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...
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...
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...
A company is looking for an Associate Manager of Client Services. ...
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...
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...
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...
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...
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. ...
At Leviton, we build what's next to light, power, and connect everyday spaces, from electrical to lighting, to data networks, and energy ; With over 115 years of history, Leviton develops thoughtful solutions that help make its customers' lives easier, safer, mo. ...
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A company is looking for a Senior Client Service Specialist. ...
A company is looking for an Outbound Sales Development Representative in the APAC region. ...
A company is looking for a Senior Coordinator, Client Services. ...
A company is looking for an Associate Project Manager, Client Services. ...
A company is looking for a Recruiting Sales Associate. ...
A company is looking for a Senior Coordinator, Client Services. ...
A company is looking for a Client Service Representative. ...
A company is looking for an Associate Customer Service Representative, B2B (French Bilingual) in the United States. ...
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...
A company is looking for a Specialist, Bundled Client Services. ...
A company is looking for a Growth Marketing Specialist, Client Services. ...
Models and shares customer service best practices with all team members to deliver a distinctive and delightful customer experience, including interpersonal habits (e. Provides customer service in the photo area, including digital passport photo service, poster print and creative machine, suggestive...
Essential Duties and Responsibilities: To perform this role an individual must be able to excel in the following: Identify potential customers and generate new business opportunities for the company Set up appointments with potential customers and follow up on leads Strategize with sales team to mee...