- US Bank (Newport Beach, CA)
- …tasks like KYC and document collection. Higher levels may manage their own client relationships or co-manage with a Relationship Manager . Basic Qualifications - ... discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description… more
- Aequor (Devers, TX)
- …contractor to lead the Direct Materials Sourcing initiatives and the implementation of a new ERP system (SAP) at multiple Client sites. This role will be ... Devens, Massachusetts. This role will report to the Devens Associate Director, Cell Therapy Site Procurement Lead and will...Cell Therapy Site Procurement Lead and will follow the Client Hybrid work schedule with onsite requirements of 50%.… more
- NFP (New York, NY)
- …communicating with RM and client as necessary Participates in Relationship Manager / New Business case management calls Reviews insurance policies and prepares ... scheduling and coordinating activities and initiatives that facilitate the new policy and client service processes. The... policy and client service processes. The Client Services Associate must provide superior … more
- Ameriprise Financial (Roseville, CA)
- …leader in financial planning and ranked #1 in customer dedication. As a Registered Client Service Associate , you will provide dedicated support to high producing ... reports, preparing routine client correspondence, supporting closes, setting up client documents and new business correspondence and alerts. Required… more
- Raymond James Financial, Inc. (Birmingham, MI)
- …transactions and financial advisor and branch office expenses and expense reports. *Opens new client accounts and researches client and security information ... Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated,...new clients. *Prepares various business summary reports and client -specific reporting as needed for review by the financial… more
- SPS-North America (Lone Tree, CO)
- …Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager , or equivalent leadership. Job ... Client Services Associate ...preferred. Ability to work assigned work hours determined by manager . Excellent organizational and time management skills. Analytical abilities… more
- AlphaSights (New York, NY)
- …sleeves and make things happen. A day in the life of an Associate As an Associate in the Client Service team, you'll be the link between our clients and the ... clear career path ahead of you? If so, our Associate Program is the right choice for you. About...the best and brightest graduates to help us reach new heights. Springboard your career with us if: You… more
- Gallagher (Baton Rouge, LA)
- …talented professionals like yourself for upcoming opportunities. We are looking for a Client Service Manager who will be responsible for the day-to-day, account ... impact What a day will look like Assist Senior Client Service Manager or Client ...Prepare proposals and presentations to existing clients and prospective new clients. Navigate carriers' web sites to obtain endorsements,… more
- WithumSmith+Brown (Baltimore, MD)
- …energy plus inclusive teamwork equals exponential results. Explore different industries. Learn new skills. Connect with our diverse teams of professionals to gain ... R&D Tax Credit, as well as International and Private Client services. As a Tax Senior based out of...and promoting open communication to the engagement partner and manager The Kinds of People We Want to Talk… more
- HUB International Limited (Norwell, MA)
- …maintain their own unique, regional culture. We currently have an opportunity for an Associate Account Manager - Private Equity . The selected employee will be ... and form details in agency management system. Creates summaries of insurance on existing client accounts and templates for new and renewal business by excerpt of… more
