Client Service Administrator

WealthPoint Advisors is a financial services firm that specializes in providing personalized investment and wealth management solutions to clients. We are looking for a Client Service Administrator to join our team, who will be responsible for providing outstanding customer service to our clients and supporting our team of advisors. Responsibilities Provide...

OverviewBaker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly)...

Overview: Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the worlds leading financial centers New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly)...

Position OverviewBenefits:Retirement plan/matchHealth insuranceOpportunities for career growthPaid time offMarietta Financial Services, Inc. is seeking a dedicated client services coordinator/administrative support associate to join our dynamic team. This role encompasses a range of tasks and demands exceptional organizational abilities. We are in search of...

Position OverviewBenefits:Retirement plan/matchHealth insuranceOpportunities for career growthPaid time offMarietta Financial Services, Inc. is seeking a dedicated client services coordinator to support our dynamic team. This role encompasses a range of tasks that require exceptional organizational abilities and a proactive approach. We are in search of a...

Position Overview:The Client Services Associate acts as a vital link between our clientele and the support team. This role is dedicated to delivering exceptional service both internally and externally to address client concerns effectively. The position also entails providing administrative assistance and processing tasks for the support team.Key...

The Client Services Representative serves as a liaison between our clients and the call center staff. They provide supportive positive services both internally and externally to resolve issues. Provide administrative support and processing for call center staff.Key Accountabilities:Correspond with clients in a professional manner via phone, email, and...

Job DescriptionJob DescriptionClient reception and follow-up. Oversee front office operations. Assist Senior and Junior tax professionals as needed. 

The Client Services Representative serves as a liaison between our clients and the call center staff. They provide supportive positive services both internally and externally to resolve issues. Provide administrative support and processing for call center staff. Key Accountabilities:Correspond with clients in a professional manner via phone, email, and fax...

Under immediate supervision, Client Services Associate, Registered, assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including Client Service, Registered, Associate, Financial Advisor, Service, Branch Manager, Retail

Unlock Your Potential at INFODYNAMICSWe are seeking a highly motivated and detail-oriented individual to join our dynamic team as a Client Services Analyst. As a key member of our organization, you will play a vital role in delivering exceptional customer experiences and driving business growth.Develop and maintain strong relationships with clients through...

Job OverviewPosition Summary:The Client Services Specialist is responsible for managing customer order processes with a focus on delivering exceptional service. This role requires the ability to navigate complex order scenarios, ensuring accuracy and timeliness in utilizing our ERP systems.Key Responsibilities:Order Management:Oversee both routine and...

Job DescriptionJob DescriptionMSI is a leading provider of exceptional client services, dedicated to excellence and ensuring client satisfaction. As we expand our operations, we're seeking a motivated individual to join our team as a Client Service Representative. This entry-level position offers an exciting opportunity to gain valuable experience in...

Job DescriptionJob DescriptionMSI is a leading provider of exceptional client services, dedicated to excellence and ensuring client satisfaction. As we expand our operations, we are seeking a motivated individual to join our team as a Client Service Representative. This entry-level position offers an exciting opportunity to gain valuable experience in client...

Job DescriptionJob DescriptionINFODYNAMICS seeks highly motivated candidates with excellent communication/organizational skills and an outgoing personality. The chosen candidate will be eager to help our existing and prospective clients get the best experience possible from our software, Checking in with our customers will be a critical part of this role....

We are seeking a motivated and friendly Entry Level Client Service Representative to join our team. In this role, you will be the first point of contact for our clients, helping them with their inquiries, providing information about our products and services, and ensuring they have a positive experience with our company. This is a great opportunity for...

Job OverviewThe Hill Group is in search of a dedicated Service Account Manager to oversee and enhance our service accounts across various divisions. This role is pivotal in fostering client relationships, generating new business opportunities, and ensuring outstanding client satisfaction.Key ResponsibilitiesClient Engagement:Conduct regular meetings with key...

Job OverviewSalary: The Hill Group is in search of a dedicated Service Account Manager to oversee and enhance our service accounts across various divisions. This role is pivotal in fostering client relationships, exploring new business avenues, and ensuring outstanding client satisfaction. The Service Account Manager will collaborate closely with both sales...

Job OverviewSalary: The Hill Group is in search of a dedicated Service Account Manager to enhance our operations across various divisions. This role is pivotal in nurturing and expanding service accounts, exploring new business avenues, and ensuring outstanding client satisfaction. The Service Account Manager will collaborate closely with sales and...

Job SummaryWe are seeking a highly skilled and detail-oriented Financial Administrative Assistant to join our team at BCforward. As a key member of our financial advisement division, you will play a critical role in providing exceptional support to our clients and contributing to the success of our organization.Key ResponsibilitiesFinancial Reporting:...