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. ...
A company is looking for a Specialist, Bundled Client Services. ...
Client Services/ Call Center Reps. Do you excel in helping customers resolve issues and create lasting partnerships? Do you have Call Center, Tech Support and Customer Service experience?. Provide step by step calendar and contact synchronization assistance to Prospects realtor clients utilizing our...
A company is looking for an Accountant/Client Service professional for a remote position. Key Responsibilities:Set up and maintain clients' QuickBooks Online accountsProcess weekly transactions and prepare payroll and sales tax returnsManage clients' accounts payable, accounts receivable, and prepar...
Utilizes securities related regulatory precepts and practices to review, analyze, and address escalated operational and service complaints from multiple WIM sources, including client’s Branches and clients. Title: Client Service Representative - Series 7. This is a client facing role, writing letter...
A company is looking for a Client Manager in Private Client Services. ...
A Prominent, Independent RIA in Houston, TX is hiring a Wealth Management Associate to provide operational and client service support to a team of advisors. Reporting directly to the Director of Operations, this role will require confidentiality, initiative, and sound decision making to handle a wid...
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...
Utilizes securities related regulatory precepts and practices to review, analyze, and address escalated operational and service complaints from multiple WIM sources, including client’s Branches and clients. Title: Client Service Representative - Series 7. This is a client facing role, writing letter...
The Client Service Specialist (CSS) serves as the clinics primary point of contact for all client interfaces beginning with the first impression during any client experience, whether that is on the phone or face-to-face. It is the job of the Client Service Specialist to ensure a pleasant client expe...
Job Qualifications Education, Experience, Knowledge and Skills " High school diploma or equivalent " Typically requires 2+ years related experience (college education may count for related experience) " Works under limited supervision " Responsible for completing assigned tasks within guidelines " N...
Run reports for Strategic Account Managers for existing clients. Identify claims trends of clients on month to month basis and work with Account Managers to communicate with employer groups. Represent client internally and coordinate with other functions to work with ad hoc reports as needed. Work w...
Part Time Client Service Representative. We are seeking an experienced 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 Se...
Job Responsibilities * Demonstrate excellent understanding of the purposes and operations of the organization and your business segment * Provide thoughtful leadership, proactive insights and consultation on strategies to clients within the portfolio, and identifies opportunities...
The Client Service Specialist (CSS) serves as the clinics primary point of contact for all client interfaces beginning with the first impression during any client experience, whether that is on the phone or face-to-face. It is the job of the Client Service Specialist to ensure a pleasant client expe...
Knowledge of client support applications including but not limited to Microsoft Configuration Manager, Microsoft Key Management Services, Windows Print Services, Licensing Services. Develop, maintain, and monitor client support applications, including but not limited to SCCM, EPM, KMS, print and lic...
Helping clients self-service online) + Trade Support (Corrections, Order inquires, trade exception resolution, credit risk) + Cost Basis updates/Tax related inquiries + Dividend/Corporate Action inquiries + Margin and Options Support/inquir...
PFS' Business Management department is made up of a team of client services professionals that act as the liaison between our clients and PFS operations. Client Services Analyst (Transportaion). Client Services Analyst (Transportaion). Engaged with clients directly to monitor and report service issu...
Client Services Representative. Proven track record showing a strong commitment to client services. You are the right person for the job if you are resourceful, love helping people, compassionate with customers, listen well, and are good at addressing customer inquiries regarding company services. M...
Leadership of client service teams and multiple projects in a fast-paced and interactive team environment with the goal of exceeding client expectations. This role provides an opportunity to join a specialized practice where you will use your expertise in estate, gift and trust taxation to provide c...
We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. Collaborate with other client services professiona...
The Client Services Manager's role encompasses the preservation and expansion of our current client base, fostering stronger client connections, and facilitating the acquisition of new clients. They will play a pivotal role in enlightening clients about the extensive capabilities of our products and...
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...
As a Client Service Associate within the Commercial Bank, you will resolve client requests while working in partnership with Service Operations, Sales partners, and Bankers located in the United States and across the globe. Client Service Associates are a trusted member of the client’s team and deep...
Job Responsibilities * Lead your assigned book of clients autonomously by delivering solutions and upholding JP Morgan Chase standards and operating principles * Develop long term client relationships * Proactively work to determine service improvements and solicit clie...