Client Services Liaison

About Rockefeller Financial:Rockefeller Financial is a leading independent financial advisory services firm that provides strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations. With a presence in 30 markets throughout the United States and an office in London, the Firm oversees $133 billion in client...

Mortgage Clerk Job DescriptionThe Mortgage Department at First Community Credit Union is seeking a detail-oriented and organized individual to serve as a Mortgage Clerk. This role will be the liaison between our members and the processing team, answering questions regarding the status of their mortgage files.Key Responsibilities:Answer incoming calls and...

About Rockefeller Financial:Rockefeller Financial is a leading independent financial advisory services firm. Originally founded as a family office, the Firm has evolved to offer strategic advice to high-net-worth individuals and families, institutions, and corporations. The Firm oversees significant client assets and has a presence in multiple markets...

Mortgage Clerk Job DescriptionWe are seeking a detail-oriented and organized Mortgage Clerk to join our team at First Community Credit Union.The ideal candidate will serve as a liaison between our members and the mortgage processing team, providing exceptional member service and support.Answer incoming calls and respond to member inquiries regarding mortgage...

Position OverviewAs a Senior Client Experience Specialist, you will lead and execute targeted client experience initiatives in support of US Markets and Latin America to maximize opportunities to engage with clients. You will work under supervisory oversight to develop and execute plans that identify strategies in support of business objectives, provide...

Position OverviewAs a Senior Client Experience Specialist, you will lead and execute targeted client experience initiatives to maximize opportunities for engagement with clients. You will work under supervisory oversight to develop and execute plans that identify strategies to support business objectives, strengthen client relationships, drive revenue...

Position OverviewAs a Senior Client Experience Specialist, you will lead and execute targeted client experience initiatives to maximize opportunities for engagement with clients. You will work closely with the regional engagement strategy to develop and manage multiple initiatives leveraging core platforms, tools, and business intel to deliver premier client...

Position OverviewAs a Senior Client Experience Specialist, you will lead and execute targeted client experience initiatives to maximize opportunities for engagement with clients. You will work closely with the regional engagement strategy to develop and manage multiple initiatives leveraging core platforms, tools, and business intel to deliver premier client...

Job SummaryWe are seeking a highly skilled Senior Client Experience Specialist to lead and execute targeted client experience initiatives in support of US Markets and Latin America. The successful candidate will be responsible for developing and executing comprehensive plans to engage with clients, drive revenue growth, and strengthen client...

Position OverviewAs a Senior Client Experience Specialist, you will lead and execute targeted client experience initiatives to maximize opportunities for engagement with clients. You will work closely with the regional engagement strategy to deliver premier client experiences on behalf of RGA business teams.Key ResponsibilitiesStrategic Planning: Develop and...

State Farm Insurance **Job Summary:** As a Customer Relations Representative at State Farm Insurance, you will play a vital role in delivering exceptional customer service and ensuring seamless customer experiences. **Key Responsibilities:** * Assist customers with their insurance needs and provide accurate information and advice * Process policy changes,...

About Rockefeller Capital ManagementRockefeller Capital Management is a leading independent financial advisory services firm, established in 2018. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from...

About Rockefeller Financial: Rockefeller Financial is a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 30 markets throughout the...

Position OverviewAs a key member of our team, you will lead and execute targeted client experience initiatives to maximize opportunities for engagement with clients. This will involve developing and executing plans to strengthen client relationships, drive revenue growth, and connect sales enablement and thought leadership. You will work closely with...

Senior Customer Experience SpecialistJob Category: Customer/Client SuccessRequisition Number: SENIO001192Job Overview:The Customer Experience Specialist (CES) plays a pivotal role in cultivating a customer-focused environment and delivering an exceptional experience for our franchise partners, studio owners, and their teams.This position is dedicated to...

Mortgage Clerk Job Description**Job Summary**We are seeking a detail-oriented and organized Mortgage Clerk to join our team at First Community Credit Union.**Key Responsibilities:*** Answer incoming calls and respond to member inquiries regarding mortgage products and rates* Verify documents such as appraisals, flood verifications, member employment, and...

Patient Services Representative Job DescriptionA-Line Staffing Solutions is seeking a highly skilled Patient Services Representative to join our team. As a Patient Services Representative, you will play a vital role in providing exceptional patient support and advocacy.Key Responsibilities:Provide patient-centered support and act as a liaison between...

About the RoleWe are seeking a highly skilled and motivated Branch Office Administrator to join our team at Edward Jones. As a key member of our branch team, you will play a critical role in delivering exceptional personalized service to our clients and helping them achieve their long-term financial goals.Key ResponsibilitiesDeliver exceptional client...

{"h1": "Customer Service Representative - Plumbing Dispatcher", "p": "At Beis Plumbing, LLC, we are seeking a highly skilled Customer Service Representative to join our team. As a key member of our dispatch team, you will be responsible for providing exceptional customer service to our clients, ensuring that their needs are met and their issues are resolved...

About the RoleGoldschmitt and Associates LLC is seeking a highly skilled and customer-focused Customer Service Representative to join our team. As a key member of our client support team, you will be responsible for providing exceptional service to our clients, ensuring their needs are met, and resolving any issues that may arise.Key ResponsibilitiesProvide...