Experienced Client Services Specialist
2 weeks ago
CIBC is seeking a Senior Client Service Associate to enhance our client relations at a prestigious financial institution. This position is pivotal in managing intricate transactions for affluent clients while ensuring excellence in client service operations.
Core Responsibilities:- Facilitate and manage the documentation for new account setups
- Establish new accounts and their corresponding sub-accounts
- Oversee clients' tax obligations and IRA contributions
- Administer gifting processes with precision
- Revise and maintain portfolio asset allocation schedules
- Generate performance analysis reports
- Execute securities processing tasks
- Investigate and evaluate fee structures
- Deliver comprehensive administrative assistance
- Anticipate and address client requirements proactively
- Contribute to risk management and compliance efforts
- Assist client service teams and participate in special initiatives
- A Bachelor’s degree and/or 3-10 years of relevant experience in trust and account management
- Background in taxation, financial planning, or investment management
- Strong dedication to client service
- Excellent interpersonal and communication abilities
- Organizational proficiency and familiarity with CRM and financial service platforms
- Competence in Microsoft Word, Excel, and other relevant software
Benefits Offered:
- Attractive salary and comprehensive benefits
- Career advancement and professional development opportunities
- Supportive and inclusive workplace culture
- Access to innovative tools and technology
- Recognition and rewards for contributions
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Experienced Client Service Specialist
2 weeks ago
San Francisco, California, United States CIBC Full timeCIBC is seeking a Senior Client Service Associate to enhance our client engagement at a premier financial institution. This position is focused on managing intricate transactions for affluent clients while ensuring exceptional service delivery.Core Responsibilities:Facilitate and finalize new account documentationEstablish new accounts and associated...
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Travel Nurse RN
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Experienced Private Client Specialist
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San Francisco, California, United States Marsh & McLennan Companies Full timeCompany: Marsh McLennan Agency Position Overview: We are seeking a Senior Wealth Management Consultant to join our dynamic team at Marsh McLennan Agency. Marsh McLennan Agency (MMA) stands as a premier provider of comprehensive insurance solutions, including business insurance, employee health and benefits, retirement planning, and private client services....
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Client Support Specialist
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Experienced Client Service Specialist
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Client Service Representative
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Client Engagement Specialist
2 weeks ago
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Client Engagement Specialist
2 weeks ago
San Francisco, California, United States BakerAvenue Full timeBakerAvenue Wealth Management - Client Engagement SpecialistBakerAvenue Wealth Management stands as a premier institution delivering extensive wealth management and investment proficiency for affluent individuals, families, trusts, foundations, and endowments. With a commitment to fostering a positive societal impact, BakerAvenue prioritizes excellence and...
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Client Engagement Specialist
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Client Engagement Specialist
2 days ago
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Client Director, Web Services Specialist
3 days ago
San Francisco, California, United States Tbwa ChiatDay Inc Full timeAbout the RoleWe are seeking a highly skilled and experienced Client Director, Web Services to join our team at Tbwa Chiat/Day Inc. As a key member of our sales team, you will play a pivotal role in identifying and facilitating the best outcomes for both our company and our valued customers.Key ResponsibilitiesRevenue Growth: Manage and expand revenue within...
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Client Intake and Conflict Resolution Specialist
2 weeks ago
San Francisco, California, United States Liberty Personnel Services, Inc Full timeJob OverviewPosition: Client Intake and Conflict Resolution SpecialistSalary: $65,000This vital position merges the essential functions of managing client onboarding and ensuring ethical representation within the legal firm. You will serve as the initial contact for prospective clients, acting as a crucial gatekeeper for both the firm's workload and its...
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Client Support Specialist
2 weeks ago
San Diego, California, United States Ultimate Staffing Services Full timePosition OverviewRole: Client Support SpecialistWork Schedule: Monday - Friday, 8am - 5pm with flexibilityEmployment Type: Temporary to PermanentCompensation: $20/hr - $22/hr, based on experienceWe are currently seeking a proactive and innovative Client Support Specialist to enhance our customer service team.Key Responsibilities:Respond to customer inquiries...
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Client Support Specialist
2 weeks ago
San Francisco, California, United States Kaiser Permanente Full timeBecome a part of our dedicated team as a Client Support SpecialistIn this role, you will:Collaborate closely with the healthcare team to maintain optimal staffing levels for patient care units.Serve as an essential communication bridge among various departments such as Support, Staffing, Services, and Nursing.Play a crucial role in enhancing patient care and...
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Registered Nurse Med Surg Specialist
7 days ago
San Francisco, California, United States HealthEcareers - Client Full timeJob DescriptionHealthEcareers - Client is seeking a skilled Travel Nurse RN Manager to join their team in a Med Surg unit. As a registered nurse, you will provide high-quality patient care and lead a team of healthcare professionals to ensure excellent patient outcomes.Key Responsibilities:Provide direct patient care and develop individualized care...
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Experienced HVAC Specialist
2 weeks ago
San Francisco, California, United States Liberty Personnel Services, Inc. Full timeCompany Overview: Liberty Personnel Services, Inc. is a prominent provider of HVAC solutions, committed to offering exceptional service and innovative approaches to both residential and commercial clients.Position Summary: We are in search of a proficient HVAC Technician to enhance our workforce. The successful candidate will possess extensive knowledge in...