Client Services Manager

Title: Client Services ManagerSalary: $45k-$75k DOE & licensingLocation: St. Cloud, MNWhat you will do as the Client Services Manager:Coordinate advisor workflow and receive advisor work requestsReview the appointment schedule with an advisor and gather or prepare any additional materials needed or requested by the advisorComplete work requests and serve as...

Title: Client Services CoordinatorSalary: $45k-$75k DOE & licensingLocation: St. Cloud, MNWhat you will do as the Client Services Manager:Coordinate advisor workflow and receive advisor work requestsReview the appointment schedule with an advisor and gather or prepare any additional materials needed or requested by the advisorComplete work requests and serve...

ABOUT THE JOB:Are you a self-motivated individual as well as a multi-tasker? Do you enjoy a fast-paced environment that requires attention to the details? Then the Client Services Specialist role is calling your name. The Client Services staff provide a high-quality level of service to both internal and external clients in support of our three major business...

Brokerage Client AssistantTampa FL 100% onsite12 monthsW2 Rate - $22/hrRequirements: 2+ years of Brokerage and Client Services support experience, or equivalent Handle telephone calls/respond to inquiries and requests for researching of reports and account related issues Establish and maintain files to meet the firms regulatory requirements Receive direction...

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 Client Service, Financial Advisor, Associate, Client Relations, Relationship, Customer Service, Retail

Job DescriptionJOB SNAPSHOTJob Title: Client Service Manager - Security Location: St. LouisEnvironment: Field ManagementPay Rate: $60,000 Included Benefits/Perks: medical, dental, vision insurance, 401k (company match), generous PTOWho is GardaWorld?GardaWorld is the world's largest privately-owned security services company. We protect our clients' staff and...

Description 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...

Description Primary function Interact with customers to update them on campaigns and projects. You are the manager of communication between clients and the company. Client Service managers need to have good business relations with clients and also look for new accounts. As a Senior Client Manager, you must have good judgment and critical analysis. You need...

Job DescriptionJob DescriptionABOUT THE JOB:Are you a self-motivated individual as well as a multi-tasker? Do you enjoy a fast-paced environment that requires attention to the details? Then the Client Services Specialist role is calling your name. The Client Services staff provide a high-quality level of service to both internal and external clients in...

TheBusiness Manageris entrusted with nurturing client relationships and possesses the ability to effectively present Creative Planning Business Services' comprehensive suite of services in a clear and concise manner. Job Duties Client Engagement and Business Manager, Manager, Business Development, Business Services, Client Relations, Business, Accounting

JOB DESCRIPTION Client Services Representative - Wealth Management Shoreview, MN 12+ months - potential to go perm W2 Rate - $23.00/hr Hybrid Schedule - One week onsite / one week remote; Training will be in three tiers Requires onsite interview - in personRequirements: 2 years customer contact in financial services 6 months experience within...

Lead a team of Client Service Associates, ensuring their effectiveness and success.Evaluate and oversee representative performance, maintaining the highest standards of integrity.Address escalated customer complaints and handle complex situations with professionalism and empathy.Conduct training sessions for the customer service team to enhance their...

Overview: Why Youll Love Being a Client Service Coordinator at AccentCare Do you enjoy providing outstanding patient care? Bring your organizational skills and knowledge of at-home care and join the AccentCare team today in this Client Service Coordinator role. When you join AccentCare, you become part of a team that is not only dedicated to their patients,...

OverviewWhy You'll Love Being a Client Service Coordinator at AccentCare Do you enjoy providing outstanding patient care? Bring your organizational skills and knowledge of at-home care and join the AccentCare team today in this Client Service Coordinator role. When you join AccentCare, you become part of a team that is not only dedicated to their patients,...

Summary The Client Service Administrator (CSA) position is critical for achieving leverage of the advisor’s time. Role supports daily operations of the practice including responding to client service requests, completing post meeting work, maintaining client information, and other administrative tasks as assigned. This position is full time, in-office out...

JOB DESCRIPTION Client Support Specialist- NOT CALL CENTER Shoreview, MN 12+ months - potential to go perm W2 Rate - $23.00/hr Hybrid Schedule - One week onsite / one week remote; Training will be in three tiers Requires onsite interview - in personRequirements: 2 years customer contact in financial services 6 months experience (or recent coursework) within...

Job Summary Job Description What is the opportunity? Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills...

ServiceMaster Professionals is seeking to add a full-time Assistant Manager to our Business Services division.  The Assistant Manager works closely with the manager to ensure all client locations are being cleaned to company quality standards, reviews employee clock-in's and hours, troubleshoot issues within client locations, and communicates with...

At Propio Language Services we are closing the language gap by connecting people anywhere and anytime through innovative technology and solutions.Founded in 1998 Propio Language Services provides critical interpreting and translation services that improve the quality of life with the communities we engage in. We do that by providing both remote and onsite...

Job SummaryJob DescriptionWhat is the opportunity?Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to...