Receive and service clients/visitors by greeting, welcoming, and directing them appropriately; notifies appropriate parties of client/visitor arrival. Investment Advisor Client Service Specialist. We are currently seeking a 1834 Investment Advisor Client Service Specialist that will be responsible f...
Ensures the delivery of high-quality service in a cost effective manner by managing operating plan, staff, budget and unit costs, consistently meeting service level goals, and ensures timely quality call reviews and processing audits. This role interfaces directly with business clients, the field, o...
Remains externally focused while serving as primary contact for assigned clients, commercial branch contacts, agents and brokers on all issues related to the client's service relationship with CNA. Collaborates with underwriting to determine claim service renewals at profitable rates through underst...
Promote business growth through targeting and selling new or add on services to clients and targets as well as identifying opportunities to cross sell related GES services. Curate, develop and lead the development and continuous improvement of the client experience for payroll operations services le...
You will lead large, highly visible client engagements as well as develop and manage active pipelines, grow relationships with current and prospective clients, and demonstrate how our organization's superior strategic resources and capabilities can address their concerns. Primary accountability for ...
A Tax Experienced Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services t...
Ensures the delivery of high quality service in a cost effective manner by managing operating plan, staff, budget and unit costs, consistently meeting service level goals, and ensures timely quality call reviews and processing audits. This role interfaces directly with business clients, the field, o...
Provides client support and customer service on day-to-day issues with clients by responding timely and effectively either orally or via written communication. Acts in a pro-active manner with assigned clients and builds relationships to ensure retention. Works with Plan Sponsors, Brokers, Registere...
You will lead large, highly visible client engagements as well as develop and manage active pipelines, grow relationships with current and prospective clients, and demonstrate how our organization’s superior strategic resources and capabilities can address their concerns. Primary accountability for ...
Ensures the delivery of high-quality service in a cost effective manner by managing operating plan, staff, budget and unit costs, consistently meeting service level goals, and ensures timely quality call reviews and processing audits. This role interfaces directly with business clients, the field, o...
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...
Category:Customer Service, Keywords:Client Services Manager, Location:Franklin, WI-53132. Ensures the delivery of high quality service in a cost effective manner by managing operating plan, staff, budget and unit costs, consistently meeting service level goals, and ensures timely quality call review...
In this role you will combine your financial background with your excellent 2+ years of client service experience and become one of the primary points of contact for all service related needs of a wealth management client. Proactive responsibility for preparing client reviews, maintaining client rec...
We're looking for candidates with great customer service skills to fill our Remote Customer Service role!. Previous experience in customer service or sales is a plus. ...
Are you ready to break free from the conventional 9-to-5 and design a life that truly reflects your ambitions? Here's your chance to be your own boss, create your schedule, and live the life you've always imagined.Join us and unlock a world of possibilities where health insurance reimbursements and ...
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...
The Hybrid Client Services Manager (CSM) oversees day to day recruiting processes for Talent Solutions RPO clients and directly manages a team of recruiting professionals, either virtual or onsite. HYBRID Client Services Manager - RPO-0031851US-WI-MilwaukeeWorker Location:Hybrid. Identify areas to g...
As Field Service Representative you will provide on-site service including preventive maintenance, calibration, installation, and training across all product lines in the Central Region. Managing inventory, trip planning, and administrative tasks related to service functions. ...
A Client Services Lead oversees full-cycle recruitment processes and the performance of recruitment teams to ensure the delivery of exceptional service to our candidates and clients. Are you looking for a career with purpose? Your search ends today! Talent Solutions RPO is seeking a Client Services ...
Developing, preparing, generating, and analyzing ongoing and ad-hoc special reports pertaining to Service. Demonstrating a willingness to help others and be a team member; often working together with Customer’s Service Engineers. Providing assistance and training to Customer’s Service Engineers on t...
The Vice President - Client Services will be responsible for overall client relations, operational effectiveness, revenue generation & client retention. Establishes and maintains client account plans and ensures that action steps are implemented to achieve results in the areas of client satisfac...
The position is responsible for booking travel arrangements for clients, providing excellent customer service, ensuring customer satisfaction, and communicating regularly with clients. Our services encompass a range of services, including booking flights, securing hotels, arranging car rentals, and ...
A Private Client Services (PCS) Tax Senior Manager is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services t...
The Client Service Representative I provides clients with superior service with each customer interaction and serves as a positive representative of the company to ensure client loyalty. The Client Service Representative I serves as the direct point of contact for clients, visitors, vendors, and the...
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 ...