Tax Senior - Private Client Services (PCS). Associate to join the Private Client Services (PCS) practice. Develop a working knowledge of the client's business, take responsibility for completing assigned tasks, and meet client. About our Private Client Services (PCS) Team. ...
Client Service Specialist (Teller). Built on a legacy of more than 100 years in banking, we pride ourselves on our commitment to excellence, exceptional customer service, and year-after-year recognition of our industry leading financial performance. You will contribute your unique talents, skills an...
Deliver superior client service - troubleshoot problems and serve as liaison between Advisor and Client as needed. Client-first attitude: ability to interact with clients professionally and respond to clients in a timely manner. The Client Service Associate in our firm has an incredibly important ro...
Senior Client Service Associate - Advisor. Our mission is to empower advisors and financial service providers with innovative technology, solutions, and intelligence to make financial wellness a reality for everyone. Demonstrate outstanding advisor support through proven service techniques. Excellen...
The Client Service Associate provides primary support to the Wealth Management Group and must possess excellent organizational skills and interpersonal capabilities to effectively interact with employees, clients, and vendors. Possesses exceptional client service skills in working with ultra-high ne...
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. Share the expert you’ve chosen to y...
Minimum of 2 years of experience in client service, preferably in the financial services industry. In this role, you will play a critical part in managing client accounts and relationships, ensuring seamless communication and service delivery. Stay updated on our firm's offerings and services to pro...
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...
Do you enjoy interacting with clients, organizing documents, and learning new things? If so, we are seeking a client service associate to join our high net worth investment advisory team. In this role, you will be responsible for providing excellent service through timely and accurate administrative...
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...
Provides client assistance and customer service on day to day issues with clients by replying via both oral and written communication. Newport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services. Acts...
Provide service support via phone to self-directed brokerage clients as well as Financial Advisor assigned account holders with assistance from senior staff or management support. Gain proficient understanding of product knowledge and continuously develop client service skills. Refer investment oppo...
As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. Redlining PDFs (ability to edit PDFs) such as listing agreements• Having communication with a client • Creating graphics as well as write ups for th...
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. ...
They are supported by our highly trained and compassionate team of technicians, assistants, and client service representatives. Carolina Animal Specialty & Emergency in Hickory, NC is seeking a Customer Service Representative to join our rapidly growing specialty and emergency practice. We currently...
Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTIONThe Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associat...
The Client Service Associate develops strong relationships with their clients that begins with supporting new clients through their transition from implementation to the Advisor Services Team. The Tamarac CRM team is looking for a Client Service Associate to provide technical support for the Tamarac...
The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets i...
CLIENT SERVICES MANAGER - CHARLOTTE, NC (HYBRID). Bachelor’s degree with a minimum of three years of service business/account management experience required, or a high school diploma with two years post-secondary education with an equivalent of five years of service business experience with three ye...
Take ownership and accountability to address and resolve client questions and issues, working toward a first call resolution, whenever possible. Identify any coverage gaps and offer client solutions. Document customer contact completely within client management system. Ensure all business results (q...
Job Location South Charlotte - Charlotte, NCPosition Type Full TimeEducation Level High SchoolTravel Percentage NoneJob Shift DayJob Category Admin - Clerical.More importantly, we are proud to be a community-based, not-for-profit hospice & palliative care provider.We have deep community roots, with ...
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 ...
Do you enjoy interacting with clients, organizing documents, and learning new things? If so, we are seeking a client service associate to join our high net worth investment advisory team. In this role, you will be responsible for providing excellent service through timely and accurate administrative...
Document member and client communications in the client management services tool according to department standards. Build and maintain professional rapport with clients, vendor, and teammates by providing superior internal and external service support. Set up policy notebooks for delivery to client;...
Ourteam of experienced interior designers is always on hand to helpclients bring their vision to life. ...