Client Services Associate

About the Role:This is a temporary, REMOTE – Client Service Associate opportunity with the possibility of becoming a permanent position based on business needs. The Client Service Associate plays a pivotal role in providing fast, friendly support to clients. This role is essential as it serves as the primary point of contact for clients, ensuring their...

About the RoleWe are seeking a highly motivated and detail-oriented Associate, Client Processing I to join our Wealth Management team in Boston, MA.Key ResponsibilitiesProvide exceptional client service and support for routine and non-routine transactions.Collaborate with internal teams to ensure timely delivery of services and resolution of issues.Process...

Unlock Your Potential as a Client Service Healthcare AssociateAt Guidepoint Global, we're dedicated to advancing understanding and empowering our clients' decision-making process. Our innovative research enablement platform is designed to deliver on-demand intelligence and research on request.As a Client Service Healthcare Associate, you'll play a vital role...

OverviewGuidepoint Global is a leading research enablement platform that empowers clients to make informed decisions. Our innovative technology and expert network help clients navigate complex information and turn answers into action.Job SummaryWe are seeking a highly motivated and detail-oriented Associate to join our Client Service team. As an Associate,...

About Patriot Growth Insurance Services :Patriot Growth Insurance Services is a leading national insurance services firm that partners with employee benefits and property and casualty agencies across the United States.We are committed to working with like-minded individuals who share our vision of creating an insurance agency focused on operational...

We are seeking a highly skilled Tax Senior Associate to join our Private Client Services (PCS) team at EisnerAmper. As a key member of our team, you will be responsible for coordinating, planning, and supervising multiple engagements, including consulting, compliance, and tax planning services.Key responsibilities will include preparing federal, state,...

Boston Trust Walden Company OverviewBoston Trust Walden Company is an independent, employee-owned firm that provides investment management services to institutional investors and private wealth clients. The firm manages approximately $15 billion in client assets.The company distinguishes itself in several key ways, including:stable, diversified business...

About Patriot Growth Insurance Services, a leader in insurance and risk solutions, we strive to continually improve our products and services to meet our clients' needs.Our mission is to provide excellent service to clients in a professional and pleasant manner, using in-depth knowledge of company offerings to provide recommendations, explanations, and...

About Patriot Growth Insurance Services : We are a leader in providing insurance and risk solutions for our clients.Our mission, through the professionalism, education, and integrity of our employees, working in an innovative and technologically superior environment, is to continually improve our products and services to meet our clients' needs, allowing us...

Job Description:Are you passionate about delivering exceptional client service and building strong relationships? Do you thrive in a fast-paced, entrepreneurial environment? We're seeking a skilled Client Service Manager to join our Fidelity Family Office Services team.As a Client Service Manager, you will be the key contact for our family office clients,...

Job DescriptionAs a Client Service Representative at Expedient Staffing Solutions, you will be responsible for managing assigned client relationships under direct supervision. Your role will involve servicing clients, focusing on Fund Accounting, Administration, and Custody disciplines.You will establish relationships with client contacts and collaborate...

BAYADA Home Health Care is seeking a Client Services Manager to join our team in Foxborough, MA. As a Client Services Manager, you will be responsible for providing exceptional customer service and quality home care to our clients. You will focus on managing coordination of client services and emergent scheduling issues, while also building lasting...

Job Title: Client Service SpecialistCCG Business Solutions, LLC is seeking a highly skilled Client Service Specialist to join our team. As a key member of our support staff, you will be responsible for providing exceptional administrative services to both internal and external clients.Key Responsibilities:Maintain a consistent physical presence to facilitate...

Job SummaryAs a Client Service Representative at Expedient Staffing Solutions, you will play a key role in managing assigned client relationships under direct supervision. Your primary responsibilities will involve servicing clients, focusing on Fund Accounting, Administration, and Custody disciplines. Key ResponsibilitiesProactively respond to client...

Job SummaryWe are seeking a highly skilled Office Service Associate to join our team at Williams Lea Group Limited. As an Office Service Associate, you will be responsible for providing daily back office services to our clients and teams.Key ResponsibilitiesProvide reprographics and mail services in both physical and digital environmentsSupport services in...

Job OpportunityOppenheimer & Co. Inc. is seeking a highly skilled and detail-oriented Registered Client Service Associate to join their Bellevue branch office.The ideal candidate will possess excellent interpersonal and multi-tasking skills, with the ability to operate independently and as part of a small team. The successful candidate will be responsible...

Job Title: Office Services AssociateWilliams Lea is seeking a highly skilled Office Services Associate to join our team in Boston. As a key member of our on-site team, you will deliver exceptional customer service at our client locations.Responsibilities:Complete large numbers of reprographics requests according to job ticket instructions.Bind, cut, and/or...

Job SummaryWe are seeking a highly motivated and results-driven Client Services Manager to join our team. As a key member of our sales team, you will be responsible for generating sales, increasing revenue and profitability.This role will involve establishing and developing client relationships, working with recruiters to fulfill open job orders, and...

Job Summary:We are seeking a highly skilled Office Services Associate to join our team at Williams Lea Group Limited. As an Office Services Associate, you will be responsible for providing daily back office services to our clients and teams.Key Responsibilities:Utilize appropriate logs for all office services work.Ensure that job tickets are properly filled...

Delivers high-touch client service to drive new client relationships and retain and deepen existing High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management.Key Responsibilities:Supports servicing and related sales enablement activitiesDelivers on client service excellenceCollaborates with cross-functional teams to drive...