Our client is looking for a Client Service Associate. Experience with SalesForce, Money Guide Pro, Box, Charles Schwab Custodial Services and Orion portfolio accounting software is a plus. Passion to help new and existing clients. ...
Cresset is seeking an Associate , Private Wealth Client Services with 1-2+ years of experience managing the administrative and private banking needs for high net worth and ultra-high net worth clientele. Cresset offers individuals and families access to a comprehensive suite of family office service...
Freestone is searching for qualified candidates to join our Client Service Team as a Client Service Associate (CSA) in our San Francisco office. Manage individual client web portals and educate clients on the relevant capabilities and services. Acting as a key point of contact for client service nee...
Act as the primary point of contact for clients; track and solve client issues. We apply our unique expertise in strategic communications, public affairs, research, and digital marketing to create sophisticated and customized strategies that make change possible for American and European clients. Th...
As a strategic partner, you ensure the advisor is well-prepared and informed for all client meetings/calls, anticipate client/advisor needs, take a proactive and solutions-driven approach to any issues that may arise, guarantee that the advisor is provided client-related detail/data to aid in client...
The Client Service Associate provides administrative support to Team Members and clients by performing a variety of complex duties in the areas of client service, financial planning, investment management, office administration and/or accounting to support Financial Advisors and Financial Planners i...
We’re looking for a Client Service Associate to:. Are you truly service oriented? Do you know how to take care of people?. ...
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...
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...
We are currently seeking a highly motivated, experienced, and dedicated individual to fill the role of a Client Service Associate. This position will allow the successful candidate to utilize their knowledge and skills to provide top-tier client service, manage client relationships, and contribute t...
The Administrative Assistant provides administrative coordination and support to the finance and administrative officer, clinical chairs, and when needed other high-level management. The full salary range for the Administrative Assistant, Pediatrics is $27. Provides programmatic, administrative supp...
The assistant serves as Latinx Research Center purchasing and reimbursement coordinator, manages contact lists, processes visiting scholars' documents, and provides general programmatic and administrative support for Latinx Community. Under the general direction of Chair, the incumbent ensures admin...
At FedEx Office, team members with a passion for delivering the best customer service, who are confident and knowledgeable, make all the difference. Apply today to bring your friendly face and positive attitude to support our customers in a retail location. You can make a positive impact in the live...
Along with providing friendly, courteous and efficient service to our customers, Customer Service Associate are also responsible for everything from cash register operations and customer service to merchandising, store inventory and maintaining store signage and displays. As a Customer Service Assoc...
As a Customer Service Associate you serve a valuable role in our branch by providing a positive first impression to customers through friendly and courteous service. Customer Service Associates are Responsible For:****. Actively support our customers by identifying customer needs and suggest banking...
A salary of up to 85K will be paid for a Legal Administrative Assistant who will provide a mix of administrative support to the attorneys and staff. Other administrative functions as assigned. ...
A leading global investment management firm with $300B+ in assets under management is seeking an experienced Client Relations Specialist to service its London-based client services team. Assisting other associates within the Client Services department. The firm serves both individual and institution...
Client Service Representative. This position will directly report to the Branch Manager PC and is responsible for Quality Assurance of services provided in the client care setting, customer service and sales support for Gentiva Personal Complete and document all Supervisory Visits for the Branch in ...
The Legal Practice Assistant (Legal Administrative Assistant) is responsible for providing daily administrative support for the Labor and Employment Group’s (LEG) practice group lead, and its Investigations sub-practice. Please send resume should you be interested in the following Legal Administrati...
To achieve a sales budget within an assigned discount or profit target. Develop and implement specific sales action plans for selected accounts. Minimum of 1 years sales experience. ...
We are seeking a motivated and customer-focused individual to join our team as a Customer Benefits Representative. In this role, you will be responsible for providing outstanding service to our customers, assisting them in understanding and maximizing the benefits they receive from our products/serv...
We are looking for a Wireless Sales Representative to join our team. Utilize effective sales techniques to surpass individual and team sales targets. True Vision Enterprises, a reputable marketing and sales company located in Orange, CA, is on the lookout for passionate individuals to join our team....
International Services Client Specialist. London, Hong Kong, and Singapore offices to provide superior service to our clients. Our International Services team supports legal professionals around the globe involved in various commercial transactions including international corporate filing/compliance...
Our Sales Associates promote our culture, values and mission. As a Sales Associate, your number one job is to share your love of fashion and do whatever it takes to create an amazing shopping experience for our customers. As a Sales Associate you will:. Achieve and exceed sales goals by executing ou...
Obtaining updated client exposures for marketing purposes. Preparing proposals and recommendations of insurance coverage to clients. Billing clients and following up on payments. Meeting with clients to present renewals with broker or Account Executive involvement. ...