- Public Consulting Group (Jefferson City, MO)
- …deliver and expand PCG services. This position may report to either a SBS COE Client Success Associate Director or a Client Success Lead. The position ... health-related services by helping schools access critical Medicaid reimbursement. Client Success Partners (CSP) are key members of the... Success Partners (CSP) are key members of the Client Success Team within the School Based Services (SBS)… more
- HUB International (Wilmington, MA)
- …their own unique, regional culture. We currently have an opportunity for a ** Client Services Associate ** . **SPECIFIC** **RESPONSIBILITIES** **:** + Assist the ... CRM in client retention and building relationships with key client personnel. Acquire a thorough understanding of client 's business, insurance objectives,… more
- HUB International (Wilmington, MA)
- …maintain their own unique, regional culture. We currently have an opportunity for a ** Client Services Associate ** . The selected employee will be responsible for ... supporting Account Managers on all aspects of client service, marketing, and renewal of commercial insurance accounts in accordance with HUB's best practices,… more
- Raymond James Financial, Inc. (Rochelle Park, NJ)
- …to our clients. We believe in a team approach, and as such we are seeking a Client Service Associate with shared values and vision to join our team. The ideal ... enjoys solving problems. **Essential Duties and Responsibilities** + Service daily client inquiries over the phone and in-person, including scheduling meetings and… more
- Kestra Financial (Kings Park, NY)
- Summary The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes ... objectives + Other responsibilities as assigned by the Senior Client Service Associate Knowledge, Skills, and/or Abilities + Advanced computer skills (Outlook,… more
- Kestra Financial (Plano, TX)
- The Client Service Associate reports to our Partners and Wealth Managers and is critical to appropriately leveraging Advisors' time. This position requires ... handling of all administrative functions for the office. * Assist in client meeting preparation and follow-up, to include preparing requisite paperwork, and… more
- System One (Bartlesville, OK)
- Part-Time Accounting & Client Services Associate Location: Bartlesville, OK Schedule: Contract-to-Hire | 4 hours/day, 4-5 days/week Pay: $18-$20/hr. We're ... looking for a reliable part-time associate to support basic accounting and office tasks. You'll...accounting and office tasks. You'll help with accounts payable/receivable, client service, and general office duties. What You'll Do:… more
- Finexio (Orlando, FL)
- …and technology so much so they are also customers and partners. The Client Operations Associate is responsible for delivering extraordinary customer experience ... in a professional and timely manner. It is expected that the Client Operations Associate will be able to independently bring most customer questions to a… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …immediate consideration and additional info. Our client is recruiting for a Junior Client Services Associate at a growing wealth management firm. This is a ... retention and consistent growth. Responsibilities + Schedule and coordinate client meetings + Maintain and improve admin processes; update...calls; manage follow-ups + Send cards, gifts, and other client touches + Help organize team events and … more
- Citigroup (New York, NY)
- The Client Services Associate is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing ... level of support to Securities Specialists including but not limited to, client market updates, new account opening and modification, documentation approval, wire… more