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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...
Title : Client Services Associate Location: Fort Lauderdale, FL Duration: Direct Hire Compensation: $40,000 - $50,000 Work Requirements: US Citizen, GC Holders or Authorized to Work in the US Overview: TekPartners has some of the most sought after Information Technology positions available. As a reputable company in the IT staffing industry, you can trust us to place you in the right positio...
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...
Job Description Assigned to the employee advisor or branch, utilize the client relationship model & turnkey tools to assist advisors in servicing clients by gathering & analyzing client data, help prepare financial plans, work with clients, process transactions & trades for clients & other practice management tasks as needed. Provide general administrative/reception/operations support as needed i...
About the Company TeraRecon Inc. is the largest independent, vendor neutral medical image viewing solution provider with a focus on advanced image processing innovation. TeraRecon iNtuition and iNteract solutions advance the accessibility, performance, clinical functionality and medical imaging workflow throughout many areas of the healthcare ecosystem. We provide world class advanced visualizati...
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...
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...
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...
Description: Join Pitney Bowes as a Client Service Associate Full Time & Part Time positions available We offer 2 weeks paid vacation & 6 paid holidays year, onsite wellness clinic, and work out room You start earning paid time off from your first day of work Fulltime positions also include\: medical, dental & vision options, 401k,tuition reimbursement, an employee discount employee program &...
Description: About the Opportunity At Pitney Bowes, from positions supporting sales, supply chain and business processes to management and oversight of our critical call centers. What they all have in common is the value they bring to our clients, as well as the values they stand for as representatives of our company. With a career in Client Services, you will be able to\: Enhance and expedite ...
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...
Client Services Supervisor of Client Services The role of the Client Services Associate involves proactively managing the development of business relationships with an assigned base of Chelsea Technologies clients. · Ongoing development of client relationships through regular contact & escalation resolution · Monitor client usage and billing to ensure accuracy · Work on relationship, retentio...
My client, a top investment management firm in San Francisco, CA is seeking a qualified Client Services Associate to assist their wealth management team. The position will focus on working directly with clients with $25M or more in investable assets, executing and reconciling trades and other related transactional work. This position is salaried. There is a lot of opportunity for growth within the...
A leading insurance provider located in Skokie, IL is seeking candidates to fill an immediate, direct hire, Client Service Associate for their Life Insurance team. RESPONSIBILITIES: -Process client requests such as beneficiary changes, bank or ownership updated, premium payments, collateral needs -Administer new policies by reviewing for accuracy, updating system, communicating with client and/...
Responsibilities & Activities Responding to client and advisor requests for client, custodian or CRM information Private Client Services Processing new investment account paperwork, including transfers, ACH and SLOAs Processing of payouts, distributions, ACH transfers, journals and wires Institutional Services Preparing meeting reports and processing new enrollment paperwork Coordinating ta...
Job Summary: Under general supervision, uses advanced skills gained through training and experience to assist financial advisors and provide clients with quality service. Follows established procedures to perform routine tasks and receives general guidance and direction to perform other work with substantial variety and complexity requiring limited decision making responsibility. Routine contact w...
. Job Summary: Under general supervision, uses advanced skills gained through training and experience to assist financial advisors and provide clients with quality service. Follows established procedures to perform routine tasks and receives general guidance and direction to perform other work with substantial variety and complexity requiring limited decision making responsibility. Routine contac...
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 whose primary focus is Clinical Trials. Acts as the subject matter expert and primary contact for platform maintenance, training, and demonstration of capabilitie...
Client Field Service Technician Job Description: Supports, installs, and maintains personal computers, operating systems, software, and related IT peripherals Installs and supports both hardware and software components for users - Performs preventive maintenance, test and repair of equipment - Evaluates system configuration and software to ensure effective use of hardware resources - Addresses a...