Client Service Associate/teller

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...

**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...

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 Tellers are responsible for efficiently processing a variety of customer transactions while providing the highest level of service and identifying bank products and services that would be beneficial to potential and existing customers. Tellers must be proactive, friendly and courteous. Duties will include, but are not limited to, the following:...

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 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: 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...

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...

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 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 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 DescriptionJob DescriptionThe Client Services Representative (CSR) is the primary contact between Trellis and external customers to ensure client satisfaction for the services being provided by the organization. The Client Services Representative will also provide administrative support for the Homeownership Center which includes the Counseling &...

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...

Serve as the main point of contact for clients, addressing inquiries, resolving issues, and ensuring a positive customer experience. Provide product or service information to clients and assist them in making informed decisions. Answer inbound phone Client Service, Representative, Customer Service, Customer Experience, Sales, Retail, Client

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...

Client Services Specialist Based in Phoenix, AZ Salary $60k+ DOE We are proud to be supporting a leading IT Hardware Services Organisation on the recruitment for a Client Services Specialist to join their team in Phoenix, AZ. Responsibilities: - Responsible for handling all inbound orders - Coordinating across teams to ensure operations and sales teams are...

With over 120 offices and nearly 7,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the...