A company is looking for a Client Service Consultant I to assist clients with Health Savings Accounts and Reimbursement Accounts. ...
Joining the Private Client Services sector of this firm means becoming part of a team that values innovation, client service, and professional growth. Junior Associate Attorney - Private Client Services, New York Office. A prestigious law firm's New York office is actively seeking first to third...
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The Client Services Representative will be responsible for the management and execution of the client services platform, including account management, communication to reach outlined sales goals, promotional strategies/campaigns, generating sales reports, evaluating trends of corporate clients and a...
No customer service representative agent experience needed. Customer Service Representative Agent Work From Home - Remote Online Panelists. MUST actually use products and/or services, if provided. Customer service representative agent experience is not necessary. ...
Partner with the Client Service Advisors on day-to-day client related tasks to ensure client deliverables are met. Forge close relationships with associated client representatives, be adept at understanding client needs, and in response to those needs show an ability to deliver value added services ...
Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited Client Service, Associate, Registered, Financial ...
As a Client Service Analyst in our Security Services Custody Client Operations team, you will provide Institutional investors access to markets globally for settlements, safekeeping and asset servicing of securities, along with ancillary services such as Foreign Exchange collateral, derivatives life...
With over 1,250,000 Advisors in 150 industries, our clients select, request, and make informed business decisions through our unique service offerings such as phone consultations, events, shared calls, surveys, insights, and data. Built-in mentorship to help you drive and improve your project manage...
Responsibilities may include Copy/Print Production/Copy Center, Copier Maintenance, Mail/Courier Services, Reception/Office Services, Shipping/Receiving, Inventory Services, Warehouse, File Room/Records File Services based on assigned location. Responsible for prompt delivery of various on-site work...
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Onboard and maintain client accounts, including collecting client information and required documentation in a clerical cap...
For accommodation requests, please contact HR Services Online at HRServices@highmarkhealth. This job partners with assigned Client Managers to maintain and grow existing business and ensure that positive account relationships are maintained. Partner with assigned Client Manager(s) to maintain and g...
Family and Medical Leave Act ; Employee Polygraph Protection Act and Pay Transparency Nondiscrimination Provision ....
Knowledge of the financial services industry and technology, including Profit & Loss (P&L), accruals, client allocations, capitalization, recovery and fixed price contracts. Manage financial control by applying a comprehensive understanding of the department Profit & Loss (P&L), including appropriat...
The Client Service Manager is engaged with Commercial and Client Development to seek client solutions and provide value-add services. S&P Global Platts is seeking a Client Service Manager who is responsible for an assigned client portfolio across Latam. Seek client solutions by partnering with Clien...
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...
The Client Service team partners with the portfolio management team, operations, trading, and distribution to provide a best-in-class service experience for all of our clients. Successful candidates will have experience working in a collaborative work environment for a financial services/RIA/Broker ...
We are seeking an analytical problem-solver who can operate in the intersection between investment knowledge and client communication, can work well in small teams, has a client service mindset, and is able to develop trust-based working relationships across the organization. BXMA – Client Service A...
Associate, Client Solutions and Planning is the day-to-day lead with both clients and internal teams, supporting the management of Paid Search, Shopping, Search Engine Optimizations (SEO), and teams. Lead client meetings and day-to-day client and internal communications, while coordinating cross-dep...
As recipients of the Best in Staffing Awards for both Client and Talent, Supplemental Health Care is proud to be among only 2% of staffing companies singled out for the distinction based on the real feedback of our employees and the clients we serve. Supplemental Health Care is seeking a School Serv...
Our Tax practice seeks an experienced and accomplished tax professional with strong technical skills, leadership capabilities, and experience in providing sophisticated tax planning, consulting and compliance services tailored exclusively to high-net-worth individuals, closely held business owners, ...
As a Senior Client Service Manager at Gallagher, you will play a pivotal role in helping our clients address risk, protect assets, and recover from losses. Client Relationships: Build and nurture strong relationships with clients and collaborate with the sales team to achieve collective goals. Talen...
Client Services Specialist - Oasis. Client Services Specialist are engaged in maintaining a safe, secure, healing and orderly environment in Safe Horizon’s residential facilities. Learn and integrate a trauma-informed, client-centered approach, using an anti-oppressive lens, into your work with clie...
A minimum of 5 years of relevant experience in tax compliance for private client individuals in financial services. You’ll join the team at a critical time, leveraging your expertise to help support our clients. As a seasonal tax manager your main priority includes reviewing complex individual tax r...
BBR Partners is searching for a Client Service Analyst to serve as a vital member of the team, delivering superior client service externally to third parties (i. Manage client information within Portfolio Management and Accounting Software- review client transactions, activity, and alternative inves...