Client Solutions Associate

Client Solutions ManagerCompany: NorstellaLocation: Remote, United StatesDate Posted: Oct 7, 2024Employment Type: Full TimeJob ID: R-614Description About Norstella At Norstella, our mission is simple: to help our clients bring life-saving therapies to market quicker—and help patients in need. Founded in 2022, but with history going back to 1939, Norstella...

About Rockefeller Capital ManagementRockefeller Capital Management is a leading independent financial advisory services firm, established in 2018. With a rich history dating back to 1882, the company has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 30 markets...

About Rockefeller Capital Management:Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from...

Vice President, Data Science, Client Solutions About the Company Well-established marketing, communications & advocacy agency IndustryMarketing and Advertising TypePrivately Held About the Role The Company is seeking a Vice President of Data Science for Client Solutions to take on a pivotal leadership role within their Data Science team. The successful...

Job SummaryWe are seeking a highly skilled Client Service Associate to provide dedicated support to high-producing advisors. As a key member of our team, you will be responsible for preparing portfolio materials for client meetings, leveraging your analytical skills to build financial plans, and leading client interactions to retain and develop deeper...

Job Title:Client Service Associate, Investments, Boston, MAJob Summary:We are seeking a highly motivated and detail-oriented Client Service Associate to join our team in Boston, MA. As a Client Service Associate, you will provide exceptional support to our Financial Advisors and clients, ensuring seamless and efficient service delivery.Key...

Job Title: Client Service Associate - Financial Planning ExpertAbout the Role: We are seeking a highly skilled Client Service Associate to join our team at Ameriprise Financial. As a key member of our team, you will be responsible for providing dedicated support to high-producing advisors by preparing portfolio materials for client meetings, leveraging your...

Job SummarySantander Investments, LLC is seeking a Client Service Associate to provide administrative and service functions to support Financial Advisors and clients. The ideal candidate will have excellent communication skills, attention to detail, and the ability to work independently.ResponsibilitiesProvide infrastructure support to Financial Advisors...

About the Salesforce Solution Consultant RoleAs a trusted client advisor, the Salesforce Solution Consultant will drive solution architecture in sales pursuits, ensuring consistent delivery for clients in the Salesforce space. This role serves as a subject matter expert in Salesforce, responsible for client delivery, proposals, new business opportunities,...

About the RoleAs a CBRE Sales Consultant, you will support clients with strategic planning through the application of sales techniques and operations.The primary responsibility of this role is to develop clean and comprehensive operations and maintenance client solutions, and staffing models.This role will continuously refine solutions by incorporating...

**Credit and Insurance Solutions Associate Role**We are seeking a skilled associate to join our team at Jobleads-Us, specializing in complex credit fund formation and insurance solutions for private fund sponsors. The ideal candidate will have 3-5 years of experience in private fund formation, including drafting and negotiating fund documentation, managing...

Vice President of Client Lifecycle Management and Data Solutions About the Company Expanding provider of secure online & mobile banking solutions for financial institutions IndustryInternet TypePublic Company Founded2010 Employees201-500 Categories Information Technology & ServicesTechnologyFinancial ServicesBanking & MortgagesCloud...

Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America's leader in financial planning and ranked #1 in customer dedication. As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client...

Job Title: Credit and Insurance Solutions AssociateDescription:We are seeking experienced professionals to join our team as Credit and Insurance Solutions Associates. The ideal candidate will have 4-6 years of experience in complex credit fund formation and insurance solutions for private fund sponsors.Key Responsibilities:Providing multi-dimensional advice...

Join Our Digital Practice as a ConsultantAbout the Role: We're seeking a highly motivated Digital Consultant to join our practice in the United States. As a consultant, you will be responsible for driving our digital project teams to provide clients with actionable insights and strategies.Key Responsibilities:Break down and outline key strategic,...

Technical Account ManagerTufin Software Technologies Ltd. is seeking a highly skilled Technical Account Manager to drive optimal usage and complete adoption of our technologies among clients. As a key member of the Customer Success team, you will play a vital role in guiding clients from initial interactions to full-scale deployment of Tufin technologies,...

About the RoleZS is a leading management consulting and technology firm transforming global healthcare and beyond. As a Decision Analytics Associate Consultant, you will work side-by-side with a powerful collective of thinkers and experts shaping solutions from start to finish. Our most valuable asset is our people, and we believe that making an impact...

We are seeking a highly motivated and organized Business Development Associate to join our team at Invictus Marketing Solutions. As a Business Development Associate, you will be responsible for assisting in our client's mission and our own outreach initiatives. You will work closely with our leadership team to develop skills in coaching, mentoring, and...

Solutions Sales Director About the Company High-growth risk intelligence & technology company IndustryInformation Technology and Services TypePrivately Held About the Role The Company is seeking a Solutions Sales Director with a focus on RegTech. The successful candidate will be a customer champion, providing valuable feedback to product and engineering...

OverviewWe are seeking a highly motivated Tax Senior Associate to join our Private Client Services (PCS) team in Boston or Burlington, MA. This role offers an exciting opportunity to work with a dynamic team and provide exceptional services to clients.Key ResponsibilitiesCoordinate and supervise multiple engagements, including consulting, compliance, and tax...