Client Service Associate

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

Job Title: Senior Client Service AssociateWe are seeking a highly skilled and experienced Senior Client Service Associate to join our team at TalentLink Solutions. As a key member of our operations team, you will play a critical role in delivering exceptional client service and supporting our advisors in their work with clients.Key Responsibilities:Provide...

Job DescriptionAt Diamond Tax Service Inc, we are seeking a highly organized and detail-oriented Client Service Professional to join our team. The successful candidate will be responsible for providing exceptional client service and support to our clients and staff. Key responsibilities include:Client reception and follow-upOverseeing front office...

We are an established financial planning firm that has a rich history of serving clients for over three decades from our Indianapolis office. Our team takes immense pride in how we care for our clients and each other. Our financial planning is rooted in the value of family, and we understand the importance of creating a plan including the whole family. We...

Job OverviewAt Artistry Wealth, LLC, we are seeking a highly skilled Client Service Associate to join our team. This role is critical to the firm's daily operations and provides a unique opportunity to work with advisors and other key stakeholders in a collaborative environment.Key ResponsibilitiesAccount Openings and MaintenanceMoney Movement and...

We are an established financial planning firm that has a rich history of serving clients for over three decades from our Indianapolis office. Our team takes immense pride in how we care for our clients and each other. Our financial planning is rooted in the value of family, and we understand the importance of creating a plan including the whole family. We...

We are an established financial planning firm that has a rich history of serving clients for over three decades from our Indianapolis office. Our team takes immense pride in how we care for our clients and each other. Our financial planning is rooted in the value of family, and we understand the importance of creating a plan including the whole family. We...

Our rapidly expanding firm seeks a Client Relations Associate to strengthen our relationships with clients and ensure their satisfaction with our services. As the first point of contact for our clients, you will play a crucial role in representing our brand and supporting our marketing initiatives. Key Responsibilities: Client Communication: Serve as the...

LaSalle Network is currently partnered with one of the nation's leading Revenue Cycle Management companies in the Indianapolis area. Our client is hiring a Client Services Specialist to support their growing business and new clients. This is a brand new, state of the art facility with ample opportunity to grow your career! Client Services Specialist...

Job Title: Client Services RepresentativeThe Client Services Representative plays a vital role in ensuring seamless communication between our clients and our call center staff. This position requires a professional and positive demeanor, with excellent communication skills to resolve issues and provide administrative support.Key Responsibilities:Correspond...

Description: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,...

Description: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,...

Description: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,...

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...

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...

Description Looking for a chance to join a close-knit, compassionate team of dedicated legal professionals? Our law firm is expanding and needs the help of an Intake Specialist to take client relations to the next level and manage our growing caseload. Our ideal candidate is great on the phone, a naturally compassionate and empathetic listener, and has a...

Produce, format, and edit letters and client deliverables Utilize company software to access and save data and documents in electronic format Communicate with internal staff to verify and finalize deliverables Working closely with other team members Client Service, Specialist, Microsoft, Service, Accounting, Retail

Job DescriptionSummary The Client Services Coordinator is responsible for the full-cycle recruiting process and generating business for DaMar through marketing, developing new and existing clients and increasing job orders. Essential Duties and Responsibilities (other duties as assigned) Source, screen, interview, assess and reference check candidates for...

Job Description Summary The Client Services Coordinator is responsible for the full-cycle recruiting process and generating business for DaMar through marketing, developing new and existing clients and increasing job orders. Essential Duties and Responsibilities (other duties as assigned) Source, screen, interview, assess and reference check candidates...

Job Description Summary The Client Services Coordinator is responsible for the full-cycle recruiting process and generating business for DaMar through marketing, developing new and existing clients and increasing job orders. Essential Duties and Responsibilities (other duties as assigned) Source, screen, interview, assess and reference check candidates...