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...
A company is looking for a Client Services Associate. Key Responsibilities:Respond to customer inquiries via phone, email, and chat with integrityGuide transactional requests related to account changes, rollovers, loans, and withdrawalsAssist customers with enrollment in SMARTMap's Financial Wellnes...
Private Wealth Management Client Service Associate to join their high-net-worth investment advisory team. 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 c...
A company is looking for a Spanish Speaking Client Services Associate I. ...
Provides administrative support to the Division and/or team in a manner consistent with service standards, including:Executes all functions necessary to maintain accurate electronic records and database of prospect and client information in accordance with compliance guidelines and regulations, incl...
A company is looking for an Associate Manager of Client Services. ...
As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and lead client interactions to retain and develop deeper relationships. At Amerip...
As one of the first associates clients connect with, the client service associate is instrumental in making sure clients have a positive experience that exceeds their expectations. The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraor...
DoD SkillBridge Internship – AssociateProject Manager/Project Manager/Client Service Manager or Field Technician – Atlanta, GA (Norcross, GA). Works with the customer to develop service delivery plans to ensure on-time delivery of the scope of services for all assigned service agreements. Su...
The Client Services Coordinator (CSC) works closely with Account Managers to source product that fits the expectations and goals of our clients through the power of merchandise. Attend client meetings with the account manager to understand the client needs and the brand. Work as a team with sales, p...
En tant que membre de l’équipe Services bancaires personnels et PME, vous utiliserez votre expertise en matière de produits et services financiers et de service à la clientèle pour aider les clients à gérer leurs besoins bancaires courants. Service à la clientèle, qu’il s’agisse de prendre les devan...
Private Wealth Management Client Service Associate to join their high-net-worth investment advisory team. 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 assig...
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. Ensure performance against measurable goals for the professional services ...
Assist Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades and transactions and other workflow item requests. Submit and process certain operational requests as instructed by the Financial Advisor and/or client. The...
DoD SkillBridge Internship – AssociateProject Manager/Project Manager/Client Service Manager or Field Technician – Atlanta, GA (Norcross, GA). Works with the customer to develop service delivery plans to ensure on-time delivery of the scope of services for all assigned service agreements. Support Si...
Private Wealth Management Client Service Associate to join their high-net-worth investment advisory team. 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 assig...
A company is looking for an Associate Director, Client Services. ...
A company is looking for an Associate Customer Service Representative, B2B (French Bilingual) in the United States. ...
A company is looking for an Administrative Assistant, Legal for a remote position nationwide. ...
A company is looking for a Spanish Speaking Client Services Associate I. ...
A company is looking for a Sales Development Representative in the healthcare industry. ...
A company is looking for a Senior Specialist (SME), Client Services. CSC and/or Team Lead roleExperience providing training and guidance to the Client Services team or other groupsDemonstrated ability to perform as an expert in operational processes and provide insight to junior staff. ...
A company is looking for an Associate Project Manager, Client Services. ...
A company is looking for a Client Service Representative. ...
A company is looking for a Specialist, Bundled Client Services. ...