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...
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...
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...
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...
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...
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 ...
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...
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 ...
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 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...
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...
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...
Cross-sales can generate additional revenue streams where appropriate. ...
Join Syneos Health as a Pharmaceutical Sales Representative (PSR) and become a part of a fast-paced and challenging environment where our compassion and dedication drive us to meet the unique needs and goals of our customers. Achieve and/or exceed targeted sales goals in an assigned territory by dev...
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...
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...
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...
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 ...
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...
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...
Danfoss is seeking an enthusiastic Customer Service Representative to establish and maintain good relationships with customers on behalf of the company by taking complete responsibility for each customer account as assigned. Customer Service Representative**. Inbound calls from customers with variou...
At FedEx Office, team members with a passion for delivering the best customer service, who are confident and knowledgeable, make all the difference. Apply today to bring your friendly face and positive attitude to support our customers in a retail location. You can make a positive impact in the live...
Looking for a company that treats associates with respect, understanding, and appreciation? Looking for a company that is passionate about teamwork and the growth of it's associates and communities? That's WEIS!. The associate is responsible for the functions below, in addition to other duties as as...
As a Customer Service Representative, you are a key member of the team and represent Mr. Complete work orders, return customer calls, respond to customer complaints, order parts, and communicate with outside vendors/3rd party customers. You are responsible for all aspects of customer service as well...