Client Solutions Specialist - Newport Beach - Beacon Pointe Advisors

    Beacon Pointe Advisors
    Beacon Pointe Advisors Newport Beach

    3 days ago

    Description

    Beacon Pointe Advisors seeks a motivated Client Solutions Specialist to support client solutions, manage workplace retirement technology, and drive new business opportunities.

    • This role involves partnering with sales teams and advisors to generate new business.
    • The ideal candidate brings a strong background in financial planning and investment advising with 3-5 years of wealth management experience required.

  • Only for registered members Newport Beach, CA

    Beacon Pointe Advisors is seeking a motivated and client-service-driven Client Solutions Specialist to support and expand our various client solutions and manage workplace retirement technology. · Partner with the sales team to generate new business · Serve as a point of contact ...

  • Only for registered members Newport Beach $115,000 - $150,000 (USD)

    We are seeking a motivated and client-service-driven Client Solutions Specialist to support and expand our various client solutions and manage and support our workplace retirement technology. · ...

  • Only for registered members Newport Beach, CA

    We are seeking a motivated and client-service-driven Client Solutions Specialist to support and expand our various client solutions and manage and support our workplace retirement technology. · ...

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    We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. · ...

  • Only for registered members Irvine, CA

    +Job summary · We are all united in delivering the best experience for our customers. · +ResponsibilitiesMaintaining highly effective relationships with service partners throughout the Bank. · Assisting the deal team with providing superior client servicing, loan fulfillment and ...

  • Only for registered members Irvine Full time $31,000 - $72,150 (USD)

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  • Only for registered members Irvine

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  • Only for registered members Irvine, CA

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  • Only for registered members Irvine $85,000 - $100,000 (USD)

    The selected Desktop Solutions Specialist will support HAEA's customers, · stakeholders, · partners, · staff and overall business strategy through · servicing and management of its technological resources. · ...

  • Only for registered members Irvine Full time $85,000 - $100,000 (USD)

    The selected Desktop Solutions Specialist will support HAEA's customers, stakeholders, partners, staff and overall business strategy through the servicing and management of its technological resources. He/She will develop and lead in image creation, deployment, · and scripting fo ...

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    Pre-press color management creating samples and providing print solutions support to the sales team for pre and post sales needs for prospects and existing customers. · ...

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