4 retail client manager jobs found

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.   Merrill’s 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.   Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our...

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.   Merrill’s 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.   Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our...

When you join the growing BILH team, you're not just taking a job, you’re making a difference in people’s lives. Job Summary: Reports to (one of the following): Practice Manager or Ambulatory Practice Coordinator with input from assigned physician, nurses or other health care providers. Responsible for delivering the highest quality service to patients while contributing to the smooth functioning of practice operations. Job Description: Essential Responsibilities: Greets patients and visitors in a manner that demonstrates courtesy, service, respect and privacy. Serves as a central communication source in the delivery of patient care by being responsive, accessible and visible. Takes appropriate actions to diffuse challenging situations. Takes complete and accurate information from patients/callers. Maintains patient confidentiality at all times. Performs check in, registration, scheduling, and verification of demographic information according to APG...

When you join the growing BILH team, you're not just taking a job, you’re making a difference in people’s lives. Job Summary: Reports to (one of the following): Practice Manager or Ambulatory Practice Coordinator with input from assigned physician, nurses or other health care providers. Responsible for delivering the highest quality service to patients while contributing to the smooth functioning of practice operations. Job Description: Essential Responsibilities: Greets patients and visitors in a manner that demonstrates courtesy, service, respect and privacy. Serves as a central communication source in the delivery of patient care by being responsive, accessible and visible. Takes appropriate actions to diffuse challenging situations. Takes complete and accurate information from patients/callers. Maintains patient confidentiality at all times. Performs check in, registration, scheduling, and verification of demographic information according to APG...