- Robert Half Office Team (Toledo, OH)
- Description We are looking for a highly organized and detail-oriented Client Service Associate with Financial Service experience to provide critical ... * Prepare client meeting materials and complete follow-up documentation, ensuring all service requests are processed promptly and accurately. * Manage investment and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …some of the world's most sophisticated families seeking a Senior Client Service Associate to deliver exceptional support across investment operations, client ... onboarding, and financial administration for a curated group of ultra-high-net-worth clients....or hybrid from our San Francisco office. Senior Client Service Associate $90,000-$110,000 base + 15-30% discretionary… more
- Stryker (New York, NY)
- …prompting to drive productivity, change, and outcomes. What you will do As a Service Associate , your primary responsibility will be collecting single use devices ... territory. You will also get to engage with hospital staff to provide optimal customer service on training and education around the proper use of Stryker… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …directing more complex matters to colleagues, as necessary. + Carry out standard customer service activities and handle simple customer inquiries. + ... solutions under supervision. + Works under supervision to meet high customer service standards. + Works under supervision to understand and effectively operate… more
- Charles Schwab (Orlando, FL)
- …administration, or related area; bachelor's degree is preferred. . 2+ year of customer service experience, preferably in financial services; 1+ years ... **Your opportunity** As a **International Client Service Associate ** , you will service international (non-US residents) and domestic clients with all a full… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …year-demonstrating exceptional investment performance and continued client trust. The Role: The Client Service Associate will play a vital role in delivering a ... in a client service or operations role within an RIA or financial planning firm + Strong interpersonal and written communication skills + Highly organized,… more
- CVS Health (Indianapolis, IN)
- …with viable resources to address those needs. **Required Qualifications** + 1 year of customer service and call center experience + 1 year Experience in a ... and written correspondence. * Provide customized interaction based on customer preference and individualized needs. * Resolves complex issues...social, psychological or human service field providing client support. + Basic computer knowledge… more
- Broadview FCU (Albany, NY)
- …then take the next step in your career. In this role as a Member Service Associate , you will welcome members and visitors, while delivering professional and ... while fulfilling service needs. + Accurately process financial service transactions while maintaining a cash...+ Have a High School Diploma (or GED), and customer service experience preferred, or equivalent combination… more
- PPL Corporation (Allentown, PA)
- …when the company needs to restore power or respond to other issues affecting customer service . This role may necessitate the need to work after-hours, outside ... build and maintain strong, diverse communities today. Overview The ** Associate Project Manager** position is the single point of...to restore power or respond to other issues affecting customer service . This role may necessitate the… more
- BMO Financial Group (Tempe, AZ)
- …is preferred. + Excellent written and spoken communication is a must-have + Client service or customer service experience is a must-have + Ability ... Provides daily operational service support and ensures the delivery of exceptional...- 3 years of relevant experience in Client Relationship, Financial Services, or Service Excellence in a… more