- Veritext Legal Solutions (Orlando, FL)
- …videographers to ensuring transcripts are delivered on time and flawlessly accurate. As a Client Services Associate , you'll be the go-to expert for attorneys and ... or corrections, and follow up to ensure expectations are exceeded and every client walks away impressed. If you love follow-through, attention to detail, and making… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …culture emphasizes collaboration, customization, and long-term impact. Position Overview The Client Services Associate will support all operational aspects of ... This role sits between junior support staff and senior client -facing directors, offering a unique opportunity to grow into...top jobs, competitive compensation and benefits, and free online training . Stay on top of every opportunity - whenever… more
- Commerce Bank (St. Louis, MO)
- …estimate of the compensation range for some roles. This compensation range is for the Client Services Associate job and contemplates a wide range of factors that ... wealth management professionals across disciplines who collaborate to ensure each client 's financial journey is uniquely crafted for their goals. Commerce Trust… more
- Kestra Financial (Kings Park, NY)
- Summary The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes ... of business objectives + Other responsibilities as assigned by the Senior Client Service Associate Knowledge, Skills, and/or Abilities + Advanced computer… more
- Caris Life Sciences (Irving, TX)
- …bigger than yourself, Caris is where your impact begins.** **Position Summary** Our Client Billing Associates are responsible for charge entry on specific client ... inquiries regarding billing issues and problems. + Send monthly client statements based on client preferences. +...setting, preferably in customer facing role OR front desk associate . + Customer Service & Communication skills - written… more
- Broadridge Financial Solutions (Edgewood, NY)
- …team with their mandate of making our clients lives easy and advocating for each client to ensure optimal outcomes. We are made up of high-performing teams that meet ... days a week. Responsibilities: + Assist in handling all client communications in a timely and professional manner. +...university; or two to four years related experience and/or training ; or equivalent combination of education and experience. +… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for a Client Service Associate at a Multi Family Office. This is a full-time ... lending strategies, and tailored family office services, all while building lasting client relationships that span generations. You'll serve as the primary point of… more
- Publicis Groupe (Agoura Hills, CA)
- …for all. just to name a few of our great perks! **Overview** The Client Partnerships Associate plays a crucial role in supporting internal account teams ... of our people. Our collaborative teams are equipped with advanced tools, training , and career development opportunities in order to provide our clients with… more
- First National Bank of Omaha (Minneapolis, MN)
- …how it fits into our organization's success.** **Summary of the Job:** * Client Support: Assist brokers in managing client accounts, including processing orders, ... Tasks: Handle administrative duties such as scheduling meetings, maintaining client records, preparing reports, and processing documentation. * Sales Support:… more
- Truist (Winter Park, FL)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more