Private Client Manager - Troy

About E&E Wealth Management · CrossMMG partners with independent financial advisory firms to support their hiring and HR needs. This position is with E&E Wealth Management an independent wealth management firm affiliated with NewEdge Advisors, a premier RIA platform. · E&E Wealth ...

The Client Success Manager (CSM) plays a central role in ensuring smooth, professional, and highly supportive experience for Brainspring's school and district clients. · ...

The Client Success Manager plays a central role in ensuring smooth professional experience for school and district clients. · ResponsibilitiesServe as the main point of contact for new school and district clients during onboarding. · Manage and execute the full onboarding process ...

This job is with Marsh McLennan, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. · As our Client Manager (CM) on the Employee Health & Benefits team, you'll actively manage a book of business to ensure each client's w ...

Award-winning, · inclusive, · Top Workplace culture doesn't happen overnight. · It's a result of hard work by · extraordinary people. · The industry's brightest talent drive our efforts to deliver purposeful work · & meaningful impact every day. · ...

You're a trusted partner to organizations navigating some of their most important people decisions. · ...

You're a trusted partner to organizations navigating people decisions. We help clients build better workplaces where people feel supported empowered and inspired to thrive. · We're a community of bold explorers trusted experts and compassionate partners working side by side to so ...

At Ellis Porter, our goal is to improve the immigration experience for employers and individuals so they can thrive in a smaller world. To do this, we've built a team of dedicated immigration professionals (we call ourselves Porters) who believe passionately in the economic and c ...

UCFS-CALC is seeking a dedicated Case Manager to join our team. · ...

At Ellis Porter, our goal is to improve the immigration experience for employers and individuals so they can thrive in a smaller world. To do this, we've built a team of dedicated immigration professionals (we call ourselves Porters) who believe passionately in the economic and c ...

Responsible for external support to clients for an assigned book of business ensuring service levels produce a positive experience for clients resulting in client retention while building long term relationships with our clients. In This Opportunity You'll Execute On: · ...

We help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead and innovate.You'll be backed by our digital ecosystem: client-centric suite of consulting tools making it easier for you to meet your clients where they wa ...

Responsible to provide external support to clients for an assigned book of business. · ...

We help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead and innovate. You'll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they ...

The Client Success Manager plays a central role in ensuring smooth professional and highly supportive experience for Brainspring's school and district clients managing onboarding communication and follow-up for all new professional development engagements. · ...

· JOB PURPOSE · Responsible to provide external support to clients for an assigned book of business, giving internal direction to the client management support team; collaborates with internal resources as needed to ensure the client's needs are satisfied with responsibility for ...

We help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead and innovate. · ...

Job summary · As our Client Manager on the Employee Health & Benefits team,you'll actively manage a book of business to ensure each client's welfare benefit plan needs and goals are met. · Bachelor's degree preferred. · Minimum of 3-5 years experience in the welfare benefit plan ...

Award-winning inclusive Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. As our Client Manager on the Employee Health & Benefits team you'll actively manage a book of business to ensure each client's welfare benefit plan needs an ...

Award-winning culture doesn't happen overnight. It's a result of hard work by extraordinary people. · The industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. · ...