Wealth Management Client Service Group Manager & Training Lead
Aumni
TwinThread is seeking a Client Service Group Manager in White Plains, New York. You will manage sales support and administrative staff, focusing on training and process improvements while liaising with the management team. A minimum of 3 years of financial services management experience is required, along with relevant licenses and a degree in Business or Finance. The position offers a competitive rewards package, which includes comprehensive health coverage and other benefits tailored to employee needs. #J-18808-Ljbffr Aumni
- ...worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth... ...needs. As a Client Service Group Manager in J.P. Morgan Advisors... ...managing a wide array of training and process improvement initiatives...SuggestedWork at officeLocal area
- TIAA is seeking a Wealth Client Relationship Manager in White Plains, New York. This role focuses on partnering with Wealth Management Advisors to enhance client relationships and deliver financial solutions. A strong emphasis is placed on meeting the needs of high-net...Suggested
$71.3k - $80.5k
Wealth Client Relationship Manager Wealth Management Client Relationship Managers at TIAA partner with Wealth... ...Advisors in delivering client service and supporting high-net worth clients... ...Operates under moderate supervision, leading advisory teams to help high-net worth...SuggestedWork experience placement- TwinThread in White Plains, NY is seeking a Market Director of Wealth to cultivate an exceptional customer experience by building strong... ...a customer-focused culture. The role involves recruiting and managing Advisors, collaborating with partners, and ensuring operational...Suggested
- ...We are Looking for Client Service Manager - Fulltime - 100% Onsite Locations: Ashburn, MA White Plains, NY Long Island City, NY Frisco, WA The... ...enablement duties such as provider portal overview, training, access requests and ongoing Customer needs. Service Portfolio...SuggestedFull timeContract work
$118.75k - $185k
A leading global financial services firm is seeking a Client Service Group Manager in White Plains, NY. This role involves managing the sales support team, improving processes... ...management to drive branch initiatives in wealth management. Applicants should have a degree...$90k - $190k
A leading financial services firm in Purchase, NY is seeking a VEA Training Specialist responsible for designing and delivering curriculum components. The role includes coordinating new hire onboarding, managing training logistics, and evaluating training needs among staff...$80k - $95k
A major public transport company in New York is looking for an experienced Safety and Training Manager to lead training programs and ensure compliance with safety regulations. The role involves conducting training for paratransit drivers and maintaining safety standards...$205k - $300k
A prominent financial services firm is seeking a Market Director of Wealth in White Plains, NY. In this role, you'll lead a team of Financial Advisors... ...of excellence, and ensure clients receive top-notch... ...of experience in advisor management, strong communication skills...- HCLTech is seeking a Client Service Manager for a full-time onsite position in White Plains, NY. The role involves managing contract compliance, conducting performance reviews, and maintaining client relationships. The ideal candidate must have ITIL V3/v4 certification...Full timeContract work
- ...deliver cutting‑edge solutions to global clients across both public and private sectors. Position... ...a highly organized and detail‑oriented Training Coordinator to join our dynamic team.... ...schedule. The Training Coordinator will manage both live and virtual training programs,...Contract workWork at office
$85k - $135k
Job Description Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services.... ...countries, the Firm's employees serve clients worldwide including corporations,...Full timeTemporary workWorldwide- Channel Partners, LLC is seeking a full-time Wireless Retail Market Manager located in Yonkers, NY. As the brand champion, you will engage and train retail sales associates to promote client products, ensuring a strong market presence. Responsibilities include conducting...Full time
- ...Farmers Market in Hartsdale is looking for a dedicated Service Manager to oversee customer satisfaction and lead front-end operations. In this role, you will... ...Managers are absent, focusing on team recruitment, training, and retention while ensuring an excellent shopping...
$80k - $90k
...Office Services Manager is responsible for managing a client location, a law firm, with on‑site staff... ...or exceeded. The manager leads a team that provides services... ..., develop, and cross‑train the operations team to... ...Discounts, Pet Insurance, Group Home and Auto Insurance,...Temporary workPart timeWork at office$80k - $90k
...The Office Services Manager is responsible for managing a client location, law firm, with on-site staff... ..., develops and cross trains operations team to grow... ...variety of them that may lead you to uncover other career... ..., Pet Insurance, Group Home and Auto Insurance,...Temporary workWork at office$19.65 - $21.86 per hour
...everyone. THE OPPORTUNITY The Service Leader is responsible for... ...the restaurant crew is well trained and provides good customer... ...Opportunities for advancement (80% of managers started as Crew) PAY... ...a demonstrated purpose as it leads the way in digital,...Work at officeLocal areaShift work- A consulting firm located in White Plains seeks a highly organized Training Coordinator to manage employee training programs. This role requires coordination of both live and virtual sessions, data management, and logistics oversight. The ideal candidate will have exceptional...Work at office
$16 - $25 per hour
...metal components on trailers, with responsibilities including quality inspections, and adhering to safety standards. We provide paid training to help you develop your skills, and positions are available across various levels, with pay ranging from $16 to $25 based on...$80k - $95k
LVMH Group is looking for a Training and Employee Experience Specialist for their Distribution Center in Chester, New York. This role plays a critical part in compliance and workforce development, coordinating mandatory training and onboarding processes. Candidates should...- Arby's, Inc. in Town of Mount Pleasant seeks a Shift Manager to oversee daily restaurant operations. This role involves leading the team and ensuring exceptional customer service throughout shifts. The ideal candidate will have at least six months of management experience...Shift work
$80k - $90k
SPS Switzerland AG is seeking an Office Services Manager in New Rochelle, NY. The position requires managing a law firm client location and ensuring high service standards through effective team leadership. You will oversee operations, manage resources, and drive client...Work at office$175k - $200k
Westchester BMW Inc. in White Plains is seeking a skilled Service Manager to co-lead their service department. This position demands strong operational skills and a solid background in BMW service. The ideal candidate will manage a team of over 30 technicians, ensuring...- Ray Catena BMW of Westchester is seeking an experienced Service Manager to co-lead operations in their award-winning service department. The ideal candidate should have a strong background in BMW service, exceptional leadership skills, and a commitment to customer satisfaction...
- Ray Catena BMW of Westchester is searching for an experienced Service Manager to oversee our award-winning service department. In this role, you will lead a team of over 30 technicians while ensuring exceptional customer satisfaction and driving departmental profitability...
$24 per hour
...immediately for a full time PATIENT SERVICES LEAD position. Location :... ...Associates are adequately trained and that units are properly... ...a specific calorie count to manage. Adhere to facility confidentiality... ...is a member of Compass Group. Compass Group is an equal...Hourly payFull timePart timeLocal areaImmediate startRemote workFlexible hoursWeekend work- ...Join Gallagher's Personal Lines Inside Sales Team At 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...Work at officeRemote work
- ...White Plains is seeking an Amalgamated Life Service Executive for Voluntary/Worksite Sales.... ..., solving problems, and ensuring client satisfaction with our services. The ideal... ...Director of Enrollment and other account managers to meet client needs and manage service issues...Work experience placement
- ...Consultants (CBC) is a leading mental health... ...positive change for our clients through personalized,... ...treatment plans. To train and empower professionals... ...training and consultation services for schools, organizations... ...independent project management with minimal...Full timeTraineeshipWork at officeAfternoon shift
- A leading teen retail company in Yonkers, NY, seeks a Store Manager to recruit, hire, and train staff while exceeding sales goals. You'll manage daily operations and ensure customer satisfaction while working in a vibrant environment that values individuality. Retail management...
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