Description. At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to ...
GENERAL JOB DESCRIPTION. Active member of the Wealth Management Group. Responsible for client account related service, new business matters, account set-up and overall client service requests. Coach, train, and mentor new Client Service team members on various client requests and decisions for MAI Wealth Management clients. . MAJOR DUTIES AND RESPONSIBILITIES. Responsible for training, coaching, and reviewing new Client Service Specialist work. M...
Why Work at Mercer Advisors. For 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 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally...
Why Work at Mercer Advisors. For 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 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally...
Why Work at Mercer Advisors. For 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 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally...
Why Work at Mercer Advisors. For 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 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally...
Why Work at Mercer Advisors. For 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 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally...
Why Work at Mercer Advisors. For 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 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally...
Essential Job Functions. Responds to orders, general client inquiries, invoice questions and client complaints. Records consistent problem areas. Resolves issues with orders, delivery dates or service. Resolves the client's complaint. determining the cause of the problem. selecting and explaining the best solution to solve the problem. expediting corrections or adjustment. following up to ensure resolution. Responses are predominately routine but...
Required Skills & Experience. 2 years of previous experience supporting large fortune 100 clients in a leadership role. Experience Investigating and resolving client complaints by identifying root causes, recommending solutions, and ensuring timely follow-up. Prepare reports and updates for internal leadership and clients as needed. Support other operational and administrative tasks as assigned. Monitor and document recurring issues to drive proc...
Description:Overview:Prime Capital Financial is seeking an experienced and dedicated Senior Client Service Specialist to provide exceptional service and personalized support to clients in the Royal Oaks, MI market. You will play a key role in maintaining strong client relationships, delivering superior service, and supporting our team of advisors. This position requires a deep understanding of wealth management products, exceptional communication...
Why Work at Mercer Advisors. For 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 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally...
