Client Services Associate I

Job DescriptionJob DescriptionElite is seeking a full-time Client Services Associate who is career-minded and possesses unmatched people skills. This is an entry-level opening NOT in a call center environment. As a result of clients placing a high value on the more personalized and direct approach and excellent customer service delivered by the customer...

About the job Registered Client Service Associate Job TypeFull TimeYour roleAre you truly service oriented? Do you know how to take care of people? We're looking for a Registered Client Service Associate to:keep management systems up-to-date with client informationeducate clients on account services and capabilitieshelp with the preparation of reports and...

Company Overview:RemoteLink Solutions seeks to establish itself as the premier back-office solution for independent financial advisors nationwide. Our solution allows an advisor to fill the need for an assistant without taking on the liability, training, and management of hiring an employee. In some cases, we may be helping advisors who want to grow but are...

Company Overview:RemoteLink Solutions seeks to establish itself as the premier back-office solution for independent financial advisors nationwide. Our solution allows an advisor to fill the need for an assistant without taking on the liability, training, and management of hiring an employee. In some cases, we may be helping advisors who want to grow but are...

Client Service AssociateDepartment: People Operations Practice Employment Type: Full Time Location: San Mateo Reporting To: Client Sales Manager DescriptionAbout Our Client: Founded by pioneers in the field, our client is an Asset Management is a privately-owned boutique investment manager that has specialized in the application of behavioral finance to...

Client Service AssociateDepartment: People Operations PracticeEmployment Type: Full TimeLocation: San MateoReporting To: Client Sales ManagerDescriptionAbout Our Client:Founded by pioneers in the field, our client is an Asset Management is a privately-owned boutique investment manager that has specialized in the application of behavioral finance to primarily...

Our firm is a $450M+ Registered Investment Advisor in beautiful downtown San Diego, specializing in ultra-high net-worth individuals and families. We function as a multi-family office and are looking the one person that can run our client service and operations. Being a small team, this role is critical to our success! You will be responsible for portfolio...

We're looking for an Event Planner ! Full time - On site - 22 to 23$ an hour Mondays - Fridays 8 AM to 5 PM **Job description**: - Creates and maintains a customer-focused environment with regular end-user feedback and customer satisfaction surveys, with active Commitment Action Document. - Conference room, function and event set-ups/ break downs (tables,...

Client Service AssociateDepartment: People Operations PracticeEmployment Type: Full TimeLocation: San MateoReporting To: Client Sales ManagerDescriptionAbout Our Client:Founded by pioneers in the field, our client is an Asset Management is a privately-owned boutique investment manager that has specialized in the application of behavioral finance to primarily...

Job DescriptionJob DescriptionConnexion’s mission is to provide "best in class" services to job seekers. We strive to achieve excellence in job placement, staffing, and recruiting services while treating candidates with the professionalism and respect they deserve.Client Services AssociateHours: Hours 8:30 - 5 and 7:30-4Notes:Shift: One person will be...

Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America's leader in financial planning and ranked #1 in customer dedication. As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client...

Company Overview:RemoteLink Solutions seeks to establish itself as the premier back-office solution for independent financial advisors nationwide. Our solution allows an advisor to fill the need for an assistant without taking on the liability, training, and management of hiring an employee. In some cases, we may be helping advisors who want to grow but are...

The Sr. Treasury Management Client Services Associate will provide support and customer service, as well as lead client onboarding and training on suite of Treasury Management products and services. Apply knowledge of Treasury Management products and Onboarding Associate, Client Service, Associate, Onboarding, Treasury, Management, Business Services

Job Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you are starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you will love from top to bottom - we give you the tools you...

Job DescriptionJob DescriptionHours: Hours 8:30 to 5 and 7:30-4Summary of Duties and Responsibilities:·        Managing the entire order process for specific OAEs, and any accounts that are assigned to those OAEs, in Salesforce.com (SFDC). Tasks include, but are not limited to:·        Processing orders in SFDC·        Faxing or call...

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...

Job DescriptionJob DescriptionAftermarket Associate IPrideStaff San Diego is working with a well-established logistics client, located in San Diego, CA, and who is looking for a temporary Aftermarket Associate I. You will be supporting the Aftermarket team by processing and managing plant orders, including tracking shipment status, coordinating with buyers...

DescriptionVoted Top Workplaces in San Diego in 2021, we live and work by our core values of integrity, collaboration, innovation, respect, and service. Corelation cares about each employee, which is exemplified through its competitive pay and outstanding benefits package. Corelation has a generous 401K retirement plan, an extensive paid time off policy, and...

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...

Client Services Representative I Posting Date: 03/07/2024 Location: San Jose, CA (on-site only) Requisition #: HBC 24-19 Department: Branch Operations Job Summary: The Client Services Rep I role is the employee in the branch who is primarily responsible for handling customers' depository transactions (cash and non-cash teller transactions) and...