Description: CORE VALUES: Park State Bank's Core values are GROWTH, TEAMWORK, RESPONSIVE, TRANSPARENT, And INNOVATIVE. We endeavor to live by these values in all that we do!MISSION: The mission of Park State Bank is to deliver exceptional client service, strategic banking solutions and a community-friendly experience.POSITION SUMMARY: The Client Service Specialist is a customer-focused role, dedica...
Job DescriptionFounded in 1997, Gresham Partners, LLC is a $13.8 billion Chicago-based investment and wealth management firm serving a select group of ultra-high-net-worth families across the country. The firm is known for its independent thinking, investment approach, and performance results. The Client Service Analyst will provide operational support in servicing our clients. The analyst role is ...
Job DescriptionQuick Snapshot
Pay: $38,000–$45,000/year, based on experience
Schedule: Full-time; standard business hours (exact hours to be confirmed)
Location: Traverse City, MI (office to be confirmed)
Employment Type: Full-Time
Experience Level: Entry-Level to Experienced — Active Michigan Insurance License Required
Industry: Insurance / Financial Services
Put Your Insurance License to Wo...
IntroductionAt Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re free to grow, lead, and innovate. You’ll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the ris...
Job DescriptionAbout Invst
As an independent Registered Investment Advisory (RIA) firm, Invst is here to help you reach your full financial potential—to help you live the life you want to live. Our job is to educate, guide, and counsel you toward that end.
Our core values are Personal Integrity, Always Growing, Batteries Included, Always Got Your Back, Abundance, and WITWOWWOW (Whatever It Takes...
Job DescriptionClient Service & Administrative Manager
PCS Research Group LLCAbout PCS Research Group
PCS Research Group LLC provides independent equity and fixed income investment research to institutional investors. Since 1982, the firm has focused on specialized areas of the capital markets that may be overlooked or misunderstood by traditional research providers. Learn more at www.pcsresearchgr...
Job DescriptionCompany Overview:
Summit Financial LLC is a $30 billion Registered Investment Advisory (RIA) firm that has been providing comprehensive financial planning and wealth management services to high-net-worth individuals for over 40 years. Consistently recognized for our expertise, Summit currently ranks in the top 40 of all RIA firms by Barron’s & Forbes and is one of the fastest growi...
Job DescriptionPosition Summary
The Client Service Representative (CSR) supports advisors and serves as a supporting point of contact for clients, providing responsive service and managing account servicing requests from initiation through completion. The role combines direct client communication and relationship support with hands-on responsibility for client onboarding, account administration, mo...
Job DescriptionCompany Overview
Sepire is a marketing services and communications distribution company specializing in complex, compliance-driven solutions. As a technology-forward organization, we deliver automated, secure, and personalized communications across print, mail, fulfillment, and digital channels.
Position Summary
The Client Advocate (CA) serves as the primary point of contact for assi...
Job Description
About the Company
Encore Funding is a specialty finance business in Cleveland, Ohio, that provides funding, back-office, and strategic services to entrepreneurs in the staffing industry. We are a fast-paced, growing business looking for talented individuals who want to help build an incredible company. As a leader in the specialty finance space, we offer an exciting opportunity to j...
Job DescriptionPOSITION SUMMARY:
Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an understanding of firm policies, procedures...
AVP, Client Service Open
AVP, Client Service Open
Job DescriptionWho We Are:
Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan adv...
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 designed to support other families, the firm operates as a collaborative family office focused on long-term partnerships. Its mission is to connect the intellectual capital of the families it serves wit...
Job DescriptionAbout the Job
Company Description
Element Pointe Family Office is an independent, fee-only multi-family office and wealth management firm based in Miami, Florida. As an SEC-registered investment adviser, Element Pointe is committed to objective advice and sophisticated portfolio management, ensuring that clients’ interests come first. For over a decade, the firm has guided ultra-hi...
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 exceptional client service. Our team values professionalism, collaboration, and a warm, welcoming environment for both clients and colleagues. We are looking for a Client Service Associate who will also s...
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 growing team.
We’re hiring a Client Service Associate to support an advisor and their clients. This role is focused on communication, coordination, and follow-through, making sure client work moves smooth...
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