Wealth Client Services Consultant
Examplecorpsandbox
CAPTRUST is seeking a Wealth Client Management Consultant to work closely with financial advisors to provide exceptional service to wealth clients. This role is primarily focused on building and servicing client relationships, ensuring satisfaction, and complying with industry regulations. Ideal candidates will have at least 5 years of client service experience in the financial sector, along with a strong proficiency in Microsoft Office. Note that this is an on-site position, reflecting CAPTRUST's commitment to high-touch client relations. #J-18808-Ljbffr Examplecorpsandbox
$21 - $26 per hour
Constellation Wealth Group in Plymouth, MN is seeking an Administrative Assistant to support client services and daily office operations on a part-time basis (25-30 hours weekly). Compensation ranges from $21 to $26 per hour based on experience, non-exempt. The role emphasizes...SuggestedHourly payFull timePart timeWork at office- Capital Management Associates, Inc. (CMA) seeks a Registered Client Service Associate to support two advisors in wealth management. You will own day-to-day client service, account administration, and ensure accurate, personal client experiences. The role offers growth...Suggested
- ...an experienced private banking professional in Minneapolis to lead client process management and drive new business opportunities. You will deliver a branded client experience, understand client wealth strategies, and provide integrated recommendations across wealth planning...Suggested
- ...seeking a seasoned administrative professional to support a regional team of Wealth Connect Advisors. You will handle day-to-day sales, processing, operational, administrative, and client service tasks to enable advisors to focus on client engagement and asset growth....Suggested
- ...Private Wealth Advisor Our client is on a mission to empower customers and communities with smart financial decisions, fostering growth and success. They value diversity and offer a broad spectrum of career opportunities, encouraging you to explore, learn, and excel...Suggested
- ...Location: Edina, MN Firm: Advanced Wealth Management Group Advanced Wealth Management... ...as the first point of contact for our clients and visitors. This role is focused on... ...supporting basic administrative and client service tasks. The ideal candidate is friendly...Work at office
- RBC Wealth Management is seeking a Client Associate/Registered Client Associate to support financial advisors and clients in a fast-paced, collaborative branch environment. You will handle account documentation, onboarding, and respond to client inquiries with a client-...
$50k - $85k
...Description What is the opportunity? The Client Experience Consultant is responsible for delivering comprehensive account servicing in a team-based model for RBC Advantage... ...Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type:...Full timeWork experience placementFlexible hours$15 - $20 per hour
...Client Services Representative Client Communication & Scheduling: Answer calls and emails promptly with professional, friendly service Schedule appointments based on client needs and veterinarian availability, including forward booking Use technology to send...Full timeWork experience placement$25 - $28.84 per hour
...love to hear from you. Job Description: As a Customer Service Representative II, you will respond to customer purchase orders... ...provided to non-exempt employees only. Income Protection and Wealth Accumulation Benefits ~ Includes a 401(k) plan with company...Temporary workInternshipWork at officeFlexible hours- ...We’re seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include... ...We offer a wide variety of rewards to support your health, wealth, and mental well-being. In addition to medical, pharmacy, dental...Contract workPart timeLocal area
- ...Customer Service Associate II Your positive, friendly disposition and eagerness to get things done make you the right person for our... ...: We offer a wide variety of rewards to support your health, wealth, and mental well-being. In addition to medical, pharmacy, dental...Contract workPart timeLocal area
- ...Employee Contingent Worker Role providing services for TIAA’s family of companies and will... ...based on company business needs.Senior Client Reporting SpecialistThe Senior Client Reporting... ...of custom quarterly reports to clients, consultants and service providers. Provides quality...Full timeWork at office
$100.1k - $185.9k
...contribute to the company’s success. As a Client Solution Advisor within PNC's Treasury... ...DescriptionImplements complex new products and services for clients. Analyzes requirements and... ...-specific procedures. Provides sales or consultative support to prospects or clients in...Full timeTemporary workPart timeWork experience placementBank staffWork at office$34.2k
