Client Services Associate

Are you experienced in the financial industry and looking to use your expertise at a fun, fast-paced, and growing environment? Strategic Financial Solutions is looking for a Client Services Associate, who will work closely with the 3 advisors in our firm and our clients and assisting in their financial planning. Strategic Financial Solutions is a fast-paced,...

Job DescriptionJob DescriptionClient Service Associate - Family Wealth Management Firm Overview: The position is about delivering the ultimate client experience. A candidate should be well spoken, personable in connecting with clients, flexible in handling a variety of operational tasks, and an ability to deliver an exceptionally positive and helpful...

Job DescriptionJob DescriptionVirtual Client Service Associate - Family Wealth Management Firm Overview: The position is about delivering the ultimate client experience. A candidate should be well spoken, personable in connecting with clients, flexible in handling a variety of operational tasks, and an ability to deliver an exceptionally positive and helpful...

Summary A highly successful, leading edge, and fun private wealth advisory practice is seeking a Client Service Associate to join our team in Grand Rapids, MI. If you love people, thrive on bringing order from chaos, and want a higher meaning and satisfaction from your career, this is the opportunity for you! We are a 131 year old company that still thinks...

The Lincoln Group has partnered with a leader in the client services industry in search of a Tax Associate, on a direct-hire basis, to join their exceptional team! The Tax Associate role will work under the supervision of a Controller, Director, Manager, and/or CPA. An Associate will support the firm’s clients in the duties listed below and provide...

Holmes Murphy is one of the nation's largest privately held insurance brokerage companies. It is our mission to promote health, protect wealth, and deliver peace of mind to our clients. We pride ourselves on being a place where employees love what they do, and who they do it with! In fact, we live by our purpose statement of "Your unique potential is our...

Job DescriptionJob DescriptionAxios Professional Recruitment is partnered with Grand Rapids Iron & Metal seeking an experienced Client Service Specialist. Successful candidates will have general bookkeeping experience, excellent customer relationship management skills and be service-oriented. Client Service Specialist Benefits:Fast pace environmentFlexible...

**Fleetworthy Solutions** is a rapidly growing provider of cloud-based compliance services and solutions to the transportation industry. Our brand reflects an evolution of over three decades of providing compliance solutions that exceed state and federal standards through the combination of data, technology and experienced people to improve compliance...

Responsibilities Work closely with Service Delivery manager/Client to implement technical action items related to the Service desk Develop maintain and Share reports/scorecards dashboards & related to operations & productivity to customer and Internally. Prepare and Present Operations reviews PPT on weekly Monthly quarterly and Annual basis to...

Responsibilities Work closely with Service Delivery manager/Client to implement technical action items related to the Service desk Develop maintain and Share reports/scorecards dashboards & related to operations & productivity to customer and Internally. Prepare and Present Operations reviews PPT on weekly Monthly quarterly and Annual basis to client and...

Job DescriptionJob DescriptionJob SummaryThe Client Services Team Lead is responsible for managing the day-to-day operations of our client service team, including distributing tasks and monitoring workflow. Duties & ResponsibilitiesManages and evaluates the workflow of the department and identifies any areas for process and procedure improvements.Conducts...

LocationCedar Falls, IA 50613 Customer Service Associate - Cedar Falls , IA Full Time/Part TimeFull Time Duties and Responsibilities Provides customer service for all clients of Lincoln Savings Bank (LSB). Customer Service Associates (CSA) balance their teller drawer daily, which includes cash handling, periodic batching of deposits and cashed checks. CSAs...

Individual will oversee and help create a lasting, positive impact by assisting the Airport’s guests with any and every type of situation while working in a fast-paced environment; including, but not limited to greeting of guests, valet service, luggage assistance, mobility assistance, directions, r...

Kinzler Construction Services is a family owned and operated company, specializing in residential, commercial, and agricultural insulation projects. We have a 30 year track record of hiring, promoting and retaining exceptional team members who match our core values. We do what we say and we finish on time. Even if our work will never be seen, we know the...

Job DescriptionJob DescriptionKinzler Construction Services is a family owned and operated company, specializing in residential, commercial, and agricultural insulation projects. We have a 30 year track record of hiring, promoting and retaining exceptional team members who match our core values. We do what we say and we finish on time. Even if our work will...

Are you an experienced Warehouse Associate looking for an opportunity to grow with a dynamic team? Or perhaps you're someone with a knack for adapting quickly and eager to learn the ropes of Warehouse Operations? If so, read on for more details about our opportunity to join our small but efficient Warehouse team, located in a climate controlled facility on...

Job DescriptionGeneral Summary: The House Associate is responsible for the execution of established work schedules within assigned area, in accordance with Facility and Departmental policies and procedures. Supervisory Responsibility: None Responsibilities: Essential Job Duties: Cleans scheduled residential units and/or office space and public areas in a...

**Sales Associate** Location Cedar Rapids, Iowa, United States Lindale Center 4444 1st Ave Ne Ste 136 Category Retail Sales Foot Locker Job Type Regular Part-Time **Job Id** 39224 JOB DESCRIPTION **Overview** You recognize yourself when you enter one of our stores. You love to talk about athletic sneakers and apparel as much as you love to collect them. You...

Job DescriptionJob DescriptionSalary: $24/hr - $40/hr or DOEWould you like to work indoors, away from the rain and snow? Do you enjoy repairing for a living? You might have found the right place for you!No weekends!  Starting at hourly pay depending on experience.Our client is looking to add talented Service Technicians to support its trailer service...

Overview: The Patient Access Associate is responsible for obtaining accurate and thorough demographic and financial information for each patient visit. Ensures that appropriate signatures, financial information, and precertification requirements are secured. Screens for benefit eligibility on appropriate accounts. Informs/educates patients that have not been...