Responsible of meeting KYC/ KYA AML and other Client Service, Associate, Customer Service, Processing, Retail, Transaction. To provide superior standards of service to an assigned portfolio of customers (personal & commercial) with the objective to strengthen customer loyalty and retention, ensuring...
Under immediate supervision, Client Services Associate, Registered, assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mai...
Client Service Associates (CSAs) help shape the future of service by modernizing the client. Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and ...
Coordinate with the team and other essential support groups, while maintaining awareness of and sensitivity to confidential nature of Private Banking cl Client Service, Associate, Registered, Client, Banking, Business Services. Provide integral daily support to Investors and Client Advisors in manag...
Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. Client Service Associate...
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 ...
This position is rooted within the Private Client Services practice with a focus on tax services for Family Offices and UHNWIs. As one of the nation’s top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaborati...
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 provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Registered Client Service Associate. Onboard and maintain client accounts, including collecting client information and req...
Acts as back up of other Client Services Associate / Client Onboarding Associate. Keeps abreast of current banking products / services, as well as the processes associated to the delivery of these products and services. To provide superior standards of service to an assigned portfolio of customers (...
As a full-time Verizon Retail Sales Associate, you'll have the opportunity to grow your career with a team focused on unlocking your full potential and sales success within one of our retail stores. Generate retail sales by using your passion for cutting-edge technology, and exceptional customer ser...
The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clien Client Service, Coordinator, Spanish, Bilingual, ...
The Agent & Client Services Representative is essentially an entry level customer service representative in training. Due to this being a trainee position, those in this role will receive frequent training, development and testing in order to become a Level I - Agent & Client Services Representative...
Achieves individual sales goals. ...
Ensure store Sales Associate, Store Manager, Associate, Sales, Manufacturing. Greet and assess needs of wholesale and retail customer as they come into the store offering solutions. ...
Along with providing friendly, courteous and efficient service to our customers, Customer Service Associate are also responsible for everything from cash register operations and customer service to merchandising, store inventory and maintaining store signage and displays. As a Customer Service Assoc...
You'll support our FIS Prophet Cloud Services, where insurers can take advantage of the benefits of outsourcing their environm Client Service, Cloud, Solutions, Manager, Relationship Manager, Solution, Technology. You'll have an exciting opportunity to work closely with FIS Clients to understand the...
Customer Service Representatives at Sam's Club ensure that customers have a pleasant shopping experience. Provide information to customers on products and services. Ensure customer satisfaction and provide professional customer support. Experience in customer service or retail preferred. ...
Reporting to the Manager of Client Services, we are looking for a. You will work closely with the Client Services Manager, Product Manager, and Development team to improve solutions and continue to meet the needs of our customers. You will identify areas for knowledge sharing and create documentatio...
Customer Service Representative**. Job Category****:** Customer Service **Requisition Number****:** CUSTO01458 Showing 1 location **Job Details**. Ensure customer concerns are understood and clearly explain resolution to the customer. One-year experience in a customer service ...
We are currently hiring an experienced Customer Service Representative who assist and supports our customers by providing helpful information, answering questions, and responding to complaints and placing orders. Providing feedback on the efficiency of the customer service process. Ensure customer s...
Spanish Bilingual Retail Sales Representative**. Generating sales by using your passion for cutting edge technology. Customer service and/or sales experience. ...
This customer service position involves daily contact with customers and co-workers in situations that require a positive attitude, consideration and courtesy at all times. Because of our heritage in the construction and aviation industry, we understand the importance of quality design, customer ser...
Join the Band: Retail Sales Rockstar Wanted! Are you ready to turn your love for music into a retail experience like no other? We're on the lookout for a new member to join our team of dynamic Sales Associates! Who We Are: At Guitar Center, we're not Sales Associate, Retail Sales, Retail, Store, Ass...
Merrill Wealth Management is one of the largest businesses of its kind in the world Client Associate, Management, Wealth, Registered, Financial Advisor, Associate. ...