Client Service Associate
1 week ago
International Search Consultants is seeking a highly skilled Client Service Associate to join our team in the Delaware office. This role offers tremendous long-term career development and continued growth opportunities as the firm continues to expand.
About the Role- Partner with the Centralized Investment Operations team and West Coast Wealth Advisors to ensure clients receive high-touch service and their financial transactions are processed in a timely and accurate manner.
- Work closely with Ultra-High Net Worth (UHNW) clients with 200MM plus in investible assets, as well as key Client Advisors.
- Support the firm's Advisors and Clients directly.
- Partner with the Operations team members to manage the needs of the Advisor's client base.
- Manage the opening and closing of accounts, including SMA's and brokerage.
- Handle KYC profile and searches.
- Manage cash and security movements, including deposits, withdrawals, gifting, wires, and journals.
- Assist with presentations and proposals using PowerPoint and Excel.
- Analyze and review billing for accuracy.
- Prepare performance reports.
- Continually monitor and update Client database and portfolio/account management applications.
- Collaborative, passionate, and dedicated team.
- Excellent corporate culture and a friendly, fun, and exciting place to work.
- Competitive base salary.
- Benefits are an extremely low cost to employee and family.
- Annual Bonus.
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Client Services Associate
2 weeks ago
Wilmington, Delaware, United States Corporation Service Company Full timePosition Overview:As a Client Services Associate, you will play a crucial role in fostering strong relationships with our clientele, ensuring their needs are met with precision and care.Key Responsibilities:Develop and maintain relationships with clients to gain insights into their specific requirements and concerns.Address inquiries and fulfill requests...
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Client Services Associate
1 day ago
Wilmington, Delaware, United States Pyxai, Inc. Full timeJob DescriptionOverviewPyxai, Inc. is seeking a dedicated Client Services Associate to support their financial consultants in providing exceptional customer service to their clients. The ideal candidate will act as an assistant to one or more financial professionals, helping with specific tasks that may or may not require interaction with clients.Key...
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Client Service Associate
2 weeks ago
Wilmington, Delaware, United States CSC Full timePosition: Client Service AssociateLocation: Wilmington, DE (Onsite)Work Schedule: Monday - Friday, 9am - 6pmKey Responsibilities:As a Client Service Associate, you will:Establish and nurture relationships with clients to understand their specific needs and concerns.Address inquiries and fulfill requests for both internal and external stakeholders.Respond...
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Client Services Associate
2 weeks ago
Wilmington, Delaware, United States CSC Full timePosition: Client Services AssociateLocation: Wilmington, DE (Onsite)Work Schedule: Monday - Friday, 9am - 6pmKey Responsibilities:Establish and nurture relationships with clients to comprehend their specific needs and concerns.Address inquiries and fulfill requests for both internal and external stakeholders.Respond swiftly to customer questions through...
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Client Relations Associate
2 weeks ago
Wilmington, Delaware, United States Corporation Service Company Full timeDescripción del TrabajoAsociado de Relaciones con ClientesUbicación: Wilmington, DE (Presencial)Horario: Lunes a Viernes, 9am - 6pmResponsabilidades Clave: Establecer conexiones sólidas con nuestros clientes para comprender mejor sus necesidades y preocupaciones específicas. Atender solicitudes y responder preguntas de clientes internos y externos....
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Client Service Coordinator
2 days ago
Wilmington, Delaware, United States Corporation Service Company Full timeAbout the Role**Job Summary**The Corporation Service Company (CSC) is seeking a highly skilled Client Service Coordinator to join our Digital Brand Services team. As a Client Service Coordinator, you will play a vital role in delivering exceptional client experiences and driving business growth.Key Responsibilities**Client Service Delivery**Ensure consistent...
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Client Service Coordinator
4 days ago
Wilmington, Delaware, United States Corporation Service Company Full timeAbout the RoleWe are seeking a highly skilled and experienced Client Service Coordinator to join our Digital Brand Services team. As a key member of our team, you will be responsible for delivering exceptional client experiences and driving process improvements across our organization.Key ResponsibilitiesClient Service Delivery: Ensure that we consistently...
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Client Services Associate
1 week ago
Wilmington, Delaware, United States Womble Bond Dickinson Full timePosition Overview:Womble Bond Dickinson (US) LLP is seeking a dedicated Receptionist/Office Coordinator to join our team. This role is essential in creating a welcoming environment for clients and visitors while managing various administrative responsibilities.Key Responsibilities:1. Greet clients and guests with a professional demeanor.2. Manage incoming...
