We are seeking a Tax Director to join the Private Client Services (PCS) practice, able to sit in a number of our offices. We are seeking someone who thrives in a growing environment and providing clients with exceptional services. Identify potential opportunities for new and/or expanded client servi...
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 Franklin and AM companies. As a Client Marketing Manager, you may have responsibility for ...
A company is looking for a Client Service Associate - Tamarac Reporting to join their Service team. ...
Are you an experienced dental professional looking to make an impact beyond the lab? Absolute Dental Services, a renowned dental laboratory known for its exceptional quality and service, is expanding its team! We are seeking a skilled and enthusiastic Dental Tech Client Support specialist to join us...
A company is looking for a Lead Specialist - Fraud Client Service Center. ...
No customer service representative agent experience needed. Customer Service Representative Agent Work From Home - Remote Online Panelists. MUST actually use products and/or services, if provided. Customer service representative agent experience is not necessary. ...
A company is looking for a Senior Vice President of Client Service in the Design category. ...
No customer service representative agent experience needed. Customer Service Representative Agent Work From Home - Remote Online Panelists. MUST actually use products and/or services, if provided. Customer service representative agent experience is not necessary. ...
Consistently follow procedures to be compliant Gain understanding of custodian processes, particularly Charles Schwab and Fidelity Work effectively as part of a team Secondary Responsibilities Assist with multiple client and practice related projects at one time Obtain and organize confidential clie...
No customer service representative agent experience needed. Customer Service Representative Agent Work From Home - Remote Online Panelists. MUST actually use products and/or services, if provided. Customer service representative agent experience is not necessary. ...
Sales and Service Activity: Actively utilize Life 360 and CRM to ensure relationship teams can always get a current view of each client's financial situation. Bachelor's degree strongly preferred or minimum 3 years of client service experience. Strong client experience skills, internal and external ...
Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(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 mailings, filing, a...
As a Client Service Associate within the Commercial Bank, you will resolve client requests while working in partnership with Service Operations, Sales partners, and Bankers located in the United States and across the globe. Client Service Associates are a trusted member of the client's team and deep...
The Manager, Client Services will direct, coach, and mentor a regional team of Client Service Account Managers, helping them provide excellent Customer support while ensuring KPIs for Customer satisfaction and continued business growth are met. Clien Client Service, Manager, Account Manager, Process...
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 ...
If you enjoy building strong relationships with clients, then look no further and apply today! Join our team as a Client Service Associate and be the friendly face for all those who visit our offices, ensuring exceptional client experiences and providing essential support. In this role, you wil...
As they build senior relationships, earn client trust and open doors, the Transformation Executive will work with and through the relevant members of our pursuit pods and help create and present relevant value propositions that solve client specific business problems. Work collaboratively across mul...
The principal responsibility for the job is to oversee and assist in the client service of our hedge fund administration clients. The job will include oversight of the operational work for our clients including coordination with work performed in other locations globally, financial statement and oth...
We are seeking passionate individuals to join us in providing top-notch coverage and exceptional service. How about TODAY being the day, you take back your life and secure your future? Start a career in financial services, one of the most stable and lucrative industries in the world!. ...
Examine information on new perspective clients and provide recommendations on the pursuit of those clients. Promote the services & abilities of Primoris Renewable Operation and Maintenance for Wind, PV, & Energy Storage, to new and existing customers, decision makers and influencers within the Renew...
Contact internet clients via e-mail and phone to schedule a sales or service appointment. Primarily responsible for lead generation activities in support of the company’s sales and service goals. Answer all incoming phone calls according to a proven, pre-set script, and schedule a sales or service a...
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 Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets i...
Take ownership and accountability to address and resolve client questions and issues, working toward a first call resolution, whenever possible. Identify any coverage gaps and offer client solutions. Document customer contact completely within client management system. Ensure all business results (q...
Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTIONThe Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associat...