Schedule and confirm client appointments, enter data in SalesForce, create meeting agendas and summaries, prepare/coordinate marking events and perform general administrative functions such as answer and return calls, manage the expense report process, prepare routine client correspondence and perfo...
Schedule and confirm client appointments, enter data in SalesForce, create meeting agendas and summaries, prepare/coordinate marking events and perform general administrative functions such as answer and return calls, manage the expense report process, prepare routine client correspondence and perfo...
The Accounting Associate is responsible for the accuracy of client accounting systems and financial reporting. Ijaz Group is a global accounting, tax, and management consulting firm serving nonprofit organizations, government clients, private companies, and private individuals. We offer our clients ...
The Client Service Associate supports the Relationship Managers, Portfolio Managers, and Director of Client Services with a range of activities including the set-up and maintenance of client accounts; compilation and completion of client, custodian, and WFS paperwork; reconciling trades; review and ...
Our Client Service Associate uses skills obtained through experience and training to provide direct support to a Financial Advisor to assist with a wide variety of client and administrative functions. Anticipates client needs, solves problems, and follows through with exceptional service while commu...
Work closely with our Client Service Team, including Directors, Advisors, and Relationship Managers, on client service items, including:Maintaining, monitoring, and updating the Customer Relationship Management (CRM) software. Client Service Associate - Retirement Plans. The selected individual will...
Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. Cultivate and enhan...
Senior Associates in our Private Client Services practice, manage and support their team on multiple engagements for 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, T...
BAYADA learn all aspects of managing and growing a caseload and recruiting staff in order to become a Client Services Manager. Focused on assisting the manager in delivering and coordinating client services. Are you looking for an exciting opportunity in a fast-growing industry? Do you want to make ...
Private Client Services (PCS) Associates 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. Associates receive both formal Private Client Ser...
Directly liaising with clients to understand their concerns, onboarding new clients, ensuring completeness and accuracy of client records, scheduling client meetings and reviews with the advisors, and enhancing client relationships with outstanding service. Senior Client Service Associate. Senior Cl...
Our Client Service Associate uses skills obtained through experience and training to provide direct support to a Financial Advisor to assist with a wide variety of client and administrative functions. Anticipates client needs, solves problems and follows through with exceptional service while commun...
Being their advocate is the highest honor for us! The attributes that we look for in teammates include: Effective communication and leadership skills with the ability to influence others Project management and process improvement Coach-ability, adaptability, and openness to change Highly organized a...
Join us at Konica Minolta Business Solutions as a Technology Sales Representative!. What You'll Do as a Technology Sales Representative:. We partner with clients to design the Future of Work by improving their cyber security, optimizing cloud data functionality, offering managed print, IT and automa...
The Sales Associate is responsible for supporting Management in in promoting a customer and product-focused sales culture, where our values and guiding principles are at the forefront of all store operations, including ensuring a great customer experience and maximum profitability. Meets company sal...
We are seeking an experienced Client Service Representative, preferably someone who has worked in a veterinary hospital setting before, to join our team. As the face of VCA, the Client Service Representative sets the tone for the practice as we build and maintain each customer's trust and confidence...
As a Regional Client Service Manager, you’ll play a pivotal role ensuring world-class customer service is delivered to our clients by managing all facets of regional operations, supporting multiple branch offices, as well as various business lines. Mentor, coach, and lead Client Service Teams; manag...
Our Client Service Representatives (CSRs) play an essential role in providing an exceptional experience for our clients, by being the point person for client communications, scheduling and daily workflow. Have you worked in the customer service industry, and are looking to pair this experience with ...
GENERAL FUNCTION Our Sales Associates are vital to the success of Sunglass Hut. BASIC QUALIFICATIONSHigh School Diploma or GEDEmbrace new technology and change with high level of accuracySelf-accountability for sales results through use of selling skills and a drive to meet goals. ...
Do you think you have what it takes to turn shoppers into buyers? Our Sales Associates are a major driving factor behind our success and expansive growth in the retail industry. You can expect an environment dedicated to your individual success and a rewarding career with room for professional advan...
Unlock Your Sales Potential at AAA Club Alliance! Are you passionate about delivering exceptional service while driving sales success? Join our team and be part of a dynamic retail environment where every interaction counts. As a Retail Sales Associate, you'll play a vital role in delivering excepti...
Expanding client relationship base and opportunities for new work with existing client accounts and identifying leads to sell services to new accounts. Engaging with key executives, senior leaders, and other designated stakeholders, acting as a trusted client advisor with a deep and strategic unders...
A Tax Experienced Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services t...
As a cahsier/customer service associate you will be responsible for processing member orders, collecting payment, and providing the high level of customer service that our members expect. Costco is looking for retail cashiers/customer service/team members to join our growing company. ...
As a cahsier/customer service associate you will be responsible for processing member orders, collecting payment, and providing the high level of customer service that our members expect. Costco is looking for retail cashiers/customer service/team members to join our growing company. ...