A company is looking for an Associate Manager of Client Services. ...
The position of the Client Services Associate is responsible for serving as the first level of support to existing clients, and managing and coordinating the completion of all language projects. Our services portfolio covers everything from business support services such as interpretation, multicult...
Key Responsibilities:Contact clients on behalf of advisors for portfolio reviews and financial planning discussionsInteract with advisors regarding current clients and troubleshoot client issuesRecord client interactions in customer relationship management softwareRequired Qualifications:Proven inve...
As a member on the Client Services team, you’ll play a pivotal role by partnering with the Financial Planner providing a high level of customer service to our clients. We are looking for someone with financial services experience to help us deliver outstanding service by building and encouraging the...
A company is looking for a Spanish Speaking Client Services Associate I. ...
Minimum of 2 years of experience in client service, preferably in the financial services industry. In this role, you will play a critical part in managing client accounts and relationships, ensuring seamless communication and service delivery. Stay updated on our firm's offerings and services to pro...
Minimum of 2 years of experience in client service, preferably in the financial services industry. In this role, you will play a critical part in managing client accounts and relationships, ensuring seamless communication and service delivery. Stay updated on our firm's offerings and services to pro...
As a member on the Client Services team, you’ll play a pivotal role by partnering with the Financial Planner providing a high level of customer service to our clients. We are looking for someone with financial services experience to help us deliver outstanding service by building and encouraging the...
Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client. Registered Client Service Associate. Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providi...
The sales representative will build relationships with community organizations, condo associations and property management groups of apartment buildings with 50+ units within our serviceable footprint. A Day in the Life of the Direct Sales Representative, Multi-Family:. Cultivate individual sales th...
We're looking for candidates with great customer service skills to fill our Remote Customer Service role!. Previous experience in customer service or sales is a plus. ...
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Our Insurance Sales Agents are responsible for using various systems to track, gather information and answer customer inquiries as well as identify customer needs and meet those needs using our sales tools and techniques. Our Insurance Sales Agents are responsible for using various systems to track,...
A company is looking for a Senior Coordinator, Client Services. ...
A company is looking for a Client Success Associate in Chicago or Remote. ...
A company is looking for a Customer Service Healthcare - Audits 100% Remote. ...
A company is looking for an Associate Project Manager, Client Services. ...
Solutions Sales Representative. ...
A company is looking for a Growth Marketing Specialist, Client Services. ...
A company is looking for a Senior Client Service Specialist. ...
A company is looking for a Client Account Associate. Key Responsibilities:Own and manage client account service processes and workstreamsDeliver internal and external reporting of KPIsIdentify and help facilitate opportunities to streamline or automate internal processesRequired Qualifications:Bache...
A company is looking for an Administrative Assistant. ...
A company is looking for a Senior Coordinator, Client Services. ...
A company is looking for a Client Services Technical Specialist. ...
Key Responsibilities:Assist assigned MHFA partner organizations in setting up MHFA trainings and logisticsWork collaboratively across functional areas to ensure partner collateral and training materials are deliveredProvide customer service to MHFA learners (including technical support)Required Qual...