Legal Assistant II – Client Engagement - Bradenton, FL

The Client Engagement Manager will support client onboarding and conversions onto a custody and clearing platform. This role serves as the primary point of contact throughout the onboarding lifecycle, ensuring accurate execution, effective communication, and strong collaboration ...

The job is for a Client Engagement Manager in the Investment Advisor Division. The candidate will work on RCS Project lead for conversions onto the custody and clearing platform. · RCS Project lead for conversions onto the custody and clearing platform; · Fosters and collaborates ...

The Client Engagement Manager will lead RCS projects onto the custody and clearing platform, manage workflow, and collaborate in developing new client relationships. · ...

Lead RCS projects for conversions onto the custody and clearing platform; foster new client relationships and collaborate in their development; act as primary point of contact during onboarding to the platform. · ...

We are seeking two Client Engagement Managers to join our operations team. These roles will work alongside transition and technology consultants in a project management/coordination capacity. · ...

This position supports the transition of financial advisors and their assets into the firm's platform. The client engagement manager will work alongside transition consultants and technology consultants in a project-management capacity. · ...

The client engagement manager will support the transition of financial advisors and their assets into the firm's platform. They will work alongside transition consultants and technology consultants in a project-management capacity. · Assist with coordinating tasks, tracking progr ...

The Client Engagement Manager will support the transition of financial advisors and their assets into the firm's platform. · Support the transition of financial advisors and their assets into the firm's platform. · ...

The Client Engagement Specialist supports the development execution and reporting of communication strategies for the RIA Custody Services division RCSThe role ensures advisors receive clear accurate and timely information that strengthens their experience and supports business o ...

The Client Engagement Specialist supports the development, execution, and reporting of communication strategies for the RIA & Custody Services division (RCS). The role ensures advisors receive clear, accurate, and timely information that strengthens their experience and supports ...

The Client Engagement Specialist supports the development execution and reporting of communication strategies for the RIA Custody Services division RCS. · Develop execute and continuously refine communication strategies that enhance advisor awareness and engagement across RCS. · ...

Mauldin & Jenkins LLC is seeking an Audit Senior Associate for their Audit Practice. We are a Top 100 CPA Firm and have been one continuous entity since · 1918.Accurately and skillfully performing audits for private and closely-held companies · Managing multiple client engagemen ...

Job Title: · Wellness & Membership Engagement Specialist · We provide a variety of services including gentle yoga hot yoga meditation beach yoga life coaching alignment work and nutritional guidance.Our mission is to support individuals in achieving balance and cultivating a heal ...

The Operations Manager serves as a key member of the executive team functions operational leader firm. · This individual oversees department team leads ensures quality control review (QCR) processes across Tax Attestation ensures all critical deadlines especially during peak tax ...

Relaxed care, friendly clients, steady evening shifts. Assist clients with daily living activities and personal hygiene. Maintain a safe and clean environment for each client. · ...

A Universal Banker acquires and manages client relationships using a consultative sales approach to fulfill their financial needs. · ...

The client is requiring a background in either Salesforce or Exact Target CRM. · Must have strong understanding of the Salesforce · Ability to provide the appropriate Salesforce solution for the task at hand. · ...

This is a on-site role for a Sales and Service Specialist at Interstate Roofing. · ...

Plan events for guests at Michaels stores to provide a stress-free experience. Deliver customer service by helping customers shop and find products. · Plan and coordinate events such as birthday parties. · Engage with clients of all ages. · Demonstrate craft projects and perform ...

Manage daily branch operations ensuring exceptional customer service. · Competitive salary · Health insurance · ...