Client Relations Specialist

Job OverviewPosition Title: Client Relations Specialist Department: Client ServicesBargaining Unit: NBU Grade: N/AFLSA: Exempt Hours per week: 40Position SummaryThe Client Relations Specialist collaborates with the Director of Client Relations to manage a portfolio of clients, ensuring effective fund management and acting as a primary point of contact for...

In the role of Client Relations Specialist at Lattice, you will play a pivotal role in delivering exceptional support to our clients and internal stakeholders. The Client Relations Specialist serves as a reliable consultant who addresses intricate challenges in a collaborative manner while fostering robust relationships. Moreover, this position involves...

Client Relations SpecialistRemote / Customer Success / Full Time About Phontabulous, Inc.Phontabulous, Inc. is revolutionizing the $1T grocery sector by developing an advanced e-commerce platform tailored for grocers. Our solution enables grocery stores to seamlessly provide online ordering along with same-day pickup and delivery, all while maintaining...

The Client Relations Specialist plays a vital role in assisting the Financial Advisor (FA) with the everyday operations of their practice. This includes the initiation of new accounts, the preparation and management of investment documentation, and the upkeep of all associated records and files. Regular interaction with clients regarding account management...

The Client Service Associate plays a vital role in assisting the Financial Advisor (FA) with the everyday operations of their practice. This includes the initiation of new accounts, preparation and management of investment documentation, and ensuring the accuracy of all related files and paperwork. Regular interaction with clients regarding account updates...

The Client Engagement Associate plays a crucial role in assisting the Financial Advisor (FA) with the daily operations of their practice. This position is responsible for managing new account openings, preparing and processing investment-related documentation, and ensuring all associated files and records are meticulously maintained. Regular interaction with...

The Client Engagement Associate plays a vital role in assisting the Financial Advisor (FA) with the daily operations of their practice. This includes the establishment of new accounts, the preparation and processing of investment documentation, and the management of all pertinent files and records. Regular interaction with clients regarding account updates...

Noble Direct's remarkable influence in the telecommunications sector has been acknowledged nationally by our esteemed clients. As a leading business consulting and sales organization, we are recognized for our innovative customer engagement and sales strategies, consistently surpassing anticipated sales targets. The primary objective of our Client Relations...

Company OverviewNasdaq Private Market ("NPM") is a leading independent entity providing exceptional secondary liquidity solutions for private securities. Our marketplace facilitates liquidity for individual shareholders of private companies, enhancing their financial flexibility. Operating within a dynamic fintech landscape, NPM leverages over 40 years of...

CIBC is seeking a Senior Client Relations Specialist to enhance our client service operations. This position is essential for managing intricate transactions for affluent clients while ensuring exceptional service delivery.Key Responsibilities:Facilitate and finalize new account documentationEstablish new accounts and associated sub-accountsOversee clients'...

Auto 360 GarageLocation: San Mateo, CAJob Title: Client Relations SpecialistCompany Overview: Auto 360 Garage is a reputable automotive service provider with a legacy of excellence. We focus on reliable vehicle repairs, collision services, and bodywork to ensure our clients return to the road safely. Our committed team of administrative staff and service...

Noble Direct has made a significant mark in the telecommunications sector, earning national recognition from esteemed clients. As a leading business consulting and sales organization, we are celebrated for our innovative customer engagement and sales methodologies, consistently surpassing sales expectations. Our mission for the Client Relations Specialist...

Join Our Team as a Client Relations SpecialistWe are seeking both PART-TIME and FULL-TIME CLIENT RELATIONS SPECIALISTS.Are you a compassionate individual with a strong desire to assist others? Do you thrive in social settings and enjoy engaging with people? If you are a confident and flexible individual capable of fostering connections, we want to hear from...

Position OverviewAre you seeking a new opportunity to enhance your skills and embrace a rewarding challenge? We invite you to consider a role with Optimize Telecom.As a prominent player in the telecommunications sector, we collaborate with esteemed service providers to deliver exceptional solutions in the San Jose region. Our partnerships enable us to expand...

Client Service Associate - Not Registered Job Category: BRANCH OFFICE SUPPORT Requisition Number: CLIEN008429 Full-Time Role OverviewThe Client Service Associate (NR) plays a vital role in supporting Financial Advisors by managing the establishment and upkeep of client accounts and documentation. This position involves a diverse range of administrative...

Position Overview:The primary responsibilities encompass, but are not limited to, the following:Fostering Client Connections: Cultivating and nurturing client relationships, whether by supporting team members or establishing independent connections.Data Management: Sourcing, maintaining, and analyzing customer and market-related information.Data Integration:...

The Client Services Associate plays a crucial role in supporting one or more Financial Advisors (FAs) by facilitating the establishment and upkeep of client accounts and documentation. This position encompasses a variety of administrative tasks, including but not limited to, document preparation, correspondence management, filing, and phone support. The...

Position OverviewThe Client Service Associate (Registered) plays a crucial role in supporting Financial Advisors by managing client accounts and ensuring efficient administrative operations. This position involves a variety of tasks aimed at providing exceptional service to clients and maintaining accurate records.Key ResponsibilitiesAssist in the...

About the Role:Randstad is seeking dedicated individuals to join our team as Client Relations Specialists. This role is pivotal in enhancing customer satisfaction and loyalty within the healthcare sector.Position Overview:As a Client Relations Specialist, you will be responsible for delivering exceptional service to our members, customers, and healthcare...

Position OverviewAs a Client Relations Specialist at NorthStar Memorial Group, you will play a crucial role in ensuring customer satisfaction and providing exceptional service.Key ResponsibilitiesRespond to client inquiries regarding our offerings, pricing structures, and product availability.Engage with both prospective and current clients to explore how...