client service experience, with escalation to the Multi-Unit Team Leader and District General Manager as necessary Serve... as point of contact for onsite escalated client service concerns Ensure clients are scheduled properly and conflicts...
, and along with the Financial Advisor, provide comprehensive wealth management advice to your team’s existing client base while attracting... or closely related experience in the financial services industry, preferably with a broker-dealer or other large financial...
Job Description: About the Role As a Sales Associate you provide customers with a unique shopping experience... by offering excellent customer service. Utilize effective selling techniques and provide in-depth product knowledge in a fast...
client service in order to help our clients achieve their financial goals. Our success is a direct result of the caliber... financial services to individuals, families, businesses and charitable organizations. It is our goal to provide outstanding...
in Word and Excel are required Desired Qualifications 1-2 years client service experience, financial services industry... planning, investment management philosophies, and financial management strategies A focus on client service excellence...
, you will be exposed to a variety of industries including real estate, consumer industrial products, financial services, and healthcare...Job Category: - Degree Level: Bachelor's Degree Job Description: Tax Associate As a Tax Associate at Grant...
and accurate responses to telephone inquiries from both Customers and Financial Professionals. You will be trained on our products... performance and educating callers on the self-service features of our website, and taking and keying trade instructions provided...
in one of our Northeast, Midwest, Sunbelt, or West office. Job Responsibilities: Client Service: Develops an understanding of each client...CLA is a top 10 national professional services firm where our purpose is to create opportunities every day...
in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking...’ assets, maintain their privacy, and act in their best interest. Keeps current with the wider financial services marketplace...
and effective technical accounting capabilities by leveraging extensive firm resources Provide timely, high quality client service... an integrated service delivery Recognize and inform management of opportunities to increase level and types of services to clients...
, My Development and Dress for Your Day!). You want to grow professionally and develop your client service and technical... providing financial statement auditing services within a public accounting firm Demonstrated skills in the areas of time...
anywhere in the US. Responsibilities: Responsibilities: Manage day-to-day financial reporting accuracy for assigned clients... project tasks to ensure efficient client workflow. Prepare and/or review the initial draft of monthly reporting packages...
is accountable for ensuring excellent client services and a working knowledge of the hospitality industry as it relates to point... of service and satisfaction for the client. Provide knowledge and proficiency of POS software, operating systems and networks...
as a seasonal Client Service Professional/Receptionist means you’ll focus on how to wow clients now and in the future. What you'll...-term strategy and transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience...
as a seasonal Client Service Professional/Receptionist means you’ll focus on how to wow clients now and in the future. What you'll...-term strategy and transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience...
as a seasonal Client Service Professional/Receptionist means you’ll focus on how to wow clients now and in the future. What you'll...-term strategy and transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience...
as a seasonal Client Service Professional/Receptionist means you’ll focus on how to wow clients now and in the future. What you'll...-term strategy and transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience...
as a seasonal Client Service Professional/Receptionist means you’ll focus on how to wow clients now and in the future. What you'll...-term strategy and transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience...
as a seasonal Client Service Professional/Receptionist means you’ll focus on how to wow clients now and in the future. What you'll...-term strategy and transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience...
a positive, lasting impression by offering personalized service Accurately & efficiently perform register/POS transactions... product information, care, maintenance, timeframes & delivery Affirm the client's purchase & offer additional merchandise...