- Fox Rothschild LLP (Philadelphia, PA)
- **Description** As a member of the Client Service Team (CST), the Client Service Specialist (CSS) is responsible for providing legal administrative ... and external clients. **ESSENTIA** **L FUNCTIONS:** **Attorney Support** + Provide superior client service by answering and screening calls in a courteous… more
- HUB International (Rockville, MD)
- …Plan Sponsors (NAPA) or ability to obtain a designation after hire. + Experience in a client service administrative role; must have a passion for client ... for you.** We currently have an opportunity for a ** Client Service Associate** to join our Retirement...office. The selected individual will be responsible for preparing client reviews and providing administrative support to… more
- Robert Half Accountemps (Palm Beach Gardens, FL)
- … administrative and sales support to ensure smooth operations and excellent client service . Responsibilities: * Provide administrative and clerical ... to client inquiries promptly and professionally, delivering high-quality customer service . * Collaborate with team members to streamline processes and improve… more
- Robert Half Finance & Accounting (Boston, MA)
- …more details. Thank you! Requirements * Minimum of 2 years of experience in a client service or administrative role within financial services. * Active ... a highly sought-after Wealth Management firm in Boston and looking to add a Registered Client Service Associate to the team. Essential tasks include client … more
- Citizens (San Francisco, CA)
- …Other Professional Credentials + Bachelor's degree in finance or similar + Previous client service and administrative experience within Wealth Management + ... you will play a pivotal role in delivering exceptional client service and support within the wealth... Client Relationship Managers to ensure a seamless client experience and provide administrative and operational… more
- KeyBank (Brooklyn, OH)
- …team. The CA will administer an IA book of institutional relationships with emphasis on client service and daily administrative duties. The CA must develop ... Native American, public fund and/or Taft Hartley clients in administrative capacity or other client service roles. + Demonstrated strong client… more
- Robert Half Office Team (San Diego, CA)
- …discretion and professionalism Requirements Qualifications + 1+ year of experience in client services, customer service , or administrative support (financial ... Associate to support advisors and clients by delivering high-quality service and administrative support. This role is...with financial advisors, operations teams, and custodians to resolve client requests + Track service requests and… more
- Robert Half Office Team (San Diego, CA)
- …and professionalism Requirements Qualifications + 1+ year of experience in customer service , client services, or administrative support (insurance or ... to support policyholders and internal teams by delivering responsive service and administrative assistance. This role plays...+ Coordinate with producers, underwriters, and carriers to resolve client needs + Track service requests and… more
- TD Bank (New York, NY)
- …about status of account administration, retention, and projects + Completes assigned administrative / Client service tasks within policy and operating ... Managers, Trust Advisors, or Investment Advisors) and provide consistent and accurate administrative , analytical, and service support. **Depth and Scope:** +… more
- Robert Half Finance & Accounting (Richmond, VA)
- Description The role of the EA is to support the firm with administrative tasks, office maintenance, client service and other projects as needed. This will ... the first point of contact at our firm and help to improve administrative and client service processes. The role will be instrumental in establishing… more