Senior Client Service Associate

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...

Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Senior 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...

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...

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 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...

Locations: Phoenix, AZ Type:Urban Salary Range:$110,000 to $125,000 / Per Year Open Period:1/1/2024 until filled Summary:Native American Connections (NAC) is looking for a dedicated professional to serve in the position of Senior Director of Residential Services. The ideal candidate for the position must be aligned with the NAC's environment and culture...

Description Alvarez & Marsal Private Equity Performance Improvement Senior Associate, CFO Services - (Digital Finance)OVERVIEW:A&Ms Private Equity Performance Improvement Services (PEPI) practice works with private equity held portfolio companies and provides our clients with solutions to preserve and generate value for their businesses. Our goal is to...

Description Alvarez & Marsal Private Equity Performance Improvement Senior Associate, CFO Services - (Digital Finance)OVERVIEW:A&M's Private Equity Performance Improvement Services (PEPI) practice works with private equity held portfolio companies and provides our clients with solutions to preserve and generate value for their businesses. Our goal is to...

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...

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...

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...

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...

The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and efficient manner,...

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...

Supervisor VP, Programs & Services Travel Requirements Client 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. CLIENT...

Job order is for 2 roles. 100% Remote, candidates must be local to Phoenix office. Additional information, i.e. schedule, etc. included in Responsibilities. Overview: This position provides advanced operational support for a business unit in the execution of daily activities in support of the Client Go platform. Facilitates processes and associate workflow...

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...

Supervisor VP, Programs & Services Travel Requirements Client 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...