Equitable Advisors in Minneapolis seeks a driven financial professional to engage clients, develop personalized financial strategies, and consult on products and services. You will complete licensing through FINRA sponsorship (SIE, Series 7, 66, Life & Health) and participate...- ...Nation's top employers. Our clients include ground-breaking start... ...account management, customer service, and business development. You... ...Media Sales Specialist, Sales Consultant, Software Sales Associate,... ...Representative, Financial Advisor, Wealth Management Advisor, Agent,...Full timeTraineeshipInternship
$18.5 per hour
...Customer Service Representative Cognizant is a large IT consulting firm that leverages modern technologies to transform a... ...business operations. You will join the Client Services team within the Service... ...Banking, financial services, or wealth management experience preferred....Hourly payTemporary workLive inWork at officeRemote work$27.88 - $41.83 per hour
...Customer Service Associate Licensed Wells Fargo is seeking a Customer Service Associate... ...In this role, you will assist brokerage clients via telephone. You will facilitate trades... ...compliance requirements Collaborate and consult with peers, colleagues and managers to...Ongoing contractWork experience placementWork at officeImmediate start$24 - $28 per hour
...providers, managed care organizations, and states. We are seeking motivated, multi-talented and bilingual individuals with strong client service and technical skills to join our Customer Care team as Technical Customer Care Representatives in Minneapolis, MN office...Full timeWork at officeLocal areaShift workWeekend work$53.7k - $93k
CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more...Work at office$23 - $28 per hour
...Electric Inc is seeking a full-time Customer Care Associate in Minneapolis, MN. You will be the go-to person for our clients, providing exceptional customer service while maintaining a positive environment. This role requires excellent communication skills, and the ability to...Hourly payFull time$100k - $275k
...Responsible Growth and delivering for our clients, teammates, communities and shareholders... ...career paths - whether shaped by military service, community college education, or a wide... ...clients' needs, preferences, and overall wealth strategy, being responsive to changes in...Work at officeFlexible hoursShift workDay shift- ...Job Title Customer Service Representative Essential Functions: Customer service functions, including greeting visitors, answering telephones, and guiding clients and their pets to exam rooms Scheduling and confirming appointments Placing outbound calls for follow-ups...Work at officeNight shift
$16.16 - $20.66 per hour
...Client Service Coordinator A career at Banfield means you'll find yourself working in the pet healthcare field alongside industry experts with a chance to make a difference in the lives of pets and the clients we serve through client education and effective communication...Hourly payLocal areaShift workAfternoon shift- ...Private Client Advisor II Minneapolis, Minnesota To proceed with your application,... ...career paths - whether shaped by military service, community college education, or a wide range... ...clients’ needs, preferences, and overall wealth strategy, being responsive to changes in...Work at officeFlexible hoursShift workDay shift
$37.44k
...motivated Receptionist/Office Assistant. This position will mainly consist of answering inbound calls to set appointments for clients requesting our services, working with existing clients, assisting with administrative duties and working with the owner. This position will...Base plus commissionLive inWork at office$100k - $275k
...Responsible Growth and delivering for our clients, teammates, communities and shareholders... ...career paths - whether shaped by military service, community college education, or a wide... ...clients' needs, preferences, and overall wealth strategy, being responsive to changes in...Work at officeFlexible hoursShift workDay shift- ...Client Advisor The Client Advisor builds relationships with Burberry's new and existing clients, delivering a personalized and elevated... ..., and luxury products. As an expert in client engagement and service, the client advisor demonstrates a high level of knowledge in...Local areaFlexible hours
- ...Wealth Advisor Opportunity Wealth Advisor seeking a potential partner in Boca Raton. Our client is a high-net-worth advisor seeking a potential advisor, eager to learn, grow, and assist in managing his book of clients located in Boca Raton. The ideal person must have...
$75k - $100k
CCM ADMINISTRATIVE SERVICES LLC in Minnetonka is seeking an Associate for Private Wealth Client Services, focusing on high-net-worth families. This role involves delivering exceptional client service, managing account maintenance, and supporting onboarding processes. Candidates...
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