Job DescriptionTELOS CAPITAL MANAGEMENT, INC. is currently seeking a detail-oriented Client Service & Operations Specialist to join our team in San Diego. This is an exciting opportunity to gain h...
Job DescriptionSenior Client Service Associate
Multi-Billion Independent Wealth Management Firm
Ellicott City/Columbia area, MD (In-office)
Overview
Established and growing Multi-Billion dollar AUM I...
Job DescriptionSenior Assistant Vice President
Client Partner - Banking
Data Management & Analytics - Banking & Financial Services
LOCATION: New York / New Jersey
WORK MODE: Hybrid | 3 days on...
Job DescriptionClient Service & Operations Coordinator
Charleston, SC | Full-Time | Primarily In Office
Help Build an Exceptional Client Experience
At ArisGarde, we believe exceptional planning ...
Job DescriptionLooking for someone who resides in Kentucky, Ohio, or Indiana.
The Client Success Manager is a data-driven client-facing member of the Account Management team. This individual prioriti...
Job DescriptionClient Services / Client Relationship Management
Hybrid - Pittsburgh | Contract-to-Hire
We’re currently looking for experienced client services professionals to join a growing team. ...
Job DescriptionThe Account Supervisor, Client Services, serves as the client’s main point of contact on a day-to-day basis, ensuring that projects are delivered on-strategy, on-budget and on-time. M...
Job DescriptionResponsibilities
• Lead, coordinate, and oversee all client service programs, ensuring effective service delivery.
• Manage your own small high-acuity caseload, and ensure resources...
Job DescriptionIP Client Services Coordinator
A nationally recognized law firm is seeking an experienced IP Client Services Coordinator to support a sophisticated patent prosecution practice. This po...
Job DescriptionAbout Savills
Savills is an organization full of extraordinary individuals. Brilliant people who are driven to succeed, hungry to remain at the forefront of their specialties, and eager...
Job DescriptionCompany Description Ascent Wealth Partners, LLC is a wealth management firm dedicated to helping clients achieve their long-term financial goals through thoughtful planning and discipli...
Job DescriptionAbout the Role
DSWD's Client Accounting Services (CAS) practice delivers outsourced accounting and advisory support to independent RIA and wealth management firms. As we continue to gro...
Job DescriptionAbout KODE
We’re coding rebels with a cause. KODE is a health-tech company developed by medical coders for medical coders looking to change the way things are done in the industry. Ou...
Job DescriptionAbout the Job
Stonebrook Wealth Partners is an independent wealth management firm providing financial guidance, investment management, and retirement planning services to individuals, ...
Job DescriptionJob Statement
Sterling Capital Management LLC (Sterling), headquartered in Charlotte, North Carolina, is a registered investment adviser founded in 1970.
Sterling seeks highly motivate...
Job DescriptionAs a Senior Client Success Manager (Sr. CSM) at 2X, you bring strategic maturity and operational depth to managing high-complexity and enterprise-level accounts with a primary focus on ...