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
Client Services Associate
Collaborate with client service teams to prepare for client meetings and handle service requests with custodians (e. Manage client service requests, including account maintenance, ACH transfers, and ACAT processing. Contribute to quarter-end client reporting, producing and reviewing client reports. ...
Client Services Associate II
The Client Services Associate II is responsible for providing exceptional support to Guardant Health customers, the Guardant Health Clinical Laboratory, and Sales Representatives. The Client Services Associate II must possess the ability to communicate professionally and effectively with all individ...
Client Service Associate
As one of the first associates clients connect with, the client service associate is instrumental in making sure clients have a positive experience that exceeds their expectations. The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraor...
Client Services Associate
The Client Services Associate (CSA) is responsible for providing exceptional support to clients and patients in their territory, work collaboratively with other Client Services Team members to achieve department goals and work cross functionally with commercial and lab operations partners to identif...
Registered Client Service Associate
Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiri...
Client Services Associate II
The Client Services Associate II is responsible for providing exceptional support to Guardant Health customers, the Guardant Health Clinical Laboratory, and Sales Representatives. The Client Services Associate II must possess the ability to communicate professionally and effectively with all individ...
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 Services Associate II
The Client Services Associate II is responsible for providing exceptional support to Guardant Health customers, the Guardant Health Clinical Laboratory, and Sales Representatives. The Client Services Associate II must possess the ability to communicate professionally and effectively with all individ...
Client Service Associate - (Pacific or Mountain Time Zone)
As a member on the Client Services team, you’ll play a pivotal role by partnering with the Financial Planner providing a high level of customer service to our clients. We are looking for someone with financial services experience to help us deliver outstanding service by building and encouraging the...
Registered Client Service Associate
Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client. Registered Client Service Associate. Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providi...