Customer Success Executive Salary at Imocha BETA

Job Description Job Description We are seeking an enthusiastic and dynamic individual to join our team as a Retail Marketing and Promotions Client Relations Representative. In this role, you will play a vital role in building and maintaining strong relationships with our clients in the retail industry, ensuring their marketing and promotional needs are met with excellence. Key Responsibilities: 1. Client Relationship Management: Cultivate and maintain positive, long-lasting relationships with our retail clients. Act as the primary point of contact for client inquiries and concerns, ensuring timely and effective communication. Gain an in-depth understanding of each client's unique needs and goals. 2. Retail Marketing and Promotions Expertise: Execute retail marketing and promotions in big box retailers for assigned clientele Stay up-to-date with the latest trends and strategies in retail marketing and promotions. Provide expert guidance to clients on developing effective marketing and p

AlTi is the financial ideas company, delivering transformational solutions that create enduring value. We are a global wealth and asset manager, in the business of turning powerful ideas into high-performing strategies and solutions. Our clients are UHNW individuals and families, institutions, foundations, and family-led businesses. We offer a connected ecosystem of advice, solutions, and unique investment opportunities from across our global network. AlTi has over 400 employees and assets under advisement of $69 billion with access to substantial capital for further investments. We are passionate about finding better ways to serve our clients. We approach problems with open-mindedness and a restless entrepreneurial spirit to deliver more for clients. Our culture is rooted in curiosity. We support the unique qualities of each team member and the entrepreneurial spirit shared by all of us. We come from different backgrounds and offer different perspectives. We believe these differences

Smithbridge Asset Management, an established, fast-growing, financial planning and investment management firm located in Chadds Ford, PA currently has an excellent career opportunity for a full-time Client Service Associate to join our amazing team. We are a firm focused providing superior results and service to our clients, many of whom have been with the firm for many years. To find out more about the firm, please visit Salary and Benefits Salary and total compensation for this position will be based on experience, with a range of $50,000 $70,000, based on experience. Medical insurance 100% paid by company Employer Funded Retirement 10% of base salary in 401(k) and profit share plan Flexible atmosphere and work schedule Quarterly bonus program Job Responsibilities: Provide direct support to clients of multiple advisors in the firm Respond to client service requests via phone and email Maintain updated information in our CRM Salesforce Manage email for multiple email inboxes Scanning

Introduction Welcome to Gallagher - a global leader in insurance, risk management, and consulting services. With a growing team of more than 52,000 professionals worldwide, we empower businesses, communities, and individuals to thrive. At Gallagher, you can build a career whether it's with our brokerage division, our benefits and HR consulting division, or our corporate team. Experience The Gallagher Way, a culture fueled by shared values and a collective passion for excellence. Join one of our dynamic teams, where you'll play a pivotal role in shaping Gallagher's future and unlocking unparalleled opportunities for both clients and yourself. 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 We are seeking a Client Service Associate to join our growing team who can deliver exceptional customer service! Are you interested in helping a range of clients thr

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are: Integrity. We act in the best interests of others by providing an honest, consistent experience for our clients and team. Passion. We pursue our full potential, seeking to continually enhance and evolve our ability to serve our clients and team. Teamwork. We subordinate our egos to work together for the benefit of our clients. Our promise to team members is that you will grow with us. From experienced advisors to new college grads to transitioning principals, every team member will find Sequoia a place to refine their professional mission, move into new opportunities, go deeper, and lead further. We are built to help you build a car

Apply Description Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are: * Integrity. We act in the best interests of others by providing an honest, consistent experience for our clients and team. * Passion. We pursue our full potential, seeking to continually enhance and evolve our ability to serve our clients and team. * Teamwork. We subordinate our egos to work together for the benefit of our clients. Our promise to team members is that you will grow with us. From experienced advisors to new college grads to transitioning principals, every team member will find Sequoia a place to refine their professional mission, move into new opportunities, go deeper, and lead further. We are built

Job Description Apply Now Position Summary: Position summary: The Client Service Associate is responsible for supporting the Meridian Wealth Advisors who provide comprehensive financial planning services to high-net-worth individuals and families. Under the direction of the Director of Client Service, the CSA will respond to client inquiries, fulfill requests and support the Advisors meeting preparation and scheduling. Qualifications Required: * Bachelor's degree in Business or related field; or an equivalent combination of education and work experience * NASAA Series 65 licensed * 3+ years of previous customer service experience in a financial services firm * Ability to work in a team environment * Strong computer skills (MS Office, etc.) * High degree of attention to detail and ability to multitask * Understanding of registered investment advisor compliance rules and responsibilities. Essential functions and responsibilities: * Is the direct liaison for all client related inquires; f

**Position Overview** At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Client Service Associate within PNC's Private Bank organization, you will be based in Philadelphia, PA. This position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at manager's discretion. The Client Service Associate serves as the primary point of contact for our clients and advisors in the execution of client servicing and administrative requests by initiating or completing activities across all PNC Private Bank products and services (Banking, Investment and Fiduciary). The Client Service As