Client Service Position Jobs in Usa
28,340 positions found — Page 5
Work Location: Morristown, NJ 07960
Duration: 12 months
Job Description
The Client Analyst serves as an integral member of our centralized Client Service Team, performing the following key responsibilities to support Advisor teams and clients:
Key Responsibilities
Client Onboarding, Data Management, and Contracting:
The Client Analyst supports the seamless integration of new clients by managing the on-boarding process, maintaining accurate client data, and handling contracting procedures.
Meeting Coordination:
Assists in scheduling client meetings as needed to ensure timely and effective communication between advisor teams and clients.
Investment Account Processing:
Prepares, submits, and tracks new investment account applications, overseeing the process through to the funding stage.
Tax Season Activities:
Manages a variety of tasks during tax season, including organizing tax data, gathering and tracking client consents, finalizing tax returns, coordinating estimated payments, and facilitating e-filing.
Internal Group Collaboration:
Interfaces with internal departments to complete a range of investment and operational tasks. This includes addressing matters related to accounts, as well as handling requests involving Special Investments and Private Equity.
Quality Control Metrics and Reporting:
Assists teams in tracking and reporting on Quality Control metrics to help maintain high standards of service.
Qualifications
- Bachelor's degree required
- A minimum of 2-5 years of work experience in a professional corporate environment
- Strong written and verbal communication skills
- Proficiency in Word, Excel, PowerPoint, and Outlook required
- Ability to work in a fast-paced environment and think clearly under pressure
- Excellent communication skills; team focused
- Extremely organized and detail-oriented
- Experience in financial services is preferred but not required
Rapid Finance is expanding our sales team and we are now recruiting for Business Advisor training classes. A Business Advisor is responsible for building relationships with small to mid-sized businesses and offering them financing solutions. This is a B2B sales role where you will be consulting with business owners on a daily basis to help them achieve their financial goals. We're looking for motivated, ambitious individuals who are looking to start or continue to grow a thriving career in B2B sales.
Build Trust: Become a trusted advisor to your clients through the delivery of world-class client service. Understand their business and gather information about their financial situations, goals, and objectives. Must be able to provide value and sell yourself first and foremost.
Educate and Advise: Evaluate and understand hundreds of financial programs and options for small-to-medium-sized businesses. Advise clients on the financing process and recommend the best capital solution for their needs.
Fast Pace: This is a very fast sales cycle and work environment. You will be communicating with many different clients on a daily basis and most transactions are completed in 1-3 days.
End-to-End Sales Role: Our Business Advisors are responsible for facilitating the sales process from start to finish. This includes prospecting clients via call, email, & text. We leverage automated sales support to aid in initial prospecting, but you take over once a client replies or calls in. Part of the prospecting process is done via outbound phone calls. Business Advisors are expected to make 70+ calls per day between initial calls and follow-up work.
The Journey To Business Advising: Upon starting as a Business Advisor, you will complete a one-month, hands-on training program to get you ready before you hit the sales floor. This training program is heavily dependent on repetition and practice. You will learn the specific sales plays & training, hear them in action from current/previous Business Advisors, and then put them to practice in repetition sessions. You will also be trained on the support systems that will help you be a successful Business Advisor. This includes phone systems and other sales support technology, qualification guidelines, underwriting/funding process, Rapid Finance Marketplace, etc.
Once initial training is complete, you will continue to hone your skills with our Sales Director while in a production role. On-the-job training includes continued group training as well as listening to calls and getting direct feedback on how you can improve your process to increase conversions. We pride ourselves on continued coaching to better our Business Advisors and help them climb the promotion tiers within the Business Advisor role. It's one thing to retain information that is trained, we need people who can put it into play and have the discipline to execute on it every time.
Rapid Finance will not sponsor applicants for work visas of any kind for this position. Total compensation package includes a base pay of $30K plus commissions and additional cash incentives. Compensation expectation in total is $125,000-$175,000 per year.
