- 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 (Chandler, AZ)
- …focused and effective. **Job Description:** This job is responsible for providing shared client service support to potentially multiple Financial Advisors ... Client Service Associate Chandler, Arizona **To...provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management… 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
- Cramer (Norwood, MA)
- The Client Services Director role blends deep client relationship management with strategic multi-channel marketing expertise. A champion of the client ... the Client Services Director delivers on the client 's business objectives through thoughtful assessment of needs, development of effective strategies,… more
- JPMorgan Chase (Tampa, FL)
- Join our dynamic team as a Client Service Lead, where you will play a pivotal role in managing and developing a team of Client Service Account Managers. ... you will manage a team dedicated to providing exceptional client -facing support . You will act as a...**Job responsibilities:** + Manage and develop a team of Client Service Account Managers (CSAM) through hiring,… more
- Grant Thornton (New York, NY)
- …company levels on issue analysis, solution proposals, engagement management and client satisfaction. + Support business development initiatives by assisting ... cross-functional teams. Qualifications + Background in business development, sales, or client relationship management, ideally within professional services or… more
- Ethos Veterinary Health (San Antonio, TX)
- …practices, pharmacology, medical terminology, and clinic procedures. + Expertise in client service principles , including needs evaluation, quality standards, ... + Swing Shifts (Exact shift TBD) Key Responsibilities/ Duties: Client Communication & Support + Greet clients...combine your love for pets with a career in client service , apply today! For more information… more
- Robert Half Finance & Accounting (Philadelphia, PA)
- …a Client Services Associate. This role involves providing administrative and client service support to ensure seamless operations and exceptional ... and business leaders. Responsibilities: * Prepare and process account documentation to support client service operations. * Compile onboarding packets… more
- Health Care Service Corporation (Lancaster, PA)
- …president and client managers to review renewal strategy Providing ongoing support , direction, and leadership to the entire Client Management team consistent ... to ensure a smooth and seamless transition. Personally providing client management support to key Luminare Health...Functioning as the key point of contact, providing consultative support , a high level of customer service ,… more
- Health Care Service Corporation (Albuquerque, NM)
- …president and client managers to review renewal strategy Providing ongoing support , direction, and leadership to the entire Client Management team consistent ... to ensure a smooth and seamless transition. Personally providing client management support to key Luminare Health...Functioning as the key point of contact, providing consultative support , a high level of customer service ,… more