Supports the delivery of financial advice and services to clients, including handling all administrative functions with Financial Advisors and the firm with the goal of client retention, client satisfaction, and reaching business objectives. Deepen client relationships through proactive, regular cli...
Facilitates and ensures accurately and timely billing of services and fees to facility clients. ...
Cresset is seeking an Associate, Private Wealth Client Services with 2+ years of experience managing the administrative and private banking needs for high net worth and ultra-high net worth clientele. Private equity entrepreneurs Eric Becker and Avy Stein founded Cresset Capital Management with a vi...
Supports the delivery of financial advice and services to clients, including handling all administrative functions with Financial Advisors and the firm with the goal of client retention, client satisfaction, and reaching business objectives. Deepen client relationships through proactive, regular cli...
Senior Associate, Fund/Client Accounting~. Prepare capital call and distribution calculations to facilitate capital funding requests from clients. Review and prepare management and performance fee calculations, investor notices, capital statements, auditing financial statements and onboarding of new...
Veritext is the global leader in legal litigation and deposition solutions providing the most skilled court reporters, advanced technology and unparalleled service to help our clients achieve successful outcomes anytime and anywhere!. Providing our clients with exceptional service is the foundation ...
We are looking for a Client Experience Associate to join our team! Please see below for more information:. A Day in the Life of a Client Experience Associate. In this role, you will be taking inbound calls and forwarding messages to our clients in a fast-paced environment. ...
As a Senior Associate in Digital Media Client Strategy, you will play a pivotal role in understanding a client's business and goals, developing customized integrated media marketing strategies, and implementing campaigns across various channels (Digital & Traditional) to achieve measurable results. ...
We are looking for a Client Experience Associate to join our team! Please see below for more information:. A Day in the Life of a Client Experience Associate. In this role, you will be taking inbound calls and forwarding messages to our clients in a fast-paced environment. ...
In this role, you will be responsible for providing excellent service through timely and accurate administrative support across client accounts. Serve as the main point of contact for assigned client relationships. Field client phone calls and emails, providing prompt responses to inquiries. Update ...
In this role, you will be taking inbound calls and forwarding messages to our clients in a fast-paced environment. As this is a Bilingual position, you will be taking calls in both English & Spanish, and translating them for the message depending on the client’s needs. ...
Senior Associate, Fund/Client Accounting. Senior Associate, Fund/Client Accounting~. Prepare capital call and distribution calculations to facilitate capital funding requests from clients. Review and prepare management and performance fee calculations, investor notices, capital statements, auditing ...
Providing our clients with exceptional service is the foundation of our business. Respond to all client requests received via email and/or phone queue in a pleasant and professional manner and fulfill timely. ...
This position may require travel as requiredRole Description:• Client relationship management and business development: manage client relationships, build a portfolio up to $10M, own the opportunity management cycle: Prospect-Evaluate-Propose-Close • Client delivery assurance: collaborate with all d...
We are looking for a Client Experience Associate to join our team! Please see below for more information:. A Day in the Life of a Client Experience Associate. In this role, you will be taking inbound calls and forwarding messages to our clients in a fast-paced environment. ...
In this role, you will be responsible for providing excellent service through timely and accurate administrative support across client accounts. Serve as the main point of contact for assigned client relationships. Field client calls and emails, providing prompt responses to inquiries. Update clien...
We are looking for a Client Experience Associate to join our team! Please see below for more information:. A Day in the Life of a Client Experience Associate. In this role, you will be taking inbound calls and forwarding messages to our clients in a fast-paced environment. ...
Senior Associate, Fund/Client Accounting~. Prepare capital call and distribution calculations to facilitate capital funding requests from clients. Review and prepare management and performance fee calculations, investor notices, capital statements, auditing financial statements and onboarding of new...
As a Client Service Associate, you'll support the Sales team by putting together key information for client proposals. Estimated Hourly Wage: (Levels have variable responsibilities and qualifications): Client Service Associate: $24. This is a great opportunity for someone ready to learn and understa...
Preferably with experience in scheduling and Home Care.Primary responsibility is to facilitate the communications functions of the business office and provide clerical support.High School Gradate (College Preferred).One year general office experience.Excellent computer skills required, excellent int...
As a Sales Associate, you'll excel at providing exceptional customer service, guiding customers through their buying journey. Achieve sales goals and maximize opportunities. Work is performed in a retail store environment. ...
This position contributes to Starbucks success by providing legendary customer service to all customers. This job creates the Starbucks Experience for our customers by providing customers with prompt service, quality beverages and products, and maintaining a clean and comfortable store environment. ...
Sales Associates are required to work closely with store personnel to ensure store metrics are delivered in conjunction with a positive shopping experience. Overview: The primary duty of a Sales Associate is to promote Conn’s products and financing options through excellent customer service. Sales A...
What are we looking for?A Sales Associate who enjoys interacting with customers and is committed to helping them choose the right products, as well as making recommendations based on your overall product knowledge and understanding of their needsThe ability for you to generate sales, not only for th...
Location:Fort Worth, TexasJob Summary:The Sales Associate will be responsible for supporting the Store Leadership Team to achieve all company goals and initiatives. The Sales Associate will model and maintain excellent customer service with effective communication, product knowledge, and appropriate...