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Client Service Representative
3 days ago
Wilmington, Delaware, United States Corporation Service Company Full timeAbout the RoleCSC is seeking a highly motivated and detail-oriented Client Service Representative to join our National Customer Service Team. As a Client Service Representative, you will play a critical role in providing exceptional customer service to our clients, ensuring timely response and order placement, and working independently to develop new...
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Client Service Representative
22 hours ago
Wilmington, Delaware, United States Corporation Service Company Full timeAbout the RoleCSC is seeking a highly motivated and detail-oriented Client Service Representative to join our National Customer Service Team. As a Client Service Representative, you will play a critical role in providing exceptional customer service to our clients, ensuring timely response and order placement, and working independently to develop new...
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Client Services Specialist
2 weeks ago
Wilmington, Delaware, United States Garland Thompson - State Farm Agent Full timePosition OverviewBecome a Key Player in Our TeamWe are seeking a committed individual to become a vital part of our thriving team at Garland Thompson - State Farm Agent as a Client Services Specialist. If you have a strong desire to deliver outstanding customer support and excel in a fast-paced setting, this role offers an excellent opportunity for career...
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Client Services Coordinator
2 weeks ago
Wilmington, Delaware, United States Goodwill of Delaware and Delaware County Full timeJob DescriptionPOSITION OVERVIEW FOR CASE MANAGER - MANAGEMENT ANALYST ILocation: Wilmington DelawareSchedule: Monday - Friday 8am to 4:30pmCompensation: $16.79 per hourROLE RESPONSIBILITIES:Conduct interviews with applicants, beneficiaries, family members, and other stakeholders to gather and share both general and sensitive information, aimed at assessing...
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Client Relations Specialist
2 weeks ago
Wilmington, Delaware, United States Corporation Service Company Full timeClient Relations Specialist - Business LicensingSchedule: Monday – Friday, 9am-6pmAs a Client Relations Specialist at Corporation Service Company, you will play a vital role in ensuring client satisfaction and service excellence. Your experience in retail, hospitality, or similar fields equips you with the essential skills to thrive in our professional...
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Client Service Representative II
3 days ago
Wilmington, Delaware, United States Insight Global Full timeJob SummaryInsight Global is seeking a skilled professional to support our international banking partner in their Client Processing team. The ideal candidate will be responsible for handling financially focused trade calls for multiple management companies, providing exceptional customer service, and resolving complex issues in a timely manner.Key...
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Culinary Service Associate
2 weeks ago
Wilmington, Delaware, United States Terrestris Global Solutions Full timeAre you ready to make a difference? Are you seeking a dynamic work atmosphere with a purpose? Terrestris Global Solutions is in search of Temporary Culinary Service Associates to support our mission. What does Terrestris Global Solutions do? At Terrestris, we utilize innovative technology to enhance mission outcomes through improved human performance. Our...
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Dining Services Associate
1 day ago
Wilmington, Delaware, United States Healthcare Services Group Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Dining Services Associate to join our team at Healthcare Services Group. As a key member of our food service team, you will be responsible for providing exceptional customer service and ensuring the highest quality food service is delivered to our residents and clients.ResponsibilitiesAssist in...
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Client Service Specialist
6 days ago
Wilmington, Delaware, United States PrideStaff Full timeAbout the RolePrideStaff is seeking a highly skilled Customer Experience Specialist to join our team. As a Customer Experience Specialist, you will play a critical role in providing exceptional service to our clients and users seeking legal assistance.Key ResponsibilitiesClient Communication: Handle inbound and outbound calls from clients, respond to...
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Wilmington, Delaware, United States International Search Consultants Full timeAbout the RoleWe are seeking a highly experienced Senior Vice President to lead our Client Services and Operations teams in the Wilmington office. As a key member of our leadership team, you will be responsible for providing strategic leadership and direction to the team, ensuring the delivery of high-quality client services and operational excellence.Key...
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Client Services Coordinator
1 week ago
Wilmington, Delaware, United States Womble Bond Dickinson Full timePosition OverviewWomble Bond Dickinson (US) LLP is seeking a dedicated Receptionist/Office Coordinator to join our team. This role is essential in creating a positive first impression for our clients and visitors.Key ResponsibilitiesWelcome clients and guests with a friendly demeanor.Manage incoming calls and direct them appropriately.Perform various...
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Client Relations Specialist
2 weeks ago
Wilmington, Delaware, United States Pyxai, Inc. Full timeJob OverviewOur company, Pyxai, Inc., is in search of a committed Client Services Associate to assist our financial consultants in delivering exceptional service to our clientele.Role SummaryThe Client Services Associate serves as a vital support to one or more financial advisors, facilitating various tasks that may involve client interaction.Key...