p style="text-align:inherit"/>Primary Responsibilities:
- Serves as the primary point of contact for users within an existing client in the field, focusing on increasing users, usage, engagement and renewals.
Manages engagement efforts and supports select customer accounts to drive greater customer satisfaction and utilization of assigned products to maximize customer retention.
li>Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements, e.g., Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, SAFE Act, etc. The key duties include coordinating administrative and client service activities within the brokerage department on the LPL Financial platform, providing backup support for trust services on the Fi-Tek/Global Wealth ES platform, and assisting in the development of customer service policies.
Supply Client Service Team Lead: Responsible for attaining sales revenue targets as assigned, processing client orders and responding to client inquiries, questions and/or concerns regarding Boland Supply. Responsible for Salespad documentation, follow-up, and closure of open opportunities for themselves as well as Senior Client Service Representative and Client Service Representatives .
Risk Strategies is the 9th largest privately held U.S. brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for this role.
p>Position summary: The Director of IP Client Service is responsible for the management of client-facing specialist teams and providing leadership and direction to strategically manage internal/external client service at an operational level with focus on efficiency, process improvement, risk management, quality control, workflow, or other processes impacting client service. Moderate and facilitate meetings comprised of IP partners, associates, practice group professionals and other IP Services business professionals; set and manage realistic expectations for project deliverables; put ideas into a practical context and coordinate efforts of multi-disciplinary teams to meet project deliverables.
p>The Client Service Associate serves as the primary point of contact for our clients and advisors in the execution of client servicing and administrative requests by initiating or completing activities across all PNC Private Bank products and services (Banking, Investment and Fiduciary). As the owner of the service experience, the Client Service Associate also partners closely with the Advisors, Middle Office, or Operations teams for service request fulfillment, supporting our collective goal of becoming more client-centric and providing a world-class, seamless client experience.
Baltimore, MD30+ days ago
p>The Specialist will work in a collaborative, dynamic, fast-paced, trust-based partnership with Relationship Managers, Sales Professionals, and Operational Professionals across our global offices to serve a broad range of client needs, including ownership of onboarding, client cashflow management, and delivery of client reporting requirements. This role combines operational service excellence with client relationship responsibility, serving as a primary contact for certain institutional separately managed account clients while operationally supporting additional client relationships.
Washington, DC24 days ago
The Client Service Representative is the pivot around which the hospital operates and is responsible for: Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms. Answering questions regarding products and services, including educating clients on general animal husbandry and non-medical pet care (i.e., heartworm prevention, housebreaking, and flea & tick control).
The Client Service Representative is the pivot around which the hospital operates and is responsible for: - Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms.
- Answering questions regarding products and services, including educating clients on general animal husbandry and non-medical pet care (i.e., heartworm prevention, housebreaking, and flea & tick control).
Washington, DC30+ days ago
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Washington, DC22 days ago
Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile.
Reston, Virginia9 days ago
p>The Executive Assistant / Client Service Administrator is a key member of the team responsible for supporting advisors, coordinating client service activities, and helping deliver an exceptional client experience. 3+ years of experience as an Executive Assistant, Administrative Assistant, Client Service Administrator, or similar administrative support role within a professional services, financial services, or office-based business environment.
li>Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements, e.g., Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, SAFE Act, etc. The key duties include coordinating administrative and client service activities within the brokerage department on the LPL Financial platform, providing backup support for trust services on the Fi-Tek/Global Wealth ES platform, and assisting in the development of customer service policies.