Client Concierge/Full Time Assistant
Encircle Wealth Advisors a Private Wealth Advisors Practice of Ameriprise Financial Services, Inc.
Looking for a full time and in office assistant and client concierge to support two of our practicing advisors. Pursuing an assistant that is attracted by a long term partnership as well as growth opportunities. Background and experience in financial services/wealth management/financial planning is highly desirable, but not a requirement. We are actively growing and looking for someone to become a long term partner with our advisors and their clients. Must be organized, service oriented, motivated, and excited about the opportunities to grow in this role long term. Primary advisor for this listing has almost 11 years of experience in comprehensive planning and asset management with clients. #J-18808-Ljbffr Encircle Wealth Advisors a Private Wealth Advisors Practice of Ameriprise Financial Services, Inc.
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Client Concierge/Full Time Assistant in Mckinney, TX vacancy
- Encircle Wealth Advisors in McKinney, Texas, is seeking a motivated full-time assistant and client concierge to support our advisors. You'll have the chance to grow with the team, thriving in a service-oriented role. The perfect candidate will be well-organized and ready...Full timePrivate practice
- ...a confident, driven, and enthusiastic Client Concierge to join our team. This position plays a... ...environment throughout the facility Assistant providers and managers with client scheduling... ...to sit or stand for long periods of time Must be able to reach above shoulder...Full timePart timeWork at officeFlexible hoursWeekend work
- ...pet lovers welcome CityVet is looking for Client Service Specialists to join our team! At CityVet... ...or GED At least 18 years of age at the time of hire A day in the life: Manage... ...easy task. CityVet prioritizes meeting the full range of physical and mental well‑being needs...Full timeFlexible hours
- Community Dental Partners is looking for a Treatment Coordinator in McKinney, TX. In this full-time role, you will assist patients in understanding their dental care while collaborating closely with the dentist. Key responsibilities include managing patient interactions...Full time
- ...Care representative to provide exemplary service to clients planning their trips. In this position, you will assist customers with reservations, answer queries, and... ...friendly demeanor are essential. The role may be full-time or part-time, making it flexible for various...Full timeRemote jobPart timeFlexible hours
$10 - $17.1 per hour
...clienteling resource tool to record and maintain client information and preferences to drive... ...benefits package for all eligible full-time employees (including medical, vision and... ...Global and would like to request special assistance or an accommodation, please contact the...Full timeSeasonal workRemote work$47.6k - $59.5k
...Our important work benefits our clients and partners as much as it... ...support to the Inside Sales team, assisting with quoting, order processing... ...other team members to ensure timely completion of tasks and... ...the following benefits to all full-time employees: Health and Wellbeing...Full timeWork experience placementRemote workShift workWorld Wide Technology
Mckinney, TX1 day ago$21 per hour
Location Plano, TX Job Type Full-time Compensation Starting at $21/hr base with opportunity... ...and ensuring a consistent, high‑quality client experience. This role acts as an... ...Maintain accurate inventory levels by assisting with restocking, receiving shipments, and...Full timeFlexible hoursShift workAfternoon shift- A remote travel assistance company is looking for a Trip Assistant to help clients with their travel plans. You will manage bookings for flights, hotels, and transportation... ...online booking systems, and be organized. Both full-time and part-time positions are available for this...Full timeRemote jobPart time
- Location: McKinney, TX Position Type: Full-Time | Leadership Track Reports To: Clinic Director... ...person. Our mission is to help every client restore, rebalance, and rebuild their... ...science and delivered with heart. As an Assistant Clinic Director, you’ll be part of a high...Full time
$40k - $50k
...Front Desk Administrative Assistant Burress Law, PLLC McKinney, TX Burress Law, a high... ...' personal injury firm, is seeking a full-time Front Desk Administrative Assistant who... ...work: You will be the first impression for clients and an integral part of a team committed...Full timeWork at officeMonday to FridayShift workDay shiftAfternoon shift- ...Veterinary Receptionist Status: Part-time Salary: Negotiable and based... ...paid holidays and an Employee Assistance Program Looking for a... ...What You'll Do Welcome clients and patients with warmth and professionalism... ...~ Flexible Spending Account (full-time only) ~529 Savings Plan...Full timeTemporary workPart timeMonday to FridayFlexible hoursShift workWeekend work
- A leading remote service company is expanding its team and seeks individuals who are customer-centered and enjoy assisting clients. The role involves planning and coordinating reservations, providing recommendations, and maintaining client records in a fully remote environment...Remote jobFlexible hours
- Capital One is seeking a Full Time Branch Ambassador in Plano, Texas. In this role, you will provide outstanding hospitality, execute precise transactions, and educate clients on digital banking tools. The position offers a chance to be the face of an innovative service...Full time
- ...remote travel services company is seeking a remote Travel Assistant to help clients with travel bookings and inquiries. Your role will be to provide... ...or hospitality is a plus. This position offers flexible full-time or part-time remote work options. #J-18808-Ljbffr...Full timeRemote jobPart timeFlexible hours
- ...Charity Fundraising Assistant We are seeking an individual who embodies the ideal fusion... ...services for both in-store and direct clients, and becoming the dedicated ambassador for... ...of our clients Availability for full-time employment A strong aptitude for working...Full timeLocal areaImmediate start
- Full-time Company Description Local Profile is a dynamic, growth-focused company providing tailored advertising, marketing concierge, and event sales solutions to local businesses. Operating on the... ...and ongoing development. Lead client engagement and event sponsorship...Full timeLocal areaFlexible hours
- ...Clinical Concierge - NCT with MA/LVN Bring your passion to Texas Health so we are Better... ...Urgent Care locations). Works hours: Full-Time, 3-12-hour shifts a week (rotating days,... ...And Successful completion of a Medical Assistant education program Required Or Other Successful...Full timeSummer workWork at officeLocal areaRotating shiftDay shift
$20 per hour
...Description Job Description Company Description On-Site, Full-Time 1 Yr Contract Pay Rate: $20/hr doe Job Description... ...Compile comprehensive claim analyses for monthly reporting to clients Work within company guidelines to analyze contractual agreements...Full timeContract workSBT Global, Inc.
