Client Executive Salary at 2X Inc BETA

Wealth Management Client Associate Seattle, Washington **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrills Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employe

Job Descriptions: D.A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our Bellevue, WA branch. In this team-critical role, you will work alongside Financial Professionals to provide excellent client service and support. This is an outstanding opportunity to advance your career in the financial services industry in an environment of continual growth and development. If you have a passion for creating an exceptional client experience, enjoy working collaboratively as part of a team and relish detail and accuracy, we want to hear from you! Required Experience: Primary Qualifications:* Eager to advance and grow in the Financial Services Industry ? Opportunity to complete the Securities Industry Essentials (SIE) and FINRA General Securities Representative (Series 7) Exam and Uniform Securities State Law Exam (Series 66 [or Series 63/65]).* High school graduate or comparable work experience. Post-

D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients' financial well-being, we also work to strengthen local communities-and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report. Summary/Function We are currently seeking an exceptional individual to join a dynamic and high-producing team in our Everett, WA office. This team-critical role requires outstanding attention to detail, the ability to balance multiple requests, outstanding client service skills, and a high level of integrity and

We Are: Accentures SAP practice, and we bring the New to life using design thinking, agile development methodologies, and the latest smart tech like IoT, automation, and AI. We even built myConcerto, a mix of SAP and Accenture that helps lead our clients to big wins. Ready to learn as much as you can? We train our people on "new" SAP like S/4HANA and Cloud, and we offer classes and support through our 50,000+ member community. Its also nice to know our hard work doesnt go unrecognized. Weve got over 70 SAP awardsmore than any other partnerand were the leading business partner for SAP SuccessFactors, SAP Ariba, SAP Hybris, SAP FieldGlass, SAP Concur, and more. Visit us here to find out more about Accenture's SAP practice. (https://www.accenture.com/us-en/services/sap-index) You Are: A transformation ace with the skills to help clients meet the challenges of digitization. Your superpower? Using your know-how, creativity and analytical powers to solve clients most complex business problem

Introduction Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock potential, and create a legacy of remarkable transformation. We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply. Overview Support account teams in delivering exceptional service to Gallagher’s clients How you'll make an impact • Maintain and prioritize a task list on a regular basis as directed • Provide support to local GBS office by completing and adhering to CSO processes and ad hoc administrative tasks as needed and directed • Support the Client Service Cycle with oversight from experienced team members to ensure a

Registered Wealth Management Client Associate Bellevue, Washington **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrills Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comesfrom transparency. Our trustedadvisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within o

This Expert Consultant position (embedded and referred to as a Business Marketing Strategist within the client organization) will be the liaison between an Acxiom dedicated account team and a major Financial Services, Acxiom client. There will be significant client interaction and so a working knowledge of the financial services industry either having worked at Acxiom or a similar company, will be vital for this role. Specifically, candidates with experience working for a financial services company in any marketing services capacity, will be highly desirable. Strong client relations and communication skills are a requirement to perform the duties of this role. The primary service provided by Acxiom to this client, include a credit card marketing acquisitions database that candidate in this role would come to be familiar and engaged with. This database, and related services, will allow for optimization of clients execution of acquisition marketing, including the creation of an identity

Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and efficient manner, influencing clients to return and refer their friends and families. ESSENTIAL RESPONSIBILITIES AND TASKS Live and exemplify the Five Principles of Mars, Inc. within self and team. Actively recruit new clients by promoting hospital services and route the flow of clients and pets to ensure superior client care and maximum productivity of the veterinary medical team. Maximize the number of pets seen by the hospital team through through a productive and efficiently run hospital to support the needs of our wellness plan clients. Provide professional, efficient and exceptional servic