Senior Client Service Associate

Please apply only if you have investment industry experience The Senior Client Service Associate works on the Advisor Support team providing support and assistance to financial advisors. This job is a mixture of client service and operations, and involves working with internal team members, a select group of financial advisors and their staff to provide...

Job DescriptionJob DescriptionDescription:Lafferty Private Client Group prides itself in fostering a fun, professional work environment.Our team strives for excellence, to exceed client expectations, and to perpetuate an inclusiveculture where team members are valued.The Private Client Associate position provides an opportunity for career development in...

Job DescriptionJob DescriptionThe Client Service Associate provides support and assistance to financial advisors. This job is a mixture of client service and operations and involves supporting financial advisors to provide excellent service to them and their clients.Examples of day-to-day responsibilities include: servicing phone calls from advisors and...

Description Alvarez & Marsal Private Equity Performance Improvement Senior Associate, CFO Services - (Digital Finance)OVERVIEW:A&Ms Private Equity Performance Improvement Services (PEPI) practice works with private equity held portfolio companies and provides our clients with solutions to preserve and generate value for their businesses. Our goal is to...

Description Alvarez & Marsal Private Equity Performance Improvement Senior Associate, CFO Services - (Digital Finance)OVERVIEW:A&M's Private Equity Performance Improvement Services (PEPI) practice works with private equity held portfolio companies and provides our clients with solutions to preserve and generate value for their businesses. Our goal is to...

The Green Building Initiative (GBI) is a 501c3 not-for-profit organization whose mission is to reduce climate impacts by improving the built environment. We deliver education, standards, assessments, and certifications developed by an inclusive and collaborative global network. GBI makes aspirational goals achievable through user-friendly tools built upon...

SupervisorVP, Programs & ServicesTravel RequirementsClient services managers are required to travel and participate in events where GBI hosts booths and tabletops. These events are throughout the year and efforts are made to spread out assignments between staff members. Travel requirement is estimated at 10-15% or two times per quarter.Supervisory...

Overview: Under a significant level of guidance and direction, provides customer service for the s125 Client Service Center. Uses prescribed guidelines to ensure good customer relations are maintained and customer claims and complaints are resolved fairly, effectively, and in accordance with Paychex policies and procedures. Responsibilities: Handles inbound...

The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and efficient manner,...

About Us: Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a...

Job SummaryJob DescriptionWhat is the opportunity?Join a solid nationally ranked, top-tier financial advisor team in our Phoenix office. Become a partner and grow with one of our nation's top advisory practices. Some industry experience is of value however, not a prerequisite for this position. If you have experience providing excellent client service, work...

At National Bank of Arizona, we’re a community of professionals with relationships at our core. We strive to promote an engaging environment with accessible leadership and on-going employee development. National Bank of Arizona was founded on the premise of building local relationships, we pride ourselves on providing our clients, shareholders and each...

United States - Arizona - Business management, administration and support - Global Wealth Management **Job Reference #** - 294273BR **City** - Phoenix **Job Type** - Full Time **Your role** - Are you truly service oriented? Do you know how to take care of people? - We’re looking for a Registered Client Associate to: - keep management systems up-to-date...

Job DescriptionJob DescriptionDescription:Lafferty Private Client Group prides itself in fostering a fun, professional work environment.Our team strives for excellence, to exceed client expectations, and to perpetuate an inclusive culture where team members are valued.The Private Client Account Manager is responsible for managing and servicing a book of...

Job Summary:The Senior Tax Manager is responsible for providing tax and consulting services to business clients with pass through entities and to their business owners.Job Duties:Performs tax planning, preparation and research for pass through entities (S-corps, LLCs, Partnerships) and the business owners’ individual returns, which may include estates,...

Key Responsibilities The Opportunity We are looking for a Dining Service Director to join our team. The Dining Service Director has the responsibility for leading the dining service team members toward client satisfaction with food quality and meal service. The successful leader will be responsible for developing effective working relationships with clients...

Description Alvarez & Marsal Private Equity Performance Improvement Senior Associate, CFO Services - (Digital Finance)OVERVIEW:A&Ms Private Equity Performance Improvement Services (PEPI) practice works with private equity held portfolio companies and provides our clients with solutions to preserve and generate value for their businesses. Our goal is to...

We're on a mission to help the world work Anywhere. Whether working from home, an office, or Anywhere, we offer products and services designed to help people work and learn together, whether they're across a table or across the world. Work is what we do, not where we do it. We are looking for a Client Experience Associate to join our team! Please see below...

As a Client Services Representative you represent the main point of contact for the clients. You communicate with clients daily to provide training support issue resolution and troubleshooting related to payroll human capital management time and attendance and employee engagement tools. From training to your first call and beyond you will be given...

As a Client Services Representative you represent the main point of contact for the clients. You communicate with clients daily to provide training support issue resolution and troubleshooting related to payroll human capital management time and attendance and employee engagement tools. From training to your first call and beyond you will be given the tools...