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...
The Vice President - Client Services will be responsible for overall client relations, operational effectiveness, revenue generation & client retention. Establishes and maintains client account plans and ensures that action steps are implemented to achieve results in the areas of client satisfac...
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. Client Service Associate...
Under immediate supervision, Client Services Associate, Registered, 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 mai...
You will manage relationship with clients by working with producers, clients, accountants and attorneys in design and ongoing administration of plans, providing assistance to clients with governmental audits, preparing and conducting plan sponsor/participant meetings, providing expertise to sales pe...
Develop and preserve client relationships by responding to all client inquiries and anticipating client needs; provide account and market information and relevant industry updates and company research. The Client Service Associate supports the Financial Advisor (FA) in the daily administration of th...
Our goal, as seen through clients' eyes, is that Schwab continuously improves on being a premier financial service provider through best in class service, technology, products, people and advice. Driven by our purpose to champion every client’s goals with passion and integrity, we’re committed to pr...
We're looking for candidates with great customer service skills to fill our Remote Customer Service role!. Previous experience in customer service or sales is a plus. ...
Cost minimization: Review opportunities for an assigned client to transition to more cost attractive solutions, as well as, investigate additional ways in which a client may reduce their operational cost (while maintaining an equivalent or higher level of service). An Account Manager will be a key c...
The Vice President - Client Services will be responsible for overall client relations, operational effectiveness, revenue generation & client retention. Establishes and maintains client account plans and ensures that action steps are implemented to achieve results in the areas of client satisfac...
Client Manager of Professional Services for the North America West Region, you will be responsible for many aspects of Professional Services including selling services, supporting license and cloud sales by providing necessary services information concerning the implementation of the solutions propo...
Are you fascinated by every aspect of the financial services business and committed to providing the most outstanding service in the industry? Has your education, skill and professional experience prepared you to lead and contribute crucial work that delivers high quality service in collaboration wi...
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...
Establishes and maintains client account plans and ensures that action steps are implemented to achieve results in the areas of client satisfaction and retention, expansion of services, utilization of supplier network. Senior Vice President Client Services. Identifies and implements process improvem...
The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associates clients connect with, the client service associate is instrumental in making sure clients have a positive experience t...
The Client Services Representative exemplifies DDC’s commitment to excellence by providing an exceptional experience to anyone they interact with. A successful Client Services Representative is genuinely excited about helping people. This position will report to the Client Service Supervisor. Explai...
Maxim Healthcare Services is hiring for a Client Coordinator to work with clients, patients and active caregivers to identify open shifts, availability, and coordinate schedules. As a Client Coordinator you will be making a difference in the lives of your fellow team members, our caregivers, our pat...
When you join us as a Client Service Professional in our Participant Services team, you’re starting your career with a firm that will champion your development in a collaborative, growth-focused environment. In this role, your work has a direct impact on the lives of clients; our goal is that throug...
Customer Service Representative. As a Customer Support Representative, y. The successful Customer Support Representative has effective communication skills, attention to detail, and the ability to work in a fast-paced environment. Promptly answer inquiries and concerns quickly and efficiently ensuri...
Identify current and future customer service requirements by establishing personal rapport with potential and actual customers, acting as a liaison between the customers and Element Material Technology. Customer Service Representative. Customer Service Representative (CSR). Customer Service Represen...
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Front showroom receptionist/ General office assistant will direct phone calls to ensure warm transfer to each department. ...
This position contributes to Starbucks success by providing legendary customer service to all customers. This job creates the Starbucks Experience for our customers by providing customers with prompt service, quality beverages and products, and maintaining a clean and comfortable store environment. ...
Serves patients by greeting them, answering routine questions, scheduling appointments, and maintaining records and accounts.Uses practice management software (PMS), patient portal and appointment reminder systems, mobile applications, and other forms of technology to manage scheduling, interact wit...
As a Sales Associate, you act as a brand ambassador bringing your own personal style, passion for the product and welcoming energy to the sales floor each day. Company: JCrew Date: Mar 2, 2022 ** Sales Associate (Part-Time) J. Youll collaborate with your team members and managers to drive the busine...