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AcceptU

Newton, Massachusetts

Throughline Guidance

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CollegeSage LLC

Wellesley, Massachusetts

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LifeStance Health

Greenville, RI

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LifeStance Health

Providence, RI

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La Jolla, California

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La Jolla, California

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La Jolla, California

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LifeStance Health

Warwick, RI

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LifeStance Health

East Providence, RI

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La Jolla, California

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Berkeley, California

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LifeStance Health

Cranston, RI

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New York, New York

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La Jolla, California

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LifeStance Health

East Providence, RI

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LifeStance Health

Greenville, RI

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LifeStance Health

Cranston, RI

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LifeStance Health

South Kingstown, RI

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LifeStance Health

South Kingstown, RI

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LifeStance Health

Cranston, RI

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LifeStance Health

Greenville, RI

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South Kingstown, RI

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Cushman Wakefield Multifamily

New York, New York

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LifeStance Health

Providence, RI

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Client Concierge
Job Description Step into a purpose driven role on an elite team of high performers. Help conduct the smooth operations of a fast-paced - and friendly -financial planning team by assisting in daily business functions, delivering a remarkable client experience that inspires confidence, simplifies life, and reduces stress for clients and team members. Inspire Confidence Group has a trusting environment that is focused on leadership and results. This role works closely with both the operations and advisor teams to research and resolve issues that affect clients, submit and track new business and help support other operations directly related to the success of the team such as compliant mail and funds processing, coordinating/tracking projects and man


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