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. What is the opportunity? As a Client Associate/Registered Client Associate with RBC Wealth Management you will be responsible for providing administrative and operational support to one or more Financial Advisors (FA) and/or the Branch Director. Your responsibilities will include assisting clients, researching problems, processing account forms, maintaining account records, and preparing clien...
Client Coordinator job $50k Our client, located in Hunterdon County, has a Client Coordinator job open. This is a professional position that will support the firm owner directly in managing existing and new client relationships. You will be expected to assist in various projects including portfolio reviews and preparing financial projections. A working knowledge of portfolio allocation and inve...
International Private Banking firm is currently seeking a client service associate for their Miami offices. The Client Service Associate assists in the delegated aspects of Client Service processes. Collects documentation for new and existing relationships. Process account maintenance requests, file updates and follow-up on missing documents. Process wire transfers and journals, obtain client c...
Do you have experience in the RESTAURANT, RETAIL or HOSPITALITY industry and are looking for a CAREER rather than just a job? The Job Window is hiring an entry level Customer Service & Client Relations Associate on behalf of our progressive marketing client in the Scranton area. This firm is looking to build its organization around a high-energy, hardworking individual with excellent customer ser...
The Job Window has an exciting opportunity available for a personable and upbeat candidate looking to boost their experience in customer service & client relations as an associate or start their entry level career in the marketing & sales fields! This immediate full time opening for an Entry Level Customer Service & Client Relations Associate, being made available by our client (a trendy and prog...
Description: -Manages ongoing contract relationships and service delivery to clients for large complex commercial and coalition clients -Responsible for the overall book of business comprised of over 1.5 Million lives-Accountable for the clients' overall service experience and operational support-Measured on client retention, NPS and service support for upsells -Leads approximately 8 pharmacy a...
The Job Window has an exciting opportunity available for a personable and upbeat candidate looking to boost their experience in customer service & client relations as an associate or start their entry level career in the marketing & sales fields! This immediate full time opening for a Customer Service & Client Relations Associate, being made available by our client (a trendy and progressive local...
The Job Window is hiring a Customer Service & Client Relations Associate on behalf of our progressive marketing client in the Santa Rosa area. This firm is looking to build its organization around a high-energy, hardworking individual with excellent customer service and communication skills. This firm respects the high level of people skills and hard work it requires to succeed in the customer ser...
The Job Window has an exciting opportunity available for a personable and upbeat candidate looking to boost their experience in customer service & client relations as an associate or start their entry level career in the marketing & sales fields! This immediate full time opening for a Customer Service & Client Relations Associate, being made available by our client (a trendy and progressive local...
Description: -Manages ongoing contract relationships and service delivery to clients for large complex commercial and coalition clients-Responsible for the overall book of business comprised of over 1.5 Million lives-Accountable for the clients' overall service experience and operational support-Measured on client retention, NPS and service support for upsells-Leads approximately 8 pharmacy accou...
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Client Service Associate (Jupiter) We are a successful, independent Financial Planning, Retirement & Wealth Advisory firm. We specialize in highly personalized financial services ranging from holistic financial planning, retirement plans, and wealth management to executive benefits. We are growing and seek an energetic, self-motivated professional to help service, market and help continue to grow...
Desire to work with clients across a spectrum of industries? Enjoy interacting with C-level executives? Eager to launch a rewarding career? If so, we need to talk!... Due to growth, we are currently seeking a qualified Client Service Associate to join our team of dedicated professionals. In this mission critical positon, we will rely on you to support our CEO and Managing Director in engaging ...
Arthur J. Gallagher & Co., one of the world's largest insurance brokers, provides a full range of retail and wholesale property/casualty (P/C) brokerage and alternative risk transfer services globally, as well as employee benefit brokerage, consulting, and actuarial services in the United States. We also offer claims and information management, risk control consulting, and appraisal services to cl...
BDO’s Core Purpose is Helping People Thrive Every Day. Our Core Values reflect how we manage our work, our relationships and ourselves. As an employee of the firm, you will live true to our Core Values of people first, being exceptional every day in every way, embracing change, feeling empowered through knowledge and choosing accountability. Our Core Values are the standards by which we conduct ou...
Do you have experience in the RESTAURANT, RETAIL or HOSPITALITY industry and are looking for a CAREER rather than just a job? Market Managers is hiring a Customer Service & Client Relations Associate on behalf of our progressive marketing client in the Independence area. This firm is looking to build its organization around a high-energy, hardworking individual with excellent customer service and...
Description Job Description Assigned to the employee advisor or branch, utilizing the client relationship model & turnkey tools to assist & support the advisor in building efficiencies, growing of their practice & in servicing clients by gathering & analyzing client data, helping prepare financial plans, working with clients to process transactions & trades & other practice management tasks as n...
Client Services Representative Apply now Date: Apr 27, 2016 Location: Carmel, IN, US, 46032 Req ID: 1044 Experience Level: Entry-Level Relocation offered: Yes Travel required: None Come grow with us At Capital Group, how we work is defined by shared values that include absolute integrity, respect and collaboration. But it’s more than that. It’s smart and highly driven people united in pur...
Do you have experience in the RESTAURANT, RETAIL or HOSPITALITY industry and are looking for a CAREER rather than just a job? The Job Window is hiring an Entry Level Customer Service & Client Relations Associate on behalf of our progressive marketing client in the Seattle area. This firm is looking to build its organization around a high-energy, hardworking individual with excellent customer serv...
Description: As an Associate Director Client Services you will focus on leveraging Optum’s Clinical, Claims, and Integrated data using syndicated analytics platforms to answer key business questions posed by Pharmaceutical and Biotechnology customers. Acts as the subject matter expert and primary contact for platform maintenance, training, and demonstration of capabilities. Designs customized rep...
The Job Window has an exciting opportunity available for a personable and upbeat candidate looking to boost their experience in customer service & client relations as an associate or start their entry level career in the marketing & sales fields! This immediate full time opening for a Customer Service & Client Relations Associate, being made available by our client (a trendy and progressive local...