A company is looking for a Client Service Consultant II to provide exceptional service to clients and members through various communication channels. ...
D Aceto Services LLC is seeking a motivated and customer-focused Client Service Associate to join our remote team. In this role, you will be the primary point of contact for our clients, ensuring they receive exceptional service and support. Provide accurate information about products and services t...
A company is looking for a Coordinator II, Client Services. ...
CLIENT SERVICES TEAM –Greenwich, CT. Provide the highest level of client/customer service and hospitality to all. Greet and engage clients in a positive and friendly manner. Share pricing and class information with prospective clients. ...
A company is looking for a Client Service Associate to provide administrative support to financial advisors and their staff. ...
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. ...
The NatWest Markets US Client Services team is responsible for delivering a first-class customer experience across the client lifecycle at Natwest Markets. The team acts as part of our First Line of Defence, directly interacting with functions including: front office, external customers, and global ...
The Vice President of Client Support works directly with the EVP and Client Support teams to create a client-first culture where team members help solve clients' pain points while delivering exceptional client care. Vice President of Client Support Services. The VP of Client Support collaborates wit...
Account Director, Client Services (Insurance Client). THE JOB / Account Director, Client Services (Insurance Client). Responsible for leading Octagon’s client business and day-to-day management of client programs. The responsibilities include serving as the lead with our clients and agency partners ...
Client Service Representative - Receptionist. Stamford Veterinary Center, located in Stamford, CT is seeking a part time Client Service Representative to join our dynamic team!. Being a Client Service Representative (CSR) in our practice takes a special kind of person who loves to connect with both ...
Responsible for leading Octagon’s client business and day-to-day management of client programs. We are looking for a Group Account Director to join our dynamic team to help supervise and lead sponsorship campaigns across our financial services client’s endurance sports and Corporate Social Responsib...
A Tax Manager, Private Client Services 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 n...
This position is rooted within the Private Client Services practice with a focus on tax services for Family Offices and UHNWIs. Private Client Services team is expected to have high technical knowledge in review of individual 1040 returns, fiduciary 1041 returns, 709, family partnerships, private fo...
Boutique RIA serving high net worth clientele seeks a Client Service Associate to support Clients and Advisors by taking initiative in Client Services and Operations. Serve as a primary lead for client onboarding and private wealth client services. The Firm provides sophisticated financial advisory ...
Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients, which may include some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estate...
Client Access Team members process initial screening requests for services to insure a smooth client entry into programs. This position collects all information necessary to determine appropriateness for services, completes all required forms and collects client demographics and other data, includin...
The On-Call Client Service Coordinator will be responsible for determining and managing client needs. The On-Call Client Services Coordinator will work with the Director, other office staff, and direct care staff to ensure adequate staffing and ongoing client needs are met. Determine/Verify clients’...
A Private Client Services (PCS) Experienced Senior Associate 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 ...
We are seeking a Client Service Representative to join our team. We’re looking for a personable yet highly professional “service extraordinaire” to join us in delivering our mission to our clients and their pets. As the face of VCA, the Client Service Representative sets the tone for the practice as...
Maintain a minimum of 95% retention of Client Accounts by pro-active client engagement including the contacting clients that have moved business by Broker of Record letters to determine why business was lost by USI. Complete USI New Business Process for new clients, including establishing a communic...
Senior Associates in our Private Client Services practice, manage and support their team on multiple engagements for a wide range of sophisticated clients, including some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, T...
Through a unique service model focused on five Active Wealth practices — Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies — they help clients in the and abroad achieve stronger after-tax performance to help maintain their wealth over generations. We’re seeking a future team membe...
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. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to a...
The Client Services Associate will be responsible for customer service and operational functions for the firm. Our client is an investment advisor focused on global credit and manages over $25 billion in AUM. Professional demeanor with strong customer service attitude. ...
We are one of the fastest-growing consulting firms in the area, so we need a self-motivated Telecommunications Client Service Assistant that will provide relevant telecommunications product and service information available to customers in the area, resolve complaints and questions, and assist in th...