Client Services Team Lead - Hybrid (RIA Focus)
Assetmark Concord
AssetMark is seeking a Client Service Team Lead to mentor a four-to-eight-person Client Support team. The role emphasizes coaching, building a collaborative culture, and maintaining high service standards. You will serve as a key escalation point and partner with other departments to drive continual service improvements. The position supports a hybrid schedule with offices in Phoenix or Charlotte, demanding 5-10 years in service for RIAs and at least 2 years in a leadership role. #J-18808-Ljbffr AssetMark
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## Client Services Team LeadApply: Hybrid: Charlotte, NC: Phoenix, AZ: Full time: Posted 2... ...passionately believe in the RIA community, the fiduciary... ...responsible for the following:* Lead, coach, and develop a team... ...a high-quality, client-focused service experience.*...SuggestedFull time- Olin seeks a Senior Cost Accounting Analyst in Lake Jackson, TX, offering a hybrid schedule with up to 2 days remote per week. You will support cost-of-sales drivers, capital expenditures, working capital, and productivity initiatives while ensuring timely financial closes...SuggestedRemote work2 days per week
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...0 - $165,000 LOCATION: Hybrid IN CALIFORNIA (or Remote... ...Financial Consulting team. Unlike typical financial... ...of our mission that focuses on building the long-term capacity of our clients, who we see as long-term... ...financing programs and services described above. Provide...Permanent employmentFull timeContract workWork experience placementWork at officeLocal areaImmediate startRemote workHome officeFlexible hours1 day per week- ...Health Plan seeks a full-time CHC Service Coordinator, Nursing Facilities,... ...facilities and working a hybrid schedule Monday through Friday. The position focuses on coordinating care across medical... ...members, while managing caseloads and leading PCSP processes within regulatory...Full timeMonday to Friday
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...position serves as the primary actuarial lead for our Management Liability business. To... ...experience and qualifications. This role works a hybrid schedule that requires working from the... ...required, ability to lead and manage a team, and extensive knowledge of the insurance...Work experience placementWork at officeImmediate startRemote work- ...consulting firm, seeks a Consulting Actuary (FCAS) for the Atlantic Region P&C in Hybrid U.S. offices in Boston or Burlington. The role emphasizes peer review, project oversight, client relationships and mentoring analysts. The ideal candidate holds FCAS with up to 10...
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- ...Senior Investment Analyst to join the Private and Public Credit team. You will conduct due diligence, evaluate credit investments, and... ..., and proficiency with Bloomberg/PitchBook/Power BI/Tableau. Hybrid schedule with domestic travel up to 10% in Texas. #J-18808-Ljbffr...Permanent employment
- ...relationships with both new and existing clients for D.L. Evans Bank. He or she entails... ...developing and executing a marketing strategy focused on attracting and securing new clients.... ...promotes the bank’s range of treasury services—including business accounts and merchant...For contractorsWork at officeLocal area
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...join our Health Actuarial and Financial Consulting team at Mercer. This is a hybrid role that has a requirement of working at least three... .... As a Sr Health Actuarial Consultant, you will lead client engagements focused on employers' health benefits strategies, including...Minimum wageWork at officeLocal areaRemote workFlexible hours3 days per week1 day per week- ...into actionable recommendations for senior leadership. The ideal candidate has strong financial analysis skills, executive communication, and the ability to manage multiple portfolio areas in a fast-paced environment, with hybrid work at #J-18808-Ljbffr Capstone Analytic
- ...-day support to vertical leads as part of the Credit Monitoring Team. This role will be expected... ...experience in valuation services, private equity,... ...creating a Gold Standard hybrid work culture Critical... ...in this area consistently focus on the right goals and priorities...Work experience placementWork at office
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- IMan Investment is seeking an Investment Manager to lead PowerGen coverage across the United States and the broader Americas. You will... ...—independently as a primary owner. This role supports remote/hybrid arrangements for US-based or Americas-local talent, collaborating...Remote jobLocal area
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...Job Description**The Commercial Reserving team is seeking an actuarial professional to... ...contribution* Learn more **Where You’ll Work**Our Hybrid Flex approach is built on presence with a... ...that’s flexible, connected, and future focused.In a Hybrid-Flex role, you’ll work in the...Full timeWork at officeLocal areaRemote workFlexible hours2 days per week$120k - $180k
...TMG home office are expected to follow a hybrid or in-office schedule. The initial training... ...Contribute to actuarial team effectiveness through strong technical execution... ...Contribute to departmental initiatives focused on process improvement, efficiency, and governance...Temporary workWork at officeRemote workHome officeFlexible hours
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