Wealth Client Experience Manager
Apollon Wealth Management
Apollon Wealth Management is seeking a Relationship Manager to deliver premier wealth management services to clients and financial advisors. You will collaborate with our advisory team to understand goals, gather information, and ensure needs are met throughout the planning process. In this role you will attend meetings, support advisors, manage client accounts from opening to servicing, coordinate documentation, and help implement planning recommendations while upholding compliance and #J-18808-Ljbffr Apollon Wealth Management
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Wealth Client Experience Manager in Ossining, NY vacancy
$71.3k - $80.5k
Wealth Client Relationship Manager Wealth Management Client Relationship Managers at TIAA partner with Wealth Management Advisors to deepen client... ...Educational Requirements University degree preferred. Work Experience 2+ years required; 3+ years preferred. FINRA...SuggestedWork experience placement- TIAA is seeking a Wealth Client Relationship Manager in White Plains, New York. This role focuses on partnering with Wealth Management Advisors to... ...book of clients. The ideal candidate will have 2+ years of experience and a commitment to obtaining necessary licenses. This...Suggested
$150k - $250k
...segments — Institutional Securities, Wealth Management, and Asset Management. Wealth Management... ...financial advice and services to its clients, including brokerage, investment advisory... ...on redesigning the online client experience. This role sits within the Home Loans...SuggestedTemporary workWork experience placementWork at officeWork from home$180k - $220k
...when they need it most by challenging norms and fixing the ER experience. Since then, we’ve expanded rapidly, with hospitals nationwide... ...JOBWe’re looking for an experienced and self-motivated Product Manager for a new product squad focused on customer experience...SuggestedCasual workWork at office$23 per hour
...Guest Experience Specialist As a Guest Experience Specialist, you are often the first and last impression our guests have making you... ...rental cars, catering, and customs appointments as requested. Manage guest, crew, and/or visitor inquiries, resolve requests, handle...SuggestedWorldwideFlexible hoursShift workNight shift- ...communities and the planet we all share.The Wealth Relationship Manager works closely with the Wealth... ...meaningful relationships with high value clients. Professionalism client focus, and... ...qualifications to succeed in this role:Meaningful experience in nontraditional banking financial...Local area
$88.4k - $132.6k
...00 - $132,600.00Category: Private Client Coverage, WealthCompany: CitiThe Wealth Relationship Mgmt. (Branch) Sr. Analyst... ...Business Partners, Relationship Manager, etc.)Organize client events to... ...clients have a positive in-branch experience.Appropriately assess risk when business...Full timeWork at office$88.4k - $132.6k
...00 - $132,600.00Category: Private Client Coverage, WealthCompany: CitiThe Wealth Relationship Mgmt. (Branch) Sr. Analyst... ...Business Partners, Relationship Manager, etc.)Organize client events to... ...clients have a positive in-branch experience.Appropriately assess risk when business...Full timeWork at office$75k - $90k
...Journey Wine Enthusiast Media is seeking a highly organized, client-focused Client Services Manager to serve as the primary point of contact for... ...meet client objectives, and provide an exceptional client experience. The ideal candidate is proactive, detail-oriented, solutions...Work at officeFlexible hoursWine Enthusiast
Ossining, NY2 days ago$85k - $135k
...Client Success Manager Morgan Stanley is a leading global financial services firm providing a wide... ...of investment banking, securities, wealth management and investment management services... ...of CIS is to create a corporate experience and a consistent corporate employee ("...Temporary workWorldwideMorgan Stanley
Purchase, NY2 days ago- ...BAYADA Home Health Care has an immediate opening for a Client Services Manager in our Mount Pleasant, SC Assistive Care Office. If you are... ...Bachelor degree is required Prior medical office or home care experience preferred Prior supervisory experience a plus Demonstrated...Weekly payWork at officeLocal areaImmediate startMonday to Friday
BAYADA Home Health Care
Ossining, NY2 days ago $100k
...credit card processing company that has over a decade of industry experience. Slice Merchant Services offers innovative payment processing... .... To ensure your success, you will have a dedicated sales manager & support team, continued results-driven training, WHAT THE...Local areaSlice Merchant Services
Tarrytown, NY8 hours ago$85k - $110k
Client Services / Operations Associate - Boutique Wealth Manager in Westchester County, NY Our client, a boutique wealth manager in Westchester County, is looking... .../BS degree required. 3 to 5 years of relevant experience with a wealth management firm. FINRA SIE, Series...$88.4k - $132.6k
The Wealth Relationship Management (Branch) Senior Analyst SAFE Act role is a seasoned professional position... ...enhance processes, workflows, and client service within the affluent and High... ...clients have a positive in‑branch experience. Appropriately assess risk when...Work at office$88.4k - $132.6k
...financial services firm is seeking a Wealth Relationship Management Sr. Analyst in Yorktown Heights, New... ...seasoned professional will deepen client relationships, offering tailored financial... ...ideal candidate has 5-8 years of experience, strong analytical skills, and a...- ...Communications Coordinator to enhance patient engagement, coordinate communications across departments, and ensure a high-quality patient experience in a clinical education setting. The role reports to clinical operations leadership and requires a 2-3 year background in patient...Work at office
- Citigroup Inc. is seeking a Wealth Relationship Management (Branch) Senior Analyst SAFE Act in Yorktown Heights, New York. This role requires 5-8 years of experience and involves enhancing client relationships within the affluent and High Net Worth segments. Responsibilities...
