

This job description in no way states or implies that these are the only duties to be performed by this employee. He or she will be required to follow any other instructions and to perform any other duties requested by his or her...

7 days ago seen See more...

Senior Tax Manager - Private Client Services

Andersen

Los Angeles, CA

$142,750 - $250,000 a year

Engage in business development activities (i.e. prepare proposals, present in webinars, collaborate with other service lines to present a comprehensive tax strategy to prospective and current clients, etc.); Maintain communication...

2 weeks ago seen See more...

Wealth Management Client Associate

Bank Of America

Vienna, VA

$83.5K - $106K a year

Please note the schedule for this position is part-time Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings Ensures timeliness, accuracy, and completene...

2 weeks ago seen See more...

Wealth Management Client Associate

York State Department Of Labor

New York, NY

This is a part-time role. Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and fo...

2 weeks ago seen See more...

Wealth Management Client Associate

York State Department Of Labor

New York, NY

This is a part-time role. Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and fo...

3 weeks ago seen See more...

Security Client Services Manager

Gardaworld Security Services U.s.

Portland, OR

$80,000 - $90,000 a year

Supervise the day-to-day security service provided to the facilities and ensure service is of the highest standards Develop and maintain effective relationships with clients and employees and serve as the liaison between GardaWorl...

2 weeks ago seen See more...

Private Wealth Services Tax Manager

Grant Thornton

Dallas, TX

$138K - $174K a year

Providing tax planning and consulting to our firm's high net worth clients for estate, wills and trusts taxation, and individual income taxes. Interact closely with client's other advisers, such as attorneys and financial asset ma...

2 weeks ago seen See more...

Client Services Manager

Hera Fine Jewelry

Los Angeles, CA

Commitment in the active work needed to welcome a variety of diverse people and perspectives. Curiosity and an interest in professional growth; we are a small company but growing very quickly, and eager to find team members who wa...

2 weeks ago seen See more...

Manager, Client Services

Rxbenefits, Inc.

Remote - Oregon, United States

Supervises, plan, forecast and manages functions related to Client Service work area. Oversees and directs the day-to-day activities of Client Service Associates. Manages, analyzes, improves, and maintains service procedures, poli...

3 weeks ago seen See more...

J.P. Morgan Wealth Management - Community Private Client Advisor -New Orleans, LA

Jpmorgan Chase Bank, N.a.

New Orleans, LA

At least 2 years in a Financial Advisor role or equivalent financial services experience. Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners. Demonstrate...

2 weeks ago seen See more...

Manager, IT Operations Client Services

Regeneron Pharmaceuticals Inc.

Rensselaer, NY

Provides administrative direction and support for daily operational activities of IT Operations team including, but not limited to, responsibility for all hardware and compliance related management infrastructure.Works closely wit...

3 weeks ago seen See more...

Wealth Client Services Assistant

Seacoast Bank

Williston, FL

Assist with CRM (SalesForce) reporting for the Private Advisor. Assist with the preparation of client investment performance reports, presentation materials, and division level reporting and analysis. Responsible for performing ge...

3 weeks ago seen See more...

Wealth Management Client Associate

My Arklamiss

Monroe, LA

Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and...

3 weeks ago seen See more...

Office Manager - Client Services - Sales Assistant to an RIA

Pacific Financial Planners, Llc

Laguna Niguel, CA

Safe work environment. Flexible working hours. On-the-job training. Relaxed atmosphere. Casual work attire. Assist and support the Office Manager and financial advisor. Answer client calls and respond to client requests, routing c...

3 weeks ago seen See more...

Client Services Account Manager

Passtime

Littleton, CO

Manage and support of assigned accounts. Contact assigned accounts at least once every 30 days (Phone/Email). Conduct 10-20 outbound phone calls daily. Support assigned accounts in support of the sales agent; manage reports on inv...

3 weeks ago seen See more...

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What are the top cities open Wealth Management Client Service jobs?

There are open Wealth Management Client Service jobs in several cities including San Francisco, Fairfield, Miami, Evansville, Bethesda, Ventura, Des Moines, Washington, Chandler, Menlo Park, Chicago, Mount Laurel, Atlanta, Jacksonville,

What companies are hiring for Wealth Management Client Service jobs?

The top companies hiring now for Wealth Management Client Service jobs are Bank Of America, Bankers Trust, Mclaughlin Private Wealth, Northern Trust,

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