Client Service 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...

At Jackson Hewitt, and its Franchisees, we provide an invaluable service in guiding our clients through the tax codes, rules, and processes. We do this with integrity, quality, and consistency. This is something that the vast majority of taxpayers don't receive from DIY or other assisted providers. We take pride in that. The role you play is critical to our...

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...

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**: -...

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...

Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Client Associate to: * keep management systems up-to-date with client information * educate clients on account services and capabilities * help with the preparation of reports and other materials for client meetings * collect the right documentation for...

Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Client Associate to: * keep management systems up-to-date with client information * educate clients on account services and capabilities * help with the preparation of reports and other materials for client meetings * collect the right documentation for...

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...

United States - Arizona - Business management, administration and support - Global Wealth Management **Job Reference #** - 295549BR **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 Client Associate to: - keep management systems up-to-date with...

Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Senior Client Associate to: * keep management systems up-to-date with client information * educate clients on account services and capabilities * help with the preparation of reports and other materials for client meetings * collect the right...

Client Service Representative VCA Mountain View Animal Hospital | 475 is seeking an experienced ER Client Service Representative to join our team. At VCA Animal Hospitals, we take our mission statement - your pet's health is our top priority and excellent service is our goal - very seriously. With every opportunity, we aim to exceed each pet owner's...

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,...

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...

Job order is for 2 roles. 100% Remote, candidates must be local to Phoenix office. Additional information, i.e. schedule, etc. included in Responsibilities. Overview: This position provides advanced operational support for a business unit in the execution of daily activities in support of the Client Go platform. Facilitates processes and associate workflow...

CLIENT SERVICE ADVISORLocation: 100% remote – Must be in Phoenix, AZ or Salt Lake City, UTDuration: 4 monthsStart Date: 6/3/24RESPONSIBILITIES:Serves as primary contact for service requests and technical support of clients resolving a variety of client operational issues or bank transaction inquiries.Receives requests through various channels and generates...

Seeking a local Client Service Advisor to remotely support our banking client in Phoenix, AZ. Requirements: The Contractor will serve as the primary contact for service requests and technical support for the bank's clients, resolving various client operational issues or bank transaction inquiries. Receives requests through various channels and generates...

CLIENT SERVICE ADVISOR Location: 100% remote – Must be in Phoenix, AZ or Salt Lake City, UT Duration: 4 months Start Date: 6/3/24   RESPONSIBILITIES: Serves as primary contact for service requests and technical support of clients resolving a variety of client operational issues or bank transaction inquiries. Receives requests through various channels...

Title: Client Service Advisor 100% Remote role- Manager prefers Phoenix or Salt Lake area. Job Descriptions: Serves as the primary contact for service requests and technical support of Clients resolving a variety of client operational issues or bank transaction inquiries. Receives requests through various channels and generates resolution by navigating,...

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...