Search the 26 jobs at Claire Myers Consulting

The Investment Operations Specialist will manage daily investment operations, including account setup, maintenance, and reconciliation. Responsibilities include processing client transactions, supporting client onboarding, and enhancing operational efficiencies while maintaining the CRM system.

The Finance Associate will support financial planning and investment operations, develop financial models, manage client accounts, analyze client data, and address client issues, while contributing to financial strategies and team projects.

The Client Service Advisor is responsible for delivering exceptional client service, managing financial inquiries, enhancing client relationships, coordinating with internal teams, preparing for review meetings, and providing compliant financial solutions. The role also involves maintaining client data and supporting business development initiatives.

The Lead Financial Advisor will manage client relationships, assess financial situations, develop plans, oversee investments, ensure compliance and identify growth opportunities, while also communicating complex concepts and staying informed about market trends.

The CEO will lead West Center in advancing rural economic development, driving small business growth, and fostering partnerships. This role demands innovative leadership, strategic planning, financial oversight, and community engagement. The CEO will implement the strategic plan, oversee a talented team, cultivate funding relationships, and ensure the organization's long-term financial stability.

The Executive Assistant will manage communications, calendar, and scheduling for a Wealth Management Advisor, ensuring efficient operations and providing excellent client service. Responsibilities include supporting case preparation and task delegation to maintain organization and client accountability.

The Client Service Advisor manages the insurance and annuity application process, ensuring smooth client interactions and timely updates for all involved parties. Responsibilities include creating client-specific proposals, processing applications, supporting client inquiries, and maintaining records in Salesforce. Applicants should possess strong organizational and communication skills as well as a problem-solving mindset.

The Sales Professional will proactively reach out to potential clients, manage follow-ups, engage with prospects, collaborate with team members, and help foster a positive office culture. This role focuses on building relationships to drive sales results without the need to find leads.

As a Business Analyst, you will manage data sources, conduct in-depth analysis of business processes, collaborate with clients for insights, and prepare data-driven reports to support decision-making in the wealth management space.

The Insurance Operations Associate supports the onboarding and management of insurance policies for clients. Responsibilities include client communication, underwriting support, tracking payments, ensuring compliance, and collaboration with internal teams in a wealth management setting.

As a Junior Financial Advisor, you will identify new business opportunities, maintain client relationships, support financial planning, and collaborate with various teams to ensure quality service delivery. You will stay updated on industry trends and work towards achieving performance targets.

The Private Client Relationship Manager will serve as the main contact for established clients, managing financial plans and investment strategies, while also developing new revenue opportunities. The role involves maintaining relationships with clients' next generations and applying compliance standards, alongside a thorough understanding of industry trends and financial markets.

The Relationship Manager supports the firm by assisting in client meetings, building client relationships, identifying business development opportunities, and collaborating with various teams on financial analysis and planning.

The Service Advisor will support senior advisors by attending client meetings, conducting reviews of client investments and goals, identifying business development opportunities, and collaborating with investment and planning teams. The role involves learning the financial planning process and building relationships with clients while ensuring their strategies align with their updated goals.

The Lead Advisor will manage financial planning and investment strategies for clients, enhance client relationships, and drive new business development through networking. They will serve as the primary contact for clients and ensure a top-tier client experience.

The Investment Associate will execute trading orders, manage client-related investment issues, and prepare essential documentation for investment accounts. Responsibilities also include monitoring asset transfers, participating in client meetings, and explaining advisory products while ensuring compliance with financial regulations.

The Relationship Manager will ensure client satisfaction, manage and implement investment strategies, increase assets under management, develop new revenue opportunities, and maintain strong relationships with existing clients and their families while staying updated on financial trends.

The Client Service Associate will support the financial services team's daily operations, manage new business tasks, and ensure exceptional service to clients by organizing materials and facilitating communication. This role involves multitasking and working closely with advisors and clients to streamline processes and maintain high levels of client satisfaction.

The Sales Professional will engage in proactive outreach to potential clients, manage follow-ups, and build relationships. This role requires consistent engagement with prospective clients, collaboration with team members to achieve sales goals, and contributing to a positive office culture.

The Lead Financial Advisor will manage and deepen relationships with clients while driving new business development. Responsibilities include providing tailored financial planning and investment advice, collaborating with the team for seamless client experiences, and contributing to the firm's growth with potential equity opportunities.