Client Relations Associate

Customer Care AdvisorEmbark on a fulfilling career with GoodLeap, where minimal experience is required.Position Overview:The Customer Care Advisor is responsible for delivering exceptional, high-quality service to our clients at various stages of their journey with us. This role encompasses tasks such as initiating outbound calls, responding to incoming...

Client Specialist Role OverviewIn the position of Client Specialist, you will play a crucial role in delivering outstanding client support and operational assistance for Financial Advisors within a wealth management or portfolio management framework. Your primary responsibilities will encompass:Facilitating the client onboarding journeyUtilizing...

Join a dynamic team and advance your career in the financial services sector. At Baird, our Financial Advisors deliver tailored advice, strategies, and solutions to affluent individuals and families throughout the United States, acting as dedicated partners in their financial journeys. True wealth management encompasses more than just investment oversight;...

Position OverviewWe are seeking a dedicated Customer Service Specialist to become a vital part of our Customer Service team. This role is crucial in ensuring exceptional support for our clients and will involve various responsibilities aimed at enhancing customer satisfaction.Key ResponsibilitiesDeliver outstanding service to both internal and external...

Come join a company you can be proud to represent.The hiring range for this opportunity is $23.50 to $27.50 per hour along with incentive opportunities, creating a competitive total compensation package based on our pay scale, and may be modified by location and is commensurate with qualifications and experience.POSITION SUMMARYThe Client Service Associate I...

Welcome to Your Future with Lennar Mortgage:As a prominent player in the housing industry, Lennar Mortgage is dedicated to providing exceptional service to our clients. Our mission is to support families in achieving their dream of homeownership through innovative solutions and a commitment to excellence.Core Values of Lennar:We are guided by our principles...

Job Descriptions: D.A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented Registered Client Associate to join our Roseville, CA branch. In this team-critical role, you will work alongside Financial Professionals to provide excellent client service and support. This is an outstanding...

Ethos Veterinary HealthVeterinary Client Service RepresentativeClient Care - Full TimeAbout Ethos Veterinary Health: Ethos Veterinary Health operates a 24/7 Pet Emergency Center, staffed by a dedicated team of experienced veterinarians and veterinary technicians specializing in emergency care and intensive treatment. Our mission is to collaborate closely...

Where Exceptional Careers FlourishAt Massage Envy, we are dedicated to fostering an environment that encourages personal growth and teamwork, all while assisting clients in achieving their wellness goals.What We Offer:Flexible work schedules tailored to fit your lifestyle.Comprehensive healthcare, vision, and dental plans.Short-term disability, life...

Join Our TeamAt Lennar, we are dedicated to building a better future. As one of the largest homebuilders in the nation, we have constructed over one million residences for families across the United States. Your RoleAs a Customer Care Representative, you will play a crucial role in ensuring our clients receive exceptional service. Your responsibilities will...

Job Description Hilltop Securities is currently looking to hire a Registered Client Service Associate in Roseville, California. Hilltop Securities Inc., a member of the FINRA and SIPC, is a wholly owned subsidiary of Hilltop Holdings. We offer and support a broad range of customer services, including self-directed IRA accounts, research recommendations, and...

Position Overview:As a Client Services Representative within the Retail Banking Group, you will play a crucial role in delivering exceptional service to our customers.About Umpqua Bank:Umpqua Bank, a prominent financial institution in the Pacific Northwest, is dedicated to providing comprehensive banking solutions to clients nationwide. With a workforce...

Position Overview:We are currently seeking a dedicated Receptionist to join our team. This role is essential in providing a welcoming environment for our visitors and ensuring smooth office operations.Key Responsibilities:Welcome and guide visitors upon arrival.Manage a multi-line phone system, directing calls to the appropriate departments.Retrieve and...

About the RoleHilltop Holdings is seeking a highly skilled Client Service Associate to join our team. As a key member of our Wealth Management department, you will play a vital role in providing exceptional customer service to our clients.Key ResponsibilitiesCommunicate with clients on a daily basis regarding stock quotes, buy vs. sell scenarios, and other...

Job SummaryWe are seeking a highly skilled and detail-oriented Client Service Associate to join our team at Tri Counties Bank. As a Client Service Associate, you will play a critical role in supporting our Financial Advisors with the establishment, servicing, and maintenance of investment accounts.Key ResponsibilitiesInitiate outbound calls to clients and...

SUMMARY OF JOB PURPOSE AND FUNCTION 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,...

Challenge your thinking and build an amazing career with the best people in the financial services industry! Baird's Financial Advisors provide advice, strategies, and solutions to high-net worth individuals and families across the United States, serving as true partners. True wealth management goes beyond managing investments. At Baird, we understand it...

Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and...

Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and...

Job DescriptionJob DescriptionWith years of experience in the communication field, we have created relationship-based methods focused on our innovative marketing outreach techniques. There is no secret to our success. We simply build genuine, respectful, and transparent relationships with our clients and exceed their expectations. Our mission is to teach all...