With an emphasis on internal and external client service, this role is accountable for achieving marketing results for contracted work serving specific clients and segment or geographic focus areas, across the compan. As Associate Client Marketing Manager, you will practice and build your marketing ...
Develops and maintains product knowledge, procedures, and the effective administration of all functional/technical aspects of the position while providing high degree of accuracy and service to assigned book of business. Projects a positive, team-oriented attitude towards customers, vendors, brokers...
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...
Do you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful office? Our established financial service firm, Drake & Associates, in. Client Services Representative. Client Services Representative. The ideal candidate will ha...
Client Service Team to serve as the liaison between the client and the Financial Advisor (FA) as an on-site. Support Senior Vice President and their clients by leading and implementing the client service model. Since 1997, Wealth Enhancement Group has tirelessly raised the standard of wealth managem...
Do you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful office? Our established financial service firm, Drake & Associates, in. Client Services Representative. Client Services Representative. The ideal candidate will ha...
Ensure clients receive professional service and timely responses to requests. Coordinate client and firm events to meet desired objectives. Associate or Bachelor's degree in Finance, Business, or related field preferred. Ability to maintain confidentiality of both client and staff information. ...
Minimum of 2 years of experience in client service, preferably in the financial services industry. In this role, you will play a critical part in managing client accounts and relationships, ensuring seamless communication and service delivery. Stay updated on our firm's offerings and services to pro...
Ensure clients receive professional service and timely responses to requests. Coordinate client and firm events to meet desired objectives. Associate or Bachelor's degree in Finance, Business, or related field preferred. Ability to maintain confidentiality of both client and staff information. ...
As a Client Service Associate you arrive each day ready to maintain and improve the relationship between our company and our clients. Do you possess excellent communication and organizational skills and the ability to work well with others in the organization? Are you able to assimilate to a wide va...
Minimum of 2 years of experience in client service, preferably in the financial services industry. In this role, you will play a critical part in managing client accounts and relationships, ensuring seamless communication and service delivery. Stay updated on our firm's offerings and services to pro...
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...
Develops and maintains product knowledge, procedures, and the effective administration of all functional/technical aspects of the position while providing high degree of accuracy and service to assigned book of business. Projects a positive, team-oriented attitude towards customers, vendors, brokers...
Materially contribute to core health and benefits projects involving the design and management of group medical, dental, life, disability and time off benefits for large, complex clients including: Benefit plan analysis, design, cost savings and funding strategies Vendor procurement, negotiation and...
The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. Develop and preserve client relationships by responding to all c...
Do you have experience in the financial services industry and want to advance your career with an industry-leading firm? Our office is growing, and we are looking for a Client Service Associate to join our operations team! The Client Service Associate (CSA) is an integral part of advisor and branch ...
Under immediate supervision, Client Services Associate, Registered, assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mai...
Minimum of 2 years of experience in client service, preferably in the financial services industry. In this role, you will play a critical part in managing client accounts and relationships, ensuring seamless communication and service delivery. Stay updated on our firm's offerings and services to pro...
Client Service Specialist! Are you passionate about helping clients in a non-call center type environment? Are you seeking variety in your day-to-day work? Do you want to work for a company who . As a Client Service Specialist, you will have an assigned account base and will act as a liaison between...
Client Services Developer to be a part of a rapidly evolving technology group supplying top quality solutions to our growing top tier Wall Street client base. We are looking for Client Services Developers to handle client interactions, issue investigation and resolution, and support-related developm...