Client Service Associate
1 day ago
We are seeking a highly skilled Client Service Associate to join our team at Beacon Pointe Advisors. As a Client Service Associate, you will play a critical role in providing exceptional service to our clients, ensuring their needs are met and exceeded.
Key Responsibilities- Client Service: Respond to client inquiries, resolve issues, and provide timely updates on client service items.
- Custodial Management: Monitor daily custodial alerts, resolve issues, and facilitate account updates.
- Record Keeping: Record client inquiries, service changes, and other relevant information in our CRM system.
- Communication: Prepare and communicate custodian paperwork, facilitate account updates, and provide timely updates to clients.
- Team Collaboration: Meet regularly with relationship managers and associate wealth advisors to prioritize workload, provide timely updates, and escalate potential issues.
- Operational Support: Assist with preparation of meeting presentation materials, document meeting follow-up, and take ownership of specific operational tasks.
- Team Participation: Participate in team meetings and collaborate with operations leadership on projects and initiatives designed to streamline firm policies and procedures.
- Education: Four-year college degree (Bachelor's degree in Finance, Business, or Economics preferred).
- Communication Skills: Excellent written and verbal communication skills.
- Organizational Skills: Strong organizational, analytical, and interpersonal skills.
- Team Environment: Ability to excel in a fast-paced, team environment.
- Technical Skills: Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.).
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Client Service Associate
7 hours ago
Campbell, California, United States Beacon Pointe Advisors Full timeClient Service AssociateWe are seeking a highly skilled Client Service Associate to join our team at Beacon Pointe Advisors. As a Client Service Associate, you will play a critical role in providing exceptional service to our high-net-worth clients, ensuring their investment management and financial planning needs are met.ResponsibilitiesRespond to client...
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Client Relations Specialist
2 weeks ago
Campbell, California, United States Corporation Service Company Full timeJob OverviewClient Service PartnerAs a Client Service Partner, you will play a pivotal role in managing client interactions and ensuring their needs are met with precision and care. Your responsibilities will encompass order processing and the stewardship of a diverse portfolio of domain names. Collaborating closely with the Product Manager, you will engage...
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Client Relations Specialist
2 weeks ago
Campbell, California, United States Corporation Service Company Full timeJob OverviewClient Service PartnerLocation: Remote/HybridWork Schedule: Monday to Friday, 9:00 AM - 6:00 PM ASTAbout the RoleAre you passionate about delivering exceptional service? As a Client Service Partner, you will play a pivotal role in managing client relationships and ensuring satisfaction through effective order fulfillment and portfolio management....
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Client Services Coordinator
2 weeks ago
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Veterinary Client Services Coordinator
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Veterinary Client Service Representative
4 days ago
Campbell, California, United States Ethos Veterinary Health Full timeAbout the RoleWe are seeking a highly skilled and compassionate Client Service Coordinator to join our team at Ethos Veterinary Health. As a Client Service Coordinator, you will be the first point of contact for our clients and will play a vital role in ensuring their experience is exceptional.Key ResponsibilitiesGreet clients and provide a warm and...
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Veterinary Client Service Coordinator
4 days ago
Campbell, California, United States Ethos Veterinary Health Full timeAbout the RoleWe are seeking a highly skilled and compassionate Client Service Coordinator to join our team at Ethos Veterinary Health. As a key member of our hospital staff, you will be responsible for providing exceptional customer service to our clients and their pets.Key ResponsibilitiesGreet clients and provide a warm and welcoming environmentAnswer...
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Veterinary Client Service Coordinator
3 days ago
Campbell, California, United States Ethos Veterinary Health Full timeAbout Us:Ethos Veterinary Health is a leading network of specialty and emergency hospitals dedicated to delivering exceptional care to pets. As a premier veterinary healthcare provider, we strive to set the standard in veterinary excellence.Job Summary:We are seeking a highly skilled and compassionate Client Service Coordinator to join our team. The...
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Client Support Representative
2 weeks ago
Campbell, California, United States Charles Schwab Full timePosition Type: Regular While professional experience and qualifications are key for this role, ensure you possess the preferred interpersonal skills before applying if required. Your Opportunity At Charles Schwab, you are empowered to make a significant impact on your career. Here, innovative thinking meets creative problem-solving, allowing us to 'challenge...
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Client Relationship Specialist
2 weeks ago
Campbell, California, United States Priority Financial Group Full timePosition Overview:Priority Financial Group, a distinguished wealth management firm, is in search of a motivated individual to take on the role of Client Services Associate. This position is pivotal in enhancing our outreach and communication with our valued clients, addressing their daily requirements, and fostering connections with prospective clients. We...
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Client Relationship Manager
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Lead Client Services Advocate
1 week ago
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Client Relations Specialist
2 weeks ago
Campbell, California, United States Banfield Full timePosition OverviewAs a Client Service Coordinator, you will embody and promote the core values of our organization, ensuring that both clients and their pets receive exceptional care.Key ResponsibilitiesFoster relationships with new clients by effectively communicating the services offered by our veterinary facility.Manage the flow of clients and their pets,...
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Client Relations Specialist
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Campbell, California, United States Banfield Full timePosition Overview: The Client Service Coordinator plays a crucial role in embodying the core values of our organization while ensuring an exceptional experience for our clients and their pets.Key Responsibilities:Demonstrate and promote the Five Principles of our company culture in all interactions.Engage in proactive outreach to attract new clients by...
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Client Relations Specialist
2 weeks ago
Campbell, California, United States Banfield Full timePosition Overview:The Client Relations Specialist embodies the core values of Banfield Pet Hospital, demonstrating commitment to our Five Principles in every interaction.Key Responsibilities:Engage in proactive outreach to attract new clients by showcasing our veterinary services and ensuring a seamless experience for both clients and their pets.Optimize the...
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Client Relations Specialist
2 weeks ago
Campbell, California, United States Banfield Full timeCore Responsibilities:+ Embody and exemplify the Five Principles of Mars, Inc. within your role and among your colleagues.+ Proactively engage in attracting new clientele by showcasing veterinary services and managing the flow of clients and their pets to guarantee exceptional care and optimal efficiency of the veterinary team.+ Enhance the number of pets...
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Client Relationship Manager
1 week ago
Campbell, California, United States Joe Frangieh - State Farm Agent Full timeJob OverviewBenefits:401(k) plan401(k) matching contributionsPerformance-based bonusesCompetitive salary structureDental coverageHealth insurance optionsOpportunities for career advancementPaid time offTraining and professional developmentROLE SUMMARY:As a Client Relationship Manager at Joe Frangieh - State Farm Agent, you play a crucial role in our daily...
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Product and Service Ambassador
1 week ago
Campbell, California, United States National Veterinary Associates Full timeJob Summary:A Customer Service Representative, or CSR, will act as a liaison, provide product/services information, answer questions, and resolve any emerging problems that our customer accounts might face with accuracy and efficiency.Key Responsibilities:Provide exceptional customer service and support to clientsAct as a liaison between clients and internal...
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Client Support Specialist
1 week ago
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Client Experience Coordinator
1 week ago
Campbell, California, United States Ethos Veterinary Health Full timeAbout the RoleWe are seeking a highly skilled and compassionate Client Service Coordinator to join our team at Ethos Veterinary Health. As a Client Service Coordinator, you will be the first point of contact for our clients, providing exceptional customer service and ensuring a seamless experience for our patients and their owners.Key ResponsibilitiesGreet...