Client Service Associate

Position SummaryThe Client Service Associate provides high-quality, non-advice support to clients and the advisory team. This role is responsible for maintaining client records, preparing and processing custodian and firm paperwork, supporting client transactions and asset transfers, coordinating client meetings, and preparing standard reports and...

What is special about Lighthouse?Lighthouse is built on a foundation of unique, compassionate, highly driven individuals. We elevate the strengths and talents of those around us while leveraging opportunities for growth. We offer the experience of solving complex problems while continuing to grow multiple facets of your career. Lighthouse is where innovation...

Job OverviewWe are seeking a highly organized and customer-focused Client Services Coordinator to join our dynamic team. In this role, you will serve as a key point of contact for clients, managing relationships and ensuring their needs are met efficiently. The ideal candidate will possess strong project management skills, excellent communication abilities,...

Opportunity Overview:We are seeking a Client Support Associate - L1 to join our CX Department. In this role, you will provide front line assistance to clients by troubleshooting issues, answering inquiries and ensuring each interaction is resolved efficiently . You'll partner closely with technical and business teams and clients to support overall...

Member Access Processing (MAP) is a trusted leader in payment processing solutions. We provide secure, efficient, and tailored services to financial institutions and businesses, enabling seamless transactions for their customers. With a focus on innovation, reliability, and customer satisfaction, MAP is committed to delivering cutting-edge technology and...

OverviewWe are seeking a compassionate, organized, and detail-oriented Client Services Coordinator to join our care team. In this essential role, you will serve as the central point of communication between residents, families, guardians, case managers, and internal staff. You will help ensure smooth service delivery, timely coordination of care, and a...

Help Wanted: Client Service Specialist (Remote)We are seeking a Client Service Specialist to join our team. The Client Service Specialist is responsible for managing all customer and client interactions related to subscriptions, digital access, classified advertising, and billing. This role requires a professional, detail-oriented individual with strong...

Job Description:Client Services ManagerThe CompanyMembersFirst, based in Wayland, Massachusetts, is an award-winning web design and marketing agency and the leading provider of member-interactive, mobile, reservation, and marketing software for the Private Club industry (Golf & Country, Health & Fitness, Yacht, City & Dining.)Company Website:The RoleClient...

OverviewWe are seeking a detail-oriented and analytically strong Senior Client Service Representative to support our Relationship Managers and Wealth Advisors. This role is responsible for preparing retirement plans, running investment analytics, calculating required minimum distributions (RMDs), and assisting with financial planning deliverables for...

Company OverviewEquisolve is a leading provider of investor and corporate websites for public companies. Our mission is to create beautiful, functional websites while offering ongoing support through our custom content management and global hosting platform.SummaryEquisolve prides itself in being best-in class in client services and is seeking to add a...