Client Service Associate

About Sequoia Financial GroupSequoia Financial Group is a dynamic and growing Registered Investment Advisor (RIA) headquartered in Northeast Ohio. Our mission is to enrich lives by providing exceptional financial planning and wealth management services. We value integrity, passion, and teamwork, and we're committed to creating a work environment that fosters...

Job SummaryWe are seeking a highly skilled Client Service Associate to join our Tamarac Reporting team. As a key member of our service team, you will provide technical support and training to clients on our products, ensuring a high level of customer satisfaction.Key ResponsibilitiesPartner with team members to deliver exceptional customer service,...

About Sequoia Financial GroupSequoia Financial Group is a dynamic and growing Registered Investment Advisor (RIA) based in Northeast Ohio. Our mission is to enrich lives through financial planning and wealth management services.Job SummaryWe are seeking a highly motivated and detail-oriented Client Service Associate to join our team. This role will support a...

Job SummaryWe are seeking a highly skilled and motivated Client Service Associate to join our Tamarac Reporting team. As a Client Service Associate, you will be responsible for providing exceptional technical support to our clients, ensuring they receive the highest level of service and satisfaction.Key ResponsibilitiesProvide technical support to clients...

About Sequoia Financial GroupSequoia Financial Group is a dynamic and growing Registered Investment Advisor (RIA) headquartered in Northeast Ohio. Our mission is to enrich lives through financial planning and wealth management services. We value integrity, passion, and teamwork, and we're committed to creating a work environment that fosters growth and...

About the RoleWe are seeking a highly skilled Client Service Manager to join our Service team at Envestnet. This position will be based in either our Berwyn, PA or Raleigh, NC office.Job SummaryThe Client Service Manager will establish and maintain strong relationships with institutional clients, providing exceptional support for the resolution of problems...

About the RoleWe are seeking a highly skilled Client Manager to join our team at GBS - Global. As a Client Manager, you will be responsible for delivering exceptional service to our clients by actively managing client accounts. You will work closely with our sales team to ensure client satisfaction and provide leadership to our Client Service Associates....

Help Clients Experience a Modern Alternative to Employee BenefitsAt World Insurance Associates, our Employee Benefits team helps clients build a capital-efficient and employee-centric program designed to mitigate their unique exposures. Using modern approaches, our highly technical team utilizes data and forensic underwriting to drive superior financial...

Job Title: Patient Services AssociatePenn Medicine is dedicated to delivering exceptional patient care, conducting innovative research, and educating future healthcare professionals. As a Patient Services Associate, you will play a vital role in ensuring the highest level of care for our patients.Key Responsibilities:Provide exceptional patient service,...

Job Summary:The Institutional Client Support Specialist is a key role within our Service team, responsible for establishing and maintaining strong relationships with clients and resolving operational process issues in accordance with established procedures and guidelines.Key Responsibilities:Establish and manage relationships with clients to provide optimal...

Job Title: Middle Office Associate About the Role: As a Middle Office Associate at State Street, you will play a critical role in supporting our premier investment management clients. You will work collaboratively with teams from around the globe to ensure timely and effective processing of requests. Your responsibilities will include preparing and...

Job Title: Senior Client Relationship ManagerAt American Global Co, we are seeking a highly skilled Senior Client Relationship Manager to join our team. As a key member of our construction industry account team, you will be responsible for building and maintaining strong relationships with our clients, providing exceptional day-to-day service, and leading...

Job SummaryWe are seeking a highly motivated and detail-oriented Middle Office Associate to join our team. As a Middle Office Associate, you will be responsible for supporting the day-to-day operations of our business unit, including transaction processing, client reporting, and problem-solving. Key Responsibilities:•Act as a resource within the assigned...

About the RoleWe are seeking a highly motivated and detail-oriented Middle Office Associate to join our team. As a key member of our operations team, you will be responsible for ensuring the smooth processing of transactions and providing exceptional client service.Key ResponsibilitiesAct as a resource within the assigned business unit to problem-solve for...

Job Title: Middle Office AssociateAbout the Role:State Street is seeking a highly motivated and detail-oriented Middle Office Associate to join our team. As a key member of our global investment management team, you will be responsible for providing exceptional support to our clients and internal stakeholders. Key Responsibilities:Act as a resource within...

Job Summary:We are seeking a highly motivated and detail-oriented Middle Office Associate to join our team at State Street Bank and Trust Company. As a key member of our operations team, you will be responsible for providing exceptional client service and support in a fast-paced environment.Key Responsibilities:Act as a resource within the assigned business...

Job Title: Senior Associate - Transaction ManagementWe are seeking a highly motivated and detail-oriented Senior Associate to join our Middle Office Transaction Management team. As a key member of our team, you will be responsible for overseeing all day-to-day transactional responsibilities in a fast-paced and dynamic environment.Responsibilities:Act as a...

About the RoleWe are seeking a highly motivated and detail-oriented Investment Operations Associate to join our team at State Street Corporation. As a key member of our middle office team, you will be responsible for overseeing all day-to-day transactional responsibilities in a fast-paced and dynamic environment. Your primary focus will be on ensuring data...

Job Summary:We are seeking a highly motivated and detail-oriented Business Operations Associate to join our team at State Street Bank and Trust Company. As a key member of our middle office team, you will be responsible for overseeing all day-to-day transactional responsibilities in a fast-paced and dynamic environment.Key Responsibilities:Acts as a resource...

Job SummaryA Penske Customer Service Coordinator is responsible for working with customers to schedule preventative maintenance requests, coordinate outside repairs, and plan and manage the shop work plan.Key ResponsibilitiesDevelop daily and weekly workforce plans to maximize customer service and productivity.Communicate with customers for maintenance...