Works with clients to open and service portfolio accounts per request of the Wealth Advisors Attends meetings with clients as needed Team Responsibilities Serves as a strong example for the CS Team, setting a high standard for proactive client and pr Client Service, Associate, Wealth Advisor, Servic...
Experienced Associates in Private Client Services (PCS) 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. We stand as a trailblazing force w...
Works with clients to open and service portfolio accounts per request of the Wealth Advisors Attends meetings with clients as needed Team Responsibilities Serves as a strong example for the CS Team, setting a high standard for proactive client and pr Client Service, Associate, Wealth Advisor, Servic...
Issuer Services: Associate, Corporate Finance Account Client Services II. We're seeking a future team member for the role of Associate, Client Service II to join the team. Responsible for administering a portfolio ofplex Corporate Finance client accounts to include the following duties: monitors cli...
Institutional Client Service Associate works with the Investment Management, Trading, and Investment Operations departments to provide coordination and efficiency to the investment process and provide high quality customer service. Institutional Client Service Associate Needed ASAP. Handle all clien...
We’re seeking a future team member for the role of Associate, Client Service II to join the team. Responsible for administering a portfolio of complex Corporate Finance client accounts to include the following duties: monitors client inquiries, coordinates debt service bond payments, monitors portfo...
Registered Client Service Associate. This position holds responsibilities in 4 primary categories: Sales Support, Compliance, Customer Service, and Teamwork. Assists with the opening and maintenance of client accounts and records. Ensure completion of all paperwork for clients. ...
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 ...
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...
We’re seeking a future team member for the role of Associate, Client Service IIto join our Issuer Services, Corporate Finance Accountsteam. Responsible for administering a portfolio of complex Corporate Finance client accounts to include the following duties: monitors client inquiries, coordinates d...
Issuer Services - Associate, Corporate Client Account Services II. We're seeking a future team member for the role of Associate, Client Service II to join the team. Responsible for administering a portfolio ofplex Corporate Finance client accounts to include the following duties: monitors client inq...
We’re seeking a future team member for the role of Associate, Client Service to join our Default Management Group team. Works with external clients to resolve moderately complex day-to-day issues and direct them to appropriate resources at BNY Mellon. Supports clients in addressing moderately comple...
Senior Associate, Business Tax Services (Private Clients/Private Enterprise). KPMG is currently seeking a Senior Associate to join our Business Tax Services practice. Provide tax compliance and advisory services to corporations and partnerships for a variety of clients from Fortune 100 to emerging b...
Assist financial advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades and transactions. Perform general administrative functions such as answer and return calls, manage the expense report process, prepare routine client corres...
As a Client Service Associate within the. Provide exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, security transfers, and loan transactions including escalated research requests. If you are a collaborative team member, solution...
We're seeking a future team member for the role of Associate, Client Service to join our Default Management Group team. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth o...
The Client Service Associate for Trust role will primarily assist the Trust Officers in all phases of evaluating, opening, and administering fiduciary accounts with account and relationship servicing, day to day management, money movement and client retention. While assisting Trust Officers, the Ass...
We are currently seeking a talented and motivated individual to join our client’s team as a Client Services | Client Success Associate who is dedicated to providing exceptional client service and fostering long-term success. Coordinate between clients, advisors, and additional support teams to execu...
Customer Service Representative. Effectively present and discuss the products and services of the company to customers in a way that conveys an image of quality, integrity, and superior understanding and delivery of customer needs. In this role, you will be responsible for establishing and maintaini...
Under minimal supervision, perform all sales functions in assigned territory, including: analyzes territory for sales potential; develops and implements effective sales strategies; maintains appropriate level of territory coverage; plans and executes effective sales calls; schedules and performs pro...
Strong client service orientation. The successful candidate will be a highly motivated self-starter who is interested in making a difference in the lives of clients. Our practice is largely focused upon helping clients pay less tax and not outlive their money. Maintain ongoing relationships with exi...
Bilingual (Spanish) Sales Representative, Houston, TX. Many associates see a base salary increase of 10% within their first year as a Sales Representative. From an inclusive culture that fosters the feeling of belonging, to a work environment that gives you the flexibility you need to thrive, GEICO ...
Bilingual (Spanish) Sales Representative, Houston, TX. Many associates see a base salary increase of 10% within their first year as a Sales Representative. From an inclusive culture that fosters the feeling of belonging, to a work environment that gives you the flexibility you need to thrive, GEICO ...
Bids group, reporting to the Sales Manager - Commercial Accounts. You need to work independently but be able to collaborate, initiate and execute sales and supply agreements. You are able to work independently but able to collaborate, initiate and execute sales and supply agreements. Experience with...
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, Service, Hospital, C...