Client Success Specialist, Wealth Management

A 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...

A 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...

A 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...

Position 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...

Position 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...

Description : 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,...

A 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...

Mansione Randstad Digital, divisione specializzata nella ricerca, selezione e formazione di profili IT di Randstad Italia, sta selezionando per azienda operante in ambito cyber security. IT Customer Success Specialist Responsabilità La risorsa farà da trait d’union tra i clienti e il team di sviluppo software; non si occuperà di vendita, ma del...

Un'agenzia di reclutamento di profili IT sta cercando un IT Customer Success Specialist in Campania per gestire relazioni tecniche e strategiche con i clienti, monitorando progetti e assicurando il successo post-vendita. I candidati devono avere almeno 1-2 anni di esperienza e una laurea in Informatica, Ingegneria Gestionale o Economia. Si offre un contratto...

Randstad Digital, divisione specializzata nella ricerca, selezione e formazione di profili IT di Randstad Italia, sta selezionando per azienda operante in ambito cyber security IT Customer Success Specialist Retribuzione annua: 22000€ - 28000€ Esperienza 1 anno Si richiede: Laurea (anche triennale) in Informatica, Ingegneria Gestionale, Economia o...