Schedule and confirm client appointments, enter data in SalesForce, create meeting agendas and summaries, prepare/coordinate marketing events and perform general administrative functions such as answer and return calls, manage the expense report process, prepare routine client correspondence and per...
SEC registered investment adviser with over $10 billion in assets under management, is actively recruiting an Investment Services Sales and Client Service Associate, for our Investment Services Department located in our Silver Spring, MD office. This person will support Investment Services' sales an...
This Client Service Associate (CSA) will provide support directly to our team of Financial Advisors, as well as lend general office support to Financial Planning, Accounting, Operations, Compliance, and Marketing Departments. CSA will also be responsible for client communications and ensuring each i...
As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and lead client interactions to retain and develop deeper relationships. At Amerip...
The Associate Director of Client Services will lead our client engagement strategy, fostering and expanding relationships with our clients. Minimum of 10 years of experience in client services/account management, preferably in marketing or a related field. This role combines deep industry knowledge,...
Develops and executes the client account plan and develops and implements a growth strategy for the account—which includes the Health Resources & Services Administration (HRSA), Agency for Healthcare Research and Quality (AHRQ), Office of National Coordinator for Health Information (ONC) and rel...
Registered Client Service Associates (CSAs) help shape the future of service by modernizing the clientexperience through an elevated standard of care. The Registered CSA assists with the development andgrowth of business through engaging and utilizin Client Service, Registered, Associate, Financial ...
NFP, an Aon Company, is a multi-year Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement.We are an organization of consultative advisors and problem sol...
Client Service Associates (CSAs) respond to client account needs and work collaboratively with the Advice and Investment departments to facilitate client requests, including coordinating schedules for meetings. August 30, 2024Summary:The Client Service Associate (CSA) I, serves as a liaison between ...
This Client Service Associate (CSA) will provide support directly to our team of Financial Advisors, as well as lend general office support to Financial Planning, Accounting, Operations, Compliance, and Marketing Departments. CSA will also be responsible for client communications and ensuring each i...
The Client Services Associate will work closely with and support the tax preparers and clients directly on all client matters. The Client Services Associate plays a pivotal role in day-to-day interaction with clients. Ensures all client interactions and relationships are successful and that we provi...
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...
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...
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...
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...
POSITION SUMMARY: The WIC Client Services Associate assists with the delivery of WIC services at a CCI-WIC Center site to assure the provision of high-quality, cost-efficient, culturally sensitive services that comply with all Federal, State, and local agency policies and procedures. Experience in h...
Reporting to the VP, Patient Care Services & Regional Chief Nurse Executive (CNE), this role provides leadership for the markets care delivery operations services and is responsible for all nursing and other designated patient care functions/services within the market. The RD, Patient Care Services ...
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...
The purpose of this job is to consistently achieve individual sales goals to support the store's sales and profit objectives, provide superior customer service, and take on other senior-level responsibilities within a store. Generate sales to exceed personal sales goals. Develop customer relationshi...
Currently, we are seeking to hire a Sales Associate who will have a passion for our products and our customers, creating a unique experience for them. We Offer Our Part Time Associates:. Associates will be eligible to receive up to 26 hours of paid time off within our fiscal calendar year. You will ...
Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTIONThe 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 associat...
Role: Client Service Specialist (Customer Service)About Our CompanyIt's not just a job. We are seeking to add a Client Service Specialist to provide excellent support and account management to our merchants/partners with daily transactions; client inquiries via phone and email; and problem-solving p...
As the Madison Reed Hair Color Bar Client Service Specialist, you will be actively participating in the client experience from arrival to departure. Client Service Specialist, Hair Color Bar. This role is important to our clients' Hair Color Bar experience and helps navigate clients through their jo...
Ready to accelerate your career while helping our customers move forward? As a Customer Service Representative Fueler/Washer at Penske, you’ll do exactly that. Why join Penske as a Customer Service Representative, you ask? It’s simple. Excellent customer service and communication skills. You will be...
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...