77 results for Patient Care Coordinator in Minneapolis, MN

Front Desk Coordinator We are offering an exciting opportunity in New Brighton, Minnesota for a Front Desk Coordinator. The role focuses on providing administrative assistance within an active environment. As a Front Desk Coordinator, you will be the first point of contact for our clients, and your primary responsibilities will include answering multi-line phone systems, providing concierge services, and maintaining a high level of customer service. Responsibilities • Serve as the first line of communication, answering and directing phone calls through a multi-line system. • Provide excellent customer service, addressing customer queries and issues promptly and professionally. • Assist with administrative tasks, including data entry and organizing files. • Utilize various software, including Microsoft Excel, Microsoft Outlook, Microsoft Word, and Google Suite, to manage client information and perform administrative duties. • Deliver concierge services to clients, ensuring their needs are met and enhancing their experience with our services. • Maintain a well-organized front desk area, ensuring that all administrative materials are up-to-date and easily accessible.

Office Coordinator We're working with a high-end motor vehicle dealership passionate about delivering exceptional service – powered by a love for motorcycles! Whether it's helping clients find their dream ride or supporting the day-to-day operations of the dealership, they pride themselves on dedication to excellence and the thriving motorcycle culture. If you’re someone who gets a thrill from the roar of an engine and takes pride in organizational mastery, we’re excited to meet you! Job Summary:We are seeking a dynamic and detail-oriented Office Assistant to ensure smooth administrative and operational support within our dealership. This is a contract-to-hire position offering full-time hours, with a Tuesday–Saturday schedule designed to meet the needs of our busy dealership. The ideal candidate will not only have solid office management skills but also share our enthusiasm for motorcycles and the exciting lifestyle they inspire.Key Responsibilities:<ul><li>Provide administrative support to dealership management and staff, ensuring operations run smoothly and efficiently.</li><li>Manage incoming calls, emails, and correspondence, directing inquiries to the appropriate team members.</li><li>Maintain accurate and organized records, including customer data, inventory, and sales documents.</li><li>Assist in coordinating appointments, schedules, and meetings, as needed.</li><li>Support customer-facing services, such as processing paperwork for sales, vehicle registrations, financing, and warranties.</li><li>Oversee organization and tidiness of common office and storage areas.</li><li>Assist with dealership marketing efforts, updating displays, or communicating promotions to clients.</li><li>Perform clerical duties such as filing, data entry, and document preparation.</li><li>Collaborate with various departments to support cross-functional dealership operations.</li><li>Greet clients warmly and enthusiastically – if they’re here to explore motorcycles, you’ll be the friendly first step in their journey.</li><li>Jump in wherever needed to ensure the dealership runs efficiently and continues to deliver stellar service.</li></ul>

Program Coordinator We are in need of a diligent Program Coordinator. In this role, you will be tasked with providing exceptional educational experiences to members, maintaining comprehensive member records, and performing administrative duties to support our operations. Responsibilities: • Provide excellent and relevant educational experiences to members to foster their business growth.• Maintain and utilize data to build robust member records and cater to member needs more effectively.• Handle administrative tasks including the execution of pre- and post-programming work.• Manage membership data entry tasks and reporting.• Document department duties meticulously.• Prioritize tasks and execute work from a customer-centric and team-oriented framework.• Contribute actively to a respectful and strong team culture.• Utilize skills in Data Entry and Microsoft Excel to efficiently manage and organize data.

Administrative and Facilities Manager We are recruiting a proactive Administrative and Facilities Manager to join our team, located in Minneapolis, Minnesota. In this pivotal role, you will manage the Office Services and Administrative teams and will be responsible for implementing policies, procedures, and programs to ensure an efficient and effective workplace environment. Responsibilities:• Oversee the Office Services and Administrative teams to drive efficiency and productivity• Implement and manage workplace policies and procedures to ensure a well-organized and effective environment• Respond in a timely manner to the concerns and needs of the staff, providing exceptional service to both internal and external customers• Maintain control of costs and strive for continuous improvement in the workplace environment• Process invoices, manage billing, and maintain accurate data entry records• Utilize Microsoft Excel for various administrative tasks• Manage facilities to ensure a safe and comfortable workspace for all employees.

