A company is looking for a Client Services Associate II to provide exceptional support to customers and internal teams.Key ResponsibilitiesPerform duties of Client Services Associate and assist in training new employeesAct as a mentor to Client Services Associates and manage elevated cases in the absence of leadershipParticipate in department projects and assist with case audits for trainees as neededQualifications and EducationBachelor's degree preferred;
high school diploma or equivalent requiredExperience in a client services or support roleProficiency in Salesforce.com and Microsoft OfficeAbility to work as part of a team and manage multiple projectsFlexibility with working hours based on operational needs
Client Services Associate II
A company is looking for a Client Services Associate II to provide exceptional support to customers and internal teams. ...
Client Services Associate
As a Client Services Associate with NPM, you will be working with some of the most high-profile private companies, institutions, and individuals to facilitate their secondary transactions. Work directly with other teams (including Sales, Tech, Legal) to improve client experience and identify client ...
Client Services Associate
Collaborate with client service teams to prepare for client meetings and handle service requests with custodians (e. Contribute to quarter-end client reporting, producing and reviewing client reports. Our client is seeking a full-time. This role focuses on back-office administrative tasks with some ...
Associate, Private Wealth Client Services
Cresset is seeking an Associate , Private Wealth Client Services with 1-2+ years of experience managing the administrative and private banking needs for high net worth and ultra-high net worth clientele. Serve as a primary lead for client onboarding, investment implementation, and private banking se...
Associate, Client Services
This position will be responsible for supporting the client services teams to build, maintain and strengthen our global client relationships. The Client Reporting Team services all of Dimensional's sales channels across the globe by providing broad suite of highly customized reports along with a sui...
Client Services Associate
As a Client Services Associate with NPM, you will be working with some of the most high-profile private companies, institutions, and individuals to facilitate their secondary transactions. Work directly with other teams (including Sales, Tech, Legal) to improve client experience and identify client ...
Client Services Associate II
The Client Services Associate II (CSA II) 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 i...
Client Services Associate
Assisting our Client Services Manager with managing the client experience through our CRM system and warm and personable client interaction (both in person and virtually). We need an entry-level warm, personable, compassionate, detail-oriented, tech-savvy, administrative assistant who will be our re...
Client Services Representative II - Bilingual Spanish
Fully understands how life events can impact a client's financial situation and is prepared to actively advise solutions and analyze/resolve complex client problems through creative solutions. Ability to engage with clients -begin a conversation, anticipate what questions a client will have, activel...
Employer Relations Associate (Student Services Professional II)
We seek an exceptional individual to join our team as the Employer Relations Associate (Student Services Professional II). Student Services Professional II. Under the direction of the Director of Business Career Services, this position provides a comprehensive set of outreach and support services fo...