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
$110k - $190k
...Wealth Management Training Working Program Lead The Wealth Management Training Working Program... ...participates in working groups across assignment,... ...within a regulated financial services environment preferred.... ...allocate capital for our clients – helping them reach their...SuggestedTemporary workHome officeShift work- 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
$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...Suggested$80k - $90k
The Office Services Manager is responsible for managing a client location, law firm, with on-site staff... ...exceeded. The manager leads a team providing services... ..., develop, and cross‑train operations team to grow... ...Protection, Pet Discounts, Group Home, Auto Insurance, Employee...SuggestedTemporary workWork at officeFlexible hours$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...$85k - $135k
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in... ...countries, the Firm's employees serve clients worldwide including corporations,...Temporary workWorldwide- ...range of Technology and Business consulting services. We are in search of a highly motivated... ...join our talented Team. Job Title: ERP Training Coordinator. Location: White Plains, NY.... ...schedule. The Training Coordinator will manage both live and virtual training programs,...Work at office
- 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
$17.7 - $22.62 per hour
...Client Service Coordinator The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the... ...retail products and scheduling future appointments. Manage the finances by maintaining accurate balances and utilizing proper...Hourly payMinimum wageFull timeTemporary workPart timeFlexible hours- ...Valley Credit Union is looking for a Relationship Manager in Chester, NY. The role focuses on providing exceptional member service through accurate transaction processing and a... ...contributing to sales goals, and supporting Wealth Management services. Ideal candidates will...
$80k - $90k
...Join the team leading the next evolution of virtual care. At Teladoc... ...Summary of Position The Client Manager is primarily responsible for accounting service and relationship management of... ...creation, reporting, additional training needs, project status,...Full timeContract workPart timeWork experience placementVisa sponsorshipWork visaFlexible hours- 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
- ...global consulting firm located in White Plains, NY, is searching for a Training Support Analyst to provide operational and logistical support for technical training programs. The ideal candidate will manage training logistics, collaborate with program managers, and assist...
- Ampcus, Inc is seeking an ERP Training Coordinator based in White Plains, NY to ensure effective training programs for employees. Responsible for coordinating live and virtual sessions, managing training logistics, and maintaining accurate training records. The ideal candidate...Work at office
$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...- ...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
$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$81k - $125k
...significant risk, workforce, wealth management and retirement challenges... ...first approach. P&C Private Client Group (PCG/affluent lines) is a... ...employee to take on the role of lead consultant and primary point... ...with established PCG/HNW servicing or related experience, but outside...Full timeImmediate startRemote workWork from homeShift work2 days per week$70k - $90k
...significant risk, workforce, wealth management and retirement challenges... ...first approach. P&C Private Client Group (PCG/affluent lines) is a... ...may require supporting a Team Lead and will have the expectation... ...targets. This is a servicing, not a sales (new production...Work at officeRemote work- ...Job Description Job Title: Client Office Supervisor Reports to: Premier Services Manager Position Summary: The... .../R follow up, while supporting training, mentorship, and workflow consistency... ...– Able to build morale and group commitments to goals and objectives...Work at office
- ...Consultants (CBC) is a leading mental health... ...positive change for our clients through personalized,... ...based treatment plans. To train and empower professionals... ...training and consultation services for schools,... ...requires independent project management with minimal...Part timeTraineeshipWork at officeAfternoon shift
- CVS Health is seeking candidates for the Store Manager In Training program in City of Rye, NY. This role is designed to develop skills and prepare individuals for future Store Manager positions through a structured 16-week training program with hands-on experiences and...Flexible hours
$18.5 - $30.64 per hour
CVS Health is looking for a Store Manager In Training (SMIT) in New Rochelle, NY. This development-focused role prepares you for the Store Manager position through a 16-week program combining virtual and hands-on learning experiences. As part of the program, you will engage...Hourly payFull time- 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...
- ...Security/h2pITG Larson is a leading security integration... ...infrastructure, and managed services. We design, install,... ..., and information for clients across multiple industries... ...us as a cohesive group, amplifying our impact... ...Benefit from world-class training and leadership...Work at officeRemote work
$60k - $70k
Aramark is seeking a Food Service Manager in Valhalla, NY, responsible for overseeing dining operations and developing solutions tailored... ...skills, and the ability to maintain effective relationships with clients. Key responsibilities include managing team performance while...- Cognitive Behavioral Consultants, LLP. is seeking a Client Services Coordinator in White Plains, New York. This hybrid role involves administrative... .... Ideal candidates will have experience in healthcare management and strong communication skills to foster client relations...Work at office
- Smashburger 1479 White Plains is seeking a Guest Service Expert to create memorable experiences for guests. Responsibilities include greeting... ...communication skills. No prior experience is necessary as training will be provided. Flexible schedules and various perks such as...Flexible hours
- COGNITIVE AND BEHAVIORAL CONSULTANTS, LLP is seeking a Client Services Coordinator in White Plains, NY. This hybrid role includes providing clinician support, performing administrative duties, and assisting with marketing efforts. Candidates should have a minimum of 2 years...Work at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Client Service Group Manager & Training Lead. Be the first to apply!
- client service manager White Plains, NY
- client engagement manager White Plains, NY
- client services coordinator White Plains, NY
- client experience manager White Plains, NY
- client relationship manager White Plains, NY
- engagement director White Plains, NY
- client manager White Plains, NY
- client services supervisor White Plains, NY
- engagement manager White Plains, NY
- client executive White Plains, NY


