The Client Service Associate supports the Relationship Managers, Portfolio Managers, and Director of Client Services with a range of activities including the set-up and maintenance of client accounts; compilation and completion of client, custodian, and WFS paperwork; reconciling trades; review and ...
Senior Associates in our Private Client Services practice, manage and support their team on multiple engagements for a wide range of sophisticated clients, including some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, T...
BAYADA learn all aspects of managing and growing a caseload and recruiting staff in order to become a Client Services Manager. Focused on assisting the manager in delivering and coordinating client services. Are you looking for an exciting opportunity in a fast-growing industry? Do you want to make ...
Private Client Services (PCS) Associates support a wide range of sophisticated clients, including some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates. Associates receive both formal Private Client Ser...
Work closely with our Client Service Team, including Directors, Advisors, and Relationship Managers, on client service items, including:Maintaining, monitoring, and updating the Customer Relationship Management (CRM) software. Client Service Associate - Retirement Plans. The selected individual will...
Being their advocate is the highest honor for us! The attributes that we look for in teammates include: Effective communication and leadership skills with the ability to influence others Project management and process improvement Coach-ability, adaptability, and openness to change Highly organized a...
Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. Cultivate and enhan...
Directly liaising with clients to understand their concerns, onboarding new clients, ensuring completeness and accuracy of client records, scheduling client meetings and reviews with the advisors, and enhancing client relationships with outstanding service. Senior Client Service Associate. Senior Cl...
Senior Associate, Market Operations & Customer Service-Key Responsibilities. This position will be very hands-on reporting to the Director, Market Operations & Customer Service. Having a strong passion for financial markets with an emphasis on outstanding customer service and operational exc...
We are seeking an experienced Client Service Representative, preferably someone who has worked in a veterinary hospital setting before, to join our team. As the face of VCA, the Client Service Representative sets the tone for the practice as we build and maintain each customer's trust and confidence...
The purpose of this job is to consistently achieve individual sales goals to support the store's sales and profit objectives, provide superior customer service, and take on other senior-level responsibilities within a store. Generate sales to exceed personal sales goals. Develop customer relationshi...
You don't need to have any previous experience or knowledge in paint or sales. As our PPS or Pro Paint Specialist with Behr, you'll be working in a Home Depot store as a sales specialist focusing on professional painting contractors and their unique needs. You'll work closely with Behr's outside sal...
In accordance with state and federal regulations, assi Customer Service, Pharmacy, Associate, Customer Experience, Pharmacy Manager, Store Manager, Retail. Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service. Models and deliver...
As a Regional Client Service Manager, you’ll play a pivotal role ensuring world-class customer service is delivered to our clients by managing all facets of regional operations, supporting multiple branch offices, as well as various business lines. Mentor, coach, and lead Client Service Teams; manag...
A Tax Experienced 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 t...
Client Manager, Private Client Services (Personal Lines Insurance). With 170 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC). Private Client Services ...
We are currently seeking an experienced customer-oriented professional to join our team as a Client Service Representative. This role offers a unique opportunity to combine your exceptional client service skills with management experience, as you will have the potential to oversee a team of dedicate...
AmeriPro Roofing, an industry leader in Storm Restoration for exterior Home Improvements, is Immediately Hiring Outside Sales Representatives!. Outside Sales Representatives educate and inform homeowners on what they're entitled to through storm damage as it relates to roofing, siding and gutter pro...
We are seeking outgoing, friendly, and helpful team members to welcome and assist customers.At Ace Hardware, we're independently owned and operated so helping our community is our number one priority.Make an impact in the community by helping your neighbors with their projects while working in a fas...
Job DescriptionReports to: Store Management Position OverviewThe sales associate is responsible for maintaining store standards and delivering a positive customer experience. The sales associate will also be responsible for a variety of operational duties as assigned by the store management team (i....
The Sales Associate will work with clients to implement the stores sales strategy, promote featured merchandise, and perform cash register and front of store operational duties as needed. The Sales Associate provides quality customer service, is a collaborative team player exercising professionalism...
Outside Sales Representatives can be based anywhere within your sales territory, with regular visits to your Uline Branch / Sales Office. Strong customer relationships built on trust - that’s the foundation of Uline’s sales culture! As an Outside Sales Representative, build out your territory suppor...
At Savers / Value Village our Customer Service Associates create an awesome experience for our Customers, Donors and other Team Members. Job Title: Customer Service Associate. We are hiring for both Full Time and Part Time Customer Service Associates. We purchase these items directly from our nonpro...
AmeriPro Roofing, one of the largest residential roofing contractors in the nation, is immediately hiring Outside Sales Representatives in the DMV area! Outside Sales Representatives educate and inform homeowners on what they're entitled to through storm damage as it relates to roofing, siding and ...
At Kastle, the best Customer Support Representatives are genuinely excited to help customers. Customer Support Representatives work as part of a larger team, and report to a Client Services Manager for all job duties. Customer first mindset - responds to and resolves customer requests via telephone,...