Plano, TX14 days ago$15 per hour
...transportation. Applicant must be punctual. Duties: - Greet and assist customers in a friendly and approachable manner - Understand... ...and passion for customer service will be valued. Job Type: Full-time Shift availability: Day Shift (Required) Night Shift...Full timeHourly payShift workNight shiftDay shiftTHE GLASS HOUSE TX
Mckinney, TX26 days ago$8 - $14 per hour
...Job Description Job Description PART-TIME OR FULL-TIME RETAIL SALES ASSOCIATE - THE UPS STORE, (McKinney, TX 75071) THE UPS STORE, INC... ...processes packages for courier shipping, packaging services, assists with processing returns, produces and/or assists customers with...Full timePart timeLive inWork at officeFlexible hoursThe UPS Store
Mckinney, TX12 days ago- ...hospitality company located in McKinney, Texas is seeking an Assistant Golf Professional to enhance daily golf operations. Responsibilities... ...growth within a welcoming and dynamic environment, with robust benefits for full-time team members. #J-18808-Ljbffr ClubCorp, Inc.Full time
- A leading hospitality company is seeking an Assistant Golf Professional in McKinney, Texas. The role involves supporting daily golf operations... ...coordination. A comprehensive benefits package is offered for full-time roles, including medical coverage and 401(k) plans. #J-18808-...Full time
- Cintas isseeking an Assistant Route Service Sales Representative. Responsibilities include providing... ...AD&D Insurance, 100% Company Paid Paid Time Off and Holidays Skills Development,... ...Employee Status: Regular Schedule: Full Time Shift: 1st Shift Nearest Major Market...Full timeLocal areaShift workDay shift
- A prestigious luxury retail company located in Texas is seeking a Tiffany Client Advisor to enhance client relationships and exceed sales targets. The role requires excellent communication skills, experience in retail or luxury retail, and a passion for delivering exceptional...Night shift
- ...Commercial Loan Assistant Under limited supervision, provides advanced support to Commercial... ...up and communicate consistently with clients, and provides other customer service as required... ...rates and funded within established time frames. Assures the accurate,...Full timeWork at officeMonday to Friday
- ...inclusive team at Invited! Job Summary The Assistant Golf Professional supports daily golf... ...staff on customer service excellence, tee‑time management, check‑in procedures and guest... ...worked. While not all roles at Invited are full‑time, those full‑time team members have...Full timeTemporary workPart timeWeekend work
$11 - $13 per hour
...Concierge Birdcall is a rapidly growing, hip fast casual restaurant offering an all-natural... ...hiring / immediate opportunities for full time & part time Front of House Team... ...welcoming guests into the restaurant and assisting them throughout their dining experience....Full timeHourly payPart timeCasual workLocal areaImmediate startFlexible hours- Texas Health Resources in Frisco is looking for a Clinical Concierge to enhance consumer experiences during urgent care visits. This full-time position involves various clinical functions, including assisting providers, patient registration, and laboratory testing. The...Full time
- Texas Health Resources is looking for a Full-Time Clinical Concierge to enhance patient experience across urgent care locations in Frisco, Texas. The role involves assisting healthcare providers, performing clinical tasks, and ensuring quality care. Candidates must have...Full time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Concierge/Full Time Assistant. Be the first to apply!
Related searches
- sales concierge Mckinney, TX
- concierge front desk Mckinney, TX
- service concierge Mckinney, TX
- concierge Mckinney, TX
- concierge security Mckinney, TX
- airport customer experience specialist Mckinney, TX
- customer support representative Mckinney, TX
- service person Mckinney, TX
- e-commerce customer service representative Mckinney, TX
- client engagement specialist Mckinney, TX