Description At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you'll deepen relationships with your clients by...
POSITION SUMMARY: The Resident Manager's primary focus is to drive revenue and manage risk within their branch and to continue to build a book of business. Job functions also include maintaining a superior and consistent level of client...
ABOUT THE CUSTOMER SUCCESS MANAGER POSITION: As a Customer Success Manager at Valdera, you will be instrumental in supporting our quickly growing global customer base! The Valdera Customer Success team is committed to helping...
Description The Amazon Web Services Professional Services team is looking for a Customer Practice Manager (CPM) who can lead and support significant customer programs during the solution and pursuit stages, develop a long-term Professional...
Position: Private Client Relationship Manager Department: Personal Risk Management Reports To: Chief Operating Officer Employment Status: Full-Time, Exempt Office Location: Corporate Office, NY Job...
The primary responsibility of a Lead Advisor is client retention, reviewing/presenting client financial plans and investment recommendations with existing clients without supervision. Primary Duties:...
Position Summary The successful Customer Account Coordinator will have a track record of consistently communicating with customers in a timely, professional, and courteous manner. They must be able to maintain strong working relationships...
Director of Customer Success Who We Are Budgie Health is here to make healthcare benefits less confusing. People shouldn't need a PhD to understand their healthcare. At Budgie, we are reinventing...
Financial Advisor - Centralized, Staten Island, NY Staten Island, United States of America The Financial Advisor...
Procyon Partners – Relationship Manager/Financial Advisor – Hybrid Overview: Procyon is a growing RIA seeking an additional experienced relationship manager to provide primary client coverage...