A company is looking for a Client Happiness Team Member - Remote, USKey Responsibilities:Respond to client inquiries via calls, emails, and chats, providing information on loan programs and resolving customer issuesEducate clients on loan eligibility guidelines, application processes, and repayment ...
Job Opportunity: Warehouse Associate. Are you a reliable and hardworking individual looking to join a dynamic team? We are seeking a dedicated Warehouse Associate to help us manage our inventory efficiently and ensure smooth operations. ...
A company is looking for a Principal Associate - Client Development. ...
Cresset is seeking an Associate, Private Wealth Client Services with 2+ years of experience managing the administrative and private banking needs for high net worth and ultra-high net worth clientele. Private equity entrepreneurs Eric Becker and Avy Stein founded Cresset Capital Management with a vi...
A company is looking for an Associate Project Manager, Client Services. ...
Supports the delivery of financial advice and services to clients, including handling all administrative functions with Financial Advisors and the firm with the goal of client retention, client satisfaction, and reaching business objectives. Deepen client relationships through proactive, regular cli...
A Prominent, Independent RIA in Houston, TX is hiring a Wealth Management Associate to provide operational and client service support to a team of advisors. Reporting directly to the Director of Operations, this role will require confidentiality, initiative, and sound decision making to handle a wid...
We are looking for a Client Experience Associate to join our team! Please see below for more information:. A Day in the Life of a Client Experience Associate. In this role, you will be taking inbound calls and forwarding messages to our clients in a fast-paced environment. ...
In this role, you will be responsible for providing excellent service through timely and accurate administrative support across client accounts. Serve as the main point of contact for assigned client relationships. Field client phone calls and emails, providing prompt responses to inquiries. Update ...
We are looking for a Client Experience Associate to join our team! Please see below for more information:. A Day in the Life of a Client Experience Associate. In this role, you will be taking inbound calls and forwarding messages to our clients in a fast-paced environment. ...
Collaborate with other client services professionals and financial advisors to improve client experience. Associate must understand and adhere to all policies and procedures including, but not limited to, quality, client service, information security, and compliance. At Goldman Sachs, we connect peo...
Senior Associate, Fund/Client Accounting~. Prepare capital call and distribution calculations to facilitate capital funding requests from clients. Review and prepare management and performance fee calculations, investor notices, capital statements, auditing financial statements and onboarding of new...
We are looking for a Client Experience Associate to join our team! Please see below for more information:. A Day in the Life of a Client Experience Associate. In this role, you will be taking inbound calls and forwarding messages to our clients in a fast-paced environment. ...
Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests. Responsible Growth is how we run our...
Work is what you do, not where you do it.We’re on a mission to help the world work Anywhere.We believe people should be able to work and learn together, whether they’re communicating across a table or across the world.We offer a diverse set of products and services to a variety of businesses, from l...
Schedule and confirm client appointments, enter data in SalesForce, create meeting agendas and summaries, prepare/coordinate marking events and perform general administrative functions such as answer and return calls, manage the expense report process, prepare routine client correspondence and perfo...
Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests. This job is responsible for providin...
Work is what you do, not where you do it.We’re on a mission to help the world work Anywhere.We believe people should be able to work and learn together, whether they’re communicating across a table or across the world.We offer a diverse set of products and services to a variety of businesses, from l...
Responsibilities of a Client Relations Associate: Donor Engagement: Engage with potential donors during fundraising events, establishing strong relationships to drive charitable contributions for clientele Continuous Learning : Acquire in-depth knowledge of marketing strategies and participate in on...
Principal Associate, Cyber Risk & Analysis - Cyber External Client Assurance - Independent Assurance (SOC 2, ISO27001). The Cyber External Client Assurance (CECA) - Independent Assurance team centrally facilitates Capital One’s commercialized products and services through their Commercialized Attest...
This position will be responsible for the client’s experience and must be proficient at interacting with clients over the phone, email and on occasion in person. Now hiring in Grapevine, TX! Our client is growing and needs a. If you are detail oriented, organized, self-motivated, and have experience...
As a Client Service Associate, you'll support the Sales team by putting together key information for client proposals. Estimated Hourly Wage: (Levels have variable responsibilities and qualifications): Client Service Associate: $24. This is a great opportunity for someone ready to learn and understa...
As a Senior Associate in Digital Media Client Strategy, you will play a pivotal role in understanding a client's business and goals, developing customized integrated media marketing strategies, and implementing campaigns across various channels (Digital & Traditional) to achieve measurable results. ...
In this role, you will be responsible for providing excellent service through timely and accurate administrative support across client accounts. Serve as the main point of contact for assigned client relationships. Field client calls and emails, providing prompt responses to inquiries. Update clien...
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. Provide proactive customer follow up, communication & issue management thr...