A company is looking for a Client Service Associate - Tamarac Reporting to join their Service team.Key ResponsibilitiesProvide technical support and training on the Tamarac Reporting productCollaborate with internal teams to resolve client inquiries and manage expectationsParticipate in projects to enhance client support offeringsRequired QualificationsBachelor's degree in business, finance, or a related field preferred1+ years of experience in a client-facing role within the financial services sectorProficiency in MS Office SuiteAbility to learn new technology and platforms quicklyCommitment to maintaining a professional demeanor and courtesy
Trust Client Service Associate
The Private Client Trust Associate (TA) role is accountable for providing exceptional service to our Citizens Private Client (CPW) trust and estate clients and is part of our client facing trust and estate team. The TA assists the team in managing the day-to-day activities of our fiduciary clients i...
Client Service Associate
A company is looking for a Client Service Associate - Tamarac Reporting to join their Service team. ...
Ft Client Services Associate - Work From Home
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...
Client Service Associate
Client Service Associate – Strategic Asset Management (SAM) Group. This position requires excellent customer service and problem-solving skills which helps the candidate to confidently provide information to our advisors and clients in a reliable, efficient and highly professional manner. Assist cli...
Client Service Associate
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...
Client Services/Hospitality Representative
Law firm in Boca Raton is looking full-time Client Services/Hospitality Representative. Copy/mail room services, large print jobs, assisting attorney with trial binder prep, receive, scan, process all incoming and outgoing mail/packages USPS/FEDEX, arrange messenger services. Job description: Front ...
Tax Senior Associate [Private Client Services]
This position is rooted within the Private Client Services practice with a focus on tax services for Family Offices and UHNWIs. As one of the nation’s top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaborati...
Client Services/Hospitality Representative
Law firm in Boca Raton is looking full-time Client Services/Hospitality Representative. Copy/mail room services, large print jobs, assisting attorney with trial binder prep, receive, scan, process all incoming and outgoing mail/packages USPS/FEDEX, arrange messenger services. Job description: Front ...
Vice President, Client Support Services
The Vice President of Client Support Services will have overall responsibility for the delivery and support of Harris School Solutions- Enterprise Financials products to our clients. Vice President of Client Support Services. Ensure performance against measurable goals for the professional services ...
Tax Senior Associate [Private Client Services]
This position is rooted within the Private Client Services practice with a focus on tax services for Family Offices and UHNWIs. As one of the nation’s top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaborati...