Senior Client Service Associate
7 days ago
We are seeking a highly skilled and experienced Senior Client Service Associate to join our team at Transcend Practice Management. As a key member of our wealth management advisory firm, you will be responsible for delivering exceptional client service and support to our clients and advisors.
Key Responsibilities:- Directly liaise with clients to understand their concerns and needs, ensuring timely and effective resolution.
- Onboard new clients, ensuring completeness and accuracy of client records, and scheduling client meetings and reviews with advisors.
- Enhance client relationships through outstanding service, proactive identification of opportunities to add value, and prioritization of Principals' time and initiatives.
- Manage technology for Principals' brand and reputation via social media, and maintain updated client information in the CRM system.
- Build and maintain key relationships, track and nurture key stakeholders and clients, and ensure accuracy and effectiveness of data.
- BS/BA required, with 4-6 years' experience in the financial services industry.
- Minimum 2 years' experience in client service administration, with detail-oriented, efficient time management, and organizational skills.
- Superior interpersonal, oral, and written communications skills, with an extraordinary client service orientation.
- Ability to handle multiple tasks and operate within tight deadlines, with proficiency in computer-based programs and CRM's.
We offer opportunities for continued growth and advancement, and a commitment to delivering high-quality, high-touch experiences to our clients. If you are a results-driven and passionate individual with a client-first approach, we encourage you to apply.
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Senior Client Service Associate
1 week ago
Arlington, Virginia, United States Transcend Practice Management Full timeSenior Client Service AssociateWe are seeking an experienced Senior Client Service Associate to join our team at Transcend Practice Management. As a key member of our wealth management advisory firm, you will be responsible for delivering exceptional client service and support to our clients.Key Responsibilities:Directly liaise with clients to understand...
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Senior Client Service Associate
4 weeks ago
Arlington, Virginia, United States Transcend Practice Management Full timeAbout the RoleWe are seeking a highly skilled Senior Client Service Associate to join our team at Transcend Practice Management. As a key member of our wealth management advisory firm, you will be responsible for delivering exceptional client experiences and driving business growth.Key ResponsibilitiesLiaise with clients to understand their needs, onboard...
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Senior Client Service Associate
1 month ago
Arlington, Virginia, United States Transcend Practice Management Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Client Service Associate to join our team at Transcend Practice Management. As a key member of our client service team, you will be responsible for delivering exceptional client experiences and ensuring the highest level of satisfaction.Key ResponsibilitiesClient Liaison: Directly interact...
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Client Service Associate
2 weeks ago
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Client Service Associate
2 weeks ago
Arlington, Virginia, United States Zions Bancorporation Full timeClient Service AssociateAt Zions Bancorporation, we value our customers and strive to provide exceptional service. We are seeking a dynamic and customer-focused individual to join our team as a Client Service Associate (Teller) at our Arlington Highlands Banking Center in Arlington, TX.Key Responsibilities:Provide full-service banking by accurately...
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Client Service Associate
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Senior Customer Service Representative
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Arlington, Virginia, United States MAXIMUS Full timeJob SummaryWe are seeking a highly skilled and experienced Senior Customer Service Representative to join our team at MAXIMUS. As a key member of our outreach team, you will be responsible for providing exceptional customer service to clients and community members, ensuring they receive accurate and timely information about various Texas Health and Social...
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Senior Aviation Planner
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Senior Support Services Analyst
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Senior Project Associate
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Arlington, Virginia, United States Dexis Consulting Group Full timeJob Title: Senior Project Associate - Conflict and Violence PreventionWe are seeking a highly skilled and experienced Senior Project Associate to join our Conflict and Violence Prevention team. As a key member of our team, you will provide general project management and business development support to our International Development Division.About the...
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Nursing Services Director
4 weeks ago
Arlington, Virginia, United States Sunrise Senior Living Full timeAssistant Director of Nursing ServicesSunrise Senior Living is seeking a dedicated and compassionate Assistant Director of Nursing Services to join our team. As a key member of our skilled nursing operations, you will play a vital role in providing high-quality care to our residents.Responsibilities:Supervise and develop a team of skilled nursing...
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Director of Nursing Services
4 weeks ago
Arlington, Virginia, United States Sunrise Senior Living Full timeDirector of Nursing Services Job DescriptionSunrise Senior Living is seeking a highly skilled and experienced Director of Nursing Services to lead our skilled nursing operations. As a key member of our leadership team, you will be responsible for providing exceptional care and services to our guests/residents.Key Responsibilities:Lead and manage the nursing...
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Director of Nursing Services
4 weeks ago
Arlington, Virginia, United States Sunrise Senior Living Full timeDirector of Nursing Services Job DescriptionSunrise Senior Living is seeking a highly skilled and experienced Director of Nursing Services to lead our skilled nursing operations. As a key member of our leadership team, you will be responsible for providing exceptional care and services to our residents while ensuring compliance with federal, state, and local...
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Server - Food Service Professional
6 days ago
Arlington, Virginia, United States Sunrise Senior Living Full timeJob Title: Server - Food ServerSunrise Senior Living is a leading provider of senior care services, and we are seeking a skilled Server to join our team. As a Server, you will play a vital role in providing exceptional dining and table services to our residents and guests.Responsibilities:Prepare dining set-ups and ensure a clean and welcoming environment...
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Assistant Director of Nursing Services
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Arlington, Virginia, United States Sunrise Senior Living Full timeOverviewSunrise Senior Living is a leading provider of senior care services, dedicated to delivering high-quality care and services to our residents. As an Assistant Director of Nursing Services, you will play a vital role in ensuring the delivery of exceptional clinical care and services to our residents.ResponsibilitiesSupervise and lead a team of skilled...