SEC registered investment adviser with over $10 billion in assets under management, is actively recruiting an Investment Services Sales and Client Service Associate, for our Investment Services Department located in our Silver Spring, MD office. This person will support Investment Services' sales an...
A company is looking for a Client Services Associate. Key Responsibilities:Respond to customer inquiries via phone, email, and chat with integrityGuide transactional requests related to account changes, rollovers, loans, and withdrawalsAssist customers with enrollment in SMARTMap's Financial Wellnes...
Assist and Support Senior Trust Officers in the daily performance of duties and servicing of client relationships. Communicate clearly and effectively with clients (e. Utilize the UNITY platform for administrative services, account maintenance, and the creation of administrative reports. ...
A company is looking for a Client Service Associate. Key Responsibilities:Creating and capturing decisions on CDM presentations and project requestsConducting analytics in data and report analysis, running validation reports, and responding to research requestsSupporting Client Policy Manager throug...
Customer Service Associate, Business Insurance. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC). MMA provides business insurance, employee health...
Key Responsibilities:Maintain understanding of client businesses, develop relationships, and analyze trendsEducate clients on services, manage client satisfaction, and participate in projectsAct as a liaison between clients and internal departments, mentor colleagues, and provide feedbackRequired Qu...
Customer Service Associate, Business Insurance. With 170 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC). MMA provides business insurance, employee he...
In this role, you will actively engage with clients, confirm appointments, follow up with past and potential clients, distribute marketing materials, and keep clients engaged during wait times. We are looking for someone who thrives in a welcoming, customer service-oriented environment with. If you ...
Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains currentIdentify and assist with Firm services and solutions that suppor...
Schedule and confirm client appointments, enter data in SalesForce, create meeting agendas and summaries, prepare/coordinate marking events and perform general administrative functions such as answer and return calls, manage the expense report process, prepare routine client correspondence and perfo...
Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client. Registered Client Service Associate**. Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, provi...
Customer Service Associate, Business Insurance. With 170 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC). MMA provides business insurance, employee he...
Customer Service Associate, Business Insurance. With 170 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC). MMA provides business insurance, employee he...
Schedule and confirm client appointments, enter data in SalesForce, create meeting agendas and summaries, prepare/coordinate marking events and perform general administrative functions such as answer and return calls, manage the expense report process, prepare routine client correspondence and perfo...
This Associate will provide advanced IT support services to Medical Field Sales Associates. Aptitude and desire to serve as a subject matter escalation point for handling select IT-related incidents and/or service requests associated with application, operating system and/or other IT services relate...
Seasonal Client Service Associate. Attend to clients, deal with inquiries on the phone and face to face, and supply information regarding the organization to the general public and customers. ...
Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client. Registered Client Service Associate. Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providi...
The role of the Client Service Associate is to assist team members in ensuring every aspect of client accounts are accurately and properly opened and maintained. This role will provide on-going service and support to Client Service Managers and Advisors by providing service that exceeds expectations...
Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. Onboards new ...
Seasonal Client Service Associate No experience necessary January 2024 - April 2024 40 hours x 16 weeks $9,600 - $10,800 salary Overtime paid at 1 1/2 Bonus opportunity MUST be willing to train before start of tax season The CSA must be: Courteous, Knowle...
The Client Service Department Manager plays a vital role in the Client Service Department, serving as a receptionist, in our call center, and assisting with appointment scheduling throughout their work week. Veterinary Referral Associates is looking for a full time, Client Service Department Manager...
Job Description - Senior Registered Client Service Associate - Timonium, MD (2401422)Job DescriptionSenior Registered Client Service Associate - Timonium, MD. DescriptionJob SummaryCelebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services ind...
Customer Service Associate, Business Insurance. With 170 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC). MMA provides business insurance, employee he...
Trust Officer, Client Services Associate, DUTIES & RESPONSIBILITIES:. Trust Officer, Client Services Associate, SELECTION CRITERIA:. Communicate clearly and effectively with clients (e. Utilize the UNITY platform for administrative services, account maintenance, and the creation of administrative re...
As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and lead client interactions to retain and develop deeper relationships. At Amerip...