The Client Service Representative (CSR) supports specific client service positions in Wealth Management including Wealth Advisors, Client Advisors and Portfolio Advisors. This position is primarily responsible for providing administrative support, client service and client accounting. Client Service...
A company is looking for a Client Services Representative - Bilingual, French. ...
Reunion Marketing is seeking a seasoned Home Services Client Success Strategist (CSS) to enhance client communication and foster growth within our home services sector. Proactively communicating with clients to devise and refine campaign strategies with a focus on service quality and client satisfac...
Key Responsibilities:Lead and direct staff to ensure efficient department operations and impeccable customer serviceConduct hiring, training, and performance management of team membersImplement programs and advancements to enhance service levels and operational efficiencyRequired Qualifications:Bach...
Immediate need for a talented .Phoenix, AZ/ Salt Lake City, UT/ Raleigh, NC .Please review the job description below and contact me ASAP if you are interested.Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on...
A company is looking for a Client Service Associate - Tamarac Reporting to join their Service team. ...
Client Services Associates play an integral role in providing luxury service and assessing the needs of our clients. Provide an elevated level of client services support to Gallery Partners to resolve client concerns. We are moving the brand beyond curating and selling products to conceptualizing an...
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...
The Client Service Manager is responsible to provide a consistent platform of service and support to identified clients, handling or directing all day-to-day service needs while interacting in a consultative and collaborative way, along with the Hylant team, to build out innovative solutions for the...
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 your cl...
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...
The Vice President of Client Support Services will have overall responsibility for the delivery and support of Harris School Solutions- Enterprise Financials products to our clients. Vice President of Client Support Services. Ensure performance against measurable goals for the professional services ...
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...
The Information Systems Division (ISD) is a service-based, nonpartisan division of the Legislative Services Office of the North Carolina General Assembly (NCGA). Employee performs client services activities, including individual consultations over the telephone and in person, covering a variety of t...
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...
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. Client Service Associate – Tamarac Reporting. The Tamarac Reporting team is looking for a Client Service As...
Ensure technical requirements required by the proposed solution are clearly communicated to and understood by the client and meet the client's expectations. Effectively position and present the benefits of Broadcom's solutions and specifically how our solutions will support the client's technical an...
Manage all correspondence with clients pertaining to service and claims needs. Provide technical assistance to clients in accessing and maneuvering within the client portal. Respond quickly and effectively when a need is presented from a client. Process service requests for contract withdrawals, sur...
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...
Assists financial advisors with providing efficient, quality service to clients. Prepares letters, forms and spreadsheets to assist with servicing existing clients and prospecting for new clients. Interacts daily on the phone and in person with prospective and existing clients including handling bas...
Immediate need for a talented .Phoenix, AZ/ Salt Lake City, UT/ Raleigh, NC .Please review the job description below and contact me ASAP if you are interested.Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on...
If you are looking for an exciting career opportunity in a growing industry, a Client Services Manager could be the position for you. Responsibilities for the Client Services Manager:. Focus on managing coordination of client services and emergent scheduling issues. Manage your Client Services Manag...
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...
A Private Client Services (PCS) Senior Associate is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to ...
The Client Service Associate acts as an advocate for our clients, connecting them with the necessary resources and providing valuable feedback to improve our products and services. The Client Service Associate plays a pivotal role in providing fast, friendly support to clients. The majority of commu...