Search the 22 jobs at Claire Myers Consulting

The Operations Associate will support the wealth management firm by handling client account trading, preparing documents, servicing accounts, communicating with financial advisors, and assisting in the financial planning process. They will also take client requests and provide customer service.

The Personal Planning Analyst oversees the development and monitoring of client financial plans, assisting clients in achieving their unique financial goals through comprehensive retirement planning, tax efficiencies, investment management, and estate planning.

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 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 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 Investment Relations Advisor will focus on increasing clientele, generating new business, and enhancing assets under management. Responsibilities include building relationships with clients and their next generations, developing revenue opportunities, and applying knowledge of financial trends to client service.

The Client Service Associate provides exceptional client service by managing client onboarding, communications, and relationships. This role includes organization of client meetings, maintenance of client records, and support for marketing efforts. The associate also handles executive support tasks, ensures compliance with annuity processes, and engages with community-focused initiatives.

The Implementation Specialist will support new customer onboarding and ensure successful implementation of a mobile messaging platform. This role involves troubleshooting issues, training clients, maintaining records, and collaborating with account management to enhance client retention and satisfaction.

The Client Engagement Advisor will focus primarily on generating new business opportunities while also providing exceptional service to existing clients. Responsibilities include identifying client needs, presenting financial products, collaborating with internal teams, and ensuring high levels of client satisfaction.

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.

As a Business Development Representative, you will be responsible for qualifying leads, scheduling appointments, and following up with potential clients. This role requires strong communication and organizational skills.

The Relationship Manager will attract and grow clients through prospecting, relationship-building, and effective sales strategies. They will serve as the main point of contact between clients and the firm, ensuring client satisfaction and maximizing revenue. The ideal candidate is growth-minded, an excellent communicator, and has experience in financial advisory.

The Lead Advisor will manage client relationships for high net worth individuals, conduct financial meetings, enhance client experiences, and focus on generating new business in Vail, CO. The role requires a strong understanding of financial services and the ability to communicate complex information effectively.

The Investment Operations Associate will manage trade settlements, portfolio reconciliations, and cash management while preparing financial reports and conducting performance analyses. This role includes improving operational workflows, serving client inquiries, ensuring regulatory compliance, and assisting with projects and administration tasks.

Seeking an investment associate with a strong investment analysis/management background and emphasis in financial planning. Responsible for maintaining a book of business, trading assets, coordinating with wealth management and fund companies, monitoring asset variance, conducting research, and providing client guidance.

The Supportive Services Case Manager provides emotional support and case management for tenants with severe mental health conditions. They assess individual needs, facilitate communication among stakeholders, build community, navigate resources, and support tenants in achieving independent living skills.