Account Manager Are you a results-driven professional with exceptional relationship-building skills? Do you enjoy working closely with clients to meet their needs while identifying opportunities for growth? We are seeking an Account Manager to join our team in the Twin Cities, MN! This is a fully on-site role, providing the opportunity to work face-to-face with clients and colleagues in a collaborative, fast-paced environment. Key Responsibilities:<ul><li>Serve as the primary point of contact for a portfolio of clients, ensuring their needs are met and fostering strong, lasting relationships.</li><li>Manage and coordinate client account activities, including onboarding, project updates, and ongoing support.</li><li>Understand client goals and proactively identify opportunities to add value or expand service offerings.</li><li>Communicate regularly with clients to address concerns, provide updates, and ensure satisfaction.</li><li>Collaborate with internal teams to ensure seamless delivery of products or services according to client expectations.</li><li>Monitor performance metrics, track account status, and prepare reports on client success and engagement.</li><li>Ensure all client interactions comply with company standards and maintain a high level of professionalism.</li><li>Support business development efforts by identifying new leads, participating in meetings, and contributing to strategic initiatives.</li></ul>

Relationship Manager Job Description: Financial AdvisorSummary:The primary responsibility of the Financial Advisor is to enhance the quality and timeliness of services provided to clients. This includes managing client relationships independently or with guidance from more experienced advisors. The role involves formulating and implementing financial advice while utilizing team members and strategic partners to develop recommendations. Essential Duties and Responsibilities:To successfully perform in this role, the Financial Advisor must execute the essential duties efficiently and accurately. Duties may evolve as needed by management. Key responsibilities include, but are not limited to:Trading and Monitoring Transactions:<ul><li>Execute trades on a discretionary basis through institutional platforms.</li><li>Provide backup trading support as required.</li><li>Initiate money movements based on client requests and trade requirements.</li><li>Maintain clean trading compliance and ensure workflow documentation meets regulatory and compliance standards.</li><li>Execute trades and rebalancing in non-discretionary accounts, including variable annuities and education savings plans.</li></ul>Client Service and Communications:<ul><li>Conduct financial reviews with clients through virtual, phone, or in-person meetings.</li><li>Address client investment and market-related questions while staying aligned with internal investment philosophies and strategies.</li><li>Provide target allocations for externally held retirement plans such as 401(k) and 403(b) accounts.</li><li>Prepare performance reports for annual client review meetings.</li><li>Support and learn methods for creating client financial projections.</li><li>Monitor capital gains/losses and contribute to tax-efficient planning strategies.</li><li>Assist with year-end tax planning activities.</li><li>Stay current on advanced topics such as tax, retirement planning, insurance, and estate planning techniques.</li><li>Implement planning strategies discussed during client review meetings.</li></ul> Operational Support:<ul><li>Suggest new ideas or process improvements to enhance team operations.</li><li>Learn business processes and compliance systems, providing backup support as necessary.</li><li>Update client information, including contact details and life changes, in CRM systems and platforms (e.g., Salesforce, eMoney).</li></ul>Additional Responsibilities:<ul><li>Adhere to company policies as outlined in the Employee Handbook.</li><li>Utilize PCs, the Internet, email, and Microsoft Office applications daily.</li><li>Maintain flexibility in working effectively from both the office location and remote environments.</li></ul>This role provides an opportunity to contribute to client success while growing knowledge in financial planning, taxation, and investment management. Flexibility, teamwork, and attention to detail are key to excelling in this position.

Client Services Manager Job Posting – Client Services Manager – Wealth Management Industry Our client, a well established Wealth Management firm, in the Twin Cities is seeking a proven Client Services Manager to join their firm. In this position you will be responsible for Compliance, Operational Management, Business Plan development, new employee onboarding, and other location development responsibilities. This position is essentially providing oversite for the firms continued growth. The position requires a series 9/10 or 24 (or the ability to be licensed quickly), 3+ years’ experience in wealth management and a well-rounded background in the industry. Our client offers a compensation package with a base salary $80,000-$110,000 (depending on experience and licensing), excellent benefits and excellent career development opportunities. If you are interested in joining this small family culture firm please contact Douglas Rickart on LinkedIn, call Doug at 612-249-0330 or apply through the link provided.

