The Client Service Associate will also possess strong customer service and problem-solving skills, technical knowledge or technical aptitude, strong listening and oral communication skills as well as team orientation organizational skills. OSCA, a division of Tang & Company which provides instru...
The combined role of Office Coordinator and Client Service Associate (CSA) involves supporting the Relationship Manager by coordinating activities related to new policies and client services, preparing documents for sales meetings, performing insurance underwriting duties, scheduling medical exams, ...
Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. Cultivate and enhan...
The ideal candidate will provide exceptional client service and support to our financial advisors, ensuring that our clients receive the highest level of personalized service. We are seeking a highly motivated and detail-oriented Client Service Associate to join our Capital Advantage Team. Serve as ...
The Client Services Associate II (CSA II) is responsible for providing exceptional support to clients and patients in their territory, work collaboratively with other Client Services Team members to achieve department goals and work cross functionally with commercial and lab operations partners to i...
Provides excellent and expeditious client experience; greets clients, responds to questions; processes incoming and outgoing patients, and handles payments. Documents and maintains client information, service data and other pertinent information within practice management software, including meeting...
Up to $21 per hour / Fully paid medical benefits / 401k match / PTO / Laptop provided - As a Client Services Associate you'll: Provide timely and accurate information to inbound customer service requests; Respond promptly and professionally to incoming phone calls, E-mails, and other web-based syste...
The Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth individuals, families and institution. We are currently seeking qualified candidates to join Beaco...
Reporting to the New Accounts Manager, the Client Service Associate will primarily be responsible for fulfilling new account administration initiated by Clients and Advisors, all while maintaining the team's goal of deepening the trust our clients have placed in the firm. Client Service arena, prefe...
The Senior Client Service Associate executes the more complex transactions required to support high net worth client portfolios, including researching client inquiries and issues in order to effectively bring about resolution. Client Issue Resolution, Client Service, Customer Experience (CX), Digita...
As a Client Services Associate with NPM, you will be working with some of the most high-profile private companies, institutions, and individuals to facilitate their secondary transactions. We will look to your analysis of client feedback to further evolve our technology and service offerings across ...
Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to a...
The Client Services Associate II (CSA II) is responsible for providing exceptional support to clients and patients in their territory, work collaboratively with other Client Services Team members to achieve department goals and work cross functionally with commercial and lab operations partners to i...
The Client Services Associate II (CSA II) is responsible for providing exceptional support to clients and patients in their territory, work collaboratively with other Client Services Team members to achieve department goals and work cross functionally with commercial and lab operations partners to i...
Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. Registered Cl...
We’re looking for a Client Service Associate to:. Are you truly service oriented? Do you know how to take care of people?. ...
If you enjoy building strong relationships with clients, then look no further and apply today! Join our team as a Client Service Associate and be the friendly face for all those who visit our offices, ensuring exceptional client experiences and providing essential support. In this role, you wil...
As a member on the Client Services team, you’ll play a pivotal role by partnering with the Financial Planner providing a high level of customer service to our clients. We are looking for someone with financial services experience to help us deliver outstanding service by building and encouraging the...
Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client. Registered Client Service Associate. Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providi...
Collaborate with client service teams to prepare for client meetings and handle service requests with custodians (e. Manage client service requests, including account maintenance, ACH transfers, and ACAT processing. Contribute to quarter-end client reporting, producing and reviewing client reports. ...
Our team of industry experts are former accountants, executive recruiters and specialized professionals with an average of 10 years' experience, plus a deep understanding of our client’s industries, needs and jobs requirements. The Executive Recruiter identifies, evaluates and delivers outstanding a...