Client Services Professional

About the RoleWe are seeking a highly organized and detail-oriented Client Service Associate to support our Financial Advisors in delivering exceptional client service.Responsibilities include managing calendars, scheduling meetings, and preparing client documents.This is an excellent opportunity to develop your skills and expertise in the financial services...

Job TitleClient Services Associate ProfessionalWe are seeking a highly skilled Client Services Associate Professional to join our team at MV Financial Group, MV Capital Management Inc. The ideal candidate will have excellent communication and problem-solving skills, with the ability to work effectively in a fast-paced environment.

About Your RoleAs a Client Services Coordinator at MV Capital Management Inc., you will play a pivotal role in delivering exceptional client service and supporting the firm's operations. Key responsibilities include:Building strong relationships with clients to fulfill their needsCollaborating with financial advisors to drive business growth and enhance...

At Simplex, we are seeking a highly skilled Client Service Associate to support our client base. This hybrid position involves working 3 days in the office and 2 days from home, with an initial 90-day training period where you will work 5 days a week on-site.Our clients trust us to manage their financial planning, retirement, tax planning, estate planning,...

About the JobCrew drivers wanted for Professional Transportation Services Inc. As a key member of our team, you will be responsible for safely transporting railroad crew members across various locations. This role is perfect for those who value independence and enjoy working on the road.**Key Responsibilities:**Promote and prioritize safety awarenessDeliver...

At Signature Estate & Investment Advisors, LLC, we are seeking a highly skilled Client Service Representative to join our team. As a Client Service Representative, you will play a critical role in providing exceptional client service and support to our clients.">The estimated annual salary for this position is around $65,000 - $75,000.This position requires...

Job OverviewMV Financial Group and MV Capital Management Inc. are seeking a skilled Client Services Coordinator to join our team.This is a salaried position with an estimated annual salary of $65,000-$85,000 based on experience.ResponsibilitiesInterfacing directly with clients to complete service requestsAssist & coordinate operational procedures, including...

About the RoleWe are seeking an experienced Personal Lines Account Manager to join our team at Sahouri Insurance & Financial. As a key member of our client services department, you will be responsible for handling the daily needs of our clients, providing exceptional customer service, and policy administration.This is an excellent opportunity for a motivated...

At Simplex, we are committed to delivering exceptional client service and exceeding our clients' expectations. To achieve this goal, we are seeking a highly skilled Manager of Client Services to join our team.Job Description:This role involves overseeing a team that provides client and administrative support to multiple financial advisors. You will be...

JTB INTERNATIONAL INC is a dynamic company that provides financial planning and wealth management services to clients worldwide. We are seeking a Client Service Assistant - Wealth Management to support our team of experienced Financial Advisors.ResponsibilitiesThe successful candidate will have the following responsibilities:Coordinating with Advisors to...

About the RoleJoin our team as a railway crew van transport specialist and contribute to the success of Professional Transportation Services Inc. In this role, you'll be responsible for transporting railroad crew members efficiently and safely across diverse locations.**Responsibilities and Qualifications:**Pick up and drop off customers safelyReport any...

Job OverviewWe are seeking a skilled Healthcare Customer Service Representative to join our team at VIATEQ Corporation. In this role, you will be responsible for providing top-notch customer service and support to our healthcare clients via phone. Key qualifications include:High School Diploma or GEDHealthcare-related certificationStrong communication and...

Job ResponsibilitiesThe ideal candidate will possess strong analytical and communication skills, with a proven ability to work effectively in a fast-paced environment. Key responsibilities include:* Interfacing directly with clients to complete service requests* Assisting with operational procedures, including reporting and cash management within client...

About the PositionOur client, a growing wealth management firm, is seeking a highly skilled and organized professional to join their team as a Client Services Specialist/ Administrative Assistant.The ideal candidate will have prior administrative experience and a strong background in calendar management, travel coordination, and meeting preparation.You will...

Overview:The Night Supervisor role is a critical position that assumes ownership of all contracted services for a high-profile client. This individual will be responsible for delivering an exceptional customer experience and driving operational excellence in a complex work environment.Key Responsibilities:Establish and maintain strong client...

About UsWe are Professional Transportation Services Inc., a leading rail crew transportation company dedicated to providing top-notch services to our clients. Our crew drivers play a vital role in ensuring the safe transportation of railroad crew members.**Job Requirements:**At least 21 years oldValid driver's license and clean driving recordMinimum 3 years...

Company OverviewNuvoLogic Consulting is a growing management consulting company that specializes in financial services and mortgage finance. We help our clients achieve their goals by providing expert advice and guidance in finance, accounting, and operations.We pride ourselves on being a collaborative and supportive environment where our consultants can...

About the CompanyJTB International Inc. provides financial planning and wealth management services to clients globally.We value our team members' diverse talents and are seeking a Client Service Associate who shares our commitment to integrity, objectivity, and perspective.As a member of our team, you will have opportunities for professional development and...

We are seeking a highly skilled Manager of Client Services to join our team at Simplex, a top Wealth Management Firm. This role will be based in the Greater Mclean VA / Tysons Corner area and involve an initial 90 days of 5 days/week on-site during the training period.Company Overview:Simplex provides comprehensive financial planning, retirement and tax...

Are you a skilled transportation professional looking for a new challenge? We have an exciting opportunity for a Railway Crew Transportation Specialist at our location in Bloomington, IL. As a key member of our team, you will be responsible for safely transporting railroad crew members to various destinations. If you possess excellent driving skills, a...