Accounting Manager/Supervisor We are offering an exciting opportunity for an Accounting Manager/Supervisor in the Bloomington area. This role will manage two people and is a hybrid model. This organization continues to have huge growth and opportunity for employees. Salary up to $140K plus incentives. If you are interested, please reach out to Steve Cashman on LinkedIn or call Steve at 612.446.5690.Responsibilities:• Utilize SAP software for various accounting functions and data management.• Collaborate with other teams and departments to streamline financial operations and processes.• Develop and implement effective strategies for financial management and control.• Ensure compliance with relevant financial regulations and standards.• Provide leadership and guidance to the accounting team, promoting a positive and productive work environment

Commercial Lending Relationship Manager We are offering an opportunity for a Commercial Lending Relationship Manager to join our clients commercial banking team in the Twin Cities. This role is critical in establishing new banking relationships with various entities including corporations, partnerships, and not-for-profit organizations. You will be expected to have comprehensive knowledge of all commercial products and services. This role also involves a significant amount of time spent out of the office, visiting existing clients and developing new business. This position will offer you an existing portfolio of commercial banking clients to kick off your career with the bank. If you are interested in joining this well established locally owned commercial bank please reach out to Douglas Rickart on LinkedIn or call Doug at 612-249-0330. REF 02310-0013079042 Responsibilities:• Develop and maintain relationships with corporations, partnerships, and individuals conducting business• Financial Statement Analysis• Facilitate the personal interaction of the Commercial Banker with the customer/prospect to match the product and service with the customer's identified needs• Maintain a thorough understanding of the business/industry of the customer• Evaluate the amount of risk involved in entering into a relationship with customers• Ensure all loans are administered within legal and regulatory requirements• Actively participate in community organizations that meet our community social responsibility requirements• Monitor customer accounts and take appropriate action when necessary• Resolve customer inquiries efficiently and effectively• Maintain accurate customer credit records.

Relationship Manager We are in search of a Relationship Manager to join our team in the financial sector, based in Twin Cities. The role involves providing comprehensive client services, with a keen focus on maintaining client relationships and managing investment accounts. Responsibilities:• Uphold and manage client relations effectively and professionally• Provide internal support to the office in various financial planning processes• Offer assistance to team members unprompted, fostering a collaborative work environment• Adhere to all policies, procedures, and compliance requirements within the financial industry• Actively participate in sharing ideas and information on firm roles, responsibilities, and systems• Swiftly resolve issues and admit to mistakes without delay• Maintain a client-centric approach in all tasks, demonstrating an unwavering commitment to customer service• Manage investment accounts and provide financial planning advice to clients• Utilize Microsoft Excel, Word, and Outlook for various tasks and communication• Handle Investments and provide client support. If you are interested in joining a growing firm and further develop your career in financial advisory, please message Douglas Rickart on LinkedIn, call Doug at 612-249-0330 or apply through the link provided.

Licensing Coordinator We are seeking a Licensing Coordinator for a role based in Monticello, Minnesota. The primary focus of this role is to ensure an efficient life insurance application process. The successful candidate will liaise with insurance agents and carriers, manage customer inquiries, and maintain customer records. This role offers a contract to hire employment opportunity. Responsibilities: • Coordinate the submission of new applications to the insurance carrier, ensuring all requirements are met.• When necessary, order medical exams and records.• Follow up with agents and carriers regarding requirements and process updates.• Utilize Salesforce to manage all life insurance cases.• Maintain professional communication with stakeholders via email and phone.• Adhere to all service level agreements and work to meet them efficiently.• Gain a thorough understanding of carrier workflows and navigate carrier websites effectively.• Collaborate with team members to achieve common goals and provide assistance when needed.• Identify and implement process efficiencies to improve overall customer service.• Conduct background checks as part of the customer application process. <ul><li>Benefits available to contract/temporary professionals, include medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.</li></ul>

Treasury Manager We are on the hunt for a Treasury Manager for out client in the financial services industry, situated in Minneapolis, Minnesota. As a Treasury Manager, your main focus will be to oversee the structuring and execution of funding facilities, manage warehouse and bank facilities, perform collateral analysis, and handle capital structure analysis. You will also contribute to liquidity management and planning, and financial risk management. Responsibilities: • Handling the optimization of corporate capital structure which includes senior warehouse facilities, and subordinated debt. • Assisting with the enhancement of monthly reporting processes and models for the benefit of internal stakeholders, auditors, and creditors. • Managing the requirements for collateral reporting and maintaining covenant compliance for external stakeholders. • Facilitating communication with rating agencies and investors. • Assisting with the creation of a framework to optimize collateral pools across warehouse and credit facilities. • Managing liquidity and cash forecasting processes and models. • Collaborating with both internal and external parties for due diligence and requests related to financing activities. • Developing and maintaining reports across business intelligence platforms. • Participating in both recurring and ad-hoc business performance analyses. • Developing and measuring Key Performance Indicators (KPIs). • Analyzing various financing options to determine the optimal funding strategy. • Understanding and negotiating legal agreements and documentation related to transactions.

