Client Services Associate

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 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...

Benefits: Employee discounts Flexible schedule Training & development Hiring at several locations. This position is seasonal. We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relationships with clients, then look no further and apply today! Join...

**OJM Group AZ - Phoenix, AZ** OJM Group AZ is an investment advisor providing financial planning, consulting, and investment management services, and life and disability insurance. OJM AZ is seeking a Client Services Associate. **Position Summary** Full-time position supporting the wealth management team with client and investment management related...

The 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 custodians, coordinating...

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...

The 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 custodians, coordinating...

The 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 custodians, coordinating...

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...

Job DescriptionJob Description**$750 sign-on bonus**Looking to make an impact at an agency that focuses on helping those involved in the criminal justice system? Join SAGE Counseling!We are actively looking for a Full-Time Client Service Associate to provide support for admitting clients to SAGE through appointment scheduling, triaging incoming referrals,...

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**: -...

Overview: Shift: Monday through Friday 8:00a - 4:00p with rotating Saturdays 4:00a - 4:00p Community Medical Services (CMS) is hiring a Client Services Coordinator. Under the supervision of the Clinic Manager, the Client Services Coordinator will be the face of the clinic and is responsible for greeting clients and visitors as they come into the clinic in a...

Overview: Shift: Monday through Friday 8:00a - 4:00p with rotating Saturdays 4:00a - 4:00p Community Medical Services (CMS) is hiring a Client Services Coordinator. Under the supervision of the Clinic Manager, the Client Services Coordinator will be the face of the clinic and is responsible for greeting clients and visitors as they come into the clinic in a...

Overview: Shift: Monday through Friday 8:00a - 4:00p with rotating Saturdays 4:00a - 4:00p Community Medical Services (CMS) is hiring a Client Services Coordinator. Under the supervision of the Clinic Manager, the Client Services Coordinator will be the face of the clinic and is responsible for greeting clients and visitors as they come into the clinic in a...

Overview: Shift: Monday-Friday 4am-12pm rotating Saturdays 4am-4pm Community Medical Services (CMS) is hiring a Client Services Coordinator. Under the supervision of the Clinic Manager, the Client Services Coordinator will be the face of the clinic and is responsible for greeting clients and visitors as they come into the clinic in a professional, pleasant,...

Job Title: Client Associate at UBSAre you dedicated to providing exceptional service and taking care of people? If so, we have an exciting opportunity for you to join our team as a Client Associate.Responsibilities:Keep management systems updated with client informationEducate clients on account services and capabilitiesAssist in preparing reports and...

Job DescriptionJob DescriptionPlease apply only if you have investment industry experienceThe 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...

Job DescriptionJob DescriptionPlease apply only if you have investment industry experienceThe 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...

**OVERVIEW**: Guidepoint is a leading research enablement platform designed to advance understanding and empower our clients' decision-making process. Powered by innovative technology, real-time data, and hard-to-source expertise, we help our clients to turn answers into action. **Play a vital role in Guidepoint's success.** As an Associate on the Client...

Overview: **Shift: Monday-Friday 4am-12pm rotating Saturdays 4am-4pm** Community Medical Services (CMS) is hiring a Client Services Coordinator. Under the supervision of the Clinic Manager, the Client Services Coordinator will be the face of the clinic and is responsible for greeting clients and visitors as they come into the clinic in a professional,...