A company is looking for a Registered Brokerage Client Service Associate. ...
The position of the Client Services Associate is responsible for serving as the first level of support to existing clients, and managing and coordinating the completion of all language projects. Our services portfolio covers everything from business support services such as interpretation, multicult...
Key Responsibilities:Contact clients on behalf of advisors for portfolio reviews and financial planning discussionsInteract with advisors regarding current clients and troubleshoot client issuesRecord client interactions in customer relationship management softwareRequired Qualifications:Proven inve...
The Client Services Associate III supports the Financial Advisor(s) in the prospecting, marketing, sales, and service of investment products while consistently meeting a high level of service and client engagement. Client Experience PlanProvide occasional mentorship and support to less experienced A...
A company is looking for an Associate, Client Services. Key Responsibilities:Support clients with operational duties and trade support functionsProvide onboarding support for new clients and accountsIdentify and resolve internal and external trade and system-related issuesRequired Qualifications:Bac...
The Client Services Associate III supports the Financial Advisor(s) in the prospecting, marketing, sales and service of investment products while consistently meeting a high level of service and client engagement. Fulfill client requests and resolve service-related issues ensuring all interactions a...
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. We are looking for someone with financial services experience to help us deliver outstanding service by building and encouraging the...
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...
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. We are looking for someone with financial services experience to help us deliver outstanding service by building and encouraging the...
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...
In addition, our Sales Representatives must possess excellent communication, interpersonal and presentation skills, be skilled at building productive business relationships, and have a good mechanical aptitude. Sales Representatives must have knowledge of their territory and its customer base, be ab...
Key Responsibilities:Identify and generate new business opportunities through outbound calls and inbound inquiriesSchedule appointments and meetings for the account management team and manage B2C and B2B sales processesUtilize CRM software to track sales activities, stay informed about market trends...
A company is looking for a Senior Coordinator, Client Services. ...
A company is looking for an Associate Manager of Client Services. ...
A company is looking for an Associate, Client Experience for a 6-month contract, requiring bilingual (French/English) proficiency. ...
A company is looking for a Client Services Coordinator. ...
The key function of the Sales Development Representative (SDR) is to drive lead generation through. Stay up-to-date and accountable for managing Salesforce - manage leads and sales activities. This role is critical to lead generation for Account Executive sales and account execution. Strategize with...
Key Responsibilities:Assist assigned MHFA partner organizations in setting up MHFA trainings and logisticsWork collaboratively across functional areas to ensure partner collateral and training materials are deliveredProvide customer service to MHFA learners (including technical support)Required Qual...
A company is looking for a Client Services Technical Specialist. ...
Key Responsibilities:Build and develop relationships with local owners, managers, operators, and service providersGenerate new business with various end users and key decision makersPlan, schedule, and lead daily meetings with customers in assigned portfolioRequired Qualifications:High School diplom...
A company is looking for a Client Services Project Specialist. Key Responsibilities:Respond to complex inquiries from customers and clients through various communication methodsCollaborate with internal teams, project managers, and clientsCreate and update scripting and procedures for claims and cor...
A company is looking for a Participant Support and Learning Administrative Assistant. ...
Client Services Representative. Client Services Representative at DolFUN Dynamics is dedicated to delivering exceptional customer experiences. Our Client Services team serves as the first point of contact for clients and the public, playing a pivotal role in establishing and nurturing relationships ...
The Client Services Specialist provides administrative and account management support to the Client Services team in accordance with company guidelines, client needs, and regulatory requirements. Provides administrative support to Client Services team; prepares correspondence, presentations, reports...