Senior Client Service Associate

TalentWealth Recruiting, a boutique financial services recruiting firm, is recruiting for an exciting opportunity. An independent wealth management firm with over $200MM AUM based in Columbia, MD is hiring for a Senior Client Service Associate with experience in all areas of client and advisor support to join a successful and growing wealth management...

TalentWealth Recruiting, a boutique financial services recruiting firm, is recruiting for an exciting opportunity. An independent wealth management firm with over $200MM AUM based in Columbia, MD is hiring for a Senior Client Service Associate with experience in all areas of client and advisor support to join a successful and growing wealth management...

CLIENT SERVICES ASSOCIATE (PART TIME) - CITY OF COLUMBIAPOSITION OVERVIEWThis role is pivotal in fostering customer engagement at the City of Columbia; it involves providing membership details and conducting tours for both existing and prospective clients. The associate will manage financial transactions, oversee registrations, and ensure the daily...

About the RoleWe are seeking a highly organized and detail-oriented Client Service Associate to join our team at Stifel. As a Client Service Associate, you will play a critical role in supporting our Financial Advisors with the opening and maintenance of client accounts and records.Key ResponsibilitiesClient Account Management: Assist Financial Advisors with...

Job SummaryThe Registered Client Service Associate plays a vital role in supporting the Financial Advisors at Stifel Financial by providing exceptional administrative support and customer service to clients. This position requires a high level of organization, attention to detail, and effective communication skills.Key ResponsibilitiesClient Account...

Job OverviewWe are looking for a dedicated Client Support Specialist to enhance our services. This role involves assisting clients by delivering product and service insights while addressing technical challenges.Core Responsibilities:Act as the main liaison for clients and their families, promptly addressing inquiries, concerns, and service requests.Design,...

Job DescriptionJob DescriptionWe are seeking a Client Care Coordinator to join our team! You will be responsible for helping customers by providing product and service information and resolving technical issues.Key Responsibilities:Serves as the primary point of contact for clients and their families, responding promptly to inquiries, concerns, and service...

Job DescriptionJob DescriptionRetireEase is a locally owned and operated Non-Medical Home Care Agency that serves the Midlands area for the past 22 years. We are looking for a dynamic self-starter to be our Client Care Manager to join our award winning Home Care agency to grow our client base, foster a "Team Approach" with care staff and maintain our high...

Job DescriptionJob DescriptionWe are looking for a dynamic self-starter to be our Healthcare Client Care Coordinator to join our award-winning Home Care agency.Someone who will grow our client base, foster a "Team Approach" with care staff and maintain our high standards of client care.Our ideal candidate is excited, energetic, dedicated, and a...

Job DescriptionJob DescriptionWe are looking for a dynamic self-starter to be our Client Care Manager to join our award-winning Home Care agency.Someone who will grow our client base, foster a "Team Approach" with care staff and maintain our high standards of client care.Our ideal candidate is excited, energetic, dedicated, and a self-starter, as well as has...

Job DescriptionJob DescriptionAthlon Advisors is an independent investment management and strategic advisory firm.  We help manage every aspect of our client’s financial life, guiding them throughout the process and then partnering with them to help them make well-informed financial decisions. We are seeking a highly energized, detail oriented and...

Job DescriptionJob DescriptionAthlon Advisors is an independent investment management and strategic advisory firm. We help manage every aspect of our clients financial life, guiding them throughout the process and then partnering with them to help them make well-informed financial decisions. We are seeking a highly energized, detail oriented and organized...

Client Services Representative Role at Williams-Keepers LLCThe Client Services Representative at Williams-Keepers LLC plays a vital role in delivering exceptional client service support, handling administrative tasks, and ensuring efficient workflow within the firm. This position requires strong problem-solving skills, attention to detail, and a...

Job DescriptionWe are seeking a highly skilled and experienced Health Services Director to join our team at RetireEASE Senior Services.About the Role:As a Health Services Director, you will be responsible for overseeing the delivery of high-quality care services to our clients.You will lead a team of care professionals and be responsible for ensuring that...

Category : Customer Service/Support About TP Teleperformance is a global, digital business services company. We deliver the most advanced, digitally powered business services to help the world's best brands streamline their business in meaningful and sustainable ways. With more than 500,000 inspired and passionate people speaking more than 300...

Category : Customer Service/Support About TP Teleperformance is a global, digital business services company. We deliver the most advanced, digitally powered business services to help the world’s best brands streamline their business in meaningful and sustainable ways.  With more than 500,000 inspired and passionate people speaking more than 300...

Tax Senior Position:We are seeking a qualified Tax Senior to become a vital part of our growing accounting and consulting firm. In the role of Senior Tax Associate, you will have the opportunity to demonstrate your expertise and further your career while engaging with a diverse range of client projects. Candidates with over 3 years of public accounting...

Job DescriptionJob DescriptionWe are looking for a dynamic self-starter to be our Health Services Manager to join our award-winning Home Care agency.Someone who will grow our client base, foster a "Team Approach" with care staff and maintain our high standards of client care.Our ideal candidate is excited, energetic, dedicated, and a self-starter, as well as...

Job DescriptionJob DescriptionSalary: The Client Services Representative (CSR) is responsible to provide direct client service support, including frequent contact with clients, for the firm’s partners and associates and also handle other basic clerical functions.  This role requires excellent problem-solving skills, attention to detail, policies, and...

Client and Operations AssociateThe Client and Ops Associate is an Assistant to the Advisor and serves as an integral part of the Operations Team that splits their time balancing between executing the plan the Advisor and the Client have agreed upon, and serving any and all Client needs. They will work closely with the Financial Advisor , the Operations Team,...