Client Services Manager Jobs in Minnetonka
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Search Results - Client Services Manager Jobs in Minnetonka
Cresset-Minnetonka
billion in assets under management. The firm is widely recognized for its excellence and is frequently ranked as a Barron’s and Forbes top RIA firm.
Cresset is seeking an Associate Director, Private Wealth Client Services with 5+ years of experience...
mindmatch.ai -
Minnetonka
Overview:
WHO are we looking for?
CAPTRUST is seeking a Wealth Client Management Consultant who will work with one to several financial advisors to service and retain wealth client relationships. The Client Management Consultant uses specialized...
icims.com -
Cresset-Minnetonka
Relationships
• Proactively support the Wealth Advisor (WA) by providing excellent client service and maintaining a high level of client satisfaction
• Build a strong wealth management acumen with an understanding of Cresset’s investment philosophy and ongoing...
mindmatch.ai -
Gallagher Benefit Services-Bloomington (MN), 11 mi from Minnetonka
of exceptional service to Gallagher’s clients by managing our client service teams. You will champion branch initiatives and drive our dominant priorities. We will look to you to develop and cultivate outstanding relationships within our branch, with our clients...
INDI Staffing Services-Minneapolis, 11 mi from Minnetonka
About the Role:
As our AVP of Client Services, youll spearhead the charge in building and nurturing long-lasting relationships with our top-tier clients. Youll lead a high-performing team managing 20-25 projects per direct report, overseeing a total...
mindmatch.ai -
Marsh McLennan-Golden Valley (MN), 4 mi from Minnetonka
Client Executive Private Client Services
Our not-so-secret sauce.
Award-winning, inclusive, Top Workplace culture doesnt happen overnight. Its a result of hard work by extraordinary people. More than 10,000 of the industrys brightest talent drive...
jobvertise.com -
Boulay-Eden Prairie, 4 mi from Minnetonka
by Senior Wealth Managers and Partners
Begin to lead client relationship development and management, including regular client contact and communications
Manage client services, including financial planning processes, investment implementation strategies...
resume-library.com -
Jobot-Minneapolis, 11 mi from Minnetonka
with a passion for commercial insurance? Do you thrive on building lasting relationships and delivering superior client service? If so, you might be the perfect fit for our Commercial Lines Account Manager position.
This role is a remote work for optimum...
mindmatch.ai -
Boulay-Eden Prairie, 4 mi from Minnetonka
We are currently seeking a talented individual to join our Learning and Development Department. This position is responsible for technology solutions, process development, procedural resources, and training specific to Tax, Private Client Services...
resume-library.com -
Olsson-Minneapolis, 11 mi from Minnetonka
outlined in the project contract are being fulfilled.
Maintains an ongoing positive relationship with clients and focuses on exceptional client service to secure future work.
Documents all project deliverables and maintains comprehensive records including...
resume-library.com -
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