Client Services Associate

About the RoleWe are seeking a highly motivated and detail-oriented Senior Client Services Associate to join our team at PlanPILOT LLC. This role will support the day-to-day needs of our clients, working closely with our Client Services Manager to ensure timely and high-quality deliverables.ResponsibilitiesSupport retirement plan consultants and clients with...

Job OverviewFirm Background: PlanPILOT is a retirement plan consulting firm offering services to corporations, non-profits, and higher education institutions. Our fast-growing, Chicago-based firm was founded in 2011 and has quickly become an industry leader within our niche. Our expanding team consists of individuals with an entrepreneurial mindset, many...

About UsRitholtz Wealth Management is a dynamic and innovative wealth management firm based in New York City with a strong presence across the country. Our mission is to provide exceptional service to our clients by leveraging cutting-edge technology, leading content, and time-tested investment strategies.Role OverviewThis role involves cultivating and...

We're seeking an experienced Associate - Client Service, Media professional to join our team at Kantar. As a Client Service Associate, you'll work closely with our clients to deliver high-quality services and support their business goals.This role involves managing multiple projects simultaneously, collaborating with cross-functional teams, and ensuring...

Job OverviewWe are seeking a highly skilled and motivated PWM Client Services Team Associate to join our team at U.S. Bank. As a key member of our Private Wealth Management team, you will be responsible for providing exceptional customer service and support to our clients.About the RoleThis is an exciting opportunity to work in a fast-paced environment where...

Company Overview: At Kantar, we are committed to delivering exceptional client service. We strive to understand our clients' needs and provide tailored solutions that drive results.We are seeking a skilled Associate - Client Service, Media professional who can work closely with our clients to deliver high-quality services. This role requires strong project...

About Our FirmCuri RMB Capital LLC is a rapidly growing Chicago-based investment advisory firm with nearly $14 billion in assets under management.Job DescriptionThe Client Service Coordinator supports the firm by executing a wide variety of administrative responsibilities. The incumbent performs the administrative duties associated with the service of...

Work with UsAs a Community Associate at IWG, you'll be the face of our company, providing exceptional customer service to our clients. You'll work closely with new and existing customers, creating and maintaining your own community within our centers.Typical DayManage multiple tasks while delivering top-notch customer service.Build strong relationships with...

About UsAt Business Talent Group, we pride ourselves on having developed a fast-paced, fun, and dynamic culture. We encourage all our employees to learn and grow personally and professionally so they can assume greater responsibilities and advance their careers.Job SummaryWe invite recent graduates or early professionals to become integral members of our...

Job OverviewThe Registered Client Service Associate plays a pivotal role in integrating specialty knowledge with industry standards and practices. This individual demonstrates a strong understanding of team and area integration, applying analytical thinking and data analysis tools to break down complex information.Key Responsibilities:Deliver wealth...

We are seeking an Administrative Assistant to join our Mack & Associates, Ltd. team, bringing expertise and enthusiasm to this pivotal support role.Job Description:This position serves as the first point of contact for clients, offering a unique opportunity to showcase excellent administrative skills and contribute to the organization's overall success.Main...

Job DescriptionIn this role, you will play a crucial part in supporting clients and Wealth Advisors with essential administrative and operational assistance.Key Responsibilities:Prepare for client meetings by maintaining accurate reports and up-to-date documentation.Maintain regular client contact through the CRM system and handle day-to-day service...

Become part of a dynamic team at Banfield Pet Hospital as a Client Service Coordinator! With a salary range of $42,000 - $52,000 per year, depending on experience, you'll have the opportunity to make a real difference in the lives of our clients and their pets.We're looking for a highly motivated individual to join our team in [Location], who is passionate...

As a Client Service Associate at Ritholtz Wealth Management, you will play a critical role in cultivating and enhancing new and existing client relationships. This includes active communication, processing client requests, resolving inquiries, and providing guidance to ensure seamless client experiences.

What You Will DoAs a Commercial Account Manager, you will be responsible for assisting Account Executives and Associate Account Executives on assigned accounts, managing key processes that serve clients, and undertaking client-facing and internal activities related to these processes.ResponsibilitiesManage key processes that serve clients, including complex...

Skill RequirementsProvide instruction and assistance to clients in meal preparation and daily living skills.Plan and implement structured daily living skills training activities, including fire drills and safety exercises.Supervise clients on field trips, outings, and other activities assigned by the Lead Worker.

Job Summary:The Client Relationship Associate will be responsible for providing client service support to Financial Advisors (FAs), assisting with ensuring practices are in alignment with the bank's policies and procedures, and identifying, deepening, and maintaining client relationships. This role requires strong communication skills, attention to detail,...

About UsCuri RMB Capital LLC is committed to building relationships and making a difference. We regularly appreciate our employees who demonstrate our values: Accountability, Curiosity, Teamwork, Inclusion, and Service Commitment.Job OverviewThe Administrative Associate - Client Services will support the firm by executing a wide variety of administrative...

Job Overview:We are seeking a highly motivated Senior Client Relationship Manager to join our established Client Services team at William Blair. This individual will focus on building strong and extensive relationships with our Canadian institutional accounts to ensure account retention and promote the cross-sale of additional investment products and...

About the RoleThe Financial Services Associate will play a vital role in supporting our wealth management division. This dynamic position requires strong relationship-building skills, attention to detail, and the ability to work effectively in a team environment.Key Responsibilities:Develop and maintain strong relationships with clients, advisors, and other...