- Robert Half Finance & Accounting (Minneapolis, MN)
- …with their financial needs. You will contribute to delivering exceptional service and fostering lasting client relationships. Responsibilities: * Establish ... looking for a dedicated Relationship Manager to join our client 's team in the Twin Cities In this role,...of customer satisfaction by consistently delivering precise and timely service . Requirements * Bachelor's degree, preferably in Finance or… more
- St. Luke's University Health Network (Orwigsburg, PA)
- …serve, regardless of a patient's ability to pay for health care. The Client Services Associate is responsible for scheduling appointments, registering patients, ... ensure completeness and correctness of all patient documentation, facilitating maximum client / company satisfaction. + Handles phone, mail, and personal inquires… more
- Kestra Financial (Grapevine, TX)
- Full-time, Client Service Associate (CSA) Requirements Summary: Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a ... operations of a fast-paced, growing financial planning firm. The Client Relations Associate supports the practice with...Maintain CRM database; define and ensure adherence to appropriate client service models + Manage and update… more
- JPMorgan Chase (Jersey City, NJ)
- …I and become a vital part of our mission to elevate client experiences. As an Client Service Associate I within the Prime Client Operations team, you ... Join our dynamic team as a Client Service Delivery Associate ... client relationships. **Job responsibilities** + Provide comprehensive client service by addressing inquiries, processing transactions,… more
- Raymond James Financial, Inc. (Louisville, KY)
- **Responsibilities** * Carry out standard client service activities and handle simple client inquiries. * Maintain appointment calendars and reserve meeting ... clients to strengthen the relationship, meeting personal needs through positive client experiences. * Express ideas, request actions, formulate plans, & policies… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Senior Client Service Associate - Multi-Gen Family Office San Francisco | Hybrid | $100-130K + Bonus Jennifer Fukumae with Robert Half is ... a boutique, privately held multi-family office in San Francisco to hire a Senior Client Service Associate . This is an opportunity to join a firm that… more
- Robert Half Finance & Accounting (Minneapolis, MN)
- Description Client Service Associate Are you passionate about delivering outstanding customer service in the financial services industry? We are seeking ... a Client Service /Account Management Associate to provide efficient support to clients, advisors, and external parties while ensuring high client … more
- US Bank (Salt Lake City, UT)
- …discover what you excel at-all from Day One. **Job Description** Private Wealth Management (PWM) Client Service Associate is a service and support ... delegated authority and/or standard department guidelines, incumbent handles day-to-day client calls and transactions and problem resolution, escalating items beyond… more
- HUB International (Encino, CA)
- **THE OPPORTUNITY: ** Our service professionals play a vital role in supporting our clients with day-to-day account management, claims management, and underwriting ... preferred) + Required "soft skills": efficient time management, organization, customer service , high initiative, team-oriented and high attention to detail ** **… more
- Capital One (Plano, TX)
- …customer focused advocates to join the team. We are currently searching for a Senior Associate , Client Service . At the Principal Associate level, you ... of hours to be regularly worked. Charlotte, NC: $93,400 - $106,600 for Client Service Principal Associate McLean, VA: $102,700 - $117,200 for Client… more