7 client opportunities in Summit updated today
job offers found
Northeast Private Client GroupAbout Us Northeast Private Client Group is a distinguished boutique financial advisory firm, driven by a profound commitment to our guiding principles, which enable us to consistently deliver exceptional results. As strategic business advisors and critical thinkers, we are dedicated to empowering en
Registered Client Associate Rey Financial Group, located in Short Hills, New Jersey, is seeking a Registered Client Associate (CA) to join their boutique, financial planning family team. Having worked together for many years, the team is seeking someone to complement their existing practice and brin
A boutique advisory firm is seeking an experienced Investment Operations Associate in Summit, New Jersey. In this role, you will be the primary point person for multiple advisory teams, handling various tasks including account openings, processing transactions, and maintaining client agreements. The
Private Client Associate Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and "bring it" every day, EPIC is alw
Client Relations Advisor Role Details: Work Location: Fairfield (In office) Job Type: Full-time Experience: Call center: 1 year (Preferred) and/or Customer service: 2 years (Required) Education: Associate (Required) Supplemental Pay: Bonus eligible Benefits: Our organization provides a comprehensive
Wealth Enhancement GroupAbout Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the s
JPMorgan ChaseJob Category: Private Client Bankers Job Description: You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
The BarkleyOKRP Finance Team is looking for a Client Accountant who is excited to bring strong financial expertise into a creative, fast-paced agency environment. If you’re detail-oriented, love working with numbers, and enjoy partnering with cross-functional teams, this role offers the chance to ma
In a vital branch support role, you’ll partner with Financial Advisor and team members to ensure clients – whether local or remote – come first and achieve their long-term goals. Leawood , KS Private Wealth Management R2026471 On-Site About the Role: As a Client Specialist at Baird, you’ll play a pi
At Spotlight, it’s our mission to craft and sustain a successful analyst relations (AR) program for our clients—and it’s the role of the Client Partner to drive that success. You will be responsible for the relationship with your client, facilitate the communication strategy between clients and anal
Spark Change, LLCWe are looking for a passionate Client Leader to be responsible for client relationships in the healthcare Revenue Cycle field. This role will involve coordinating with clients on Revenue Cycle strategy, pain points, and opportunities. Prior healthcare Revenue Cycle experience is required. This is a
The BarkleyOKRP Finance Team is looking for a Client Accountant who is excited to bring strong financial expertise into a creative, fast-paced agency environment. If you’re detail-oriented, love working with numbers, and enjoy partnering with cross-functional teams, this role offers the chance to ma
Playabilities For Sensational KidsClient Coordinator About Us Playabilities for Sensational Kids is a dynamic, multi-disciplinary pediatric clinic specializing in occupational, physical, and speech therapy. We provide personalized, innovative, and client-centered therapy services to children with neurodevelopmental disabilities, inc
Client Accountant Kansas City, MO The BarkleyOKRP Finance Team is looking for a Client Accountant who is excited to bring strong financial expertise into a creative, fast-paced agency environment. If you're detail-oriented, love working with numbers, and enjoy partnering with cross-functional teams,
Client Accountant Kansas City, MO The BarkleyOKRP Finance Team is looking for a Client Accountant who is excited to bring strong financial expertise into a creative, fast-paced agency environment. If you're detail-oriented, love working with numbers, and enjoy partnering with cross-functional teams,
*Job Overview** We are seeking a Client Concierge who owns the management and follow-up for all incoming leads, patient inquiries, and new patient outreach across a portfolio of premium medical spa brands and locations. This role is responsible for delivering exceptional client communication, buildi
$40,000 – $63,000/year
Estimation confidence: Low
Estimate based on market data for Summit. Actual salaries may vary depending on experience, company, and area.
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