Client Services Associate

We are seeking a highly skilled Client Services Associate to join our Private Family Services team. In this role, you will provide exceptional support to Client Relationship Managers and contribute to driving exceptional client and employee NPS as well as expansion growth targets.You will be responsible for assisting with all aspects of the account and...

Career Advancement Opportunity: Become a Client Services Technician and start your career in a dynamic and growth-oriented organization.In this role, you will be fully trained and will be supporting existing customers and the engineering teams via phone, email or occasional site visits.You will be addressing customer enquires and diagnose technical...

About the job Registered Client Service Associate Job Type Full Time Your role Are 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 information educate clients on account services and capabilities help with the preparation of...

Job OverviewRaymond James Financial Services is a leading financial services company that values client satisfaction and excellence. We are seeking an experienced Client Service Associate to join our team.

The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; Applies analytical thinking and knowledge of data analysis tools and methodologies. Developed communication and diplomacy skills are required in order to exchange potentially...

Client ServicesA leading AI start-up in the logistics industry is seeking a highly skilled Full Stack Software Engineer to join their team. As a key member of the Client Services division, you'll work directly with clients to design innovative tools that drive AI-powered workflows and operational efficiency.Role Responsibilities* Create and optimize AI...

**Key Responsibilities**Provide administrative support to clients, including financial account management and related tasks.Lead client service delivery efforts, communicating with clients and ensuring their needs are met.Prioritize and organize workflow, collaborating with colleagues to achieve goals.You will have the opportunity to work with a talented...

We are seeking a full-time Client Sales 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 service team, there is a new opening for...

We areseeking a full-time Client Sales 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 service team, there is a new opening for...

Assist Financial Advisor(s) with sales, service, and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence. Facilitate Financial Advisor and client requests for account rel Client Associate, Registered, Financial Advisor, Associate, Client Support, Senior, Banking

ISC's team of Financial Services Recruiters has been retained by a well-established and growing Multi-Family Office who is seeking a Client Service Associate to join their team in Marin County. With a strong reputation for providing comprehensive wealth management and family office services to ultra-high-net-worth families, this firm offers a collaborative,...

ISC's team of Financial Services Recruiters has been retained by a well-established and growing Multi-Family Office who is seeking a Client Service Associate to join their team in Marin County. With a strong reputation for providing comprehensive wealth management and family office services to ultra-high-net-worth families, this firm offers a collaborative,...

Description: Responsible for retention of existing business and the development of business within those assigned accounts. Client Service Executive associates act as a leader for the Client Service Team members to include Benefit Analysts and Client Managers.  Essential Duties & Responsibilities Oversee ongoing client service activities.Meet...

Benefits:401(k) Bonus based on performance Seeking a high quality, self motivated, standout candidate who embodies and upholds our CORE values. Do you lead with honor, have integrity and the ability to build strong lasting relationships with our clients with the ability to balance work and life?Candidate must provide invaluable support to our...

About the job Client Service Executive - Executive Liability Essential Duties & Responsibilities Oversee ongoing account service activities.Deliver invoices and manage/collect receivables in conjunction with Client Sales Executive. Meet regularly with Client Sales Executive to update, advise, educate and inform of recent industry trends and events....

Client Service Associate | San Jose, CAJob Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate in our San Jose, CA office. The Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial...

Company: Marsh McLennan Agency Description: Responsible for retention of existing business and the development of business within assigned accounts. Client Service Executive associates acts as a leader for the Retirement Services team. Essential Duties & Responsibilities Oversee ongoing client service activities.Meet with the clients throughout the year to...

Company: Marsh McLennan Agency Description: Responsible for retention of existing business and the development of business within those assigned accounts. Client Service Executive associates act as a leader for the Client Service Team members to include Benefit Analysts and Client Managers. Essential Duties & Responsibilities Oversee ongoing client service...

Job Overview">We are seeking a highly skilled Client Service Director to join our team. In this role, you will be responsible for managing client relationships, developing new business opportunities, and leading a team of Client Service Team members.Key ResponsibilitiesManage ongoing client service activities, including meeting with clients to ensure high...

Client Service Representative Wanted No Nights, No Holidays, No Weekends and Alternative work weeks offered We are seeking an experienced Client Service Representative to join our team. At VCA Eye Clinic for Animals in Kearny Mesa, we take our mission statement – your pet's health is our top priority and excellent service is our goal – very...