Client Service Associate
24 hours ago
At Lead Advisor LLC, we are seeking a highly organized and detail-oriented Client Service Associate to support our wealth management team. This role is ideal for individuals who excel in providing exceptional client service and have a passion for delivering accurate and timely results.
Key Responsibilities:
• Manage client relationships and provide exceptional service
• Coordinate calendars and appointments for advisors
• Track and maintain accurate client information
• Prepare and distribute client reports and communications
• Assist with licensing and compliance requirements
• Perform general administrative duties as assigned
Requirements:
• Bachelor's degree required
• Excellent communication and organizational skills
• Proficiency in Microsoft Office Suite and typing
• Strong attention to detail and ability to multitask
• Ability to work in a fast-paced environment and meet deadlines
• Strong ethical standards and confidentiality
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Client Service Associate
1 week ago
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Operations and Client Services Associate
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Client Experience Associate
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, MA, United States Travis Mathew Full timeClient Associate Role at TravisMathewWe're seeking a skilled Client Associate to join our team at TravisMathew, a premium apparel brand dedicated to delivering exceptional customer experiences. As a Client Associate, you'll play a vital role in maintaining the in-store sales and service experience, promoting sales culture, and driving individual sales...
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Client Service Associate
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Registered Client Service Associate
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Client Services Associate
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, TX, United States SPS North America Inc Full timeJob Title: Client Services AssociateReports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership.Job Overview:The Client Services Associate provides exceptional office and mail services, delivering operational functions in the following areas: processing of inbound/outbound mail,...
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, MA, United States Luminary Hospice of Ohio, LLC Full timeClient Service CoordinatorWe are seeking a highly organized and detail-oriented Client Service Coordinator to join our team at Luminary Hospice of Ohio, LLC. As the first point of contact for patients and visitors, you will provide exceptional service and support, ensuring a warm and welcoming atmosphere at our facility.Key Responsibilities:Greet patients...
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, MA, United States Publicis Groupe Full timeJob Title: Senior Client AssociateJoin Epsilon, a global advertising and marketing technology company, as a Senior Client Associate in our Travel Vertical. As a key member of our team, you will be responsible for managing and growing a portfolio of key travel accounts, leveraging Epsilon's extensive data assets to develop and present innovative marketing...
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Client Services Associate
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, CA, United States Dunham & Associates Investment Counsel, Inc. Full timeAbout the RoleWe are seeking a highly skilled and experienced Client Services Associate to join our team at Dunham & Associates Investment Counsel, Inc. This is an exciting opportunity to work in a dynamic and fast-paced environment, providing exceptional customer service to our clients and financial advisors.Key ResponsibilitiesManage new and existing...
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, MA, United States Hire Talent Full timeJob DescriptionAs a Client Service Representative at Hire Talent, you will play a critical role in servicing and maintaining oversight of assigned client relationships. Your primary responsibility will be to understand your clients' needs and provide exceptional support to ensure high client satisfaction.The ideal candidate will have a strong analytical and...
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Lake Mary, FL, United States BNY Full timeAssociate, Client Service II At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world's financial system we touch nearly 20% of the world's investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with...
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Registered Client Associate
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, FL, United States Harrison Gray Search & Consulting Full timeJob Title: Registered Client AssociateHarrison Gray Search & Consulting is seeking a highly motivated and detail-oriented Registered Client Associate to join our team in Naples, FL.The ideal candidate will have a strong passion for delivering exceptional client service and a proven track record of building strong relationships with clients. As a Registered...
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Associate, Client Service II
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Associate, Client Service II
4 weeks ago
United States, FL, Lake Mary, 32746 BNY Full timeAssociate, Client Service II At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with...
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Specialist, Client Service
3 weeks ago
Boston, MA, United States Charles Schwab Full timePosition Type: RegularYour opportunityCharles Schwab Investment Management (CSIM) is the asset management arm of the Charles Schwab Corporation. Products managed include a wide variety of active and indexed equity, fixed income, and asset allocation strategies, as well as money markets funds. CSIM uses a consistent and disciplined approach to investing...
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Client Service Representative
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, WI, United States Wells Fargo Full timeAbout this RoleWe are seeking a highly skilled Client Associate to join our Wealth and Investment Management team at Wells Fargo. As a Client Associate, you will play a critical role in providing exceptional service to our clients and supporting our Financial Advisors in their daily activities.Key ResponsibilitiesProvide top-notch service to clients via...
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Client Service Representative
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Boxford, MA, United States Heartland Veterinary Partners LLC Full timeJob DescriptionPractice:Since the 1960s, we've been taking care of pets and their people in our local community. As a respected veterinary hospital, everything we do, from the careful design of our hospital to the selection of our staff, is done to ensure the comfort and well being of our patients and their owners. It is our goal to educate and involve...
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Client Service Representative
2 weeks ago
Boxford, MA, United States Heartland Veterinary Partners LLC Full timePractice: Since the 1960s, we've been taking care of pets and their people in our local community. As a respected veterinary hospital, everything we do, from the careful design of our hospital to the selection of our staff, is done to ensure the comfort and well being of our patients and their owners. It is our goal to educate and involve clients in...