D Aceto Services LLC is seeking a motivated and customer-focused Client Service Associate to join our remote team. In this role, you will be the primary point of contact for our clients, ensuring they receive exceptional service and support. This position is ideal for individuals who enjoy building ...
In fact, World's investments in risk management solutions and our emphasis on empowering all of our Client Advisors to "Sell All Of World" means that there is not one prospective client that you would not be able to help. Leverage World's incredible platform to bring risk managemen...
Executes client call campaigns, attends in person client meetings, and develops and maintains relationships with current and new client decision makers. Consistently and frequently disseminates client intelligence, priorities, satisfaction or dissatisfaction to ensure internal stakeholders are devel...
The RH brand attracts the best designers, artisans, manufacturers and talent in our industry, scaling and rendering their work more valuable across our Client Service, Associate, Client, Retail. ...
Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client. Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key infor...
In fact, World's investments in risk management solutions and our emphasis on empowering all of our Client Advisors to "Sell All Of World" means that there is not one prospective client that you would not be able to help. Primary Responsibilities Identify / prospect and cultivate new Surety Bonds bu...
Fully verse yourself in the product and service offering of our client to best meet customer needs. You possess exceptional communication and interpersonal skills that you’ll use to expand our clients’ presence in the market. ...
Client Services Associates play an integral role in providing luxury service and assessing the needs of our clients. Assist in connecting clients with the right Associates based on their purchase needs. Provide an elevated level of client services support to Gallery Partners to resolve client concer...
We help our clients find industry experts who can provide their knowledge via interview or survey: we curate this knowledge in a market-leading software platform; and we help clients surface knowledge they already have through expansive knowledge management. Our Associates find those experts using o...
We help our clients find industry experts who can provide their knowledge via interview or survey: we curate this knowledge in a market-leading software platform; and we help clients surface knowledge they already have through expansive knowledge management. Our Associates find those experts using o...
Work is what you do, not where you do it.We’re on a mission to help the world work Anywhere.We believe people should be able to work and learn together, whether they’re communicating across a table or across the world.We offer a diverse set of products and services to a variety of businesses, from l...
In this role, you will actively engage with clients, confirm appointments, follow up with past and potential clients, distribute marketing materials, and keep clients engaged during wait times. Seasonal Client Support Associate. If you enjoy building strong relationships with clients, then look no f...
The Client Service Associate plays a pivotal role in providing fast, friendly support to clients. The Client Service Associate acts as an advocate for our clients, connecting them with the necessary resources and providing valuable feedback to improve our products and services. The majority of commu...
Client Service Associate – Advisor. We are looking for Client Service Associate – Advisor to deliver consultation and support to financial advisors through inbound calls. Provide support and training to clients, specializing in helping advisors with website navigation of the Envestnet platform, and ...
As an Associate, you are expected to support our clients and the business with operational duties and all trade support functions to ensure sufficient trade and syndicated facility data integrity. You will be required to partner with leaders, peers, product associates, sales, and relationship manage...
Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. Along with the back office functions the Client Service Associate often serves as the first point of contact for clients callin...
Senior Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving ...
Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests. This job is responsible for providin...
Document client interactions via our Client Relationship Management (CRM) system. This position requires excellent customer service and problem-solving skills which helps the candidate to confidently provide information to the advisor and clients in a reliable, efficient, and professional manner. Ab...
The Vice President of Client Support Services will have overall responsibility for the delivery and support of Harris School Solutions- Enterprise Financials products to our clients. Vice President of Client Support Services. Provide proactive customer follow up, communication & issue management thr...
Work is what you do, not where you do it.We’re on a mission to help the world work Anywhere.We believe people should be able to work and learn together, whether they’re communicating across a table or across the world.We offer a diverse set of products and services to a variety of businesses, from l...
Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client. Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key infor...
We are looking for Client Service Associate – Advisor to deliver consultation and support to financial advisors through inbound calls. Provide support and training to clients, specializing in helping advisors with website navigation of the Envestnet platform, and Operational Support for our RIA clie...
As a Senior Associate, you will collaborate with cross-functional teams to ensure a high level of client satisfaction across multiple product lines and will deliver the highest level of client satisfaction through providing a high level of technical support and training on our products, differentiat...
Supporting the research of new regulatory requirements and educating HedgeServ client service teams on the requirements and how they impactHedgeServ’s clients. Assist in client communications alerting clients of any updates or changes to regulations or any new regulatory service offerings. We optimi...