What We Love About You:
- Bachelor's Degree or some coursework in business, economics, communications, psychology or a similar field (or equivalent work experience)
- Have a minimum of 1-2 years' B2B experience in consultative selling (inside or outside) in a goals-oriented, productivity/metric-driven sales environment (preferred)
- You're able to quickly build rapport, earn the trust of your clients and keep them coming back
- Have the desire to work hard. Our business advisors work 50+ hours per week, which will include weekends. We run on goal time and not clock time. As you ramp up as a Business Advisor, you should also expect to put in more hours as the learning curve for everyone is different. Flexibility to work evenings and weekends may be needed
- Enthusiasm and energy be ready to fully commit to this career and everything that comes with it with a competitive spirit.
- Strong communication skills (written and verbal) and an interest in having conversations with decision-makers.
- Technically savvy. Must have proficiency in computer applications including MS Office and virtual connectivity software.
Mindset is everything in this role. You need to be able to take no's and move on to the next client. People who can focus on the things in their control often find the most success.
What You Will Love About Us:
At Rapid Finance, we support our team members' growth and desire to live well-rounded lives. Our company is expanding and we are aggressively investing in our people and technology to create a best-in-class experience for our clients. Come work with us! We are ranked a Top Workplace in Washington D.C. and the Nationthese awards mean the world to us because it's based on feedback from our people!
We offer generous team benefits including a commuting/parking allowance, employer-matched 401(k), tuition reimbursement, health, dental, vision benefits, life insurance, paid time off, and more. Just steps from the metro, our beautiful new office includes a modern open floor plan, a free on-site fitness center, a gaming area, a stocked kitchen, and other cool amenities.
Not to mention all of the other amazing rewards that working at Rapid Finance offers.
- Medical/Dental/Vision coverage
- Employer-matched 401(k) plan
- Paid Time Off and 10 paid Holidays
- Paid Parental Leave
- Disability Benefits (short term and long term)
- Life and Accidental Death Insurance - Supplemental benefit programs: critical illness/accident hospital indemnity/cancer
- Employee Assistance Programs (EAP)
- Extensive employee wellness programs
Rapid Finance is committed to a diverse workforce and is an Equal Opportunity/Affirmative Action Employer (M/F/Disability/Veterans). We will consider all applications without regard to race, gender, sexual orientation, gender identity, age, color, religion, national origin, veteran status, disability, genetic information, or any other status protected by applicable law.
WHO IS BUZZ?
Buzz is a global design company that creates signature moments for travel. For two decades, we’ve partnered with world-leading airlines, hotels, cruise and rail brands to reimagine travel with innovative product experiences. Our creations become iconic collaborations and keepsakes that span luxury amenity, skincare, textiles and sleepwear, tabletop and service ware, tech, audio and children’s products. By bringing extraordinary brands together, we create carefully considered partnerships that become meaningful collaborations for all.
WHAT IS THE ROLE
This exciting role sits within the Buzz Client Service Team, reporting to the Director, Client Service Hotels and will be responsible for retaining and growing a small number of high-level client relationships within major Hotel chains. Your role is to liaise with clients and internal production and logistics to ensure all product is delivered to time and within budget. You will also manage a number of product refreshes during the lifecycle of the Hotel contract, as well you will look for opportunity for revenue growth within accounts.
WHAT ARE WE LOOKING FOR?
A seasoned account director who takes ownership of their client portfolio, managing strategic client relationships and generating new opportunities within these accounts.
The successful candidate will have:
· Previous experience managing high-value accounts and preferably experience in the product development process, either through selling into hotels or wholesale retail
· Proven ability to deliver growth in revenue and repeat business by successfully managing existing client relationships.
· Highly tuned analytical skills with the ability to apply this to the development of sales strategies and plans.
· Demonstrated experience in effectively managing cross-functional teams to deliver on deadlines and outcomes for your clients.
· Sound knowledge of CRM's and project management tools such as Smartsheet and Salesforce, with int-adv. MS Office skills.
