Client Services Director

Job SummaryWe are seeking a highly skilled Insurance Client Service Representative to join our team at World Insurance Associates LLC. As a key member of our client service team, you will be responsible for delivering exceptional service to our clients, ensuring their needs are met and exceeded.Key ResponsibilitiesClient Service: Provide outstanding service...

About the RoleAs a Client Service Representative at World Insurance Associates LLC, you will play a vital role in delivering exceptional service to our clients, setting us apart from the competition.Your daily support for clients and members will assist them in optimizing their benefits coverage as they navigate the healthcare landscape.Key...

About the RoleWe are seeking a highly skilled and dedicated Client Service Associate - Advisor to join our team at Envestnet. As a key member of our Service - Advisor team, you will play a critical role in delivering exceptional customer service and support to financial advisors.Key ResponsibilitiesSubject Matter Expertise: Act as a subject matter expert on...

Position OverviewThe Alpha Account Services Associate 2 will play a crucial role in supporting and overseeing the operational processing of various client transition requests.This role requires daily interaction with the client's front office personnel, serving as the primary contact for all New Account Launches, Closures, Custody Conversions, Account...

Job OverviewAt WSFS Bank, we are dedicated to empowering our Associates to advance their careers, assist our clients in securing their financial futures, and actively support our Communities to thrive.Why Work with Us?Careers at WSFS Bank offer a welcoming and supportive environment, competitive compensation, opportunities for advancement, and more. We take...

Envestnet is on the lookout for a dedicated and skilled Operations Specialist to become a vital part of our Platform Operations team. This role is integral to our mission of reshaping the delivery of financial advice and wellness. At Envestnet, we are committed to empowering advisors and financial service providers through innovative technology and...

About the RoleWe are seeking a highly experienced and skilled Senior Director of Software Engineering to lead our technology team. As a key member of our organization, you will be responsible for overseeing the development and maintenance of our critical applications.Key ResponsibilitiesLead the agile development and QA teams to build, deploy, and support...

About World Insurance Associates LLCWorld Insurance is recognized as one of the most rapidly expanding insurance brokerage firms in the United States, providing premier products and services from leading providers, complemented by dedicated support from local agents.Since our inception, we have grown to over 2,200 employees across more than 260 offices...

Job OverviewPosition: Client Relations Specialist, Insurance Exchange (IX)About Us:Magis Capital Partners LLC is at the forefront of transforming the insurance landscape with innovative solutions tailored for financial professionals. This role presents a unique opportunity to enhance client engagement and drive revenue for a leading insurance technology...

Job DescriptionJob SummaryWorld Insurance Associates, LLC. is a leading insurance organization offering top-notch products and services from major providers, combined with attentive service from local agents.We are seeking a highly motivated and experienced Employee Benefits Client Advisor to join our team. As a key member of our Employee Benefits team, you...

Envestnet is on the lookout for a dedicated and skilled Portfolio Specialist to become a vital part of our Platform Operations team. At Envestnet, we are revolutionizing the delivery of financial advice and wellness. Our mission is to empower financial advisors and service providers with cutting-edge technology, solutions, and insights to make financial...

About the RoleWe are seeking a highly skilled and experienced Investment Manager Services professional to join our team at State Street Corporation.Key ResponsibilitiesLeadership and Direction: Provide strategic guidance and direction to subordinate managers, ensuring the effective execution of the unit's plan of organization.Staff Development and Training:...

Position Overview:The Yodlee Reporting team is seeking a Client Service Associate to deliver technical assistance for the Yodlee Reporting product. This role is vital in maintaining exceptional customer satisfaction by providing comprehensive technical support and training on our offerings, characterized by a consultative approach and a strong commitment to...

Job SummaryPennsylvania Medicine is seeking a highly skilled and experienced Technical Supervisor to oversee the daily operations of our laboratory sections. As a key member of our team, you will be responsible for ensuring the highest level of quality and compliance in our laboratory services.Key ResponsibilitiesTechnical Operations: Monitor and manage the...

Job SummaryWe are seeking a highly skilled Customer Service Representative to join our team at Pyramid Consulting, Inc. As a key member of our customer-facing team, you will be responsible for providing exceptional service to our clients, resolving issues, and ensuring customer satisfaction.Key ResponsibilitiesCustomer Service: Handle a wide range of...

Job SummaryThis position is primarily responsible for assisting the Managing Director of Business Credit in the oversight of the Business Credit of the First National Bank. The incumbent provides support and relationship development to Business Credit, including:Developing and maintaining strong relationships with key business clientsProviding expert advice...

**Job Summary**A Mid-level Customer Service Representative at Crossfire Consulting is responsible for delivering exceptional customer service and support to clients. Key responsibilities include:Providing detailed information about products or services, including features, pricing, and specifications.Processing orders, returns, and exchanges accurately and...

Job Summary:A Mid-level Customer Service Representative at Mindlance is responsible for delivering exceptional customer service and support to our clients. This role requires a strong customer focus, excellent communication and interpersonal skills, and the ability to handle complex customer inquiries and issues.Key Responsibilities:Provide high-quality...

About the RoleWe are seeking a highly skilled and experienced professional to join our team as a Front Office Services Manager. This is a critical role that requires strong leadership and operational expertise to support our clients' needs.Key ResponsibilitiesDevelop and implement risk management strategies to ensure a controlled environment.Lead internal...

About Us: Accesso Services is a dedicated property management firm, overseeing a diverse range of commercial real estate assets. Our focus is on implementing effective management strategies that enhance the long-term value of our clients' properties through asset stabilization, tenant retention initiatives, and efficient planning of tenant improvements....