Search the 28 jobs at Claire Myers Consulting

The Executive Client Associate will support client relationships and administrative tasks in a wealth management firm. Responsibilities include onboarding clients, managing communications, organizing meetings, maintaining records, and improving operational systems. The role requires strong organizational skills, emotional intelligence, and a commitment to community impact.

The Client Engagement Advisor will focus primarily on generating new business while also maintaining relationships with existing clients. Responsibilities include identifying opportunities, providing personalized financial solutions, presenting financial products, and ensuring client satisfaction.

The Business Development Representative is responsible for identifying and qualifying leads, engaging in cold outreach, providing timely follow-ups, and keeping the CRM updated. This role focuses on building client relationships and setting the stage for potential sales conversions while working closely with senior team members.

The Relationship Manager is responsible for building and maintaining long-term client relationships, achieving sales goals, and growing the client base through creative outreach while utilizing Salesforce for tracking opportunities. This role requires a focus on client trust and resilience in a fast-paced environment.

The Lead Financial Advisor will focus on developing new client relationships within high-net-worth segments, conducting client assessments, designing tailored insurance strategies, and maintaining ongoing client relationships. The role emphasizes business development and requires expertise in insurance solutions for affluent clients.

The Client Service Associate will support high-net-worth clients by assisting with insurance case design, maintaining client records, and staying updated on industry trends. This role requires strong organizational skills and effective communication to foster client relationships and support the advisory team.

The Relationship Manager will engage with clients from the firm's CRM, providing personalized financial advice and planning services. The role involves building long-term client relationships, following up on accounts, asking for referrals, collaborating on financial strategies, and staying updated on industry trends.

As an Investment Associate, you will support the investment operations team by onboarding representatives and managing investments, processing transactions, and providing exceptional client service. Your responsibilities include processing cash distributions, managing documentation for investment accounts, assisting with client rollovers, and acting as a liaison for investment needs.

The Personal/Executive Assistant will provide organizational and administrative support, manage the executive's calendar, coordinate meetings, assist with personal errands, handle CRM updates, prepare expense reports, and manage emails. They will also delegate tasks and coordinate client gifts while maintaining a high level of discretion.

As a Portfolio Manager, you will manage investment accounts, ensuring compliant operations and excellent service to clients. Responsibilities include asset transfers, transaction execution, compliance monitoring, and providing professional client support. You will utilize financial tools to support investment strategies and maintain client relationships.

The Investment Operations Specialist will manage daily investment operations, including account setup, maintenance, and reconciliation. Responsibilities include processing client transactions, supporting client onboarding, and enhancing operational efficiencies while maintaining the CRM system.

The Finance Associate will support financial planning and investment operations, develop financial models, manage client accounts, analyze client data, and address client issues, while contributing to financial strategies and team projects.

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.

The Lead Financial Advisor will manage client relationships, assess financial situations, develop plans, oversee investments, ensure compliance and identify growth opportunities, while also communicating complex concepts and staying informed about market trends.

The CEO will lead West Center in advancing rural economic development, driving small business growth, and fostering partnerships. This role demands innovative leadership, strategic planning, financial oversight, and community engagement. The CEO will implement the strategic plan, oversee a talented team, cultivate funding relationships, and ensure the organization's long-term financial stability.

The Client Service Advisor manages the insurance and annuity application process, ensuring smooth client interactions and timely updates for all involved parties. Responsibilities include creating client-specific proposals, processing applications, supporting client inquiries, and maintaining records in Salesforce. Applicants should possess strong organizational and communication skills as well as a problem-solving mindset.

The Sales Professional will proactively reach out to potential clients, manage follow-ups, engage with prospects, collaborate with team members, and help foster a positive office culture. This role focuses on building relationships to drive sales results without the need to find leads.

As a Business Analyst, you will manage data sources, conduct in-depth analysis of business processes, collaborate with clients for insights, and prepare data-driven reports to support decision-making in the wealth management space.

The Insurance Operations Associate supports the onboarding and management of insurance policies for clients. Responsibilities include client communication, underwriting support, tracking payments, ensuring compliance, and collaboration with internal teams in a wealth management setting.

The Private Client Relationship Manager will serve as the main contact for established clients, managing financial plans and investment strategies, while also developing new revenue opportunities. The role involves maintaining relationships with clients' next generations and applying compliance standards, alongside a thorough understanding of industry trends and financial markets.