$19 - $21 per hour
CareRite Centers in Mount Pleasant, NY is seeking a full-time Customer Service and Patient Experience professional for The Grove at Valhalla Rehabilitation and Nursing Center. You will oversee patient/guest experience and contribute to employee engagement while growing...Hourly payFull time- The William Warren Group is hiring an Assistant Store Manager for StorQuest Self Storage locations in New York. This role reports to... ...ensuring daily operations run smoothly. You will drive guest experiences, handle cash and payments, support delinquency management, and...Full timePart time
- ...As a Relationship Manager at Apollon Wealth Management, you will play a pivotal role in delivering... ...wealth management services to our valued clients and financial advisors. You will work... ...provide a seamless and exceptional experience Serve as a key liaison between advisors...
Apollon Wealth Management, LLC
Ossining, NY4 days ago - Wine Enthusiast Media seeks a highly organized Client Services Manager to be the primary contact for advertising partners across campaigns.... ...to ensure on-time, quality delivery and a superior client experience. The role collaborates with Sales, Ops, Design, Marketing,...
- Maurices in Mount Pleasant, MI is seeking an Assistant Store Manager to help supervise a store team focused on delivering an unforgettable shopping experience. You will work with customers daily and support in leading the team to meet sales goals and uphold SOPs such as...
$80.3k - $84k
...reveals new pathways to growth. We are looking for an Associate Client Manager to add to our Industry Insights team This is a hybrid role... ...Work closely with the CS Consultants to transform customer experience. During briefing sessions, independently respond to field...Full timeLocal areaFlexible hours2 days per week3 days per weekNielsenIQ
White Plains, NY11 days ago$70k - $125k
Reformation is seeking a Store Manager in White Plains, NY. The ideal candidate will have over 5 years of retail experience and a proven record in management. This role involves driving sales, ensuring an exceptional customer experience, and maintaining store operations...- MUJI U.S.A. LIMITED is seeking a Store Manager to lead and develop a high-performing sales team at our New York area flagship. You will... ...customer service standards to deliver an exceptional shopping experience. This role requires strong leadership, strategic planning, and...
- ...partners Develop sourcing and hiring strategies to meet objectives Manage RPO team for effective hiring Requirements Bachelor’s degree required 7+ years of experience in recruiting or relevant Wealth Management experience Understanding of financial services...
$120k - $180k
...culture and events, to operational management and much more. To be... ...will go the extra mile. As the Wealth Management Recruiting Business... ...of Wealth Management Client Segments Talent Acquisition and... ...Management hiring. Education / Experience Bachelor’s degree required....Temporary workWork at office- ...business leaders, and HR coverage partners Manage RPO team for efficient hiring Develop reporting... ...Bachelor’s degree required 7+ years of experience in recruiting, Human Resources, HR Operations, or other relevant Wealth Management experience Strong Excel and PowerPoint...
$29 - $30 per hour
...and event planning and conference center management. Distinct from recruitment agencies, we... ..., dedicated to crafting extraordinary experiences for our cherished members. Join us in... ...Key Responsibilities: Welcome MS clients and their guests with genuine warmth, ensuring...Work at officeLocal areaImmediate startRemote workFlexible hoursAfternoon shiftCompass Group
Purchase, NY3 days ago$80.3k - $84k
...reveals new pathways to growth.We are looking for an Associate Client Manager to add to our Industry Insights team This is a hybrid role... ...Work closely with the CS Consultants to transform customer experience. During briefing sessions, independently respond to field business...Local areaFlexible hours2 days per week3 days per week
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Client Experience Manager. Be the first to apply!