· An understanding of, and network within, Hotels would be considered advantageous - either developed through selling into this industry for several years or having worked within the industry directly.
· An interest in luxury brands and a passion for travel.
BUZZ CULTURE
At Buzz, we pride ourselves on doing things in ways that inspire discovery. Our fast-paced, vibrant culture can be experienced the moment you step foot into our office and realise you are in our Buzz Café, with breakfast and lunch provided daily, snacks, drinks and endless coffee for everyone’s enjoyment. Our employees are creative and passionate beings. They push boundaries, thrive out of comfort zones, love a challenge and tackle them head on. Our collaborative teams deliver amazing results by trusting in one another’s expertise. The way we innovate and add a Buzz twist to everything we do is what we hope will inspire you.
We have generous employee benefits too, from rewards to paid parental and birthday leave. We might be biased, but we think Buzz is leading the way as a great employer. Our culture is truly values-driven, which is what we believe makes Buzz a uniquely wild and welcoming place to work.
If the above sounds like you, we would love to hear from you! So please apply NOW!!
We would love to be able to contact everyone personally, however, this is not possible. If you have not heard from us within 4 weeks of submitting your application, we thank you for your interest in joining the Buzz team but on this occasion, your application was not shortlisted.
Industry
This position will be based in our Bay area, CA office (hybrid).
The Manager, Client Programs and Events is responsible for the comprehensive management and execution of in-person and virtual client events supporting the organization's West Coast offices, with a primary focus on California-based programs for Palo Alto and Los Angeles.
This includes CLE seminars, webinars, dinners, receptions and other Business Development and Marketing initiatives that support the firm???s practices and client engagement.
Additional responsibilities include budget oversight, vendor management, event logistics, post-event analysis, and maintaining compliance with firm policies and industry standards.
The Manager, Client Program and Events: Oversees the planning and execution of client programs and events, including large-scale client events, CLE programming and special events, in the Palo Alto and Los Angeles offices.
Collaborates closely with the business development team, practice groups, and partners to ensure all events support the Firm???s strategic business development objectives and client engagement goals.
Works as a collaborative member of the global client events team, supporting and contributing to events in other offices as needed to ensure a consistent and exceptional client experience across the Firm.
Manages all aspects of event logistics, including venue selection, vendor management, contract negotiations, and on-site execution.
Develops and proposes innovative event concepts and agendas that align with practice group priorities and firmwide business development strategies, ensuring each event supports broader firm objectives.
Develops and manages event estimates and budgets to ensure cost-effective delivery.
Provides strategic guidance to partners and stakeholders throughout the event planning process, ensuring alignment with business objectives and client expectations.
Expected to generate new ideas and proactively identify opportunities for improvement, while following established team guidelines and best practices.
Conduct comprehensive post-event analysis, including ROI measurement and stakeholder feedback, to inform continuous improvement and future event planning.
Oversees Palo Alto and Los Angeles event-related data tracking and management, ensuring accurate and timely reporting of program and event-related KPIs for client reviews, annual practice reviews, and other knowledge strategy needs.
Contributes to global event tracking and reporting.
Ensures all CLE and educational programming complies with MCLE accreditation standards and advises staff on compliance requirements.
Mentor and support the professional development of junior team members, fostering a collaborative and high-performing team environment.
Monitor industry trends, competitor activities, and emerging event technologies to ensure the firm???s events remain innovative, competitive, and aligned with best practices.
Demonstrates exception interpersonal, written, and verbal communication skills.
Demonstrate effective crisis management and problem-solving skills, maintaining composure and ensuring successful outcomes when unexpected challenges arise during events.
