Summary/Objective Reporting to the Client Success Supervisor, the Client Success Coordinator is responsible for assisting the Client Success Specialists with gathering and providing new client data to the financial planning department (balance sheets, GLs, investment statements, etc.)
Summary/Objective Reporting to the Senior Wealth Advisor, the Client Coordinator supports our wealth management team. This role is the operational backbone of the client experience — managing scheduling, communications, and administrative workflows for advisors while serving as
Overview Parkhill is seeking a strategically minded Manager, Proposals & Marketing Coordination to lead the Marketing & Pursuit Coordination team, providing oversight to a group of professionals including Senior Marketing & Pursuit Coordinators, Marketing & Pursuit Coordinators, and
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