As a CSS, you would be responsible for (1) managing our entire back-end client sales process, including the building our client Roadmaps (our version of a financial plan), (2) delivering world-class first line ongoing client support and service, and (3) facilitating start-to-finish insurance applica...
A Tax Manager, Private Client Services 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 our high n...
The Client Service Representative (CSR) is the oil that makes our exceptional client service machine run smoothly. Marsh McLennan Agency’s Midwest Region is a full-service brokerage providing business insurance, employee benefits, private client insurance, and retirement services to businesses and i...
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...
Client Services Coordinator - Marketing. Through our values of respect, integrity, service and excellence, we focus on crafting successful outcomes for our clients, employees and shareholders. As a Client Services Coordinator, you will be responsible for general administrative support to an office o...
Client Service Representative - Contingent (Per Diem)Our Client Service Representatives have the first interaction with our clients providing superior service to ensure client interactions are facilitated smoothly, compassionately and effectively throughout their MedVet Experience. Excellent client ...
Are you fascinated by every aspect of the financial services business and committed to providing the most outstanding service in the industry? Has your education, skill and professional experience prepared you to lead and contribute crucial work that delivers high quality service in collaboration wi...
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...
Are you fascinated by the financial services business and committed to providing the most outstanding service in the industry? Has your professional experience prepared you to lead and contribute crucial work that delivers high quality service in collaboration with partners from multiple functions o...
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...
Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. Client Service Associate...
Marsh McLennan Agency’s Midwest Region is a full-service brokerage providing business insurance, employee benefits, private client insurance, and retirement services to businesses and individuals across the country. They assist in keeping our client information up to date in our agencymanagement sys...
We are looking for:Client Service Representative (CSR) - Full Time - Day ShiftOur Client Service Representatives have the first interaction with our clients providing superior service to ensure client interactions are facilitated smoothly, compassionately and effectively throughout their MedVet Expe...
Marsh McLennan Agency’s Midwest Region is a full-service brokerage providing business insurance, employee benefits, private client insurance, and retirement services to businesses and individuals across the country. They assist in keeping our client information up to date in our agencymanagement sys...
Cost minimization: Review opportunities for an assigned client to transition to more cost attractive solutions, as well as, investigate additional ways in which a client may reduce their operational cost (while maintaining an equivalent or higher level of service). An Account Manager will be a key c...
A Private Client Services (PCS) Manager 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 our high ...
Client Manager of Professional Services for the North America West Region, you will be responsible for many aspects of Professional Services including selling services, supporting license and cloud sales by providing necessary services information concerning the implementation of the solutions propo...
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...
Service medical laboratory equipment (hematology, chemistry, coagulation, etc) for this manufacturer of medical laboratory analyzers. Current or recent Field Service experience in the Medical Device industry is preferred. Minimum of 3 years experience as a field service engineer. ...
Through our values of respect, integrity, service and excellence, we focus on crafting successful outcomes for our clients, employees and shareholders. About the Role:**As a Client Services Coordinator, you will be responsible for general administrative support to an office or group of sales profess...
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 ...
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...
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...
You will manage relationship with clients by working with producers, clients, accountants and attorneys in design and ongoing administration of plans, providing assistance to clients with governmental audits, preparing and conducting plan sponsor/participant meetings, providing expertise to sales pe...
Client Services Coordinator - Marketing. Through our values of respect, integrity, service and excellence, we focus on crafting successful outcomes for our clients, employees and shareholders. As a Client Services Coordinator, you will be responsible for general administrative support to an office o...