Position Summary. The Director of Client Service will be responsible for overseeing and continually enhancing the client service processes of our firm. Our clients, and their trust in us, are at the core of this individual’s responsibility. This leadership role involves leading and managing two of our three Sales teams, ensuring exceptional client service, working to build trust and bring on additional assets from existing clients, and driving pr...
. Job Description. Our well-established and growing financial firm is seeking to add an Investment Advisor Representative to our Team. The Investment Advisor Representative will have the opportunity to meet one on one with company leads from seminars and referrals as well as existing clients. No prospecting or marketing will be needed. B.O.S.S. handles all of that. The ideal candidate for this role will be someone who enjoys building relationship...
