We're looking for a customer-focused enthusiast to work in our Client Services Department as a Client Services Associate reporting to the Director, Member Services. Curi's client experience and retention strategies, via the Client Services department for the mountain region -. Equal parts fierce phy...
Institutional Client Management Associate (CMA). Financial Advisor Service Team to service and retain institutional client relationships. Develop, compile, and ensure accuracy of quarterly and ad-hoc/client specific reports, spreadsheets, and presentations. Oversee critical maintenance/organization ...
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 role. Deliver superior client service - troubleshoot problems and serve as liaison between Advisor and Client as need...
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. Our Associates find those experts using o...
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...
We're looking for a customer-focused enthusiast to work in our Client Services Department as a Client Services Associate reporting to the Director, Member Services. In this role, you will be responsible for supporting the execution of Curi's client experience and retention strategies, via the Client...
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. Our Associates find those experts using o...
We're looking for a customer-focused enthusiast to work in our Client Services Department as a Client Services Associate providing front-line responses to calls and emails generally directed to Curi across our entire geographic footprint, with a primary objective of immediately providing a resolutio...
A culture Client Associate, Employee, Benefits, Client Service, Associate, Service Manager, Retail. ...
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. Our Associates find those experts using o...
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. Our Associates find those experts using o...
The Client Service Associate plays a pivotal role in providing fast, friendly support to clients. 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 majority of commu...
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 highest level of client satisfaction through providing a high level of technical support and training on our products, differentiat...
Client Services Associates play an integral role in providing luxury service and assessing the needs of our clients. Assist in connecting clients with the right Associates based on their purchase needs. Provide an elevated level of client services support to Gallery Partners to resolve client concer...
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...
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...
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 Associate – Advisor. We are looking for a Client Service Associate – Advisor to deliver consultation and support to financial advisors through inbound calls. Provide support and training to clients, specializing in helping advisors with website navigation of the Envestnet platform, an...
Senior Client Service Associate - Advisor. Envestnet is a leading independent provider of technology‐enabled investment and practice management solutions to financial advisors who are independent, as well as those who are associated with small or mid‐sized financial advisory firms and larger financi...
Executes client call campaigns, attends in person client meetings, and develops and maintains relationships with current and new client decision makers. Consistently and frequently disseminates client intelligence, priorities, satisfaction or dissatisfaction to ensure internal stakeholders are devel...
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...
We are looking for Client Service Associate – Advisor to deliver consultation and support to financial advisors through inbound calls. Provide support and training to clients, specializing in helping advisors with website navigation of the Envestnet platform, and Operational Support for our RIA clie...
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...
As an Associate, you are expected to support our clients and the business with operational duties and all trade support functions to ensure sufficient trade and syndicated facility data integrity. You will be required to partner with leaders, peers, product associates, sales, and relationship manage...
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...