Mesirow Financial Holdings, Inc.
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Highland Park, IL, 60035
... We are seeking a highly motivated ClientRelationship Specialist to work out of our Highland Park office to provide high-touch client service and dedicated operational support to a team of highly motivated Financial Advisors and their High-Net-Worth ... - Sep 30
Client Service Associate Rochester, NY JK Executive Strategies is partnering with a well-respected financial services firm ... Customer Relationship Management (CRM) systems experience would be useful. Ability to communicate, organize and manage time ... - Sep 30
The Capital Group Companies Inc
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Manhattan, NY, 10007
"I can succeed as a Private ClientRelationship Manager." As the Private ClientRelationship Manager, you will be responsible for the day-to-day management of the Private Wealth Advisor's practice to ensure execution of the sales and service goals ... - Sep 30
... Responsibilities: * Provides exceptional client service through strong interpersonal and clientrelationship management (CRM) skills. * Serves as the initial point of contact for clients. Follow standardized procedures to meet client needs. May ... - Sep 30
... We are adding a ClientRelationship Manager to the team -- an experienced CPA to manage a book of Redpath client relationships with responsibility for product delivery, client satisfaction and retention. Bring your expertise to an environment where ... - Sep 30
... * Back up structure for client coverage * 2nd level of client day/day contact * Responsible for monthly client reporting * Internal/External Audit support * Problem resolution * Participates in regularly scheduled client calls and on demand meetings ... - Sep 30
... The position requires business knowledge, experience in retirement plan administration, strong client management skills, and problem solving ability. Education & Experience: * College degree or equivalent work experience * 2 + years in financial ... - Sep 30
... Our office in Irvine, CA is hiring for a ClientRelationship Associate (CRA) who will partner with our wealth advisory, financial planning, and internal support teams contributing to the satisfaction, retention and growth of client relationships. ... - Sep 30
... Our office in Salt Lake City, UT is hiring for a ClientRelationship Associate (CRA) who will partner with our wealth advisory, financial planning, and internal support teams contributing to the satisfaction, retention and growth of client ... - Sep 30