RapidRatings is actively looking for a driven Client Delivery Associate to join our growing Client Delivery and Operations team. To be a good fit for the Client Delivery Associate opportunity, you will have:. Strong written and oral communication skills and can communicate effectively across all lev...
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...
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...
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 help clients in the and abroad ac...
Client Success is an important role on our team that ensures that our clients have a positive experience on all ISS MI’s platforms and are able to effectively leverage our solutions to increase their productivity. Monitor client usage and other product interactions to ensure our clients remain infor...
Job Responsibilities * Manage and resolution of queries across the fund services provided * Responsible for issue management, escalation and remediation * Coordinate client requested changes to operating model and reporting * Coordinate client fund launches an...
As a Client Associate 2 in Epsilon's Travel Vertical, you will play a crucial role in growing our current book of business by leveraging your expertise to identify, influence, present, and close deals with customers. As a Client Associate 2 in Epsilon's Travel Vertical, you will play a pivotal role ...
Are you a Private Client Tax Senior seeking to join an entrepreneurial and forward-thinking West End accounting firm? Are you keen to support directors and managers to manage a prestigious portfolio of clients including HNWIs and non-doms? If so, this role could be perfect for you. You will manage y...
Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client. Cultivate and enhance new and existing client relationships through activemunication with clients, processing client requests, resolving inquiries, providing guidance and making sure key informati...
Our client, an AmLaw 100 national law firm is seeking a highly qualified and motivated Associate to join a prestigious law firm’s Commercial Finance Group in Boston. ASSOCIATE – COMMERCIAL FINANCE. ...
Are you a Private Client Tax Senior Manager seeking to join an entrepreneurial and forward-thinking West End accounting firm? Are you keen to manage a prestigious portfolio of clients including HNWIs and non-doms? Do you want a pathway to Director/Partner? If so, this role could be perfect for you. ...
Support the Investment Team by updating client balance sheets, client presentations, meeting materials and other client correspondence. Client Service Team in coordinating the portfolio operations for a range of clients. Additionally, over time this role may develop into a client facing position and...
As a Senior Client Associate in Epsilon's Travel Vertical, you will be instrumental in managing and growing a portfolio of key travel accounts. In the role of Senior Client Associate for the Travel Vertical at Epsilon, your primary objective will be to manage and expand a portfolio of existing accou...
Personal Tax Senior – Media & Entertainment clients. Are you a Personal Tax Senior or an experienced Personal Tax Semi-Senior, who would like to be part of a Top 70 firm predominantly dealing with media and entertainment clients? Are you keen to work with some of the biggest names in entertainme...
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...
Are you a Private Client Tax Director seeking to join an entrepreneurial and forward-thinking West End accounting firm? Are you keen to provide advice and manage a prestigious portfolio of clients including HNWIs and non-doms? Do you want a pathway to Partner? If so, this role could be perfect for y...
Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client. Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key infor...
Client Service Associate, Investments, Boston, MA. Client Service Associate (CSA) is a sales support role within the Administration Department of Santander Investments, LLC. The CSA team supports each other and interacts with branch and home office associates as well as clients. Respect for the clie...
As a Senior Client Associate in Epsilon's Travel Vertical, you will be instrumental in managing and growing a portfolio of key travel accounts. In the role of Senior Client Associate for the Travel Vertical at Epsilon, your primary objective will be to manage and expand a portfolio of existing accou...
Client Solutions Associates are core to FactSet's value proposition and important to promoting product usage and adoption and reducing client cancellations. Client Solutions Associates become versatile businesspeople as they expand their knowledge of the financial markets and work with multiple clie...
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. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefi...
Exceptional writing, interpersonal and client service skills. ...
Analyzeplex client inquiries through application of product knowledge and client relationship/awareness. Manage the software upgrade and deployment cycle for assigned clients, including detailed reviews with client to assist with UAT and production planning. Serve as the primary relationship and sup...
Registered 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. Onboard and maintain client accounts, including collecting client information and required documentation in a clerical cap...