Our award-winning, web-based services and resources are designed to amplify advisors' value to their clients. The Client Support Specialist is responsible for answering incoming customer inquiries, solving customer issues, and escalating cases to tier two teams or management when necessary. The Clie...
The Client Advisor acts internally as a liaison between Senior Client Advisors and all other service areas of the organization, such as Tax and Financial Planning, Investments, Legacy Planning and Trust Administration, Alternative Asset Management, Philanthropic Advisory, Real Estate and Insurance A...
Client Advisors hold the critical position of embodying the Tiffany brand in each and every client interaction using the Tiffany touch; their own flair for making each client’s experience extraordinary. The love of building his/her own business by developing client relationships and exceeding sales ...
Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures. Perf...
Client Advisors hold the critical position of embodying the Tiffany brand in each and every client interaction using the Tiffany touch; their own flair for making each client’s experience extraordinary. The love of building his/her own business by developing client relationships and exceeding sales ...
Job responsibilities: * Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and ...
Maintain a minimum of 95% retention of Client Accounts by pro-active client engagement including the contacting clients that have moved business by Broker of Record letters to determine why business was lost by USI. Complete USI New Business Process for new clients, including establishing a communic...
This will be done with a consistent focus on relationship management, not portfolio management * Demonstrate a deep understanding of financial markets and sound business judgement * Exhibit unwavering integrity that points toward doing right by clients at every opportunity ...
Client Adviser - Genesis of Ridgefield. We are on the lookout for individuals who are driven and dynamic to join our team as Commission Client Advisers. As a Commission Client Adviser at Genesis of Ridgefield, you will play a crucial role in our sales team. Build and maintain strong relationships wi...
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners. Morgan Chase, we have an en...
Client Advisors hold the critical position of embodying the Tiffany brand in each and every client interaction using the Tiffany touch; their own flair for making each client’s experience extraordinary. The love of building his/her own business by developing client relationships and exceeding sales ...
As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth,...
You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with highly valued clientele. We fully support you with an open architecture product platform and top resources in the financial industry, while y...
Are you ready to make moments by obsessing about the needs of world's best athletes? If so, come grow, dream and create as a PT or FT Retail Sales Associate Nike In this role, you will: Be passionate about Nike products and services; Demonstrate enthusiasm and eagerness to learn the fundamentals of ...
Located in Westport Connecticut, our client is seeking a Client Services/ Operations Associate to work directly with our life insurance clients policy holders and manage active leads or cases. Our Client is a niche services and solutions provider to US Life Insurer and Reinsurer clients. Creation an...
Provides customer service by explaining IRS policy and procedures, providing instructions and analyzing complex or unusual issues presented by taxpayers, practitioners and Service employees. This service is based upon interpretation and application of IRM procedures, regulations, court decisions, st...
As Sales Associates you share positive energy and create an atmosphere of possibility with our customers. We are looking for associates with a passion for clothing, people, and sustainability. ...
This position is rooted within the Private Client Services practice with a focus on tax services for Family Offices and UHNWIs. Private Client Services team is expected to have high technical knowledge in review of individual 1040 returns, fiduciary 1041 returns, 709, family partnerships, private fo...
As a Senior Financial Advisor, you are an entrepreneur under the Farther umbrella building a client-first business with modern tools backing you. As a pioneering member of Farther’s advisor team, this is more than just a run of the mill wealth management opportunity - it’s an opportunity to have a h...
We’re seeking a future team member for the role of Associate, Client Service I to join our Wealth Management team. Through a unique service model focused on five Active Wealth practices — Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies — they help clients in the and abroad achie...
Healthcare Customer Service Representatives field customer inquiries by finding innovative ways to respond to varying questions, issues, and concerns. Customer service experience preferred. Teleperformance is a global, digital business services company. We deliver the most advanced, digitally powere...
If you are interested in working with an amazing team, with full training from the ground up, weekly pay, and flexible hours, read below.We are looking to hire 3 new team members by the end of this week.When you apply, please check your email for interview options.Our ideal candidate is a person who...
The Stamford, CT office of a national beverage company is hiring a Customer Service Representative to join their team. Enter and update order routing information in a variety of customer and transportation systems including customer portals. Provide timely feedback to the company regarding service f...
Work closely with Client Managers, Private Banking, Investment Advisors and Fiduciary Advisors to assess client's current financial situation, goals and objectives to determine solutions through the financial planning process. As the manager for a book of client relationships, the Wealth Advisor is ...
As a Senior Financial Advisor, you are an entrepreneur under the Farther umbrella building a client-first business with modern tools backing you. As a pioneering member of Farther’s advisor team, this is more than just a run of the mill wealth management opportunity - it’s an opportunity to have a h...