Client Service Associate
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 through various policy processes and communicating effectively with the client teamRequired Qualifications : High School Diploma or GED required, Bachelor's degree preferredExperience with medical coding and terminology or clinical exposureProficiency in Business Objects, relational databases, and advanced Excel skillsFlexible schedule to work evenings and weekends as neededAbility to adapt to changing situations with ease and work within a matrix organization
Client Service Associate
Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. Cultivate and enhan...
Client Service Associate
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 Associate*
Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. Cultivate and enhan...
Client Service Associate
Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. Cultivate and enhan...
Private Wealth Management Senior Registered Client Service Associate
Senior Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. Private Wealth Management Senior Registered Client Service Associate. Cultivate and enhance new and existing client relationships through act...
Client Services Associate (42652)
Client Services Supervisor, Client Services Manager, or equivalent leadership. Overall, this position continuously offers the highest level of service to all client and SPS employees while maintaining a professional image of the company by providing prompt, courteous and efficient service. In North ...
Private Wealth Management Senior Registered Client Service Associate
Senior Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. Cultivate and enhance new and existing client relationships through activemunication with clients, processing client requests, resolving inqu...
Client Service Associate
Job Title : Client Service Associate / High-net-worth individuals<br /> Location : Bellevue, WA 98004<br /> Type : Full Time</b><br /> </div> <div><b>Job Summary: </b><br /> We are looking for a Client Services Associate to join our Client Serv...
Client Service Associate
A well-established wealth management firm in Bellevue, WA is searching for a Client Service Associate to support their financial advisory team! This important position plays a vital role in enhancing the client experience at the firm by providing administrative and operational support to three wealt...
Client Services Associate (42386)
Client Services Supervisor, Client Services Manager, or equivalent leadership. Overall, this position continuously offers the highest level of service to all client and SPS employees while maintaining a professional image of the company by providing prompt, courteous and efficient service. In North ...