Qualifications Knowledge of Firm operations, policies and procedures Knowledge of relevant Firm computer software programs (e.g., Outlook, Excel, PowerPoint), with the ability to learn new software and operating systems Demonstrates effective interpersonal and communication skills, both verbally and in writing Demonstrates close attention to detail Excellent analytical, troubleshooting, organizational, and planning skills Ability to handle multiple projects and shifting priorities Ability to handle sensitive matters and maintain confidentiality Ability to organize and prioritize work Ability to work well in a demanding and fast-paced environment Ability to work well independently as well as effectively within a team Ability to use discretion and exercise independent and sound judgment Broad and thorough knowledge of events planning functions Experience with database management (InterAction is a plus) Familiarity with legal business issues and Fortune 500 companies Strong writing and editing skills Personally handles more complex issues/duties requiring independent exercise of discretion and judgment Flexibility to travel Flexibility to adjust hours and work the hours necessary to meet operating and business needs Education and Experience Bachelor's Degree Minimum of seven years related experience in a law firm, professional services firm, or similar high-velocity client-service environment.
Benefits The overall well-being of our team is important to us.
We offer generous benefits to help you achieve wellness in all areas of your life.
Competitive salaries and year-end discretionary bonuses.
Comprehensive health care (medical, dental, vision), savings plan/401(k) and voluntary benefits.
Generous paid time off.
Paid leave options, including parental.
In-classroom, remote, and on-demand learning and professional development opportunities.
Robust well-being classes and programs.
Opportunities to give back and make an impact in local communities.
The starting base salary for this position is expected to be within the range listed under Salary Details.
Actual salary will be determined based on skills, experience (to the extent relevant) and other-job related factors, consistent with applicable law.
This position may be eligible for a discretionary year-end bonus.
Salary Details $155,000 ??? $180,000
POSITION:
RIMOWA is seeking a highly accomplished and passionate Client Advisor. The Client Advisor is responsible for driving sales through exceptional client service, strong product knowledge, and deep understanding of the luxury retail environment. This role focuses on building lasting client relationships, delivering an outstanding in‑store experience, and contributing to the overall success of RIMOWA while serving as a true brand ambassador.
YOUR RESPONSIBILTIES:
Sales
- Consistently achieve and surpass individual sales objectives, directly contributing to the store’s overall commercial success and prestige.
- Serve as a true brand ambassador, conveying RIMOWA’s storied heritage, iconic designs, engineering, and uncompromising craftsmanship.
- Curate and cultivate an exclusive and loyal client portfolio, building enduring relationships and driving sustained repeat business through personalized engagement, client appointments, and events.
- Actively support and inspire colleagues, fostering a sophisticated, collaborative, and high-performance sales environment.
Customer Service
- Embody the RIMOWA brand ethos at all times, presenting yourself with impeccable professionalism.
- Deliver a seamless, white-glove post-purchase experience by meticulously managing client follow-ups, repairs, and service requests with discretion and care.
- Anticipate client needs through an intimate knowledge of the brand’s history, new product launches, and the competitive luxury landscape.
- Create memorable, elevated moments for every client, ensuring each interaction reflects the refinement synonymous with RIMOWA.
Operations
- Execute all POS transactions with precision and efficiency.
- Confidently open and close the store register in full compliance with company policies.
- Participate proactively in inventory management while upholding the highest standards of loss prevention.
- Maintain exceptional visual merchandising, ensuring the store consistently reflects a polished, luxurious, and inviting aesthetic.
- Always uphold immaculate store presentation and operational readiness.
PROFILE:
- Proven success in a premium or luxury retail environment
- Demonstrated expertise in developing, nurturing, and retaining a discerning clientele; an established luxury client book is highly desirable.
- Impeccable personal presentation with exceptional communication skills
- Strong problem-solving capabilities, a refined attention to detail.
- A deep appreciation for luxury craftsmanship, travel and elevated lifestyles.
- Flexible availability, including evenings, weekends, and holidays.
- Able to regularly lift and handle Items up to 20 lbs.
- Multilingual In Spanish, French, Portuguese, and/or Mandarin a plus.
POSITION:
RIMOWA is seeking a highly accomplished and passionate Client Advisor. The Client Advisor is responsible for driving sales through exceptional client service, strong product knowledge, and deep understanding of the luxury retail environment. This role focuses on building lasting client relationships, delivering an outstanding in‑store experience, and contributing to the overall success of RIMOWA while serving as a true brand ambassador.
