The Associate Clinical Director for Medical Services is a leadership role that is responsible for supporting medical leadership, clinical strategy, and managing Home Hospital medical services, programs and policies, and serving as a liaison between medical and operational leadership for Home Hospita...
I’m writing to inform you that one of my client companies, an RIA located in Boston which services a HNW/ UHNW individual and family client base, is seeking a Client Associate, Private Wealth. This position involves providing comprehensive support to a select group of Senior Advisors by performing t...
Responsibilities Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and advisors Quickly develop knowledge of a variety of forms and account procedures in order to assist clients Learn to utilize research and technical support tools Produce ...
As a critical member of the Client Service team, you will work closely with lead advisors to ensure clients and prospective clients receive the highest quality service and client experience. Assist with ad hoc client projects that promote client service/experience, including projects that support th...
Client Service Team in coordinating the portfolio operations for a range of clients. Support the Client Service Managers and Investment Teams responsible for managing client relationships. Support the Investment Team by updating client balance sheets, client presentations, meeting materials and othe...
If you are a detail-oriented individual passionate about community development and possess the skills to excel in this role, we invite you to join our team at ABCD as a Lead Client Services Associate. Work with Client Services Associates to manage, track and report on all referrals. Train Client Ser...
Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiri...
Setting up new relationships through opening/closing/transferring of accounts, assembling materials for prospect meetings, account conversions, and other general account maintenance, as well as communicating directly with clients/prospects, equity trading, serving as a liaison between traders, broke...
Client Service Associate, Investments, Boston, MA. Client Service Associate (CSA) is a sales support role within the Administration Department of Santander Investments, LLC. The CSA promotes and supports the Financial Advisor (FA) and the Bank’s clients with the administrative and service functions ...
This individual will work closely with the Client Advisory Team to understand the client's needs and to improve upon service within each client relationship as well as facilitate the daily transactions for client portfolios. Boston investment firm is seeking a Client Service Associate to join their ...
Registered Client Service Associate (Boston). Oppenheimer Private Client Group is a full service financial services firm with an emphasis on providing premier financial advice and guidance to the local affluent marketplace. Learn and adapt to service the needs of various accounts in order to answer ...
The primary role of the Client Service Associate (CSA) is to provide administrative support to an advisor or team of advisors, including any and all daily, monthly, and annual tasks. Educate clients on account services, capabilities, and new technology – eSignature, paperless statements, Account Vie...
We are looking for a Client Service Associate (CSA) to join ourmingled Funds Client Service team. The Associate’s main priority will be servicing internal Acadian teams and external service providers; direct client interaction will be on an as-needed basis only. Client Service or Operations experien...
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 client service team is responsible for supporting the firm in the delivery of exemplary service to a range of institutional & retail clients consisting of Pension Funds, Insurance Companies, Financial Institutions, other Corporate & Government entities and individual investors across a number of...
Client Success is an important role on our team that ensures that our clients have a positive experience on all ISS MI’s platforms and are able to effectively leverage our solutions to increase their productivity. Monitor client usage and other product interactions to ensure our clients remain infor...
Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client. Cultivate and enhance new and existing client relationships through activemunication with clients, processing client requests, resolving inquiries, providing guidance and making sure key informati...
Exceptional writing, interpersonal and client service skills. Focus on customer service with experience in active listening, eliciting information, comprehending customer issues and needs, and recommending solutions. ...
Scroll down to find the complete details of the job offer, including experience required and associated duties and tasks. Create fundraising materials including client presentations and investor reporting that incorporate investment analytics and market context. Minimum 3 years’ experience in intern...
Eclipse Client Service is rapidly growing and needs your help! Eclipse Service Consultants are an integral part of the Eclipse platform, a cloud-native investment management solution, working both with our clients and our R&D teams. Financial Services, Investment Technology, or Software-as-a-Ser...
The Client Service Associate supports Relationship Managers and Client Service team with account management responsibilities for investment management and personal trust accounts. Communication interpersonnelle, Conformité aux normes, Empathie, Expérience client (CX), Gestion de la relation clientèl...
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...
Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client. Cultivate and enhance new and existing client relationships through activemunication with clients, processing client requests, resolving inquiries, providing guidance and making sure key informati...
Our Dominican Republic operations play a critical role in our ability to provide best-in-class service to our partners and merchant clients by efficiently processing funding applications we receive, and providing a multitask level of internal and external services to our data driven organization. Yo...
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, provi...