Job DescriptionCOMPANY DESCRIPTION
Biltmore Family Office, LLC is an independent SEC-registered wealth advisory firm serving investment-oriented, multi-generational families. Founded by a family and d...
Job DescriptionAbout Safra National Bank of New York
Safra National Bank of New York ("Safra National") is a nationally chartered U.S. Bank supervised by the Office of the Comptroller of the Currency...
Job DescriptionClient Service Associate
On‑site | Eagle, Idaho
About Us We are a boutique, relationship‑driven wealth management firm dedicated to delivering thoughtful financial planning and exc...
Job Description
About Us
We are a top, nationally recognized, boutique Wealth Management firm looking for a warm, friendly, detail-oriented, self-starter and “go-getter” to join our rapidly growin...
Job DescriptionImmediate need for a talented Client Service Associate. This is a 06+months contract opportunity with long-term potential and is located in New York City, NY(Hybrid). Please review the ...
Job DescriptionBusiness Talent Group (BTG) is the leading talent marketplace that connects independent management consultants, subject matter experts, project managers, and interim executives with the...
Job DescriptionOur client is an independent RIA in Greenwich, CT serving high-net-worth individuals and families. They are hiring a Client Service Associate to support the advisory team on account ope...
Job DescriptionClient Service Specialist - Compass Marine Programs
Be part of a winning team that leads the way as a Best Practices Agency in Insurance!
The Opportunity
This full-time Client Service ...
Job DescriptionRole: Client Service Specialist
Location: Nashville, TN & Weehawken, NJ (Onsite)
Requirement from client:
Tech requirements for remote/hybrid roles:
Please ensure candidates are ad...
Job DescriptionCompany Description Summit Financial Group, Inc., based in the San Diego area, is an established firm founded in 1992 to provide strategic, individualized tax planning and preparation. ...
Client Advisor
Open
Job DescriptionClient Advisor (American Dream)
Employment Type: Full-Time
Salary: $50,000 per year
Position Overview
We are seeking a highly motivated Client Advisor to deliver an exceptional luxury r...
Client Advocate
Open
Job DescriptionCompany Description
Relive Health is dedicated to empowering individuals to take control of their healthspan, aiming to extend the years of life spent in good health. We are committed t...
Client Advisor
Open
Job DescriptionOverview:
London Jewelers is a premier jewelry business, family owned and operated for 100 years. We continue to set the standard for quality and service in providing customers with the...
Client Advisor
Open
Job DescriptionJoin the Canali Family at our newest location - Belmont Park Village (Elmont, NY )
Company Description
Canali is a family-run Italian luxury brand that has been delivering tailor-made ...
Client Advisor
Open
Job DescriptionClient Advisor – Luxury Menswear
Washington, DC - City Center
We are partnering with a prestigious international luxury menswear house to hire a Client Advisor for its Washington, DC...
Job DescriptionJob Title:
Associate
Job Description:
Position Overview:
The Advisor Transition Associate will assist in the onboarding and transition of advisor teams and firms. This role will suppor...