Are you truly service oriented? Do you know how to take care of people?
We’re looking for a Client Service Associate to :
- keep management systems up-to-date with client information
- educate clients on account services and capabilities
- help with the preparation of reports and other materials for client meetings
- collect the right documentation for opening new accounts and service requests
- plan team marketing events and maintain marketing materials
- provide the team with a detailed calendar of activities
Client Service Associate
The Client Service Associate will support the firm in all facets of client relationships, by gathering and analyzing client data, maintaining the office and various technical tools, as well as handling client service requests. This position will interact with clients, custodians, carriers, manage cl...
Client Service Associate- Beachwood, OH
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 Service Associate
In this role, you will actively engage with clients, confirm appointments, follow up with past and potential clients, distribute marketing materials, and keep clients engaged during wait times. We are looking for someone who thrives in a welcoming, customer service-oriented environment with. If you ...
Client Service Associate**
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...
Client Service Associate
We’re looking for a Client Service Associate to:. Are you truly service oriented? Do you know how to take care of people?. ...
Sales Representative (Average 75K-150K)
Both full time and part time sales and insurance agency development positions are available. ...
Structural Engineering Client Service Manager
Support, as the client manager, proposal development led by the project manager for services including training, assessments, design, turnkey, inspection, asset management, etc. We are currently seeking a candidate to fill the role of Client Services Manager for our Safety team. CLIENT SERVICE MANAG...
H&M Retail Sales Associate
At H&M, as a Retail Sales Associate you will be advising our customers and keeping them in style! A Retail Sales Associate, or Sales Advisor, as referred to internally, is responsible for delivering the Best Customer Experience that contributes to the store's sales and profit. As a Retail Sales Asso...
Counter Sales Representative
We have a great opportunity for a motivated Counter Sales Representative to join our team! The perfect candidate will bring an interest in learning or a background with electrical products to serve our customers. Assist customers during the sales process using ERP software, while maintaining profess...
Customer Service Representative - State Farm Agent Team Member
Passion for marketing products and services tailored to customer needs. Are you a people-person with a passion for providing exceptional service? If you thrive on building connections and enjoy engaging with diverse audiences, then a career with a State Farm independent contractor agent could be you...