YOUR RESPONSIBILTIES:
Sales
- Consistently achieve and surpass individual sales objectives, directly contributing to the store’s overall commercial success and prestige.
- Serve as a true brand ambassador, conveying RIMOWA’s storied heritage, iconic designs, engineering, and uncompromising craftsmanship.
- Curate and cultivate an exclusive and loyal client portfolio, building enduring relationships and driving sustained repeat business through personalized engagement, client appointments, and events.
- Actively support and inspire colleagues, fostering a sophisticated, collaborative, and high-performance sales environment.
Customer Service
- Embody the RIMOWA brand ethos at all times, presenting yourself with impeccable professionalism.
- Deliver a seamless, white-glove post-purchase experience by meticulously managing client follow-ups, repairs, and service requests with discretion and care.
- Anticipate client needs through an intimate knowledge of the brand’s history, new product launches, and the competitive luxury landscape.
- Create memorable, elevated moments for every client, ensuring each interaction reflects the refinement synonymous with RIMOWA.
Operations
- Execute all POS transactions with precision and efficiency.
- Confidently open and close the store register in full compliance with company policies.
- Participate proactively in inventory management while upholding the highest standards of loss prevention.
- Maintain exceptional visual merchandising, ensuring the store consistently reflects a polished, luxurious, and inviting aesthetic.
- Always uphold immaculate store presentation and operational readiness.
PROFILE:
- Proven success in a premium or luxury retail environment
- Demonstrated expertise in developing, nurturing, and retaining a discerning clientele; an established luxury client book is highly desirable.
- Impeccable personal presentation with exceptional communication skills
- Strong problem-solving capabilities, a refined attention to detail.
- A deep appreciation for luxury craftsmanship, travel and elevated lifestyles.
- Flexible availability, including evenings, weekends, and holidays.
- Able to regularly lift and handle Items up to 20 lbs.
- Multilingual In Spanish, French, Portuguese, and/or Mandarin a plus.
POSITION:
RIMOWA is seeking a highly accomplished and passionate Client Advisor. The Client Advisor is responsible for driving sales through exceptional client service, strong product knowledge, and deep understanding of the luxury retail environment. This role focuses on building lasting client relationships, delivering an outstanding in‑store experience, and contributing to the overall success of RIMOWA while serving as a true brand ambassador.
YOUR RESPONSIBILTIES:
Sales
- Consistently achieve and surpass individual sales objectives, directly contributing to the store’s overall commercial success and prestige.
- Serve as a true brand ambassador, conveying RIMOWA’s storied heritage, iconic designs, engineering, and uncompromising craftsmanship.
- Curate and cultivate an exclusive and loyal client portfolio, building enduring relationships and driving sustained repeat business through personalized engagement, client appointments, and events.
- Actively support and inspire colleagues, fostering a sophisticated, collaborative, and high-performance sales environment.
Customer Service
- Embody the RIMOWA brand ethos at all times, presenting yourself with impeccable professionalism.
- Deliver a seamless, white-glove post-purchase experience by meticulously managing client follow-ups, repairs, and service requests with discretion and care.
- Anticipate client needs through an intimate knowledge of the brand’s history, new product launches, and the competitive luxury landscape.
- Create memorable, elevated moments for every client, ensuring each interaction reflects the refinement synonymous with RIMOWA.
Operations
- Execute all POS transactions with precision and efficiency.
- Confidently open and close the store register in full compliance with company policies.
- Participate proactively in inventory management while upholding the highest standards of loss prevention.
- Maintain exceptional visual merchandising, ensuring the store consistently reflects a polished, luxurious, and inviting aesthetic.
- Always uphold immaculate store presentation and operational readiness.
PROFILE:
- Proven success in a premium or luxury retail environment
- Demonstrated expertise in developing, nurturing, and retaining a discerning clientele; an established luxury client book is highly desirable.
