Tax Experienced Associate, Private Client Services - San Jose

About Us · Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so ...

We are an independent wealth management firm seeking a detail-oriented associate to join our team. The ideal candidate will support client operational implementation and provide daily interaction with the firm's clients. · Provide support to advisor team and assist in servicing t ...

The client service associate is a critical part of the Mariner Wealth Advisors team, · responsible for delivering extraordinary client service and care.As one of the first associates clients connect with, · the client service associate is instrumental in making sure clients have ...

As a Client Service Associate you'll play a critical role in ensuring an exceptional client experience. · ...

This posting will remain open for a minimum of two weeks or until a sufficient pool of qualified applicants has been received. · A career at Banfield means you'll find yourself working in the pet healthcare field alongside industry experts with a chance to make a difference in th ...

We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate in our San Jose CA office. · The Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment ...

The client service associate is a critical part of the Mariner Wealth Advisors team responsible for delivering extraordinary client service and care.As one of the first associates clients connect with the client service associate is instrumental in making sure clients have a posi ...

We are seeking an experienced Client Service Representative to join our team.At VCA Animal Hospitals we take our mission very seriously. · We're looking for a personable yet highly professional service extraordinaire to deliver our mission to clients and their pets. · Greeting vi ...

The client service associate is a critical part of the Mariner Wealth Advisors team. · responsible for delivering extraordinary client service and care. · Build and maintain client relationships aimed at client retention; · Maintain client paper files and electronic data files in ...

Proven track record of creating happy customers. Own overall client satisfaction and the continuing growth and evolution of the clients. Accomplished by driving successful delivery of work product and cultivating strong client relationships. · ...

We are seeking a highly skilled and motivated Client Services Manager to join our team. · We believe that a caring culture is essential for our people to thrive.Recruit, hire, and train new staff · Provide performance feedback and recognize talent for management roles · Ensure se ...

A career at Fragomen will provide you with the opportunity to work in an exciting environment for a broad range of clients. · You will face interesting challenges and you will work with dedicated, friendly and ambitious people. · The Client Services department looks after client ...

+Job summary · Please join our fast-growing RIA to build and maintain client relationships by providing stellar service. · +ResponsibilitiesYou will sit in meetings with the Lead Advisors. · Work with advisors to learn and participate in all aspects of the wealth-management proce ...

We are an independent wealth management firm seeking a motivated associate to support client operations. The ideal candidate is a team player eager to grow their career in wealth management and will assist advisors via daily interaction with clients. The primary role will be in o ...

The Client Services Consultant position at Fragomen provides an opportunity to make a positive impact on the business and offers training, development, and long-term growth opportunities. · ...

The Client Service Coordinator drives the flow of clients and pets through the hospital. · ...

This role is responsible for providing general administrative and transactional support to a group of sales professionals. Provide support to the sales team's business plan objectives. Responsible for preparing/coordinating proposal, presentation, and communication materials. Coo ...

This is a Director role for client services. The job involves creating happy customers and driving successful delivery of work product. · ...

Proven track record of creating happy customers. Own overall client satisfaction and the continuing growth and evolution of the clients. · Accomplished by driving successful delivery of work product and cultivating strong client relationships. · Responsible for a portfolio of acc ...

The Client Service Coordinator drives the flow of clients and pets through the hospital, maximizes productivity, ensures good communication with associates and clients, coordinates care in a happy welcoming environment influencing clients to return refer friends families.Live exe ...

DescriptionProven track record of creating happy customers. Own overall client satisfaction and the continuing growth and evolution of the clients. Accomplished by driving successful delivery of work product and cultivating strong client relationships. · Responsible for a portfol ...