Actively solicit new client relationships and participate in client/potential client seminars to expand networking opportunities. Tax Manager - Private Client Services (PCS). EisnerAmper is seeking a Tax Manager to join the Private Client Services (PCS) practice. Develop a working knowledge of the c...
A company is looking for a Client Services Associate II to provide exceptional support to customers and internal teams. ...
The purpose of this position is to service the existing client base with all service requests, including beneficiary changes/withdrawals, incoming client service calls, database management, and client appointment preparation including updating client account summaries for their review meetings, prep...
A company is looking for a Manager, Client Services to oversee billing and client services operations. ...
Deliver superior client service – troubleshoot problems and serve as liaison between Advisor and Client as needed. Client-first attitude: ability to interact with clients professionally and respond to clients in a timely manner. The Client Service Associate in our firm has an incredibly important ro...
A company is looking for a Client Services Representative to support client accounts and ensure operational efficiency. ...
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...
We are seeking a friendly, highly-skilled client services representative to make our clients feel valued and supported. To be successful in client services, you should exhibit extensive experience in a similar role and demonstrate a client-oriented approach. A first-class client services representat...
Deliver superior client service - troubleshoot problems and serve as liaison between Advisor and Client as needed. Client-first attitude: ability to interact with clients professionally and respond to clients in a timely manner. The Client Service Associate in our firm has an incredibly important ro...
The Client Service Manager is a key member of our customer facing team, and plays a vital role in the delivery of our services. The Client Service Manager is responsible for the day to day interaction with the client, ensuring the timely and accurate execution on all aspects of equity plan administr...
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...
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...
As a Senior Client Service Associate, you will be a pivotal team member, providing expert-level service for AdvisorEngine products. As a Senior Associate, you will collaborate with cross-functional teams to ensure a high level of client satisfaction across multiple product lines and will deliver the...
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...
Client Service Coordinator 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 assoc...
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...
Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms. Answering questions regarding products and services, including educating clients on general animal husbandry and non-medical pet care (, heartworm prevention, housebreaki...
As a Senior Client Service Associate, you will be a pivotal team member, providing expert-level service for AdvisorEngine products. As a Senior Associate, you will collaborate with cross-functional teams to ensure a high level of client satisfaction across multiple product lines and will deliver the...
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 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 Client Services Representative is a vital position at FMI tasked with the responsibility of responding to and resolving a wide range of client inquiries and requests as well as acting as a liaison between departments within FMI, and between FMI and its partners, customers and the patient. One or...
The Client Services Analyst II Pathology Admin serves as the Pathology resource for Outreach and Billing. ...
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 Client Service Manager is a key member of our customer facing team, and plays a vital role in the delivery of our services. The Client Service Manager is responsible for the day to day interaction with the client, ensuring the timely and accurate execution on all aspects of equity plan administr...
Take ownership and accountability to address and resolve client questions and issues, working toward a first call resolution, whenever possible. Identify any coverage gaps and offer client solutions. Document customer contact completely within client management system. Ensure all business results (q...