We are looking for a friendly and hard-working associate to help provide world-class client service to our amazing clients. Director of Client Services/ Operations Manager. As our Client Service Director, you should have an outgoing and positive demeanor, a motivated, energetic work ethic, and a tra...
This position collaborates closely with clients, addressing their needs, providing support, and ensuring seamless interactions, understanding when to engage sales or operations to meet client needs. Maintain a working understanding of all OneDigital internal and partner systems impacting sales and s...
Creates and sustains positive client relationships and customer care to ensure a consistently high level of client satisfaction. Chubb Risk Engineering is your single avenue to our more than 550 property and casualty engineering, health, safety and environmental consultants located wherever our clie...
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 Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. Services a high volume o...
Collaborate with cross-functional teams and Client Service Coordinators to ensure seamless service delivery, resolve client issues, and exceed customer satisfaction goals. This role offers a unique opportunity to combine your exceptional client service skills with management experience, as you will ...
SUMMARY OF JOB PURPOSE AND FUNCTION 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 coordi...
Follow the client experience guidelines, as it applies to the position. Strong customer service, communication, and interpersonal skills. ...
Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION 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 assoc...
Louis, MO is looking for a Client Directed Services/HCY Coordinator!. Interacting with client families and field staff. Matching caregivers to clients. ...
I am excited to be partnered with my client, a global, privately-held Medical Communications agency, on their search for a detail-oriented + enthusiastic Client Services Director to join their top-tier Client Services team. Continuing their growth, the team are excited to bring on someone new to joi...
RN, Hospice Director of Clinical Services (DCS). This is an outstanding opportunity with an exceptional organization providing caring and compassionate hospice services. Director of Clinical Services (DCS). The DCS establishes, implements, and evaluates goals and objectives for hospice services that...
We need talented, passionate professionals who are dedicated to doing what’s right for our clients. Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients. CIBC is committed to creating an inclusive...
The Senior Managing Counsel for Client Services (Senior Managing Counsel) position will provide strategic legal advice and lead a team of attorneys providing counsel to Sales and Account staff on a variety of legal matters, including go-to-market strategy for new solutions, modifications or enhancem...
Family Office Client Services Director w/ Growth PotentialKinney Recruiting is working with a growing family office in St. Louis on its search for a Client Services Director with accounting experience. This role collaborates with the Managing Partners and subject matter experts to provide best-in-cl...
Are you ready to break free from the conventional 9-to-5 and design a life that truly reflects your ambitions? Here's your chance to be your own boss, create your schedule, and live the life you've always imagined.Join us and unlock a world of possibilities where health insurance reimbursements and ...
The Client Report Services Specialist is responsible for assisting with the day-to-day support and on-going development of large-scale reporting platforms within Stifel’s Investment Products and Services (IP&S) Group. Assist senior team members and partners in operations in on-boarding management an...
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...
The purpose of this position is to 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 account summaries for their review meetings, prepa...
Organize and understand client source documents and create client workpapers from such source documents necessary to prepare individual, trust, gift, and partnership returns. Have the ability to meet challenging client requirements, provide services, and possess strong communication, interpersonal, ...
Client Services Veteran: 9+ years of experience in a senior client services role, with a proven track record of managing executive-level client relationships. As our AVP of Client Services, you'll spearhead the charge in building and nurturing long-lasting relationships with our top-tier clients. If...
Key Responsibilities Support and Manage the Insurance & Investment Business for the advisor including: Communicate with clients about their insurance and investment needs and requests Manage existing investment client needs (working with our Portfolio Manager when appropriate), service requests,...
This dynamic role puts you at the crossroads of Account Management, Delivery, Tech Solutions, and Professional Services, where you'll orchestrate seamless client engagements and drive continuous improvement. Relationship Virtuoso: Serve as the primary point of contact for select clients, crafting en...
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...
This position collaborates closely with clients, addressing their needs, providing support, and ensuring seamless interactions, understanding when to engage sales or operations to meet client needs. Maintain a working understanding of all OneDigital internal and partner systems impacting sales and s...
The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phon...