Client Service Associate or Manager

Job DescriptionWealth Enhancement Group is seeking a highly skilled Client Service Associate or Manager to serve as the liaison between our clients and Financial Advisors. This role is responsible for leading and implementing the client service model, facilitating new account set up, and maintaining accurate client records.Key Responsibilities:Support Senior...

About Wealth Enhancement GroupWealth Enhancement is an independent wealth management firm dedicated to enriching the lives of our clients through personalized financial planning and investment management services.We strive to perfect our craft by utilizing our team-based Roundtable and UniFi processes, which go beyond the standard approach to provide unique...

About Wealth Enhancement GroupWealth Enhancement is a leading wealth management firm dedicated to delivering exceptional client experiences. Our team of experts is passionate about helping individuals and families achieve their financial goals.We take a personalized approach to financial planning, using our proprietary Roundtable and UniFi processes to...

About UsFreeman is a global leader in events, redefining live experiences for a new era. With a data-driven approach and the industry's largest network of experts, Freeman's insights shape exhibitions, exhibits, and events that drive audiences to action.Job SummaryThe Associate Client Solutions Manager - Show Organizer Event Logistics is responsible for...

Job SummaryWe are seeking a highly skilled Client Manager to join our team at Marsh & McLennan Agency. As a Client Manager, you will be responsible for providing advanced technical support to Client Executive Service and performing Client Administrator duties for existing clients.Key ResponsibilitiesContinue to perform all duties of a Client Administrator at...

About HUB InternationalHUB International is a leading global insurance and employee benefits broker, providing a wide range of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 600 offices throughout North America, HUB has grown substantially, driven...

About Wealth Enhancement GroupWealth Enhancement Group is an independent wealth management firm dedicated to delivering exceptional client experiences. We're seeking a skilled Client Service Manager to join our team and play a vital role in shaping the future of our clients' financial well-being.Key Responsibilities:Support Senior Vice Presidents and their...

Job SummaryThe Client Service Manager is a key role at MGA Homecare, responsible for developing and managing relationships with assigned clients and field staff to resolve challenges and address concerns. This position oversees all non-clinical aspects of care, including authorized hours, candidate vetting, and communication between clients, field staff, and...

About the Role:Kennedy Jenks is seeking an experienced Client Services Manager to join our team in Lakewood, Colorado. As a key member of our team, you will play a vital role in developing client strategies, assembling client teams, and executing plans to deliver KJ's services efficiently.Key Responsibilities:Achieve sales targets by leading new pursuits and...

About HUB International:HUB International is a leading global insurance and employee benefits broker, providing a wide range of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.With over 18,000 employees in 600 offices throughout North America, HUB has grown significantly, driven...

About the Role:This position processes a variety of customer account transactions quickly, accurately, and confidentially. A client service specialist provides an exceptional banking experience to our customers by building relationships and offering appropriate products and services.Key Responsibilities:Performs cash handling functions (deposits,...

Job OverviewAt zLinq, we're seeking a seasoned Client Services Manager to deliver exceptional customer experiences and drive lasting relationships with our clients.Key ResponsibilitiesAct as a liaison between our clients and communications providers, ensuring seamless interactions and optimal solutions.Manage a complex account base, preserving and growing...

About this role:Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. This role is responsible for providing exceptional client service and support to Financial Advisors and clients. The ideal candidate will have a strong background in brokerage and client services, with excellent...

Job SummaryGuidelight Health, Inc. is seeking a highly skilled Client Service Coordinator to join our team. As the first point of contact for patients and visitors, you will provide exceptional service and support, ensuring a warm and welcoming atmosphere at our facility.Key ResponsibilitiesManage incoming calls and inquiries, providing accurate information...

Job DescriptionWorld Insurance Associates, LLC. is a leading insurance organization offering top products and services from major providers, combined with attentive service from local agents. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management...

MGA Homecare is dedicated to delivering high-quality clinical care in the comfort of patients' homes. As a key member of our team, the Client Service Coordinator will play a vital role in developing and managing relationships with clients and field staff to resolve challenges and address concerns.The ideal candidate will oversee all non-clinical aspects of...

Are you a detail-oriented and customer-focused individual looking for a challenging role in a fast-paced environment? As a Client Service Coordinator at Banfield Pet Hospital, you will play a critical role in driving the flow of clients and pets through the hospital, maximizing the productivity of the veterinary medical team, and ensuring good communication...

Job Summary: We are seeking a highly skilled and compassionate Client Service Representative to join our team at Banfield Pet Hospital. As a Client Service Representative, you will play a vital role in ensuring the delivery of exceptional client service and care to our patients and their owners.Key Responsibilities:Provide professional and courteous service...

Job Title: Client Services ManagerKennedy Jenks is seeking an experienced and collaborative Client Services Manager to join our growing team in Lakewood, Colorado.Key Responsibilities:Achieve sales targets by leading new pursuits and cultivating, establishing, and maintaining client and partner relationships.Accountable for ensuring successful project...

Private Client & Estate Planning AssociateWilliams Weese Pepple & Ferguson is seeking a highly skilled Private Client & Estate Planning Associate to join our team. As a key member of our robust and growing group, you will play a pivotal role in handling complex estate planning and administration matters for our clients.We handle sophisticated matters for...