This position includes primary duties of supporting the Client Success department with goals of identification of new opportunity, recruitment efforts related to new contract acquisition, assistance with existing client program support tasks, and providing support to the Director level of the Client...
We're seeking a future team member for the role of Associate, Client Service II to join our Wealth Management team. Uses communication skills to deliver high quality service to a specialized client base. Provides clients information related to BNY products and services representing multiple lines of...
Act as a communication liaison between the clients and across all Acumens departments, which includes communicating any opportunities and/or issues that may directly impact the client or Acumen. Accurate day-to-day support to clients which includes receiving, researching and resolving all client inq...
Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not Client Service, Associate, Registered, Financial ...
What we are looking fo Client Service, Representative, Retail, Animal, Health. ...
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. Mentor Client Service team members through continuous learning, transparent feedback, and robust talent development initiatives. Bachelor's degr...
Collaborate with the broader team to deliver the highest standard of client service and consistently exceed client expectations. Through a unique service model focused on five Active Wealth practices - Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies - they help clients in the U. ...
We are seeking an experienced Client Service Representative to join our team. We're looking for a personable yet highly professional service extraordinaire to join us in delivering our mission to our clients and their pets. As the face of VCA, the Client Service Representative sets the tone for the ...
POSITION SUMMARYClient Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacit...
The Operations Associate is responsible for ensuring the day-to-day data integrity for client accounts and providing support to the advisory staff on client data-related issues. Takes a proactive lead on conserving the Relationship Manager's existing block of business by scheduling meetings, monthly...
Establishes and maintains client account plans and ensures that action steps are implemented to achieve results in the areas of client satisfaction and retention, expansion of services, utilization of supplier network. Senior Vice President Client Services. Identifies and implements process improvem...
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. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to a...
The Vice President - Client Services will be responsible for overall client relations, operational effectiveness, revenue generation & client retention. Establishes and maintains client account plans and ensures that action steps are implemented to achieve results in the areas of client satisfac...
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 ...
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 activemunication with clients, processing client requests, resolving inqu...
Under the direction of the Client Service Coordinator, the designated Operations Coordinator, and the Support Services Manager, Client Service Representatives perform a variety of support services to the laboratory. The job duties are listed below for Client Service Representatives. ...
The Vice President - Client Services will be responsible for overall client relations, operational effectiveness, revenue generation & client retention. Establishes and maintains client account plans and ensures that action steps are implemented to achieve results in the areas of client satisfac...
The Sr Client Service Specialist, Commercial Risk works closely with advisors, line-of-business specialists, and dedicated client servicing professionals to analyze client data, evaluate needs, and help create effective risk management solutions designed to meet clients’ financial goals. Assists cli...
We are seeking an experienced Client Service Executive to join our growing team who can deliver outstanding customer service! Are you interested in developing the talent on your team? We are looking for people who are passionate about building relationships with clients, will collaborate with their ...
SUMMARY OF JOB PURPOSE AND FUNCTION 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 coordi...
Client Service Associate – Part-time. Part-Time Client Care Associate. Our mission is to be the “Hometown Veterinarian” in a pleasant and collaborative atmosphere for our clients and patients. Buzzards Bay Veterinary Associates and it is important that all clients feel welcome, safe, and comfortable...
As a Client Service Manager, you will report into the Manager, US Retirement Client Service for the Global Wealth and Asset Management (GWAM) business function. John Hancock Retirement department, you will be responsible for providing high quality, phone and email-based customer service to our USA c...
Assists in data entry and maintenance of client employee information as instructed by the Client Account Managers. Performs general administrative support for Client Services department as needed. We promote a service-driven culture of high performance that encourages career and professional develop...
We are seeking an experienced Client Service Representative to join our team. We’re looking for a personable yet highly professional “service extraordinaire” to join us in delivering our mission to our clients and their pets. As the face of VCA, the Client Service Representative sets the tone for th...
Are you ready to kick-start your career or transition into a stable industry that is committed to your professional growth? Look no further! Join us at Gallagher and fast-track your career from a Client Service Associate to a Client Service Manager through our Achieve Program. As a program participa...