Client Service Associate

Job Title: Client Service AssociateA Client Service Associate plays a vital role in delivering exceptional client service as a dedicated member of our client service team. This position requires a commitment to client service through timely, confidential responses, exceptional work ethic, and a positive attitude.Key Responsibilities:Client contact and...

Job SummaryOxford Financial Group, Ltd is seeking a highly skilled Client Service Associate to join our team. As a Client Service Associate, you will be responsible for providing exceptional client service and support to our clients.Key ResponsibilitiesClient Contact and Relationship ManagementAssist with the preparation and review of client-focused...

Job SummaryAt RBC Wealth Management, we're seeking a highly skilled and detail-oriented Client Associate/Registered Client Associate to join our team. As a trusted resource to our clients, advisors, and branch, you'll play a critical role in helping our advisors manage and grow their business.Key ResponsibilitiesBuild and maintain professional relationships...

About Rockefeller Capital Management: A leading independent financial advisory services firm, Rockefeller Capital Management, has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 30 markets throughout the United States, as well as an office in London. The Firm oversees...

Job Title: Client Services AssociateWe are a prominent sales and business development firm in the Cincinnati area that represents top clients in the telecommunications and technology industries. Our ultimate goal is to ensure our clients are achieving maximum brand visibility and increasing customer engagement. As a Client Services Associate, you will work...

Job Opportunity at Aspiriant LLCWe are seeking a highly skilled and detail-oriented Associate to join our Client Service Operations team at Aspiriant LLC. As a key member of our team, you will be responsible for processing incoming and outgoing transactions, conducting position and cost basis reconciliation work, and supporting the Client Service Operations...

About the Role:We are seeking a highly organized and detail-oriented Client Services Coordinator to provide administrative support to our sales professionals. As a key member of our team, you will be responsible for preparing proposals, presentations, and marketing materials, as well as coordinating the distribution of internal and external marketing...

About the Role:As a Client Services Coordinator at CBRE, you will be responsible for providing general administrative support to an office or group of sales professionals. This includes preparing proposals, presentations, and communications materials, as well as coordinating the distribution of internal and external marketing information.Key...

Job SummaryFusion HCR is seeking a highly skilled Client Service Representative to deliver exceptional client experiences by identifying, troubleshooting, and assisting clients' needs. The ideal candidate will have a strong background in customer service, preferably in the retirement or financial services industry.Key ResponsibilitiesProvide inbound and...

Job SummaryFusion HCR is seeking a highly skilled Client Service Representative to deliver exceptional client experiences by identifying, troubleshooting, and assisting clients' needs. The ideal candidate will have a strong background in customer service, preferably in the retirement or financial services industry.Key ResponsibilitiesDeliver superior client...

O'Connor Acciani & Levy is seeking a professional and detail-oriented Client Service Representative to handle inbound and/or outbound phone calls. Responsibilities include providing exceptional client service, handling phone calls, and ensuring a positive experience for clients. If you have a professional demeanor and excellent communication skills, this is...

The Opportunity:The Client Service Specialist is a key role in our organization, responsible for building and maintaining strong relationships with clients. This position requires exceptional customer service skills, with a focus on delivering prompt, accurate, and thoughtful service to clients.This role involves providing high-level support to team members...

Intake Specialist OpportunityO'Connor, Acciani & Levy is seeking a professional and detail-oriented Intake Specialist to join our team.Key Responsibilities:Handle inbound and outbound phone calls with exceptional customer service skillsProvide top-notch support to clients, ensuring their needs are met and exceededCollaborate with the team to ensure seamless...

Job Title: Client Service AssociateA Client Service Associate plays a vital role in delivering exceptional client service as a dedicated member of a client service team at Oxford Financial Group, Ltd. This position requires a commitment to client service through timely, confidential responses, and a positive attitude.Key Responsibilities:Client contact and...

Client Service AssociateA Client Service Associate plays a vital role in delivering exceptional client experiences as a dedicated member of our client service team. This position requires a commitment to client service through timely, confidential responses, and a positive attitude.Key Responsibilities:Client Contact and Relationship ManagementAssists with...

Job SummaryJoin RBC Wealth Management as a Client Associate/Registered Client Associate and become an integral part of our branch serving financial advisors and clients. As a trusted resource, you will use your administrative and operational skills to help advisors manage and grow their business.Key ResponsibilitiesBuild and maintain professional...

Job Title: Director, Client Service USAJob Description:At Advantage Group International, we are seeking an ambitious and client-centered Director, Client Service USA to join our team.Our Mission:We believe that businesses work better together when they commit to actively listening and responding to each other's feedback.Key Responsibilities:* Develop...

About the Role:Aramark seeks a dedicated Custodial Services Associate to join our team. As a key member of our facilities maintenance team, you will be responsible for ensuring the cleanliness and organization of assigned areas to meet customer and client satisfaction.Key Responsibilities:Clean and maintain assigned areas to meet customer and client...

Launch Your Career with Fidelity InvestmentsAre you ready to embark on a rewarding career in customer service? Fidelity Investments is seeking a talented and motivated individual to join our team as a Customer Service Associate. In this role, you will have the opportunity to develop your skills and expertise in a dynamic and supportive environment.About the...

Senior Associate, Business Tax ServicesKPMG is seeking a highly skilled Senior Associate to join our Business Tax Services practice. As a key member of our team, you will provide tax compliance and advisory services to corporations and partnerships, working with a variety of clients from Fortune 100 to emerging businesses.Responsibilities:Provide tax...