Develop or assist in developing underwriting details to produce formal new and renewal proposals for prospects or clients. Inform regional field representatives (VP, Sales) of lapses and premium payment problems or clients possibly seeking to insure with other companies. Understanding of and ability...
A company is looking for an Accountant/Client Service professional for a remote position. Key Responsibilities:Set up and maintain clients' QuickBooks Online accountsProcess weekly transactions and prepare payroll and sales tax returnsManage clients' accounts payable, accounts receivable, and prepar...
Our goal, as seen through clients' eyes, is that Schwab continuously improves on being a premier financial service provider through best in class service, technology, products, people and advice. Driven by our purpose to champion every client’s goals with passion and integrity, we’re committed to pr...
A company is looking for a Client Services Representative. ...
Collaborate with Industry Executive, Client Executive and Solution Consultants to gain comprehensive understanding of client requirements related to solution implementations, insuring a positive client experience. Collaborate with Client Executive in overall management of accounts and ensure client ...
A company is looking for a Client Service Representative in a remote site in TX. Key Responsibilities:Provide support to financial institutions by handling escalated or time-sensitive issues professionally and timelyHandle support line to assist with training and problem resolution in data entry and...
Schwab’s service team is at the heart of our firm’s commitment to helping clients own their financial futures. Passion for service to clients Motivation to learn about the securities industry, including the basic principles of equity, option, and mutual fund transactions. In this exciting role, you’...
A Private Client Services Tax Manager is a key participant in client service, team member development, specialty expertise, and business development. Provide outstanding service to a broad range of high net worth individuals, executives and business owners and related entities in accordance with Rub...
The Client Service Representative is responsible for providing exceptional customer service to policyholders of Property & Casualty insurance by answering questions, interpreting policies, explaining coverage, and resolving concerns. While the primary focus of the Client Service Representative is de...
Responsible for various tasks including Copy/Print Production, Copy Center, Copier Maintenance, Mail/Courier Services, Reception/Office Services, Shipping/Receiving, Inventory Services, Warehouse, and File Room/Records File Services based on assigned location. Client Service Representative I. Respon...
The Client Service Associate Lead position is an integral part of our independent wealth management firm, working side by side with our internal client service team members and the clients. Stable Family Office in Cherry Creek needs a Client Service Administrative Associate Lead. The firm was founde...
US Housing Consultants is seeking an entry-level, highly motivated, client services administrative professional located in. Ability to use judgment and discretion regarding confidential company and client information. Strong customer service skills and positive attitude. Engaging projects with clien...
The Client Services Coordinator maintains a focused and calm environment while coordinating various aspects of a client's care, including coordinating walk-in intakes, scheduling provider appointments, triaging client issues/concerns and coordinating with counselors and nurses. Community Medical Ser...
How you'll make an impact Supporting the business priorities of Branch Managers, Production team members, and the client service function Growing revenue by successfully counseling clients on additional lines of insurance or limit increases that should be considered based on the details of each clie...
Proven experience in a financial industry client service support or client management role where you have worked to support families in their relationship with the client team. You work alongside client teams, maintaining excellent communication among team members and your clients, in the execution ...
Within 90 days of employment, you will deploy VMware outcome-based, Software Defined Data Center services on-prem or with a hyper-scaler cloud service provider. You will work closely with customers, VMware Consultants, and Sales to provide day-to-day operations support for the various VMware Cloud S...
Examine information on new perspective clients and provide recommendations on the pursuit of those clients. Promote the services & abilities of Primoris Renewable Operation and Maintenance for Wind, PV, & Energy Storage, to new and existing customers, decision makers and influencers within the Renew...
Denver - Client Services Part-Time Internship - September 9, 2024. The Academy is part of our Client Service department and teaches the curriculum - Collaboration, Academic, Real-world Education & Experience, Roundtables & Shadowing. Key features of the program are team building activities, assisti...
As a result, this Client Services and Solutions Specialist will play a pivotal role in nurturing strong relationships, providing exceptional client experiences and preventing fraud for our Bank of Jackson Hole, Bank Midwest, Community Banks of Colorado, and Hillcrest Bank clients. Client Services Sp...
National Client is offering Endocrinology positions Nationwide!!. They are the largest physician specialty provider of services to post acute facilities. ...
Represent Iris in relationships with clients and third parties involved in providing services to those clients. Monitor the work of other Client Services (CS) team members in their efforts to meet client needs. The PM will also train and manage a team of individuals who will work together with the P...
Supporting client teams in client meeting preparation, follow-up, and day-to-day client needs. We view the Analyst – Client Service position as the start of a rewarding, challenging career at Matter Family Office. The majority of your time in your first few years is spent supporting multiple client ...
Ensures that service protocols and service specifications are sent with service tickets. What do our National Accounts, Client Services Representative do?. Enters and maintains new client set-up information and all client account data changes in corporate database system(s). Answers customer/client ...
We're looking for candidates with great customer service skills to fill our Remote Customer Service role!. Previous experience in customer service or sales is a plus. ...
Assist with client events, client support, and special projects. HUB is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. We are lo...