The Client Service Associate plays a pivotal role in providing fast, friendly support to clients. The Client Service Associate acts as an advocate for our clients, connecting them with the necessary resources and providing valuable feedback to improve our products and services. The majority of commu...
At the forefront of specialized financial services, Globe Life helps families safeguard their assets and promises a profound purpose: ensuring a brighter future for every client. Engage with clients to understand their financial goals and concerns. Foster relationships and ensure our clients always ...
At the forefront of specialized financial services, Globe Life helps families safeguard their assets and promises a profound purpose: ensuring a brighter future for every client. Engage with clients to understand their financial goals and concerns. Foster relationships and ensure our clients always ...
This individual will work closely with the Client Advisory Team to understand the client's needs and to improve upon service within each client relationship as well as facilitate the daily transactions for client portfolios. Boston investment firm is seeking a Client Service Associate to join their ...
Our client, a company that manufactures commerciallighting fixtures as well as Electronic Vehicle chargers, is insearch of a Project/Client Associate to join their team! Thiscompany is based out of Middleton, MA, and can compensate$25-27/hour depending on experience. Learn more about BeaconHill Staf...
As a Key Client Relations Manager, you will oversee thefollowing; client relationship, meeting schedule, on-site visitation, and ensure that communications adhere to quality control guidelines. The Key Client Relations Manager must manage the following; client relationship, meeting schedule, on-site...
Our client, a company that manufactures commercial lighting fixtures as well as Electronic Vehicle chargers, is in search of a Project/Client Associate to join their team! This company is based out of Middleton, MA, and can compensate $25-27/hour depending on experience. Learn more about Beacon Hill...
I’m writing to inform you that one of my client companies, a wealth management firm in Boston, is seeking an Associate, Client Service & Marketing. Associate, Client Service & Marketing opening located at a wealth management firm in Boston. These duties include gathering content to address portfolio...
An investment advisory firm is seeking a Client Service Associate! In this role, you will be a primary point of contact for service and planning related needs for a select group of the firm's clients. Client Service Associate to $95K Plus Bonus!. The qualified candidate needs to project a can-do ima...
Position Summary: The ideal Client Service Associate exhibits patience, good listening skills, attention to detail, and overall positive presence in the company and with prospects and clients. This position provides an undivided focus on prospects and clients, from being a helpful voice on the phone...
At the forefront of specialized financial services, Globe Life helps families safeguard their assets and promises a profound purpose: ensuring a brighter future for every client. Engage with clients to understand their financial goals and concerns. Foster relationships and ensure our clients always ...
A distinguished cross-over investment firm in Boston, MA is searching for a dynamic Client Service Associate to provide stellar operational support across the firm s multiple investment products! They are looking for proactive candidates with experience in an administrative or client service-oriente...
We are actively looking for an entry level Telecommunications Customer Service & Sales Associate to join our rapidly expanding team in Boston. We work with influential name-brand clients in the telecommunications industry who rely on us to launch new products and promotions, driving their customer a...
Client Service Associates help shape the future of service by modernizing the client experience through . The Client Service Associate assists with the development and growth of . Onboard and maintain client accounts, including collecting client information and required . Cultivate and enhance new a...
An investment advisory firm is seeking a Client Service Associate! In this role, you will be a primary point of contact for service and planning related needs for a select group of the firm's clients. Client Service Associate to $95K Plus Bonus!. The qualified candidate needs to project a can-do ima...
The Tax Associate - Private Client Group will be responsible for the preparation of returns for individuals, trusts, estates, and similar entities in a middle market client base. Associate – Private Client Group. Tax Associate in our Private Client Group. This individual will work closely with partn...
Principal Associate, Cyber Risk & Analysis - Cyber External Client Assurance - Independent Assurance (SOC 2, ISO27001). The Cyber External Client Assurance (CECA) - Independent Assurance team centrally facilitates Capital One’s commercialized products and services through their Commercialized Attest...
CLIENT SERVICES ASSOCIATE, WBUR Business Partnerships. As part of the Client and Creative Services group within Business Partnerships, you will play a key role with the pre- and post-sale process, from working side-by-side with Account Executives to create compelling sales cases, materials and propo...
Through management of the Client Engagement Head and in partnership with Practice Heads, lead Client Engagement efforts to deliver on annual client engagement, satisfaction, retention and up-selling goals. Proven ability to increase client satisfaction and client retention systematically, while iden...
Act as primary operations group contact for customers.Provide product availability and lead time information.Direct advanced issues to appropriate department.Process sales orders from the project portal using the ERP software.Review to ensure all information is accurate for proper fulfillment.Interf...
You learn and support the employee benefits Client Service Cycle to ensure a seamless renewal process and help our team retain business We will teach you about Gallagher’s vast network of resources to improve efficiency and effectiveness in delivering client materials You familiarize yourself with t...
What You'll Do: Understand and translate customer business goals into a project brief that will be referenced by all internal team members Proactively outreach to ensure customer success Assist clients in navigating the technical aspects of the onboarding process, including granting 829 access...
Experienced Associates in Private Client Services (PCS) support a wide range of sophisticated clients, including some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates. You'll embark on a journey that tr...
Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests. This job is responsible for providin...
Associate, Client Processing I. We're seeking a future team member for the role of Associate, Client Processing I to join our Wealth Management team. Through a unique service model focused on five Active Wealth practices - Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies - they he...