- World Insurance Associates, LLC. (Iselin, NJ)
- …from one of our multiple offices throughout the region. Position Summary The Associate Client Representative supports the daily management of a high-volume ... service to external and internal clients to ensure client satisfaction and retention. Essential Duties and Responsibilities +...client needs. + Set up and maintain accurate account details, contacts, and policy information in EPIC +… more
- World Insurance Associates, LLC. (Hamden, CT)
- Position Summary The Associate Client Representative supports the daily management of a high-volume Commercial Lines book of select business. Under the direction ... service to external and internal clients to ensure client satisfaction and retention. Primary Responsibilities + Supports lead...client needs. + Set up and maintain accurate account details, contacts, and policy information in EPIC +… more
- Aston Carter (Albany, NY)
- Banking Associate - Client Services Join a...ClearlyRated Best of Staffing(R) double diamond winner for both client and talent service . The company is ... dynamic financial team where your expertise and passion for service make a real impact. In this role, you'll...dependents) * Short and long-term disability * Health Spending Account (HSA) * Transportation benefits * Employee Assistance Program… more
- Vanguard (Charlotte, NC)
- …What it Takes + Minimum of three years' experience in Financial Services; client service experience preferred. + Undergraduate degree or equivalent combination ... needs and share insights with Relationship Managers. + Deliver high-quality, efficient service while anticipating client needs and offering proactive solutions.… more
- Raymond James Financial, Inc. (Jackson, MI)
- **Essential Duties and Responsibilities** + Service daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients + ... Manage and deepen client relationships with effective, proactive communication and personalized attention in every interaction + Open new client accounts,… more
- TEKsystems (Colorado Springs, CO)
- …Candidates must be comfortable navigating multiple systems and interpreting complex client instructions. Key Responsibilities + Process 350-400 client activities ... uploading agreements, R&D calculations. + Complex: Financial beneficiary movements, new account setups, complex asset allocations. + Review and interpret client… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Be the first line of support for branch teams-answering questions and resolving client account activity. + Investigate and correct disbursement errors with ... precision and care. + Complete daily reports and review account activity to ensure compliance with firm policies and...+ Contribute to a culture of continuous improvement and client -first service . **What You Bring** + Strong… more
- World Insurance Associates, LLC. (West Warwick, RI)
- …organization offering top products and services from major providers, combined with attentive service from local agents. Founded in 2011, World is one of the ... of our multiple offices throughout the region. Position Overview The Commercial Lines Account Manager will play an integral role in driving our mission to deliver… more
- World Insurance Associates, LLC. (Phoenix, AZ)
- …solutions. Position Summary Receives guidance and/or direction, to provide support to Client Managers and/or Client Advisors, by following established workflows ... primary activities listed below. Primary Responsibilities + Setup and maintain accurate account details, contacts, and policy information in EPIC + Process renewals,… more
- Towne Park (Madeira Beach, FL)
- …oversees one Towne Park account and is responsible for account performance for financial, guest/patient satisfaction, and client satisfaction objectives. ... 1 or 2 Towne Park account and is responsible for account performance for financial, guest/patient satisfaction, and client satisfaction objectives. **DUTIES… more