The Client Service Manager will play a vital role in ensuring client satisfaction by addressing service requests, resolving issues, and maintaining strong client relationships. Assist Wealth Managers in resolving client service issues and supporting client interactions for existing and prospective c...
Experience selling nearshore IT professional services and/or services is a BIG plus. Recognized as the leading software development company in the Americas, our client offers 100% remote modality and an excellent work environment in which employees can thrive, and work in multicultural teams, with f...
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...
Experience selling nearshore IT professional services and/or services is a BIG plus. Recognized as the leading software development company in the Americas, our client offers 100% remote modality and an excellent work environment in which employees can thrive, and work in multicultural teams, with f...
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...
As the owner of the service experience, the Client Service Associate also partners closely with the Advisors, Middle Office, or Operations teams for service request fulfillment, supporting our collective goal of becoming more client-centric and providing a world-class, seamless client experience. Th...
You follow the Individual Service Plan. You take clients to complete fun activities in the community. You help clients with a clean and safe living environment. We make a difference in our clients' lives. ...
A Private Client Services (PCS) 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 services to ...
The Client Service Representative (CSR) is the oil that makes our exceptional client service machine run smoothly. Marsh McLennan Agency’s Midwest Region is a full-service brokerage providing business insurance, employee benefits, private client insurance, and retirement services to businesses and i...
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...
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 ...
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...
Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client. Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key infor...
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. ...
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...
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...
Developing, preparing, generating, and analyzing ongoing and ad-hoc special reports pertaining to Service. Demonstrating a willingness to help others and be a team member; often working together with Customer’s Service Engineers. Providing assistance and training to Customer’s Service Engineers on t...
You follow the Individual Service Plan. You take clients to complete fun activities in the community. You help clients with a clean and safe living environment. We make a difference in our clients' lives. ...
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...
Acts as a point of contact for clients, client teams or service partners and may act as an escalation point for complex client implementation and servicing issues. Provides sales, service and execution support for new and ongoing client relationships. May administer complex implementation plans and ...
The Client Service Manager is responsible to provide a consistent platform of service and support to identified clients, handling or directing all day-to-day service needs while interacting in a consultative and collaborative way, along with the Hylant team, to build out innovative solutions for the...
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...
The Client Service Representative (CSR) is the oil that makes our exceptional client service machine run smoothly. Marsh McLennan Agency’s Midwest Region is a full-service brokerage providing business insurance, employee benefits, private client insurance, and retirement services to businesses and i...
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...
As an Assurance Services Manager, you will manage the fieldwork of the assurance services staff and lead management and supervisory roles in various assurance and audit-related client engagements and projects in multiple sizes and scopes. The assurance services offered focus exclusively on serving p...