This position is primarily responsible for assisting the Private Bankers and Private Banking Team Leaders in general client maintenance and service for existing high net worth clients as well as the on-boarding process for establishing new relationships. The incumbent is the primary point of contact...
No customer service representative agent experience needed. Customer Service Representative Agent Work From Home - Remote Online Panelists. MUST actually use products and/or services, if provided. Customer service representative agent experience is not necessary. ...
This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client financial transactions, maintain client relationships, schedule appointments, and communicate with clients and financial companies. Spend time with clients on the phone, via virtu...
No customer service representative agent experience needed. Customer Service Representative Agent Work From Home - Remote Online Panelists. MUST actually use products and/or services, if provided. Customer service representative agent experience is not necessary. ...
Position Purpose: Reporting into the Practice Manager, the Client Service Representative (CSR), provides an exceptional experience to our clients during every interaction. The CSR applies practical knowledge of practice processes and services, the basic rules and regulations governing visitors and a...
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 ...
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...
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 ...
Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients, which may include some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estate...
Senior Vice President, Client Service Manager (Corporate Trust/CLO). We’re seeking a future team member in the role of Senior Vice President, Client Service Manager to join our Corporate Trust/ CLO team. Experience in an operational area and/or client services strongly preferred. Strong background i...
Client Service/Operations experience within financial services is strongly preferred. We’re seeking a future team member in the role of Associate Client Service II to join our Corporate Trust/ CLO team. Usesmunication skills to deliver high quality service to a specialized client base. As a leading ...
Provides key individuals at assigned clients information related to BNY Mellon’s products and services representing a broad array of lines of business and geographies and leverages an in-depth understanding of broader BNY Mellon services and offerings. Client Service/Operations experience within fin...
Associate, Senior Client Service Representative I. Through a unique service model focused on five Active Wealth practices - Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies - they help clients in the and abroad achieve stronger after-tax performance to help maintain their wealth ...
We’re seeking a future team member for the role of Vice President, Client Service I to join our Corporate Trust: Structured Finance, Asset-Back Service team. Client Service and or Financial Servicers. Works closely with external parties; Clients (Servicers/Issuers), Underwriters, Law Firms, Rating A...
To determine account management strategies related to client service plans; to be responsible for retention of existing clients, customer satisfaction, revenue growth, client surveys, and new business; to provide program management for jumbo clients requiring dedicated staff, multiple offices and co...
The Service Coordinator will complete an assessment, service plan, and follow the interventions from the service plan. In close collaboration with the consumer, family members, and other service providers, promotes service planning efforts which result in developing, documenting, and implementing a ...
We’re seeking a future team member for the role of Associate, Client Service to join our Default Management Group team. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 5...
The Client Services Application Developer role provides technical application consulting services for clients using Microsoft Dynamics 365 (D365) Customer Service, Sales, Field Service, and Power Platform (including Power BI and Power Platform) in implementations as well as post go-live environments...
Remains externally focused while serving as primary contact for assigned clients, commercial branch contacts, agents and brokers on all issues related to the client's service relationship with CNA. Collaborates with underwriting to determine claim service renewals at profitable rates through underst...
Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Responsibilities Do you want to be a part of a growing team where your skills a...
Analyst, Client Service~ (Hybrid). We’re seeking a future team member for the role of Analyst to join our Client Service team. Provides clients information related to BNY products and services representing a limited number of lines of business and geographies and directs them to the appropriate reso...
Much of the job requires communicating with clients so excellent customer service skills are a must. Providing basic pet information to clients. Creating new client and patient medical charts. Other benefits include an employee discount on services after the introductory period is completed. ...
You will lead large, highly visible client engagements as well as develop and manage active pipelines, grow relationships with current and prospective clients, and demonstrate how our organization’s superior strategic resources and capabilities can address their concerns. Primary accountability for ...
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...
This role serves as the main contact for the client for ongoing service and is the customer’s resource for consultative advice on contracts, plan structure, financial and renewal questions, escalation of claim issues, and other administrative aspects of their plan. Understand client business, issues...