Senior Client Services Specialist

The Investment Portfolio Manager - Wealth Services role involves creating and implementing investment strategies for high net worth clients, driving revenue growth, and building strong relationships with our clients. As a key member of our wealth management team, you will be responsible for delivering exceptional client service, managing complex investment...

About the Role:As a Client Service Specialist, you will be responsible for managing client relationships and delivering exceptional service. This role involves coordinating internal and external discussions between the agency and the client, developing communication plans, and preparing performance reports.In addition to your responsibilities, you will work...

We are seeking an experienced investment professional to join our wealth management team as a Senior Wealth Strategist. In this role, you will be responsible for creating and implementing investment strategies for high net worth clients, driving revenue growth, and building strong relationships with our clients.Key Responsibilities:Develop and maintain deep...

Senior Consultant, Client Accounting ServicesSenior Consultant, Client Accounting ServicesGet AI-powered advice on this job and more exclusive features.Direct message the job poster from CohnReznick Philippines, Inc.Senior Talent Acquisition Specialist at CohnReznickAs CohnReznick grows, so do our career opportunities. As one of America's top Professional...

About the RoleWe are seeking a seasoned professional to lead our client service team. As a Senior Client Fulfillment Specialist, you will be responsible for ensuring the timely and accurate fulfillment of client contracts.Key Responsibilities:Manage client relationships, building trust and credibility through excellent communication and service...

Senior Sales Professional - Client Relationship is a challenging and rewarding career opportunity at Yugn Management Services.In this role, you will be responsible for building and maintaining strong relationships with key accounts and distributors.You will work closely with our marketing team to develop promotional plans that meet the needs of our clients...

We are seeking an experienced investment professional to join our wealth management team as an Investment Portfolio Manager. In this role, you will be responsible for creating and implementing investment strategies for high net worth clients, driving revenue growth, and building strong relationships with our clients.Key Responsibilities:Develop and implement...

Be a part of our fast-growing team and unchain all the possibilitiesWhat is your mission?We are seeking an experienced Senior Client Services Manager to lead and expand client relationships while driving revenue growth in a B2B environment. This role requires a strategic thinker with a strong background in sales, customer success, and account management. The...

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and...

Client Financial Services RoleWe are seeking a highly skilled Senior Accountant to join our team and provide exceptional client financial services. The ideal candidate will have a strong background in finance and accounting, be proficient in Xero accounting software, and have a deep understanding of Australian taxation laws and financial regulations.Key...