Client Service Coordinator

Job Summary:We are seeking a highly organized and detail-oriented Client Services Representative to join our team at Find Great People | FGP. This role will provide exceptional customer service to our clients and advisors, while maintaining databases and creating reports using our Client Relationship Management platform.Key Responsibilities:Interact daily...

Job Summary:The Client Services position at Find Great People | FGP is a vital role that assists Financial Advisors with various administrative tasks and provides clients with quality service. This position interacts daily with prospective and existing clients, handling basic inquiries and scheduling meetings and appointments for advisors. The role also...

Client Service AdministratorWe are seeking a highly skilled Client Service Administrator to join our team at Advisor Employee Services. As a key member of our team, you will be responsible for providing exceptional client service and support to our financial advisors and clients.The ideal candidate for this role will have a strong background in client...

Job SummaryThe Client Service Coordinator is a vital member of our hospital team, responsible for delivering exceptional client care and ensuring a seamless experience for our clients and their pets.Key ResponsibilitiesRecruit new clients by promoting hospital services and routing the flow of clients and pets to ensure superior client care and maximum...

Job Title: Client Onboarding CoordinatorLocation: Andover, MAPosition Overview: Fanning Personnel is seeking a Client Onboarding Coordinator to join their team. The role involves welcoming new clients, ensuring a smooth onboarding process by preparing business applications, obtaining necessary signatures, and coordinating with advisors and third parties....

Job Summary: We are seeking a highly organized and detail-oriented Client Care Coordinator to join our team at HCAOA. As a Client Care Coordinator, you will be responsible for providing exceptional customer service to our clients and their families, while also ensuring the smooth operation of our care services. Key Responsibilities:Handling logistics and...

Job Title: Client Intake CoordinatorJob Summary:As a Client Intake Coordinator at Adams & Martin Group, you will be the first point of contact for potential clients seeking legal assistance with their lemon law cases. Your primary responsibility will be to gather essential information from clients, assess their cases, and determine their eligibility for...

Job SummaryWe are seeking a highly organized and detail-oriented Client Service Associate to provide exceptional support to our Financial Advisors. The ideal candidate will have a strong background in administrative experience and excellent communication skills.Key ResponsibilitiesRun daily reports to ensure advisor accounts are in good standing and take...

Company OverviewPromethium Advisors is a rapidly growing wealth management company. We offer a significant opportunity to grow professionally and personally in a dynamic and supportive environment.Key ResponsibilitiesThe Client Service Associate will be responsible for delivering an exceptional client experience by answering inquiries, resolving issues,...

The Bulfinch Group - Client Services CoordinatorKey Responsibilities:Manage client engagement, including documentation for investment account opening, life and disability insurance underwriting, and our proprietary cash flow management system.Maintain client demographics and data records through our CRM and financial planning portals.Respond promptly to...

Job Title: Associate Client AdvisorOur client is a leading Multi Family Office providing comprehensive wealth management services to high-net-worth individuals and families. With a focus on delivering personalized solutions, they offer a range of services, including fiduciary services, investment management, philanthropic advisory, and family office...

Account Manager Job DescriptionThe Account Manager is a key role at SkyTerra Technologies, LLC, responsible for managing and nurturing client relationships to ensure client satisfaction and drive business growth. This position requires a proactive individual with excellent written and oral communication skills to work with various internal and external...

We are seeking a highly skilled Senior Client Services Specialist to join our team at International Search Consultants. This role will provide exceptional support to Senior Client Advisors in delivering personalized wealth advisory services to Ultra High Net Worth Clients.The ideal candidate will have a strong background in client management, investment...

We are seeking a highly skilled Client Relations Coordinator to support our team at AllStar Staffing Group. This is a full-time direct hire opportunity for a Client Relations Coordinator for Financial Institutions.Key Responsibilities:To provide exceptional support to senior investment consultants and their client accounts, ensuring seamless communication...

Job Title: Administrative Services CoordinatorJob Summary:We are seeking a highly organized and detail-oriented Administrative Services Coordinator to join our team. The successful candidate will be responsible for coordinating staff members and assignments, calculating daily staffing needs, and utilizing API Healthcare Client scheduling system to manage...

Job Summary:We are seeking a highly organized and detail-oriented Service Coordinator to join our team at J. Kent Staffing. As a Service Coordinator, you will be responsible for coordinating the transportation movements of our technicians, managing their schedules, and maintaining a matrix with their routes, start locations, and qualifications.Key...

Client Service AssociateMulti-billion Independent Wealth Management FirmOverviewWe are seeking a highly motivated and detail-oriented Client Service Associate to join our team at GemHarvest Executive Recruiting. As a key member of our client services team, you will be responsible for providing exceptional support to our clients and advisors, ensuring...

Client Service AssociateGemHarvest Executive RecruitingAbout the RoleWe are seeking a highly motivated Client Service Associate to support our clients and advisors by taking initiative in client services.The ideal candidate will have a strong track record of professionalism, adaptability, attention to detail, and time management.Key ResponsibilitiesProvide...

Staffing and Resource Deployment OpportunityEberl Claims Service is seeking a highly motivated and organized Staffing Specialist to join our team in Lakewood, CO. As a Staffing Specialist, you will be responsible for coordinating staffing resources across all clients and operations to optimize utilization and meet or exceed client requirements.Key...

We are seeking a highly organized and detail-oriented Client Services Associate to join our team at Innovations PSI. This role focuses on providing exceptional client service and support, with a strong emphasis on back-office administrative tasks and direct client interaction.Key Responsibilities:Manage client service requests, including account maintenance,...