Office Manager Are you an organized and proactive professional with a knack for keeping things running smoothly in an office environment? Do you excel at multitasking, managing administrative tasks, and ensuring that day-to-day operations flow seamlessly? If so, we want you to join our team as our Office Manager in Burnsville, MN! Key Responsibilities:<ul><li>Oversee and manage all daily administrative functions of the office, ensuring an efficient and productive work environment.</li><li>Serve as the primary point of contact for staff, vendors, and clients on general administrative matters.</li><li>Manage office supplies, equipment, and inventory to ensure everything is stocked and in working order.</li><li>Coordinate schedules, meetings, and communications to support staff and leadership teams.</li><li>Assist with human resources tasks such as onboarding new employees, maintaining personnel records, and monitoring compliance with company policies.</li><li>Develop and implement office policies and procedures to keep the office operating at peak efficiency.</li><li>Handle accounts payable/receivable and oversee budgeting in coordination with senior management.</li><li>Support various departments with project coordination, reports, and data management as needed.</li></ul>

Total Rewards Manager Job Title: Total Rewards Manager Location: Fully Remote (Preferred candidates reside near a major airport and within states where the company operates) Overview:A rapidly growing, forward-thinking organization is seeking a Total Rewards Manager to lead and evolve its total rewards function, aligning it with strategic business goals. The ideal candidate will be a “player-coach” skilled in payroll operations, compensation strategy, benefits design, and HR analytics, with the ability to innovate and build impactful programs. This is an exciting opportunity for an experienced professional who enjoys rolling up their sleeves to make a meaningful impact within a collaborative and agile culture. Responsibilities: <ul><li>Develop and implement a comprehensive strategy for total rewards, ensuring alignment with organizational goals and priorities.</li><li>Serve as a subject matter expert for payroll software (preferably Paycom), ensuring operational efficiency, compliance, and acting as a backup for payroll execution.</li><li>Analyze payroll and HR data to create actionable HR dashboards using tools like Power BI.</li><li>Lead the design, administration, and compliance of competitive benefits programs.</li><li>Build and enhance compensation structures, including pay equity analysis, pay ranges, and other strategic components.</li><li>Stay up-to-date with regulatory compliance, including laws related to pay transparency and other emerging requirements.</li><li>Partner closely with the HR team to streamline processes and drive efficiency, while providing hands-on leadership to the organization.</li></ul>

IT Accountant/Manager/Director The role focuses on managing audit and risk surveillance activities aligned with IIA standards and the Internal Audit & Advisory Services Charter. Key duties include implementing data-enabled Key Risk Indicators (KRI) and Continuous Auditing (CA) strategies, resolving data acquisition and reporting challenges, and fostering collaboration with IT risk leaders. Additional responsibilities involve driving IT risk strategies, managing Risk Response processes, ensuring consistent risk scoring, and supporting special projects directed by audit leadership. These efforts aim to strengthen risk management and deliver actionable audit outcomes. This opportunity comes with Medical, Dental/Vision, 401k match, Life insurance, PTO

Accounting Manager/Supervisor We are actively seeking an Accounting Manager/Supervisor for our legal sector team, based in Minneapolis, Minnesota. In this role, you will be expected to manage a team of Accounting Representatives, oversee daily tasks, and maintain a high level of communication with clients. This role also involves handling various accounting functions, utilizing different accounting software systems, and conducting regular audits. Responsibilities: • Manage and provide direction to a team of Accounting Representatives • Ensure efficient completion of daily tasks within the accounting department • Maintain constant communication with clients regarding remittances through various reporting methods • Utilize different Accounting Software Systems, including ADP - Financial Services, BlackLine, and Concur • Oversee the posting and reconciliation of accounts receivable • Handle incoming and outgoing ACHs wires • Process and send remits, debtor overpayment refunds, preference claims/refunds, and court cost refunds to clients • Conduct regular audits to ensure the accuracy of accounting functions • Oversee the payment of all court costs, sheriff fees, and attorney costs and fees • Assist in project management of ongoing and new projects within the Accounting Department.

