Client Service Associate Lead

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...

About the RoleWe are seeking a highly motivated and detail-oriented Senior Client Services Associate to join our team at PlanPILOT LLC. This role will support the day-to-day needs of our clients, working closely with our Client Services Manager to ensure timely and high-quality deliverables.ResponsibilitiesSupport retirement plan consultants and clients with...

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...

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...

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...

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...

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...

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...

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.

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 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 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 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.

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...

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...

We are seeking an exceptional Administrative Services Associate to join our team at The Scion Group in Chicago. As a key member of our Administrative Services team, you will play a critical role in ensuring the smooth operation of our office.Job SummaryThe Administrative Services Associate will be responsible for providing administrative support to our team,...

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...

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.

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,...

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...