- Robert Half Finance & Accounting (Walnut Creek, CA)
- …scanning, and data entry. Client Service Support + Assist with client onboarding , coordinating documentation and preparing welcome materials. + Update and ... Description Jennifer Fukumae with Robert Half Finance and Accounting is seeking a Client Experience Coordinator to join a growing wealth advisory team. This role is… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …and data entry. Client Service Associate Support + Assist with client onboarding , coordinating paperwork and preparing welcome materials. + Update and ... RIA in Walnut Creek that is actively seeking a Client Experience to serve as the first point of...courteously. + Manage the office calendar, scheduling and coordinating client and internal appointments. + Maintain a clean, organized,… more
- Mass Markets (Richmond, VA)
- …pursue opportunities for account expansion and recommend value-added services. + Manage client onboarding , transitions and change requests to ensure a seamless ... Services Managerto serve as the key point of contact for assigned client accounts. This role is responsible forensuring exceptional service delivery, fostering… more
- Eastern Bank (Portsmouth, NH)
- …for client service inquiries and requests. + Assist with new client onboarding , including documentation, account setup, and coordination with internal teams. ... The Wealth Client Associate plays a key role in delivering exceptional client service and operational support to high-net-worth clients by collaborating with… more
- Advatix, Inc. (Norcross, GA)
- …deep relationships with key clients, acting as a trusted advisor. + Oversee client onboarding and implementation, ensuring a seamless experience. + Gather ... Client Services Director Role Summary The Client Services Director (CSD) is a leadership role responsible for ensuring client satisfaction, retention, and… more
- Moss Adams LLP (San Francisco, CA)
- …'s full Moss Adams advisory and operational teams. + Manages and tracks client onboarding experience, including the coordination of all internal and custodial ... ** Client Service Associate** **Description** At Moss Adams, we...and interesting business challenges. **Introduction to the team** The Client Service Associate for Moss Adams Wealth Advisors will… more
- Live Nation (AZ)
- …season ticketing, access control support customization (rules, exceptions, etc.) + Assist with client onboarding and ongoing maintenance + Act as the expert in ... Job Summary: JOB DESCRIPTION - Client Support Specialist Division: Ticketmaster US Line Manager:...THE JOB This position delivers services to support the client 's day-to-day needs related to the use of ticketing… more
- Simon & Schuster (New York, NY)
- …inquiries, routing tickets, managing systems access, etc. + Support the new client onboarding process, including portal set up and access, metadata ... will be responsible for supporting Simon & Schuster's distribution client publishers. The role will report to the Director...publishers. The role will report to the Director of Client Publishing Operations and will work closely with, and… more
- Mass Markets (Wichita, KS)
- …+ Identify opportunities for account growth and upselling additional services. + Manage client onboarding , transitions, and change requests. + Monitor client ... trusted partner in the industry. We are looking for a client -focused and relationship-driven Client Services Manager to serve as the primary liaison between our… more
- Mass Markets (Garden City, GA)
- …+ Identify opportunities for account growth and upselling additional services. + Manage client onboarding , transitions, and change requests. + Monitor client ... trusted partner in the industry. We are looking for a client -focused and relationship-driven Client Services Manager to serve as the primary liaison between our… more