Client Service Professional Lead

At RK Partners, we're seeking a skilled Client Service Professional to join our team. This role plays a vital part in supporting our clients and Wealth Advisors with administrative and operational assistance.The ideal candidate will have a degree in finance or a related field and at least 5 years of experience in client service. A Series 65 license is also...

We are seeking a highly skilled Client Service Professional to join our team at NFP. In this role, you will be responsible for scheduling and coordinating activities and initiatives that facilitate the new policy and client service processes.Job SummaryThe ideal candidate will have excellent communication skills, both verbal and written, and the ability to...

About the Opportunity") Are you looking for a challenging role where you can utilize your excellent communication and problem-solving skills? Do you have experience working in a fast-paced environment and enjoy building strong relationships with clients?") As a Client Service Liaison, you will be responsible for delivering exceptional customer service while...

Job OverviewWe are seeking a highly skilled Client Services Team Lead to join our team at Planpilot LLC.Firm OverviewPlanpilot LLC is a leading retirement plan consulting firm, providing expert services to corporations, non-profits, and higher education institutions. Our fast-growing Chicago-based firm was founded in 2011 and has established itself as an...

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...

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...

About the RoleThe Client Service Expert will be responsible for delivering high-quality service to our clients, working closely with internal teams to resolve inquiries and issues. A strong attention to detail and excellent communication skills are essential for this role.

About Vision2VoiceVision2Voice, Inc. is a dynamic and growing healthcare communications company that partners with pharmaceutical, biotech, and medical device companies to promote the latest medical advances. Our company was founded on the core values of Honesty, Empathy, Trust, Respect, and Dedication, and we strive to embody these values in everything we...

About the RoleWe are seeking a Problem Management Lead to join our team at Talon Professional Services. This role will be responsible for driving the root cause analysis and producing RCA documentation within SLA.Key Responsibilities:Manage major incidents from identification to service restoration and closureRegular professional communication on major...

About the RoleWe are seeking an exceptional Client Service Director to lead our Managed Services team and own our offerings for the Office of the CFO. As a key member of our organization, you will establish service delivery standards to ensure consistent and high-quality client service.Your Key Responsibilities:Deliver a suite of professional services that...

Job Description: Client Engagement LeadCompany Overview:Alexander Group has decades of experience growing revenue for global companies. Our management consulting services provide data-driven insights and actionable recommendations to help clients achieve their revenue growth goals. We have a collaborative environment where our people come first, and your...

We are seeking a highly skilled Client Service Coordinator to join our team in Chicago, IL. This role will play a crucial part in supporting revenue growth for all linear offerings within a set of accounts by assisting with the sales process to agencies.The ideal candidate will have strong attention to detail, excellent verbal and written communication...

Job SummaryWe are a reputable insurance agency offering comprehensive insurance solutions to protect our clients. As a Client Services and Risk Management Professional, you will play a critical role in building and maintaining relationships with clients and carrier representatives.This position requires an individual who can demonstrate good judgment,...

About the RoleWe are seeking a dedicated and client-focused Financial Services Professional to join our team. As a Branch Office Administrator, you will play a critical role in building strong relationships with clients and helping them achieve their financial goals.

Job DescriptionWe are looking for an Enterprise Client Onboarding Lead to join our Implementation team. As a senior member of our team, you will be responsible for leading the delivery of client onboarding projects, from post-sale through to a successful implementation.Your Key ResponsibilitiesBUILD STRONG RELATIONSHIPS WITH OUR ENTERPRISE CLIENTSAPPLY...

Citigroup Inc. is a leading global financial services company that seeks a Client Services Representative to join its team in Chicago, Illinois. This role offers an exciting opportunity to work in a dynamic environment where you will be responsible for delivering wealth management services to clients with guidance from Banker teams.The ideal candidate will...

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...

About the RoleThe ideal candidate will lead and innovate Blue Wheel's client services team, driving account excellence through best-in-class process, communication, and client experience. This role requires close collaboration with the Chief Revenue Officer to ensure client goals are met and exceeded.This is a senior leadership position that demands...

Rise, an award-winning full-service media agency of record, seeks a seasoned VP, Client Partner to lead key client relationships and deliver exceptional omnichannel experiences. As a critical partner in clients' marketing ecosystems, you will interact with senior marketing leaders and leverage your expertise to drive business growth.This role requires a deep...

Job DescriptionWe believe in empowering our team members to drive success and innovation. As a Client Services Team Manager at PlanPILOT LLC, you will have the opportunity to make a meaningful impact on our clients' retirement plans and lead our team towards excellence.The ideal candidate will have 5+ years of experience in client services within the...