Client Account Service Associate (CASA). Client Account Service Associate. This position enhances the client experience by providing exceptional service, supporting business functions, assisting in safeguarding client assets, and serving as administrative and operational support to Wealth Advisors. ...
The Client Relations Associate will be at the forefront of delivering exceptional service and support to clients, ensuring their needs are met with professionalism and efficiency. We are partnering with a leading financial services company, one of the largest in the world, to recruit qualified Clien...
Client Account Service Associate (CASA). Client Account Service Associate. This position enhances the client experience by providing exceptional service, supporting business functions, assisting in safeguarding client assets, and serving as administrative and operational support to Wealth Advisors. ...
Develops significant new business, leads client teams and participates on other client teams, leads cross-business unit selling, assesses client technology trends, and performs client sales forecasting. Ultimately, the Client Team Leader is responsible for client profitability, favorable contract te...
Client Account Service Associate (CASA). This position enhances the client experience by providing exceptional service, supporting business functions, assisting in safeguarding client assets, and serving as administrative and operational support to Wealth Advisors. Support Wealth Advisors in all sal...
Performs acceptable volume of work in timely, efficient and accurate manner and in order of scheduled priorities to meet or exceed client expectations of processing schedule. ...
Develops significant new business, leads client teams and participates on other client teams, leads cross-business unit selling, assesses client technology trends, and performs client sales forecasting. Ultimately, the Client Team Leader is responsible for client profitability, favorable contract te...
Apex Systems is a world-class IT services company that serves thousands of clients across the globe. ...
This team-critical role requires attention to detail, the ability to balance multiple requests, outstanding client service skills, and a high level of integrity and confidentiality with respect to client, Financial Advisor (FA), branch and company information. Excellent communication (written and ve...
As a member on the Client Services team, you’ll play a pivotal role by partnering with the Financial Planner providing a high level of customer service to our clients. Coordinate client meetings, including greeting clients, appointment preparation, and supporting the completion of required paperwork...
Providing our clients with exceptional service is the foundation of our business. Respond to all client requests received via email and/or phone queue in a pleasant and professional manner and fulfill timely. Simultaneously, our dedication to sustainability, transparency, responsible environmental s...
Job Description And Responsibilities.Monitors service levels, abandon rates and aux utilization for multiple lines of businesses and sites.Engages managers in real time actions needed to meet performance objectives.Adjusts agent skills as needed to manage service levels in a multi-skill environment....
How you'll make an impact You learn and support the employee benefits Client Service Cycle to ensure a seamless renewal process and help our team retain business We will teach you about Gallagher’s vast network of resources to improve efficiency and effectiveness in delivering client materials You f...
Our client, a top AmLaw 100 national law firm, is seeking a highly-qualified and motivated Associate to join their. ASSOCIATE – COMMERCIAL LITIGATION. Engage directly with clients and contribute to case strategy and execution. ...
The ideal candidate for this position will have the skills and experience necessary to meet the following job responsibilities:.Contacts customers via telephone to inform them of delinquency, to determine reason(s) for it, and to obtain commitment to pay, negotiate payment in full or payment arrange...
This role will require a client-centric mindset and be willing to rapidly learn to develop a consultative approach that can effectively partner with a variety of internal Willis Towers Watson associates including consultants, actuaries, and other client-facing associates to ensure client satisfactio...
Client Experience Operations manages key client relationships to enhance the client experience front to back. From executing trades to answering client questions on accounts, portfolios and records, we believe in delivering world-class services to our thousands of clients and customers. Proficient t...
Role Description:Client relationship management and business development: lead client relationships, build a portfolio up to $10M, responsible for the opportunity management process: Prospect-Evaluate-Propose-CloseClient delivery assurance: collaborate with all delivery team members involved to ensu...
Veritext is the global leader in legal litigation and deposition solutions providing the most skilled court reporters, advanced technology and unparalleled service to help our clients achieve successful outcomes anytime and anywhere!. Providing our clients with exceptional service is the foundation ...
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...
A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world’s leading asset managers with over $2 trillion in assets under supervision, you can expect to participate in exci...
Our employees have helped us get to where we are today; and as we continue to scale towards being the iparable leader in our industry, we are looking for a Client Success Manager responsible for providing world-class customer success, solutions and support to senior-level decision makers at our Priv...
Verify and authenticate client information, legal entity agreements, and organization documents for new and existing clients, ensuring accuracy and completeness while assessing potential risks and discrepancies. We help our clients navigate today’s dynamic markets and identify the opportunities that...
Assist with client events, client support, and special projects;. Have responsibility for organizing and scheduling client meetings every quarter and coordinating the meetings with our financial advisors’ calendars;. Be willing to be part of team that helps each other meet our goals to grow our book...
Associate, Client Success Manager. Our employees have helped us get to where we are today; and as we continue to scale towards being the incomparable leader in our industry, we are looking for a Client Success Manager responsible for providing world-class customer success, solutions and support to s...