Senior Client Services Associate

About the RoleWe are seeking a highly motivated and detail-oriented Senior Client Services Associate to join our team at PlanPILOT LLC. This role will support the day-to-day needs of our clients, working closely with our Client Services Manager to ensure timely and high-quality deliverables.ResponsibilitiesSupport retirement plan consultants and clients with...

Job ResponsibilitiesThe Senior Client Services Associate will perform various tasks, including:Supporting a dedicated book of clients by providing direct assistance and ensuring timely completion of projectsAssisting clients with benchmarking exercises, such as service provider RFPs, and tracking governance documentationProviding day-to-day support to...

About UsAt Business Talent Group, we pride ourselves on having developed a fast-paced, fun, and dynamic culture. We encourage all our employees to learn and grow personally and professionally so they can assume greater responsibilities and advance their careers.Job SummaryWe invite recent graduates or early professionals to become integral members of our...

Job Overview:We are seeking a highly motivated Senior Client Relationship Manager to join our established Client Services team at William Blair. This individual will focus on building strong and extensive relationships with our Canadian institutional accounts to ensure account retention and promote the cross-sale of additional investment products and...

Aon's Senior Client Service Manager will play a pivotal role in driving revenue growth and enhancing client satisfaction. As part of our esteemed team, you will have the opportunity to develop and implement tailored strategies to meet client needs.Key Accountabilities:Strategically manage key client relationships to drive revenue growth and...

Job DescriptionAs a Senior Account Director at OLIVER Agency - North America, you will be responsible for leading our team in Chicago to deliver exceptional results for our multinational alcohol and beverage brand clients. With 10+ years of advertising agency experience, you'll have a proven track record of managing client relationships and leading...

Job Role SummaryThe Senior Client Services Associate plays a key role in supporting the day-to-day needs of PlanPILOT's clients. This involves working closely with the Client Services Manager to ensure client deliverables are executed efficiently and to the highest standard of quality.Key Responsibilities:Support the Client Services Manager in maintaining...

Job SummaryWe are seeking a highly organized and communicative Client Services Associate to manage our front desk operations efficiently and professionally.Key ResponsibilitiesGreet and welcome clients and visitors, providing a positive first impression of our company.Answer and direct phone calls in a prompt and professional manner.Schedule and manage...

About UsRitholtz Wealth Management is a dynamic and innovative wealth management firm based in New York City with a strong presence across the country. Our mission is to provide exceptional service to our clients by leveraging cutting-edge technology, leading content, and time-tested investment strategies.Role OverviewThis role involves cultivating and...

About the OpportunityWe are seeking a highly motivated Senior Client Services Associate to join our team at PlanPILOT LLC. As a key member of our Client Services department, you will play a vital role in supporting our clients and consultants, ensuring seamless delivery of services and maintaining high standards of quality.Job DescriptionThis role involves...

Job OverviewWe are seeking a highly skilled and motivated PWM Client Services Team Associate to join our team at U.S. Bank. As a key member of our Private Wealth Management team, you will be responsible for providing exceptional customer service and support to our clients.About the RoleThis is an exciting opportunity to work in a fast-paced environment where...

Job Responsibilities:Retains and grows Aon's business by cultivating relationships with senior-most client decision-makers and day-to-day client contacts.Drives the renewal process, assembling the appropriate team to develop and implement client-specific renewal strategies.Coordinates with Brokers in the development and delivery of renewal...

Senior Associate Attorney Job DescriptionO'Connor Family Law is seeking a highly skilled SENIOR ASSOCIATE ATTORNEY to join our team. As a Senior Associate Attorney, you will be responsible for representing clients in family law matters, developing and implementing effective strategies to achieve client goals, and contributing to the success of our...

Reddit is seeking a Senior Client Growth Manager to join its Financial Services team as a Senior Client Partner. As a member of this team, you will be responsible for driving year-over-year revenue growth through proactive management and deepening of client partnerships.The ideal candidate will have 12+ years of experience in digital media with at least 7+...

Senior Helpers is seeking a skilled and compassionate Senior Living Aide to join our team. In this role, you will have the opportunity to work with seniors in their homes, providing personalized care and support to help them maintain their independence and quality of life.You will be responsible for assisting clients with daily living activities such as...

About Our FirmCuri RMB Capital LLC is a rapidly growing Chicago-based investment advisory firm with nearly $14 billion in assets under management.Job DescriptionThe Client Service Coordinator supports the firm by executing a wide variety of administrative responsibilities. The incumbent performs the administrative duties associated with the service of...

Job OverviewThe Registered Client Service Associate plays a pivotal role in integrating specialty knowledge with industry standards and practices. This individual demonstrates a strong understanding of team and area integration, applying analytical thinking and data analysis tools to break down complex information.Key Responsibilities:Deliver wealth...

Job DescriptionIn this role, you will play a crucial part in supporting clients and Wealth Advisors with essential administrative and operational assistance.Key Responsibilities:Prepare for client meetings by maintaining accurate reports and up-to-date documentation.Maintain regular client contact through the CRM system and handle day-to-day service...

Become part of a dynamic team at Banfield Pet Hospital as a Client Service Coordinator! With a salary range of $42,000 - $52,000 per year, depending on experience, you'll have the opportunity to make a real difference in the lives of our clients and their pets.We're looking for a highly motivated individual to join our team in [Location], who is passionate...

About the RoleThe Senior Client Services Associate will provide day-to-day support to our clients and consultants, ensuring timely execution of client deliverables and maintaining high standards of quality. This role involves building and maintaining an understanding of the retirement planning industry and PlanPILOT's processes.Key Responsibilities:Support...