Client Service Associate

Your role Are you truly service oriented? Do you know how to take care of people? Are you efficient in a busy environment? We're looking for a Client Associate to: • answer incoming client calls • handle client requests in a professional and timely manner • Educate clients on account services and capabilities • Keep management systems up-to-date...

Role Overview:As a Client Services Associate, you will play a vital role in supporting our Financial Advisors at Profit Formula. Your primary responsibility will be to assist with various service and operational tasks, ensuring that our clients receive exceptional support.Key Responsibilities:- Provide assistance to Financial Advisors in managing client...

Role Overview:As a Client Support Associate within the Profit Formula team, you will play a crucial role in enhancing client experiences and supporting our Financial Advisors.Key Responsibilities:- Provide exceptional service to clients through various communication channels, including phone, direct interaction, and written correspondence.- Assist Financial...

Salary: $50-$55K What is your perfect fit? Are you interested in an administrative role that allows you to pursue your passion for top notch client service? Are you interested in working in a collaborative office where you can have a meaningful impact? Would you love to work in beautiful downtown Greenville? If that describes you, we need to talk! What...

Job Summary 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 Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch...

Job SummaryThe Private Client Specialist will serve as a high-touch point of client contact, accountable for serving the unique and complex needs of high net worth clients. This role will require expertise in banking and lending, as well as the ability to partner with relationship managers, investment advisors, and trust advisors to provide proactive client...

Company OverviewPosition OverviewABOUT THE ROLE Envision yourself in a position that offers adaptable scheduling, attractive compensation, and a lively workplace. We are currently seeking Client Support Associates - the individuals who handle inquiries and facilitate pizza orders. Interested in learning more? Key Responsibilities- Provide exceptional...

Job SummaryWe are seeking a highly skilled and customer-focused Client Service Representative to join our team at Truist. As a Client Service Representative, you will be responsible for providing exceptional service to our clients, addressing their inquiries and resolving their issues in a timely and professional manner.Key ResponsibilitiesProvide responsive...

Position Overview:The Case Manager plays a pivotal role in the management of client services, ensuring that all documentation and client-related activities are conducted efficiently. Under the guidance of the Facility Director, the Case Manager is tasked with identifying and addressing the unique needs of each client from the point of admission through to...

Position Overview:The Case Manager plays a pivotal role in overseeing client services and documentation under the guidance of the Facility Director. This position is essential for addressing the unique needs of clients from the point of admission through to their successful transition out of the program.Key Responsibilities:Assess and respond to the...

Job DescriptionJob DescriptionDescription:Cultivate and maintain strong partnerships with assigned clients; serving as their primary contact and consultant for their needs, requests, and organic growth opportunities. Lead the account team as the account steward; ensuring that they communicate and work as one to identify needs, define success, drive...

Sandra Eskenazi Mental Health Center, Indiana's first community mental health center, provides comprehensive care for emotional and behavioral problems, including severe mental illness and substance abuse. The Sandra Eskenazi Mental Health Center offers both inpatient and outpatient services, including several outreach centers as well as clinic- and...

Is your CV ready? If so, and you are confident this is the role for you, make sure to apply asap.Level: ExperiencedJob Location: Greenville Residential Reentry CenterPosition Type: Full TimeEducation Level: 2 Year DegreeSalary Range: $45,000.00 Salary/yearTravel Percentage: Up to 25%Job Shift: DayJob Category: Government - FederalPosition Overview: General...

Exciting Career OpportunityWe are seeking enthusiastic and customer-oriented professionals to fill the role of Agent Team Member. If you thrive in a public-facing environment and are passionate about delivering exceptional customer service, this position may be an ideal fit for you.Benefits:401(k) matching programComprehensive dental coverageHealth insurance...

Financial Services Associate - Sheldon Porter - State Farm AgentA thriving State Farm Agent is seeking a qualified individual to become part of their team. If you are enthusiastic, driven, and focused on customer satisfaction, this opportunity may be ideal for you.Key Responsibilities:Support the agent in establishing and reaching marketing...

Exciting Career OpportunityWe are seeking enthusiastic and customer-oriented professionals to fill the role of Agent Team Member. If you have a passion for engaging with clients and delivering exceptional service, this position could be an excellent fit for you.Benefits Offered:401(k) matching programComprehensive dental coverageHealth insurance optionsPaid...

At Equitable Holdings, we value your ambition and dedication to the financial services industry. Our company culture is designed to foster growth and development, providing opportunities for advancement and leadership.As a Financial Services Associate, you will be part of our team that is committed to delivering exceptional client experiences and driving...

Provide responsive service for information inquiries and claims process for Flexible Spending Accounts, Health Reimbursement Arrangements, Transportation Spending Accounts and Health Saving Account (HSA) Plan or COBRA Clients as appropriate. Determin Client Service, Benefits, Service, Retail, Insurance, Client

Cherry Bekaert has been proudly providing Accounting and Advisory services to our clients for over 70 years. We are seeking a QuickBooks Accounting Coordinator to support our Accounting Services team in Greenville, SC . We are dedicated to providing an environment that lets you continually learn and have the opportunity to apply what you've learned. You'll...

About the RoleWe are seeking a highly motivated and results-driven Financial Services Associate to join our team at Equitable Services. As a Financial Services Associate, you will play a key role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesRecruit and select new financial sales professionals and provide them with...