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 ...
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 ...
From training of our team on the latest estate and tax strategies and implementing investment research technology, to discovering better ways to improve client service, it's all about our clients. Does this sound like the kind of positive, team-focused environment where you would excel? Argent Wealt...
RapidRatings is actively looking for a driven Client Delivery Associate to join our growing Client Delivery and Operations team. Client Delivery Associate - Fluent in Mandarin**. To be a good fit for the Client Delivery Associate opportunity, you will have:. Strong written and oral communication ski...
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...
Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guid...
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...
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 ...
Together with the current Client & Channel Strategy team, you’ll be actively contributing to our client strategy, making a significant impact on our business, and being a key part of driving our growth plans. As a Senior Associate, Client & Channel Strategy you will be responsible for leading, execu...
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 At...
Help clients experience a modern alternative to employee benefits Together, our Employee Benefits team helps clients build a capital-efficient and employee-centric program designed to mitigate their unique exposures. Are consultative and bring a positive and resourceful approach to dealing with pros...
Eclipse Client Service is rapidly growing and needs your help! Eclipse Service Consultants are an integral part of the Eclipse platform, a cloud-native investment management solution, working both with our clients and our R&D teams. Solutions Consultant, Eclipse Client Services. We collaborate w...
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 proposals to helping with the execution and optimization of ...
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 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...
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...
Our client, a top wealth management and investment firm in Boston is seeking a Client Service Associate to join their growing organizaiton! In this role, you will provide direct support to the Wealth Managers and Associate Wealth Managers in all aspects of services delivered by the team to its clien...
Senior Associates in our Private Client Services practice, manage and support their team on multiple engagements for 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, T...
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...
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...
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...
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...