Lavori attuali relativi a Client Success Specialist, Wealth Management - casalnuovo di napoli - Mercer Advisors
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Principal | Wealth Advisor
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Casalnuovo Di Napoli, Italia Cerity Partners Llc A tempo pienoPosition SummaryThe Principal Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service needs and developing personalized wealth planning strategies. This role involves onboarding new clients through various programs and serving as a secondary advisor when needed. The Principal Wealth Advisor leads client...
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Principal | Wealth Advisor
2 giorni fa
Casalnuovo Di Napoli, Italia Cerity Partners Llc A tempo pienoPosition Summary The Principal Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service needs and developing personalized wealth planning strategies. This role involves onboarding new clients through various programs and serving as a secondary advisor when needed. The Principal Wealth Advisor leads client...
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Client Advisor Assistant
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Maserà di Padova (PD), Italia adecco A tempo pienoAdecco Credit & Banking is hiring for an international bank, aClient Advisor Assistant - Wealth Management The Team:You'll be working in the Middle Office team in Padua. As client advisor assistant you'll play an important role in our delivery of bespoke client services. Our combined efforts help manage, preserve and grow the wealth of our clients, through...
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Wealth Management Client Associate — Fast-Paced
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napoli, Italia Bank of America A tempo pienoA leading financial institution in Italy is seeking a Registered Wealth Management Client Associate to provide operational and sales support to Financial Advisors. The ideal candidate will work with affluent clients, manage onboarding processes, and ensure exceptional client service. Candidates must hold Series 7 & 66 licenses and have at least 2 years of...
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Client Service Specialist
2 settimane fa
casalnuovo di napoli, Italia Mercer Advisors A tempo pienoWhy Work at Mercer AdvisorsFor 40 years Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How By integrating financial planning investment management tax estate insurance and more all managed by a single team. Today we proudly serve over 31300 families in more than 90 cities across the U.S. Ranked the #1 RIA...
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Senior Wealth Advisor
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Casalnuovo Di Napoli, Italia Cerity Partners Llc A tempo pienoA financial services firm in Casalnuovo di Napoli is looking for a Principal Wealth Advisor to enhance client relationships and develop customized wealth planning strategies. The ideal candidate should have a Bachelor's degree, Series 65, and relevant designations with 7-10+ years of experience. Responsibilities include onboarding new clients, collaborating...
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Napoli, Italia Mercer Advisors A tempo pienoA leading financial services firm in Naples, Italy, is seeking an Associate Wealth Advisor to provide exceptional support to high net worth clients.The ideal candidate will have significant experience in financial planning and investment management, along with strong interpersonal skills.Responsibilities include being a trusted advisor, managing client...
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Wealth Advisor — High‑Net‑Worth Client Partner
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Napoli, Italia Mercer Advisors A tempo pienoA leading financial services firm in Naples, Italy, is seeking an Associate Wealth Advisor to provide exceptional support to high net worth clients. The ideal candidate will have significant experience in financial planning and investment management, along with strong interpersonal skills. Responsibilities include being a trusted advisor, managing client...
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Merrill Market Client Relationship Manager
4 giorni fa
Napoli, Italia Bank Of America A tempo pienoDescription : This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service.Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors,...
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NPL Recovery
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casalnuovo di napoli, Italia CRIBIS Credit Management A tempo pienoUn'azienda di servizi finanziari a Napoli ricerca un NPL Collector Specialist per gestire e recuperare crediti. Il candidato ideale ha una laurea in Giurisprudenza e almeno 1 anno di esperienza nel recupero credito, iscrivendo obbligatoriamente all'Albo degli Avvocati. Offriamo un contratto di collaborazione con rimborso spese mensile fisso e variabile...
Client Success Specialist, Wealth Management
1 ora fa
A financial services firm located in Italy is seeking a Client Service Specialist to provide operational support to the Wealth Management team. The ideal candidate will have a strong background in customer service and be able to manage client relationships effectively. Responsibilities include handling client requests, maintaining data integrity, and ensuring compliance with administrative processes. This position offers a salary range of $40,000 to $80,000 annually, based on experience and skills.#J-18808-Ljbffr
