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...
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 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...
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 ...
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...
Why You’ll Love This Client Recovery Advisor Job. CRAs are a part of a multidisciplinary Addiction Care team guiding and directing clients through an intensive In-Home Addiction Treatment program which provides services for up to a full year. The CRA serves as a personal guide in helping clients to ...
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 ...
Wealth Advisor to join their tight-knit team. Build and maintain strong relationships with high net-worth clients and provide comprehensive financial planning services. Analyze clients' financial situations and develop customized strategies to help them achieve their wealth management goals. Collabo...
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...
Wealth Advisor to join their tight-knit team. Build and maintain strong relationships with high net-worth clients and provide comprehensive financial planning services. Analyze clients' financial situations and develop customized strategies to help them achieve their wealth management goals. Collabo...
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...
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...
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,...
Edward Jones
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, est...
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. Creati...
The position also provides administrative support to team members and clients by performing a variety of complex duties in the areas of client service, investment management, office administration and/or accounting to support the team in serving and assisting clients. Responsible for overseeing the ...
Party City Team Member (Sales Associate) in Norwalk, CT at Party City **Location:**. You are responsible for executing best in class sales and service strategies. Team Members are responsible for being part of a Team that delivers on sales, profit, and service targets, as well as delivering ...
Handle incoming customer service calls. Accept customer calls and return customer. This position will work with multiple clients throughout the day providing outstanding service and product knowledge. Dispatch incoming customer phone calls. ...
Location* Stamford *Position* Customer Services Advisor *Advertising Salary:* 8. Priory Court Care Home** located in **Stamford** are currently recruiting for an enthusiastic, yet empathetic team player to join us as Customer Service Advisor. As Customer Service Advisor, you will support the home by...
Customer Service Specialist, Customer Service, Specialist, Remote, Healthcare, Medical Equipment, Retail. Ready to tackle a fun and rewarding job? There are Remote Customer Service Representative job openings in your area. This position is responsible for identifying and resolving customer issues a...
As a nationwide property service contractor, we are always looking to reach out and grow our supply chain. As a nationwide property service contractor, we are always looking to reach out and grow our supply chain. ...
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...
Up to $21 per hour / Fully paid medical benefits / 401k match / PTO / Laptop provided - As a Client Services Associate you'll: Provide timely and accurate information to inbound customer service requests; Respond promptly and professionally to incoming phone calls, E-mails, and other web-based syste...
Competitive pay / Comprehensive health plans / PTO / Retirement savings - As a Customer Service Rep you'll: Answer incoming telephone calls; Resolve customer questions, complaints and requests; Adhere to internal policies and procedures; Utilize working knowledge of the organization's services to me...
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...