Employment Type : Full-Time
The Client Services Advisor will partner with the Client Services Team Lead and Sr. Manager, warehouse logistics team, and retail to offer the best-in-class experience to our clients. This role will be cross functional with retail, after-care, and...
Employment Type : Full-Time
Foster client relationships, ensuring satisfaction and success through personalized support and strategic guidance. Details We are seeking a dedicated Customer Success Manager to join our team and drive customer satisfaction and...
Employment Type : Full-Time
About Zoe Zoe is an end-to-end wealth platform that helps clients grow and protect their wealth through innovative technology and exceptional client service. Zoe has raised a total of $45M in venture capital and is backed...
Employment Type : Full-Time
Step into an instrumental role. Help conduct the smooth operation of a fast-paced—and friendly—financial planning office. Work as an employee of an independent advisor franchisee, De Vita & Associates with a financial advisory practice of...
Employment Type : Full-Time
**About this role:**Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargojobs.com ( .**In this role, you will:**+...