Logistics Project Manager We are seeking a Logistics Project Manager to lead end-to-end project execution, optimize supply chain processes, and drive operational efficiencies. The ideal candidate will bring a strategic mindset to logistics operations, ensuring smooth execution of transportation, fulfillment, inventory, and procurement activities while maintaining strong client relationships. Responsibilities<ul><li>Oversee full project lifecycle, including onboarding, planning, execution, budgeting, and reporting.</li><li>Develop and maintain documentation, processes, and reports to ensure transparency and continuous improvement.</li><li>Manage and prioritize daily activities, workload distribution, and billing while ensuring deadlines are met.</li><li>Lead and motivate team members to achieve project milestones, optimize workflows, and meet key objectives.</li><li>Collaborate closely with warehouse and operations teams to align project goals and improve coordination.</li><li>Analyze financial metrics, forecast logistics costs, and present reports on project performance, identifying opportunities for cost savings.</li><li>Streamline routing, carrier relations, distribution, and fulfillment to enhance efficiency and reduce costs.</li><li>Drive vendor and supplier negotiations to enhance delivery timelines and control expenses.</li><li>Oversee inventory management, ensuring accurate tracking and resolution of discrepancies.</li><li>Proactively mitigate risks and problem-solve to support both client and business objectives.</li><li>Stay informed on industry trends, best practices, and emerging technologies to enhance operational performance.</li><li>Facilitate internal and external project meetings, aligning stakeholders on logistics strategies and execution plans.</li></ul>

IAM Manager We have an outstanding opportunity in the west metro. We're seeking an IT Manager who will guide and mentor our small IAM team, ensuring adherence to protocols and regulatory frameworks. Responsibilities: • Guide a small IAM team, providing direction and mentorship.• Ensure a strong understanding and application of identity lifecycle management.• Implement and manage authentication protocols including SAML, MFA, SSO, OAuth, and LDAP.• Oversee SOC audits and maintain knowledge of regulatory frameworks such as NIST and FFIEC.• Utilize skills in Access Control, Cisco Technologies, Firewall Technologies, IDS, IPS, and Active Directory.• Perform Auditing, Authentication, and Configuration Management tasks.• Manage computer hardware and maintain Azure Active Directory.• Utilize MFA, SAML, OAuth, LDAP, SSO, NIST, SOC, and IAM skills to perform job responsibilities.

Preventative Maintenance Manager We are seeking a highly skilled Preventative Maintenance Manager for an opportunity in the greater Minneapolis-St. Paul metro area! This position is critical in ensuring the longevity and efficiency of equipment, minimizing downtime, and maintaining a high standard of operational performance. The ideal candidate is a hands-on leader with a strong electrical and engineering background. Prior experience in an industrial environment with exposure to wet, high-volume, and organic material handling conditions is strongly preferred. Proficiency in CMMS systems is required. Responsibilities:<ul><li>Develop, implement, and manage a comprehensive preventative maintenance program for all processing equipment and facilities.</li><li>Schedule and oversee regular maintenance and inspections to prevent equipment failures.</li><li>Utilize CMMS (Upkeep) to track maintenance activities, work orders, and equipment history.</li><li>Train and supervise maintenance staff, ensuring adherence to safety and operational protocols.</li><li>Collaborate with production teams to minimize disruption and coordinate maintenance schedules.</li><li>Analyze equipment performance data to identify areas for improvement and implement solutions.</li><li>Manage the inventory of spare parts and maintenance supplies.</li><li>Ensure compliance with all safety regulations and company policies.</li><li>Respond promptly to emergency repair requests and manage the resolution process.</li><li>Prepare reports and documentation related to maintenance activities and equipment performance.</li></ul>

