We are seeking a dedicated and proactive Client Service Associate to join our esteemed wealth management team. The ideal candidate will play a vital role in ensuring exceptional client experiences by providing high-quality service and support. Provide back-office investment operations support to fin...
The purpose of this position is to assist Advisors with new client account set-up and service the existing client base with all service requests including beneficiary changes/withdrawals, incoming client service calls, database management, and client appointment preparation including updating client...
The Client Service Specialist (Risk Management) provides high-level support to team members and clients in assessing risk-related matters and making recommendations for risk mitigation. You will provide data and resources to assist Risk Management of the Client, and work with various manufacturing, ...
Client Services Associate (CSA). Client Services Associate / CSA / paraplanner. We are seeking a motivated, team oriented Client Services Associate for our Greenville, SC office. They are intuitive to client needs and approach every client, goal, and transaction with the knowledge that each investor...
No customer service representative agent experience needed. Customer Service Representative Agent Work From Home - Remote Online Panelists. MUST actually use products and/or services, if provided. Customer service representative agent experience is not necessary. ...
Provide responsive service for information inquiries and claims process for Flexible Spending Accounts, Health Reimbursement Arrangements, Transportation Spending Accounts and Health Saving Account (HSA) Plan or COBRA Clients as appropriate. Educate plan participants verbally and via written corresp...
No customer service representative agent experience needed. Customer Service Representative Agent Work From Home - Remote Online Panelists. MUST actually use products and/or services, if provided. Customer service representative agent experience is not necessary. ...
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. Onboards new ...
No customer service representative agent experience needed. Customer Service Representative Agent Work From Home - Remote Online Panelists. MUST actually use products and/or services, if provided. Customer service representative agent experience is not necessary. ...
In this position, you will work with multiple clients throughout the day, providing outstanding service and product knowledge. We're looking for enthusiastic, self-driven individuals to assist existing and prospective clients within our organization. ...
This position leads the business development activities for select clients in the SC region, oversees overall client service, representing CDM Smith in professional organizations, and support sales efforts across the greater SC area. CDM Smith currently has a new opportunity for a Client Service Lea...
In this role, you will actively engage with clients, confirm appointments, follow up with past and potential clients, distribute marketing materials, and keep clients engaged during wait times. We are looking for someone who thrives in a welcoming, customer service-oriented environment with. If you ...
The Vice President of Client Support Services will have overall responsibility for the delivery and support of Harris School Solutions- Enterprise Financials products to our clients. Vice President of Client Support Services. Ensure performance against measurable goals for the professional services ...
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Onboard and maintain client accounts, including collecting client information and required documentation in a clerical cap...
A Private Client Services (PCS) Tax Senior Manager 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...
The Private Client Services (PCS) practice provides exceptional personal compliance and business tax planning services to partnerships, heads of families, family businesses, private equity fund owners, as well as high net worth individuals. Focus on one or more areas of technical specialization (ind...
A Private Client Services (PCS) Manager 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 to our high ...
If you are a current associate, you will need to apply through our internal career site.Please log into Workday and click on the Jobs Hub app or search for Browse Jobs....
A Private Client Services (PCS) Tax Managing Director 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 service...
Take ownership and accountability to address and resolve client questions and issues, working toward a first call, first email or letter resolution, whenever possible. Identify any coverage gaps and offer client solutions. Document customer contact completely within client management system. Ensure ...
Examine information on new perspective clients and provide recommendations on the pursuit of those clients. Promote the services & abilities of Primoris Renewable Operation and Maintenance for Wind, PV, & Energy Storage, to new and existing customers, decision makers and influencers within the Renew...
The 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 associates and clients, and coordinates the care of clients and pets i...
If you are looking for an exciting career opportunity in a growing industry, a Client Services Manager could be the position for you. Responsibilities for a Client Services Manager:. Focus on managing coordination of client services and emergent scheduling issues. Manage your Client Services Manager...
Client Services Associate (CSA). Client Services Associate / CSA / paraplanner. We are seeking a motivated, team oriented Client Services Associate for our Greenville, SC office. They are intuitive to client needs and approach every client, goal, and transaction with the knowledge that each investor...
Client Services Associate (CSA). Client Services Associate / CSA / paraplanner. We are seeking a motivated, team oriented Client Services Associate for our Greenville, SC office. They are intuitive to client needs and approach every client, goal, and transaction with the knowledge that each investor...