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Reposted 5 Days AgoSaved
In-Office
Pittsburgh, PA, USA
Entry level
Entry level
Professional Services • Consulting • Financial Services
The Client Relations Representative handles client service administration, appointment generation through events, and ensures a positive client experience. They engage with clients in person, by phone, and via email, manage calendars, and follow up on leads to convert them into booked consultations.
Reposted 5 Days AgoSaved
In-Office
Fort Lauderdale, FL, USA
Mid level
Mid level
Professional Services • Consulting • Financial Services
The New Business Operations Specialist manages the end-to-end processing of new business for financial products, ensuring accuracy and efficiency, while providing support to advisors and maintaining strong communication throughout the client onboarding process.
Top Skills: Crm Systems (SalesforceExcelFirelightMicrosoft Office (WordOutlook)Redtail)
Reposted 5 Days AgoSaved
In-Office
Denver, CO, USA
Junior
Junior
Professional Services • Consulting • Financial Services
As a Client Relations Representative, you will engage clients, manage schedules, coordinate events, and drive appointment generation through effective client service and outreach.
Top Skills: CRMMicrosoft Office Suite
Reposted 5 Days AgoSaved
In-Office
Fort Lauderdale, FL, USA
Senior level
Senior level
Professional Services • Consulting • Financial Services
The Human Resources Director leads the HR function, partners with executive leadership, oversees talent acquisition, training, compliance, and overall employee experience, while ensuring operational excellence and risk management.
Top Skills: Hris PlatformsMicrosoft Office SuitePaylocity
7 Days AgoSaved
In-Office
Fort Lauderdale, FL, USA
Mid level
Mid level
Professional Services • Consulting • Financial Services
The Demand Generation Specialist drives revenue growth by executing lead generation campaigns, collaborating with sales teams, and leveraging marketing technologies to optimize campaign performance.
Top Skills: Google AdsHubspot Inbound MarketingMeta AdsYoutube
20 Days AgoSaved
In-Office
Chesapeake, VA, USA
Junior
Junior
Professional Services • Consulting • Financial Services
The Client Relations Representative engages clients through service administration and sales, driving appointment generation and maintaining client relationships.
Top Skills: CRMMicrosoft Office Suite
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