Tax Experienced Manager, Private Client Services - San Jose

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 ...

Job Description · About the Role: Fragomen's Client Services Manager role gives you the opportunity to work with a smart, motivated, and diverse peer group. Our exclusive focus on immigration means you will work in an exciting, ever-changing, and challenging environment with peop ...

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 ...

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

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. · ...

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

+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 ...

Description · 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 c ...

Description · 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 port ...

· 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 ac ...

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

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,Strong PC proficiency with MS Office Suite, CRM (Salesforce, Redtail, etc.) ...

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 ...

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 ...

Proven track record of creating happy customers. · ...

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 ...

We are an independent, · established wealth management firm looking · for a motivated and detail-oriented · associate to join our team in San Jose's vibrant downtown Willow Glen.401(k) · ...

We are an independent, established wealth management firm looking for an experienced client-centric associate to join our team. The ideal candidate thrives being part of an intimate team and enjoys the camaraderie of being in-office together 4 days/week. · Four year college degre ...

We are an independent wealth management firm looking for an experienced client-centric associate to join our team in San Jose's downtown Willow Glen. · Lead support to advisor team and provide service to the firms' 170+ client households · Responsible for appointment preparation ...

This is a hybrid role as the primary escalation point for clients and junior staff members in the absence of the Program Manager. The Sr. Client Services Consultant acts as an onsite leadership role with responsibilities that may span over multiple product lines and staff supervi ...

We are an independent wealth management firm seeking an experienced client-centric associate to join our team in San Jose's downtown Willow Glen. · Lead support to advisor team and provide service to the firms' client households. · Ensure timely and accurate execution of assigned ...