An independent wealth management firm with over $200MM AUM based in Columbia, MD is hiring for a Senior Client Service Associate with experience in all areas of client and advisor support to join a successful and growing wealth management firm. Manage all client inquiries and ad hoc requests such as...
Client Service Associate, Business Insurance. Customer Service Associate, Business Insurance. With 170 offices across North America, webine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC). MM...
The Client Service Associate will provide administrative, operational and analytical support to one or more 1919 Portfolio Managers, Investment Associates and Client Advisors and will be responsible for day-to-day administrative management of individual client, institutional and trust portfolios. Hi...
Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. Senior Regist...
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...
Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. Senior Regist...
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...
Flexible Schedules Available: * Day shift * Night shift * Weekends * Weekdays * Full-time or Part-time Are you: * Looking to learn a new career and break into the tax industry? * Someone who has gaps in their work history or ...
The Seasonal Client Service Associate supports the district with a variety of duties to include greeting clients, scheduling appointments, marketing to local businesses, and tech set-up. At Jackson Hewitt, and its Franchisees, we provide an invaluable service in guiding our clients through the tax c...
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...
Customer Service Associate, Business Insurance. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC). MMA provides business insurance, employee health...
The Client Service Associate will provide administrative, operational and analytical support to one or more 1919 Portfolio Managers, Investment Associates and Client Advisors and will be responsible for day-to-day administrative management of individual client, institutional and trust portfolios. Hi...
Customer Service Associate, Private Client Services (Personal Lines Insurance). Customer Service Associate, Private Client Services (Personal Lines Insurance). With 170 offices across North America, webine the personalized service model of a local consultant with the global resources of the world's ...
We launched SalesRadix, our newest marketing and sales solution technology in 2014 and for the first time in the insurance industry, SalesRadix provided (and continues) a turnkey sales solution for agents. We launched SalesRadix, our newest marketing and sales solution technology in 2014 and for the...
The Client Services Coordinator will support advisors in delivering exceptional client service. CSP’s Real Estate & Financial Services practice has partnered with an independent financial services firm seeking a dynamic team member. This role is instrumental in ensuring clients' financial needs are ...
Manages international tax services provided to assigned clients, including assessment of appropriate pricing structure for services. An International Tax Senior Manager is responsible for advising clients of the tax implications relating to their business objectives, recommending alternate courses o...
EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. Actively solicit new client relationships and participate in client/potential client seminars to expand networking opportunities. The individual will collaborate closely with Partners in an entrepreneuria...
Works directly with the VP, Client Services to manage the day-to-day operations of the Client Services teams to provide exceptional service and support to all customers. This role reports to the VP, Client Services, and is responsible for ensuring departmental goals are met in support of the corpora...
Business Control Specialist will be responsible for executing on internal control discipline and operational excellence for the Service to Solutions program. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. Oversees t...
As a Client and Advisor Experience Manager in PNC Investments, you can be located in a PNC office throughout the PNC Footprint. PNC also has fundamental expectations of our people managers. As a manager of talent in PNC, you will be expected to:. In lieu of a degree, a comparable combination of educ...
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. ...
Ace Hardware offers not just a job, but a meaningful and rewarding career As a Customer Service Associate you will: Tactfully and pleasantly addresses customer issues, look for help before saying no to a customer; Maintain awareness of all current promotions and advertisements; Accurately and effici...
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. ...
Customer Service Representatives at Sam's Club ensure that customers have a pleasant shopping experience. Provide information to customers on products and services. Ensure customer satisfaction and provide professional customer support. Experience in customer service or retail preferred. ...
Customer Service Representative in Baltimore, MD at MV Transportation **Location:**. MV Transportation is seeking a **Customer Service Representative** who will be responsible for a variety of clerical duties, including reconciling drivers manifests and accurate entry of data in Trapeze software, ta...