This role reports to the Director of Client Services & Analytics and involves:. ...
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...
This role reports to the Director of Client Services & Analytics and involves:. ...
A Tax Senior, 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 ne...
As a Client and Advisor Experience Manager in PNC Investments, you can be located in a PNC office throughout the PNC Footprint. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. In addition, PNC g...
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...
Experience selling nearshore IT professional services and/or services is a BIG plus. We are looking for a Client Solutions Principal with proven experience and a passion for selling technology solutions, to join our Sales Team and help spearhead our growth. As a Client Solutions Principal, you will ...
Up to $21 per hour / Fully paid medical benefits / 401k match / PTO / Laptop provided - As a Client Services Associate you'll: Provide timely and accurate information to inbound customer service requests; Respond promptly and professionally to incoming phone calls, E-mails, and other web-based syste...
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...
Provides client assistance and customer service on day to day issues with clients by replying via both oral and written communication. Acts in a proactive manner with assigned clients and builds relationships to ensure retention. Works with plan sponsors, brokers, registered investment advisors, Tru...
This key role is responsible for managing client accounts and relationships by providing exceptional service and responding to all client inquiries and requests. Seeking a client service associate to join our high net worth investment advisory team. Please submit your resume if you possess the commi...
As an Analyst, you'll provide prompt, efficient service for assigned product and/or service center internal and external customers. Prepares all materials to propose, sell and establish new plans and set up appropriate records: proposal illustrations, trust agreements, IRS determination reporting, e...
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...
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 ...
A Tax Senior Manager, Private Client Services (PCS) 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 ...
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...
Position: Client Services Manager, Public Sector. We are seeking a dynamic Client Services Manager to lead our National Account Managers and Junior Account Managers with a specific focus on public sector accounts. In this pivotal role, you will manage a portfolio of key public sector clients, drivin...
The Client Service Specialist is responsible to consistently & effectively develop, enhance and solidify client relationships by providing exceptional customer service in accordance with Hylant standards. The Client Service Specialist is driven by prompt, accurate and thoughtful service to clients b...
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 ...
This key role is responsible for managing client accounts and relationships by providing exceptional service and responding to all client inquiries and requests. Seeking a client service associate to join our high net worth investment advisory team. Please submit your resume if you possess the commi...
The Client Service Specialist (CSS) position will consistently and effectively develop, enhance, and solidify relationships with the service team by providing exceptional service in accordance with Hylant standards. The CSS role will provide a high level of quality support to the Client Service Mana...
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...
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...
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...
As a valued team member, you will engage with multiple clients throughout the day, delivering unparalleled service and demonstrating in-depth product knowledge. We are seeking vibrant individuals with a passion for assisting both existing and potential clients within our esteemed organization. ...