Senior Client Service Associate

About Wealth Enhancement GroupWealth Enhancement Group is a leading independent wealth management firm dedicated to delivering exceptional personalized financial planning services to our clients. Our team-based approach and proprietary processes, such as Roundtable and UniFi, enable us to provide unique financial plans and investment management services to...

About Wealth Enhancement GroupWealth Enhancement Group is a leading independent wealth management firm dedicated to delivering exceptional client experiences. Our team-based approach and commitment to personalized financial planning set us apart from the standard approach. With over 100 offices nationwide, we provide unique financial plans and investment...

About Wealth Enhancement GroupWealth Enhancement Group is a leading independent wealth management firm dedicated to delivering exceptional client experiences. Our team-based approach and commitment to personalized financial planning set us apart from the standard approach.Job SummaryWe are seeking a highly skilled Client Service Associate to join our High...

Position: Senior Audit AssociateCompany Overview:Jobot is a distinguished professional services organization that excels in accounting, taxation, and advisory solutions. Our commitment lies in delivering exceptional service to our clients while upholding the highest standards of integrity and professionalism. We invite you to advance your career within a...

About the Role:At MultiPlan, we are seeking a highly skilled and experienced Senior Client Manager to join our team. As a key member of our organization, you will be responsible for managing all aspects of day-to-day account management activities for assigned clients within a designated territory of Regional Payors.Key Responsibilities:Provide direct and...

About Wealth Enhancement GroupWealth Enhancement Group is a leading independent wealth management firm dedicated to delivering exceptional personalized financial planning and investment management services to our clients. Our team-based approach and commitment to excellence have earned us a reputation as a trusted partner in achieving our clients' financial...

About MultiPlanAt MultiPlan, we pride ourselves on being a dynamic team of innovative professionals. Our purpose is simple - we strive to bend the cost curve in healthcare for all. Our dedication to service excellence extends to all our stakeholders – internal and external - driving us to consistently exceed expectations. We are intentionally bold, we...

Job DescriptionPrideStaff is seeking a highly organized and detail-oriented Client Services Associate to provide operational and administrative support for a financial advisory practice in the Sandy Springs/Buckhead area.Key Responsibilities:Provide exceptional client service and serve as a liaison between advisors and clients.Proactively follow up with...

Job DescriptionClient Services AssociateKey Responsibilities:Provide exceptional client service and support to financial advisors and clients.Manage daily tasks and alerts, ensuring timely completion and follow-up.Collect and process documentation for new client onboarding and billing.Communicate effectively with clients, advisors, and internal...

Job SummaryPrideStaff is seeking a highly organized and detail-oriented Client Services Associate to provide operational and administrative support for a financial advisory practice in the Sandy Springs/Buckhead area.Key ResponsibilitiesReceive and route phone calls to appropriate parties or take messagesDeliver exceptional client service and serve as a...

About the RoleBennett Thrasher is seeking a highly skilled Senior Associate to join our Transaction Advisory team. As a Senior Associate, you will play a key role in facilitating and leading buy-side, sell-side, and related transaction advisory engagements.Key ResponsibilitiesClient Service: Work effectively in teams to provide quality service to clients,...

Job Title: Senior Account Executive, Client ServicesAt IPG DXTRA, we are seeking a highly motivated and experienced Senior Account Executive to join our dynamic team. This role will be responsible for leading our client business and managing day-to-day client programs.About the Role:Lead client business and manage day-to-day client programsDevelop and...

About the RoleWe are seeking a highly skilled and motivated Client Service Associate to join our team at TransPerfect. As a key member of our client services team, you will be responsible for providing exceptional support to our clients, managing and coordinating the completion of all language projects, and ensuring that our clients receive the highest level...

Job SummaryWe are seeking a highly organized and detail-oriented Client Service Associate to join our team at Ronald Blue & Co. As a key member of our support staff, you will play a critical role in ensuring the smooth operation of our financial services.Key ResponsibilitiesAdministrative Support: Provide administrative support to our team, including...

About Frazier & DeeterFrazier & Deeter is a rapidly growing Top 50 accounting and advisory firm that has been repeatedly named a Best Firm to Work For, a Best Firm for Women, and a Pacesetter firm among U.S. accounting firms. With a strong presence in multiple locations, we offer a diverse and dynamic work environment.Our ServicesWe serve clients of all...

Unlock Your Potential as a Senior Tax Associate at AprioAre you a seasoned tax professional looking for a new challenge? Do you want to work with a dynamic team that's passionate about delivering exceptional client service? Look no further than Aprio, a nationally ranked CPA and advisory firm with a reputation for excellence.About the RoleWe're seeking a...

Job SummaryVilla Palazzo, a leading provider of senior living services, is seeking a skilled Dining Service Associate to join our team. As a key member of our hospitality team, you will be responsible for delivering exceptional dining experiences to our residents and guests.Key ResponsibilitiesProvide exceptional dining services to residents and guests,...

Job Title: Licensed Client Service AssociateFuller & Company is seeking a highly motivated and detail-oriented Licensed Client Service Associate to join our team. As a key member of our client service team, you will be responsible for delivering exceptional customer service, working closely with advisors and management to handle client onboarding, account...

Job Title: Senior Tax AssociateWe are seeking a highly motivated and experienced Tax Senior to join our team. As a Tax Senior, you will be responsible for overseeing a team of tax associates and providing expert tax advice to our clients.Responsibilities:Oversee and manage a team of tax associates, providing guidance and support as neededReview and prepare...

About UsJobot is a well-established organization with a history of growth, seeking an experienced audit professional for a senior position. Our company values its employees and believes that each team member is more than just a number. We offer opportunities for professional development and encourage our staff to grow and learn new skills.Job DetailsWe are...