- HUB International (Bothell, WA)
- …They may work independently, as part of a team or with a Producer to provide client advocacy, client retention, write new client accounts or lines of ... coverage as needed. + Service day to day client needs including, fielding phone calls, email, and other...satisfaction + Manage and delegate work as needed to Associate Account Managers and Account Managers to ensure their… more
- HUB International (Encino, CA)
- …to having many more years of being a part of the HUB family!" _Clara - Client Service Associate_ **WE'LL TAKE CARE OF YOU.** We care about our people, and we mean ... provide provides day-to-day service for employee benefits clients by maintaining client relationships, supporting client retention, maintaining strong carrier… more
- First Horizon Bank (Jupiter, FL)
- …needs and "handing off" the processing of these applications to the appropriate associate . Client experience + Research and resolve problems and respond to ... both teller and platform support as needed to keep client wait times to a minimum and to provide...banking, consumer, small business, wealth and trust management, retail brokerage , capital markets, fixed income, and mortgage banking services.… more
- First Horizon Bank (Statesville, NC)
- …needs and "handing off" the processing of these applications to the appropriate associate . ** Client experience** + Research and resolve problems and respond to ... both teller and platform support as needed to keep client wait times to a minimum and to provide...banking, consumer, small business, wealth and trust management, retail brokerage , capital markets, fixed income, and mortgage banking services.… more
- First Horizon Bank (Knoxville, TN)
- …needs and "handing off" the processing of these applications to the appropriate associate . Client experience + Research and resolve problems and respond to ... both teller and platform support as needed to keep client wait times to a minimum and to provide...banking, consumer, small business, wealth and trust management, retail brokerage , capital markets, fixed income, and mortgage banking services.… more
- First Horizon Bank (Knoxville, TN)
- …+ Actively contribute ideas and feedback to improve processes and enhance both client and associate experiences. Core Competencies and Values Alignment: + ... consistently delivering exceptional service experiences. Aligned with our core values- client focus, caring for people, commitment to excellence, expanding access,… more
- First Horizon Bank (Coral Gables, FL)
- …needs and "handing off" the processing of these applications to the appropriate associate . Client experience + Research and resolve problems and respond to ... both teller and platform support as needed to keep client wait times to a minimum and to provide...banking, consumer, small business, wealth and trust management, retail brokerage , capital markets, fixed income, and mortgage banking services.… more
- UMB Bank (Leawood, KS)
- …based on the unique Investment Policy Statement (IPS) for each individual client and parameters provided via Request for Proposal (RFP) opportunities. Client ... factors. Participate and on occasion lead sales presentations. Collaborate with Client Service Specialist and Relationship Manager to ensure that administrative… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Associate , Client Services Accounting $110-130K (Stretch) + Bonus + Excellent Benefits San Francisco (FiDi) | Hybrid Schedule: Onsite Tues-Thurs; ... opportunities to grow alongside experienced and thoughtful colleagues. ROLE OVERVIEW: The Associate , Client Services Accounting, plays a critical role in… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …A private, multi-generational family office based in San Francisco is seeking an Associate to join its Client Services Accounting team. The organization provides ... integrity, and long-term partnership. Why This Role Matters The Associate will play a key role in supporting the...financial statements + Perform accounts payable functions and monitor client liquidity + Reconcile bank, brokerage , credit… more