Wealth Management Client Services Associate
RPOA Advisors Inc
Retirement Planners of America (RPOA) is a Dallas-based wealth management firm seeking a Client Service Associate to be the primary contact for client service inquiries and account management. The role demands high-quality service in a fast-paced environment and entails backup support for other office tasks as needed. The ideal candidate will have 3–5 years in financial services, strong interpersonal skills, and the ability to work independently while handling confidential information. #J-18808-Ljbffr RPOA Advisors Inc
- ...America (RPOA) is a Dallas-based wealth management and investment firm with... ..., and income tax planning services. As a fiduciary-bound firm,... ...core values, prioritizing our clients' retirement security. RPOA... ...Description: The Client Service Associate will serve as the primary...Suggested
- ...Merrill Wealth Management Job OpportunityMerrill Wealth Management is a leading provider of... ...management and investment products and services for individuals, companies, and... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision...SuggestedSeasonal workWork at officeWork from homeDay shift
- Job Description Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
- ...delivering exceptional service to our customers and... ...solicitation of new trust and wealth business from present... ...with appropriate management and staff personnel;... ...skills, with a strong client service orientation.... ...other office equipment associated with this position. Individuals...SuggestedWork at officeFlexible hours
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- ...we have an enthusiasm for helping our clients, taking care of our employees, building... ...and delivering extraordinary customer service while maintaining a strong commitment to... ...As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial...
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- ..., we have an enthusiasm for helping our clients, taking care of our employees, building... ..., and delivering extraordinary customer service while maintaining a strong commitment to... ...with a consistent focus on relationship management, not portfolio management Demonstrate a...
$150.4k - $343.6k
...transformation agendas, Global Business Services (GBS) has become a strategic enabler for... ...value. Our GBS team partners with global clients to assess, design, deliver and enhance... ...seeking a Global Business Services Senior Manager to join our growing practice and help...Work experience placementSummer holidayFlexible hours$70k - $90k
...Recovery Technologies is a technology-based services firm that helps institutional investors... ...made FRT a market leader. As an Account Manager , you will work to ensure seamless execution... ...coordinating the needs and wants of the client with our service and operations teams....Temporary workWork at officeLocal area- ...Account Manager Req Id: 2132 Workplace Type: On-Site Job Shift... ...of industrial metal products and services since 1842, we are committed to excellence... ...business development, ensuring that our clients receive unparalleled service and support...Local areaShift work
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- ...or our customers. Job Description This is a senior, client-facing implementation and relationship management role. The Assistant Vice President serves as the... ...clients, coordinating Sales, Product Management, Client Service, Operations, Technology, Compliance and other...Work at officeOverseas
- Accenture is a global professional services company with leading... ...ingenuity every day, serving clients in more than 120 countries. We... ...serve as our Modern Service Management Lead, a senior L5 position with... ...years) work experience. (If Associate’s Degree, must have minimum 6...Full timeWork experience placementLive inWork at officeLocal areaShift work
$46.99k
...Dynamic Role of Security Account Manager at GardaWorld! Join our... ...team as a contract security services Account Manager in Oklahoma City... ...key accounts. You’ll handle client issues, communicate with key... ...across the globe, offering a wealth of opportunities to individuals...Contract workWork at officeLocal areaMonday to Friday$140k - $150k
...a unique suite of SaaS solutions, data management capabilities, and proprietary data and analytics... ...will serve as the primary liaison for client relationships, ensuring smooth... ...experience in account management, client services, or customer success. Experience working...Full timeContract workRemote work$75k - $80k
Assistant Director of Environmental Services Crothall Healthcare, a Compass Healthcare... ...Observation, Healthcare Facilities Management, Sterile Processing Services, and... ...organizational, and follow-through (with associates and clients) skills required Associates at...Local areaRemote workRelocationFlexible hours- Kestra Financial, Inc. is seeking a Client Services & Operations Manager to lead high-level administrative and business operations for the advisory team... ...Strong communication and problem-solving skills are essential for success. #J-18808-Ljbffr Bluespring Wealth Partners
- ...Job Description Commercial Lines Account Manager - Insurance - Base Salary to 85k/year - Oklahoma City, OK ~ Our client, an established insurance organization, is seeking... ...position combines account management, client service, renewals, marketing, quoting, and policy...
- ...Regional Field Service Manager Position Summary The Regional Field Service Manager is responsible for leading Field Service Technicians within an assigned market, ensuring strong service execution, customer satisfaction, technician engagement, and achievement...
$155k
...Oklahoma. Director of Adult and Family Services (E10C) Annual Salary: $155,000.00 +... ...Human Services to ensure eligible clients have access to programs and services provided... ...Employer. This is a position in Executive Management, not subject to Oklahoma Civil Service...Work at office$35k - $40k
...their strengths, and has excellent time management skills when juggling multiple... ...smoothly. Communicate with all new clients to confirm what services we are going to provide and what documents... ...of accounting administration. Associate degree (preferred) Access to the following...Temporary workWork experience placementWork at officeRemote work$125k - $150k
..., we have purposefully built and nurtured our client‑first culture. Brown Advisory is an independent investment management and strategic advisory firm committed to delivering... ...advice and the highest level of client service. The firm’s clients—including individuals, families...Temporary workWork experience placementWorldwide- Innovative Cost Solutions in Massachusetts is seeking a Client Services Specialist to support the Client Services/Account Management Team. You will analyze data, enter client information, verify services, negotiate with waste haulers, manage contract expirations, and assist...Full timeContract work
$50k - $54k
Client Success Associate | Client Success Manager Career Track Build a Career Where Businesses Rely on Your Expertise Salary: $50,000-$54,000 annually Full... ...Development | Conference Travel | Oklahoma City Most customer service jobs teach you how to answer questions. This one...TraineeshipShift workDay shift$211.72k
...CDM Smith is seeking an Industrial Client Service Leader with a strong industrial water... ...facility capital projects, meet water management objectives, comply with environmental... ...not limited to, the role, function and associated responsibilities, relevant work experience...Temporary workWork experience placementH1b- ...Job Type Full-time WhitbeckBeglis PLLC has an immediate opening for a Client Services Specialist to join our team at our Oklahoma City, OK office. Responsibilities include taking and directing phone calls and scheduling appointments for attorneys. Support paralegals...Full timeWork at officeImmediate start
- ...Senior Living is seeking an experienced and people-focused Culinary Services Director ) to lead all aspects of our dining services operation... ...Lead and shape the dining experience for residents every day Manage, mentor, and develop a culinary team in a supportive...Temporary workFlexible hoursAfternoon shift
$110k - $120k
..., innovative, and responsive support services exclusively to the healthcare industry... ...Observation, Healthcare Facilities Management, Sterile Processing Services, and Ambulatory... ..., and follow-through (with associates and clients) skills required Proficient in the use...Work at officeLocal areaRemote workFlexible hours$125k - $135k
...Job Overview The Senior Manager, Customer Success is responsible for leading and scaling high-performing Customer Success teams that... ...closely with Account Management, Support, Professional Services, Product, and other cross-functional stakeholders to ensure alignment...Ongoing contractTemporary work
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