- Impeccable personal presentation with exceptional communication skills
- Strong problem-solving capabilities, a refined attention to detail.
- A deep appreciation for luxury craftsmanship, travel and elevated lifestyles.
- Flexible availability, including evenings, weekends, and holidays.
- Able to regularly lift and handle Items up to 20 lbs.
- Multilingual In Spanish, French, Portuguese, and/or Mandarin a plus.
POSITION:
RIMOWA is seeking a highly accomplished and passionate Client Advisor. The Client Advisor is responsible for driving sales through exceptional client service, strong product knowledge, and deep understanding of the luxury retail environment. This role focuses on building lasting client relationships, delivering an outstanding in‑store experience, and contributing to the overall success of RIMOWA while serving as a true brand ambassador.
YOUR RESPONSIBILTIES:
Sales
- Consistently achieve and surpass individual sales objectives, directly contributing to the store’s overall commercial success and prestige.
- Serve as a true brand ambassador, conveying RIMOWA’s storied heritage, iconic designs, engineering, and uncompromising craftsmanship.
- Curate and cultivate an exclusive and loyal client portfolio, building enduring relationships and driving sustained repeat business through personalized engagement, client appointments, and events.
- Actively support and inspire colleagues, fostering a sophisticated, collaborative, and high-performance sales environment.
Customer Service
- Embody the RIMOWA brand ethos at all times, presenting yourself with impeccable professionalism.
- Deliver a seamless, white-glove post-purchase experience by meticulously managing client follow-ups, repairs, and service requests with discretion and care.
- Anticipate client needs through an intimate knowledge of the brand’s history, new product launches, and the competitive luxury landscape.
- Create memorable, elevated moments for every client, ensuring each interaction reflects the refinement synonymous with RIMOWA.
Operations
- Execute all POS transactions with precision and efficiency.
- Confidently open and close the store register in full compliance with company policies.
- Participate proactively in inventory management while upholding the highest standards of loss prevention.
- Maintain exceptional visual merchandising, ensuring the store consistently reflects a polished, luxurious, and inviting aesthetic.
- Always uphold immaculate store presentation and operational readiness.
PROFILE:
- Proven success in a premium or luxury retail environment
- Demonstrated expertise in developing, nurturing, and retaining a discerning clientele; an established luxury client book is highly desirable.
- Impeccable personal presentation with exceptional communication skills
- Strong problem-solving capabilities, a refined attention to detail.
- A deep appreciation for luxury craftsmanship, travel and elevated lifestyles.
- Flexible availability, including evenings, weekends, and holidays.
- Able to regularly lift and handle Items up to 20 lbs.
- Multilingual In Spanish, French, Portuguese, and/or Mandarin a plus.
This iconic Australian brand has stayed true to its original vision: sophisticated femininity, a passion for detail and a love of colour and print. Sisters Nicky and Simone ZIMMERMANN founded their namesake brand in Sydney in 1991.
Early in its evolution, ZIMMERMANN took the bold step of fusing fashion with swimwear and presented it to the world. It immediately found its following with the fashion elite, creating a new point of reference in flattering, feminine and stylish swimwear. While the swimsuit thrust ZIMMERMANN on to the international stage, it has been its optimistic, feminine and consistently desirable collections across its ready-to-wear and resort that have propelled it to greater global appeal.
While based at home in Sydney, ZIMMERMANN present their ready-to-wear collections each season at Paris Fashion Week. Working with the highly acclaimed designer and long-time collaborator, Don McQualter, ZIMMERMANN maintains a number of stand-alone stores across Australia, UK & Europe, China, The US, and the Middle East.
Position Purpose
As a Client Advisor with Zimmermann, you will be a passionate brand ambassador, creating lasting memories for our clients. You will demonstrate exceptional client service, brand and product knowledge and relationship building skills to achieve the expectations of Zimmermann’s global vision.
Working within a dynamic and collaborative team culture, you will align yourself with Zimmermann’s core values of integrity, creativity and passion.
