- Paycom Online (Oklahoma City, OK)
- … Client Success Manager, including elements of accounting, compliance, and client support .** + **Complete extensive product knowledge training, shadowing with ... company in the $96 billion HR industry. As a Client Success Manager Intern (internally known as a Paycom...& RESPONSIBILITIES** + **Participate in career coaching designed to support the transition from military service into… more
- 32BJ Benefit Funds (New York, NY)
- … client -centered team committed to delivering high-quality, accessible legal services to our members. Under the supervision of the Intake Supervisor, ... 64866.61 To 64866.61 (USD) Annually Job Title: Intake Specialist I Department: Legal Services Fund, Intake Reports To: Intake Supervisor FLSA Status: Local 1101 -… more
- Charles Schwab (Richfield, OH)
- …Leader and Client Relationship Administrators to provide a coordinated approach of client service delivery in support of plan administration requirements ... Service Manager, Relationship Management** will typically provide comprehensive client relationship support for clients that have enhanced complexity and… more
- Paladin Technologies (Minneapolis, MN)
- …for service call creation and updates, as required by region. + Support Client Service Administrators by addressing questions or quality concerns ... encompasses a range of duties including project coordination to support the National Client Services ...call statuses throughout the service lifecycle. + Client Coordination & Support : + Ensure … more
- World Insurance Associates, LLC. (Westborough, MA)
- …financial advisors. Position Summary We are seeking a detail-oriented and highly organized Client Services Associate to support our financial advisors with ... trustworthy client relationships by delivering responsive, high-quality service Account Operations + Support new ...financial services , wealth management, or a related client service role (preferred) + Strong understanding… more
- Insight Global (Eatontown, NJ)
- …telephone, live chat, etc.) * Responding promptly to customer inquiries * Help Desk-log client support requests & resolutions We are a company committed to ... Job Description Insight Global is looking for a Accounting Client Specialist for a local Eatontown, NJ software company. This person would be responsible for helping… more
- KeyBank (Brooklyn, OH)
- …Specialist, an integral part of a high-performing team, is responsible for commercial client support functions through telephone or written requests, the timely ... growth and servicing of the commercial portfolio, while providing stellar customer service to internal and external customers alike. Under moderate supervision, the… more
- Edward Jones (St. Louis, MO)
- …expanding sets of Edward Jones products and services , and ongoing reporting and support . This role leads a team of Client Concierge Specialists (CCS) that ... by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax...an ever-evolving landscape. The team leader is expected to support running the service and operations aspects… more
- KeyBank (Indianapolis, IN)
- …(Salesforce Task Queue) to direct service -related work away from field and to Client Service Associates. This includes submitting service tasks to the ... sales presentations, annual wealth reviews, and other materials for client meetings. + Support the field teams...and wealth management. + Demonstrated proficiency and effectiveness in client service skills (including handling client… more
- Bank of America (Boulder, CO)
- …a full-scale Financial Advisor at Merrill. This progression role is responsible for providing client service support to Financial Advisors (FAs). As a WMCA ... WMCA - ADP. This job is responsible for providing client service support to multiple...internal specialists, and executing highly customized solutions to meet client needs + Recommending investment products and services… more