IT Manager We are in search of an IT Manager to join our team located in Bloomington, Minnesota. In this role, you will mainly focus on IT operations, applications, and infrastructure management. Additionally, you will also be responsible for modernizing technology and leading strategic projects such as ERP migration and IT Service Management tools implementation. This role also necessitates the management and mentorship of a small team. Responsibilities: • Lead process, ensuring all IT operations, applications, and infrastructures are thoroughly documented and transitioned.• Conduct a comprehensive assessment of the current IT architecture, identifying areas for improvement and modernization opportunities.• Oversee the modernization of technology, legacy applications, and infrastructure in alignment with business objectives.• Drive the migration of ERP, align new IT Service Management tools, and support strategic projects.• Manage and mentor a small team, fostering a culture of ownership, communication, and collaboration.• Take charge of ongoing IT-related projects and initiatives with a focus on business-centric needs.• Act as an IT representative on the global leadership team, defining needs and prioritizing initiatives.• Manage a network of external vendors and partners, overseeing contracts and performance to extend team capabilities as required.• Oversee the hybrid IT environment, including on-premises infrastructure, cloud resources, and SaaS applications.• Ensure connectivity and alignment between modern and legacy technologies, strategically driving transformation.

Financial Analyst/Manager A leading organization is seeking a skilled professional to support accounting and reporting functions within their finance group. This role tackles financial challenges such as manufacturing costing, profitability analysis, trend reporting, and variance assessments. Reporting to the Senior Finance Director, responsibilities include oversight of a manufacturing facility, global NRE project analysis, month-end close activities, KPI tracking, and ensuring compliance with US GAAP. You’ll also assist with process improvements, system upgrades, and ad hoc projects. Apply today and make an impact! Benefits offered include medical, dental/vision, life insurance, 401k match, PTO, Accident insurance. If interested or you would like to have a private conversation about this opportunity, please reach out on LinkedIn @ Jordan Docken.

Financial Analyst/Manager A leading organization is seeking a skilled professional to support accounting and reporting functions within their finance group. This role tackles financial challenges such as manufacturing costing, profitability analysis, trend reporting, and variance assessments. Reporting to the Senior Finance Director, responsibilities include oversight of a manufacturing facility, global NRE project analysis, month-end close activities, KPI tracking, and ensuring compliance with US GAAP. You’ll also assist with process improvements, system upgrades, and ad hoc projects. Apply today and make an impact! Benefits offered include medical, dental/vision, life insurance, 401k match, PTO, Accident insurance. If interested or you would like to have a private conversation about this opportunity, please reach out on LinkedIn @ Jordan Docken.

Accounting Manager We are looking for an Accounting Manager to join a growing manufacturing company in the Metro area. This individual will lead the accounting team, ensure ERP integrity, and provide accurate financial insights to support strategic decision-making. This role requires strong U.S. GAAP expertise, leadership skills, technical accounting, and the ability to foster cross-functional relationships. Responsibilities include overseeing financial reporting, managing cash flow forecasts, ensuring tax and audit compliance, and driving strategic initiatives. This opportunity comes with medical, dental/vision, disability insurance, HSA and FSA, life insurance, 401k matching, and PTO. If interested or you would like to have a private conversation about this opportunity, please reach out on LinkedIn @ Jordan Docken.

Operations Coordinator We are offering a long-term contract employment opportunity for an Operations Coordinator to join our team in Eden Prairie, Minnesota. The role involves a range of tasks including processing customer applications, maintaining customer records, and handling customer inquiries. This role is critical to ensuring the smooth running of our operations. Responsibilities: • Efficiently handle customer credit applications and maintain accurate records • Respond to customer and carrier requests through task boards and assigned email accounts • Update financials and execute non-standardized activities related to carrier payments • Schedule appointments and track shipments, ensuring quality and efficiency at all times • Monitor customer accounts and take appropriate action when necessary • Validate load data in systems according to standards • Execute tasks such as creating orders, activating shipments, building and assigning loads • Manage events utilizing knowledge gained through Standard Operation Procedures (SOPs) and experience • Ensure customer satisfaction by following through on requests and escalating when necessary • Demonstrate strong time management and prioritization skills in all tasks

Client Account Manager Robert Half is looking for an experienced and dedicated Relationship Manager to join a top-ranked Registered Investment Advisory firm. The ideal candidate will have an exceptional understanding of financial planning, investment strategy, and confidence in conveying client objectives to the team. This role offers an attractive salary of up to $95K annually, plus bonuses and benefits.Key Responsibilities:<ul><li>Establish and maintain strong, trusting relationships with high net worth and corporate clients.</li><li>Understand, articulate, and work towards client goals and objectives.</li><li>Collaborate with the team to design effective financial and investment options to meet client goals.</li><li>Maintain high levels of confidentiality and sensitivity in managing client information.</li></ul>