Client Service Associate 2

Key ResponsibilitiesAs a Client Service Associate 2 at Public Consulting Group, you will play a vital role in the Medicaid School-Based Services (SBS) program, focusing on the Fee-for-Service (FFS) program. Your primary responsibilities will include managing and maintaining client services, education, associate, business operations, service, project...

Job Title: Client Service AssociateWe are seeking a highly organized and detail-oriented Client Service Associate to join our team at TalentLink Solutions. As a Client Service Associate, you will play a critical role in providing exceptional client service and support to our clients and advisors.Key Responsibilities:Answer and screen phone calls, assisting...

Job Title: Client Service AssociateFirm DescriptionTalentLink Solutions is a family-owned and operated Financial Planning and Investment Advisory firm located in Raleigh, NC. We specialize in helping individuals and families achieve their financial goals and dreams throughout the accumulation and distribution phases of life. With over 50 years of combined...

{"title": "Client Services Associate", "description": "Unlock Expert InsightsAt proSapient, we empower our clients to make informed decisions by connecting them with industry experts. As a Client Services Associate, you will play a vital role in this process.Key Responsibilities:Partner with Team Leads to understand client needs and preferences.Proactively...

About the RoleCunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist in our mission of helping clients achieve their financial goals. This is an opportunity to play a key role in the future success of our high-quality organization.Key ResponsibilitiesAssist in client meeting preparation and follow-up,...

{"title": "Client Services Associate", "description": "About the RoleCuri is seeking a highly skilled Client Services Associate to join our team in the Mountain Region. As a key member of our Client Services Department, you will be responsible for delivering exceptional client experiences and driving business growth through strategic partnerships.Key...

About the RoleWe are seeking a highly skilled and customer-focused professional to join our Client Services Department as a Client Services Associate. In this role, you will be responsible for delivering exceptional client experiences and driving retention strategies for our medical practice clients in the mountain region.Key ResponsibilitiesAct as the...

About the RoleWe are seeking a highly skilled and customer-focused professional to join our Client Services Department as a Client Services Associate. In this role, you will be responsible for supporting the execution of our client experience and retention strategies, focusing on the mountain region of Utah, Montana, Wyoming, and Idaho.Key...

About the RoleWe are seeking a highly skilled and customer-focused individual to join our Client Services Department as a Client Services Associate. In this role, you will be responsible for supporting the execution of our client experience and retention strategies, focusing on the mountain region of Utah, Montana, Wyoming, and Idaho.Key ResponsibilitiesAct...

About the RoleWe are seeking a highly skilled and customer-focused professional to join our Client Services Department as a Client Services Associate. In this role, you will be responsible for supporting the execution of our client experience and retention strategies, focusing on the medical practice liability (MPL) segment.Key ResponsibilitiesAct as the...

About the RoleWe are seeking a highly skilled Client Service Associate – Advisor to join our team at Envestnet. As a key member of our Service – Advisor team, you will play a critical role in delivering exceptional support to financial advisors through inbound calls.Your primary responsibility will be to act as a Subject Matter Expert on platform...

Senior Client Service AssociateEnvestnet is seeking a highly skilled and experienced Senior Client Service Associate to join our Service team. This role is expected to report to either our Berwyn, PA or Raleigh, NC office.About EnvestnetWe are a leading independent provider of technology-enabled investment and practice management solutions to financial...

About the RoleKestra Financial Independent Advisor is seeking a highly skilled Client Service Associate to join our team. As a Client Service Associate, you will play a critical role in the back-office functioning of our firm, ensuring the day-to-day operations run smoothly and efficiently.Key ResponsibilitiesClient Meeting Preparation and Follow-up: Assist...

Job Summary:We are seeking a highly motivated and enthusiastic individual to fill the role of Entry Level Client Representative at Lee Partners. As a Client Representative, you will be responsible for delivering exceptional customer service and building strong relationships with our clients.Key Responsibilities:Engage with clients through in-person...

About the RoleWe are seeking a highly organized and detail-oriented Client Service Associate to join our team at TalentLink Solutions. As a Client Service Associate, you will play a critical role in supporting our financial planning and investment advisory services.Key ResponsibilitiesProvide exceptional client service by responding to client inquiries,...

Job Title: Client Service SupervisorJob Summary:This role is responsible for overseeing daily client service and sales efforts within the branch. As the primary risk management leader, the Client Service Supervisor maintains the integrity of all branch operations, ensuring a high level of efficiency and superior client service.Key Responsibilities:Lead and...

About CuriCuri is a full-service advisory firm that serves physicians and medical practices. As a fierce physician advocate, smart business leader, and thoughtful partner, Curi's advisory, capital, and insurance offerings deliver valued advice that is grounded in client priorities and elevated by their outcomes.Our MissionWe aim to provide performance that...

About CuriCuri is a leading advisory firm that serves physicians and medical practices. As a trusted partner, we deliver valued advice that is grounded in client priorities and elevated by their outcomes.Our MissionWe strive to be fierce physician advocates, smart business leaders, and thoughtful partners. Our advisory, capital, and insurance offerings are...

Job SummaryWe are seeking a highly organized and detail-oriented Client Service Coordinator to join our team at Kestra Financial Independent Advisor. This role is critical to providing exceptional client experiences and requires excellent communication skills, both verbally and in writing.Key ResponsibilitiesSupport Financial Advisors and Senior Client...

Job Title: Senior Client Service SpecialistWe are seeking a highly motivated and experienced Senior Client Service Specialist to join our team at Prime Capital Financial. As a key member of our wealth management and retirement plan practice, you will play a crucial role in delivering exceptional client service and building strong relationships with our...