Client Services Associate 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 OverviewMV Financial Group, MV Capital Management Inc. is a leading asset management firm providing research-driven investment solutions to institutional and high net worth clients.We are seeking an experienced Client Services Professional to join our team and play a crucial role in servicing our clients. The successful candidate will work closely with...

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,...

Job DescriptionJTB INTERNATIONAL INC is a leading provider of financial planning and wealth management services. We are seeking a highly motivated Client Experience Associate to join our team and contribute to our mission of delivering exceptional results.The ideal candidate will possess a strong understanding of investment management and financial planning...

Key Skills and QualificationsTo succeed as a Financial Client Associate, you will require proficiency in Microsoft Office, experience in client servicing and operations at a financial firm, and prior experience working with portfolio management software.We offer competitive compensation based on experience, including a salary of $55,000 - $65,000 per annum,...

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 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...

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 Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.We believe in a human-centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. Our team is dedicated to helping clients...

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...

Unlock Your Potential as a DentistFulfilling Career OpportunitiesWe seek a talented Clinical Associate Dentist to join our dynamic team at Independence Dental Services. As a key member of our clinical staff, you will have the opportunity to grow professionally and contribute to the success of our practice.Main Responsibilities:Deliver top-notch patient care...

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...

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...

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...

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...

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...

Company Overview:Prairie State Legal Services (PSLS) is a reputable organization dedicated to providing high-quality legal services to vulnerable members of our communities. Our mission is to foster a motivating, collaborative, and rewarding work environment that promotes professional growth.As a Staff Attorney at PSLS, you will have the opportunity to make...

Why Join Us?At Edward Jones, we value diversity, equity, and inclusion. We believe that everyone deserves to feel seen, heard, and respected, regardless of their background or identity.Our Commitment to YouWe provide a safe and inclusive work environmentWe offer opportunities for professional growth and developmentWe recognize and reward outstanding...