Client Services Associate

Job SummaryWe are seeking a highly organized and communicative Client Services Associate to manage our front desk operations efficiently and professionally.Key ResponsibilitiesGreet and welcome clients and visitors, providing a positive first impression of our company.Answer and direct phone calls in a prompt and professional manner.Schedule and manage...

About UsRitholtz Wealth Management is a dynamic and innovative wealth management firm based in New York City with a strong presence across the country. Our mission is to provide exceptional service to our clients by leveraging cutting-edge technology, leading content, and time-tested investment strategies.Role OverviewThis role involves cultivating and...

Job OverviewFirm Background: PlanPILOT is a retirement plan consulting firm offering services to corporations, non-profits, and higher education institutions. Our fast-growing, Chicago-based firm was founded in 2011 and has quickly become an industry leader within our niche. Our expanding team consists of individuals with an entrepreneurial mindset, many...

Job OverviewWe are seeking a highly skilled and motivated PWM Client Services Team Associate to join our team at U.S. Bank. As a key member of our Private Wealth Management team, you will be responsible for providing exceptional customer service and support to our clients.About the RoleThis is an exciting opportunity to work in a fast-paced environment where...

About Our FirmCuri RMB Capital LLC is a rapidly growing Chicago-based investment advisory firm with nearly $14 billion in assets under management.Job DescriptionThe Client Service Coordinator supports the firm by executing a wide variety of administrative responsibilities. The incumbent performs the administrative duties associated with the service of...

About UsAt Business Talent Group, we pride ourselves on having developed a fast-paced, fun, and dynamic culture. We encourage all our employees to learn and grow personally and professionally so they can assume greater responsibilities and advance their careers.Job SummaryWe invite recent graduates or early professionals to become integral members of our...

Job OverviewThe Registered Client Service Associate plays a pivotal role in integrating specialty knowledge with industry standards and practices. This individual demonstrates a strong understanding of team and area integration, applying analytical thinking and data analysis tools to break down complex information.Key Responsibilities:Deliver wealth...

Job DescriptionIn this role, you will play a crucial part in supporting clients and Wealth Advisors with essential administrative and operational assistance.Key Responsibilities:Prepare for client meetings by maintaining accurate reports and up-to-date documentation.Maintain regular client contact through the CRM system and handle day-to-day service...

Become part of a dynamic team at Banfield Pet Hospital as a Client Service Coordinator! With a salary range of $42,000 - $52,000 per year, depending on experience, you'll have the opportunity to make a real difference in the lives of our clients and their pets.We're looking for a highly motivated individual to join our team in [Location], who is passionate...

As a Client Service Associate at Ritholtz Wealth Management, you will play a critical role in cultivating and enhancing new and existing client relationships. This includes active communication, processing client requests, resolving inquiries, and providing guidance to ensure seamless client experiences.

Skill RequirementsProvide instruction and assistance to clients in meal preparation and daily living skills.Plan and implement structured daily living skills training activities, including fire drills and safety exercises.Supervise clients on field trips, outings, and other activities assigned by the Lead Worker.

Job Overview:We are seeking a highly motivated Senior Client Relationship Manager to join our established Client Services team at William Blair. This individual will focus on building strong and extensive relationships with our Canadian institutional accounts to ensure account retention and promote the cross-sale of additional investment products and...

About UsCuri RMB Capital LLC is committed to building relationships and making a difference. We regularly appreciate our employees who demonstrate our values: Accountability, Curiosity, Teamwork, Inclusion, and Service Commitment.Job OverviewThe Administrative Associate - Client Services will support the firm by executing a wide variety of administrative...

About the RoleThe Financial Services Associate will play a vital role in supporting our wealth management division. This dynamic position requires strong relationship-building skills, attention to detail, and the ability to work effectively in a team environment.Key Responsibilities:Develop and maintain strong relationships with clients, advisors, and other...

Job Role SummaryThe Senior Client Services Associate plays a key role in supporting the day-to-day needs of PlanPILOT's clients. This involves working closely with the Client Services Manager to ensure client deliverables are executed efficiently and to the highest standard of quality.Key Responsibilities:Support the Client Services Manager in maintaining...

We are seeking a skilled Client Engagement Associate to join our team at Identified Talent Solutions. This role offers a competitive salary of $70,000 - $90,000 per year.About the Position:The Client Engagement Associate will support the business development team by providing administrative assistance with client requests, event logistics, and departmental...

Job OverviewWe are seeking an exceptional Client Service Associate to provide top-notch support to our clients in the Chicago South Side locations. As a key member of our team, you will play a crucial role in ensuring an exceptional client experience.Responsibilities:Actively engage with clients to confirm appointments and follow up with past and potential...

Job OverviewA Plus Marketing Group Inc. is seeking a highly motivated and client-focused Junior Client Support Associate to join our expanding team.

About Playfly Sports Properties, LLCWe are Playfly Sports, the leading sports marketing and media company that empowers brands to connect with sports fans nationwide. With a portfolio of scaled linear, digital, and experiential assets, we deliver outcome-based solutions to our clients. Our expertise spans managing college and high school multimedia rights,...

Job Responsibilities:Retains and grows Aon's business by cultivating relationships with senior-most client decision-makers and day-to-day client contacts.Drives the renewal process, assembling the appropriate team to develop and implement client-specific renewal strategies.Coordinates with Brokers in the development and delivery of renewal...