- Summitry (San Mateo, CA)
- Job Description Client Service Specialist Summitry is a Bay Area-based wealth management firm with over $3B in assets under management, 40+ employees, and more ... Immediately Work environment: Hybrid - WFH 50%/month Job Summary The Client Service Specialist is client -facing and responsible for opening accounts,… more
- Franklin Templeton (Stamford, CT)
- …us in delivering better outcomes for our clients around the world! What is the Client Service Specialist responsible for? We are seeking a Client Service ... asset managers and allocators. What are the ongoing responsibilities of a Client Service Specialist ? Develop operational and account onboarding expertise.… more
- Villa & House (Dallas, TX)
- Join Villa & House as a Full Time Client Service Specialist in the heart of Dallas, Texas, where interior design meets dynamic sales strategies. This position is ... satisfaction and the overall success of our company. What would you do as a Client Service Specialist As a Full Time Client Service Specialist at Villa &… more
- Marsh & McLennan Companies, Inc. (Birmingham, AL)
- …day. Learn more about what makes us different and how you can thrive as a Client Service Specialist at McGriff , a division of Marsh McLennan Agency (MMA). MMA ... firm, Marsh McLennan (NYSE: MMC). A day in the life. As our Client Service Specialist on the McGriff Commercial Lines team, you'll support the service and… more
- Umpqua Bank (Greenacres, WA)
- …for better. About the Role: As the first point of contact for most clients, the Client Service Specialist (Teller) plays a key role in delivering on the bank's ... Standards. With guidance from the Branch Manager and Assistant Branch Manager, the Client Service Specialist role's primary responsibility is to ensure banking… more
- Arch.co (New York, NY)
- …hire in all departments as we scale. About the Role We're looking for a Client Implementation Specialist to lead onboarding for clients in our Strategic Accounts ... earns trust quickly, and delivers a best-in-class white-glove experience. As a Client Implementation Specialist , you will guide clients through the onboarding… more
- MRA Recruiting Services (Minneapolis, MN)
- Job Title: Client Service Specialist Company: Laurel Wealth Planning Location: Edina, MN - Hybrid About our Firm Laurel Wealth Planning (LWP) has served clients ... members has a career track with clear skill-building opportunities and support. Client Service Specialist (CSS) Role The Client Service Specialist (CSS)… more
- Marsh & McLennan Companies, Inc. (Birmingham, AL)
- …more about what makes us different and how you can make your mark as a Client Service Specialist at McGriff, a division of Marsh McLennan Agency (MMA) . Marsh ... Marsh McLennan (NYSE: MMC). A day in the life. As our Client Service Specialist on the Recreational Specialty team, you'll build and maintain professional… more
- Staff (Boston, MA)
- As a member of the Client Service Team (CST), the Client Service Specialist (CSS) is responsible for providing legal administrative support to a team of ... external clients. ESSENTIA L FUNCTIONS: Attorney Support Provide superior client service by answering and screening calls in a...in a courteous and timely manner and providing other client assistance when needed. Work closely with attorneys and… more
- Senior Helpers (Encino, CA)
- Senior Helpers South Valley is looking for Client Relations Specialist who will play a crucial role in ensuring client satisfaction and building a strong ... concerns, update their care plan, and manage the overall client experience. You will act as the face of...will work in the field in some days for client relations. Essential Duties and Responsibilities: Handling client… more
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