Role Responsibilities
· Achieving sales targets and store KPI’s whilst upholding Zimmermann’s brand standards including store and visual presentation, stock and inventory
· To ensure that an exemplary standard of client service is provided to Zimmermann’s clientele in line with the brand’s global vision.
· Acquire and grow the Zimmermann client database through engaging and maintaining professional client relationships.
· Ensure that a consistently high standard of visual presentation is achieved and reflective of the brand directives.
· Have a thorough understanding of company policy and procedure relating to store operations, stock and loss prevention.
· Engaging in team training and development initiatives including product and brand knowledge, sustainability, diversity and Work Health Safety.
About You
· Capability and drive to reach KPIs and Sales Targets
· Demonstrates professionalism, optimism and team orientated approach.
· Exceptional communication and interpersonal skills
· Previous sales experience in luxury designer fashion
· A passionate brand ambassador who embodies the Zimmermann values
· Ability to cultivate Zimmermann’s brand loyalty though positive client interactions.
· Detailed orientated
· Excellent organisational skills and problem-solving ability
· A passion for exceeding customer expectations
· Ability to build ongoing rapport with clientele
· Ability to work independently and as part of a team
Why join our team?
· Bespoke career development plans and access to strong mentors and industry leaders.
· Opportunity to grow within an Australian luxury fashion brand with opportunities to work globally.
· Competitive package, seasonal uniforming and team member discount
· Be part of a responsible fashion house with a focus in leading in sustainability
Compensation
Zimmermann utilizes the advertised salary and hourly range as a benchmark to offer candidates competitive compensation in the market. This approach also allows for flexibility to account for differing levels of experience and to reward both performance and tenure.
Although the published salary range is a genuine estimate of the intended hourly pay for the role, Zimmermann maintains the discretion to offer compensation outside the specified range.
In addition to hourly pay, Client Advisors are also eligible for commission on all sales.
At Zimmermann, we believe in rewarding excellence. Our Client Advisor commission structure is designed to motivate and recognize your contributions to both personal and store sales performance. You’ll earn a competitive commission on all personal sales for the month, providing you with the opportunity to significantly enhance your earnings based on your success.
Diversity Statement
Zimmermann is an equal opportunity employer and considers all applicants for employment on the basis of their individual capabilities and qualifications ensuring a strong corporate commitment to diversity and inclusion. If you have any support or access requirements, we encourage you to advise us at time of application to assist you through the recruitment process
Duration: 06 months
Work location:Dallas, TX
Summary
The Private Lending Services (PLS) team is a high-value control middle office team in PWM operations that supports the PWM Private Lending organization by originating new loans through client's BANK USA and GS International Bank to PWM clients and Private Equity Firms in the Americas, EMEA and Asia. Additionally, the PLS team ensures clients are in compliance with federal regulations at the time of origination, funding and ongoing maintenance through the life of the loan.
HOW YOU WILL FULFILL YOUR POTENTIAL
- Prepare to gain a comprehensive understanding of the private lending organization by interacting with Regional Lending Managers, Private Lending Underwriters, Credit, Legal, Global Client Financing, and other operations teams in the Americas, EMEA and Asia
- Partner with PWM PWAs and WMPS to assist clients in the application, origination and ongoing servicing of loans within the portfolio
- Showcase strong control and risk management strategies to ensure compliance with client's Bank USA (the most regulated entity at client) while still providing excellent client service to PWM and Institutional clients
- Develop strategies and opportunities for process efficiencies to reduce manual tasks while increasing control in a rapidly growing business
- Proven client service skills, teamwork and a sense of urgency to fulfill time sensitive and highly confidential tasks
- Ability to develop and nurture relationships with senior business leaders within cross divisional a team
- Self-motivated and proactive team player who takes ownership and accountability for projects, has strong organizational skills as well as the ability to effectively manage competing priorities
- Flexible and able to work well under pressure in a team environment
- Bachelor's Degree
