and services, with full-service branches throughout California and Denver, Colorado, as well as full-stack payment processing... and timely manner. Process mailed account deposits and handle customer service requests and issue resolutions, daily. As the...
on a regular basis. Some responsibilities may be performed remotely, at the manager’s discretion. The Client Service Associate...-class, seamless client experience. This role reports directly to Client Service Manager or the Client Service Director...
from leadership. Note Candidates must have at least 2 years of client service or account management experience in property... & casualty insurance programs. Job Description Serve as a primary point of contact for client requests, updates, service...
, we invite you to take your career to the next level by applying to join our team today. As a Client Service Specialist... Responsibilities: Responsible for reception support including answering phones, greeting clients and addressing client service...
exceptional service to Mercalis’ pharmaceutical manufacturer customers. The Director of Client Services will lead their team... customers Serve as the first point of escalation for customer issues; inform manager (VP, Client Services) of customer...
VCA Meadow Hills Animal Hospital is seeking a Part-Time Client Service Representative Hometown Care at VCA Meadow... ~ animal ~veterinarian. Position Title: Client Service Representative Department: Front Office Staff Employee Status...
Specialist for client services will provide direct service to clients seeking assistance through the phone... in client services and/or training involving client service, general office work, cashiering, data entry, and personal computer...
will also include operational support for the Office Manager, compliance team and other Client Service Assistants. Responsibilities...Client Service Assistant Buffalo, NY JK Executive Strategies is proud to partner with a well respected financial...
Job Title: Service Client Advisor Reports to: Store Director, Service Manager Division: Retail OVERVIEW The... Service Client Advisor is responsible for providing an outstanding client experience from in-take of the watch for repair...
Experiential Manager and larger soccer team responsible for strategic development of our client's community soccer portfolio. The... and internal Octagon resources Develop a knowledge and understanding of financial service client's sponsorship portfolio...
modifications and act as liaison between the third-party manager and advisor team for all Envestnet service requests. Ability... markets throughout the United States, as well as an office in London. The Firm oversees $193 billion in client assets...
delays concerns or issues to Client Service Manager for resolution. Coordinates invoicing Set up new accounts, issue... teams as required by account SOP or other defined client requirements. Escalates non routine order, inquiries or service...
provide world-class client service to BXMA’s client base while driving business growth. As a Vice President, you will play... a pivotal role in: 1. Delivering exceptional client service — ensuring timely, high-quality reporting and responses to ad hoc...
for client meetings collect the right documentation for opening new accounts and service requests plan team marketing events... series 7 and 66 licenses ideally 3-5 years of experience in client service, within the financial services industry bachelor...
in ensuring exceptional service, strategic account growth, and long-term client partnerships as we continue to expand our presence.... Responsibilities Manage key client relationships, ensuring exceptional service and strategic account growth. Provide support...
, etc.). Upon request, provide quotes and other account-related information to assist clients; non-registered Client Service... here at Stifel, where success meets success. What You'll Be Doing: The Client Services Associate (NR) assists one or more Financial...
strategies related to client service plans; to be responsible for retention of existing clients, customer satisfaction, revenue... offices and complex service models; and to oversee the work of other local Client Services staff. ESSENTIAL FUNCTIONS...
of these RIA firms. Through outstanding client service and problem solving, you will build meaningful relationships...' client service experience, preferably in financial services, retail brokerage or at an investment advisory firm. 2+ years...
for a Client Service Leader within our Transportation West Group to lead our transit practice in Northern California..., oversees overall client service, represent CDM Smith on transportation transit related boards or organizations, and serve...
, outcomes, and goals. Scope note: This is an individual contributor role focused on client service and relationship... Services) will: 1) Curation — Create an Elevated Client Service Experience Identify household values, priorities, needs...