Travel %.
Flexible Work Option.
p>As a Client Services Representative, you will serve as a primary point of contact for clients, assisting with inquiries, providing service support, and helping ensure a smooth and seamless experience. This role is ideal for individuals who enjoy working with people, providing exceptional support, and helping create positive customer experiences.
Cox Automotive employees get to work on iconic consumer brands like Autotrader and Kelley Blue Book and industry-leading dealer-facing companies like vAuto and Manheim, all while enjoying the people-centered atmosphere that is central to our life at Cox. Through groundbreaking technology and a commitment to stellar experiences for drivers and dealers alike, Cox Automotive employees are transforming the way the world buys, owns, sells - or simply uses - cars.
If you’re looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher.
The Branch Client Service Manager II is accountable for delivering high quality and efficient service to both internal and external clients through the day-to-day account management of an assigned group of accounts within a Branch that consistently meets or exceeds CSO revenue benchmark expectations. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours.
As a Financial Services Specialist, you'll play a vital role in educating clients on essential financial concepts, helping them to make informed decisions. We are seeking enthusiastic individuals who are ambitious, driven, and passionate about making a positive community impact.
We are one firm with many solutions and we provide a full spectrum of financial advisory services, but our true purpose is centered on building relationships and providing exceptional service to our clients around the globe. The position encompasses in-depth work and analysis in the areas of investments, retirement planning, cash flow management, tax planning, estate planning and charitable giving.
p>Private Wealth Management (PWM) Client Service Team Associate is a service and support representative functioning as the primary, daily contact between Wealth Management, Trust, Banking, or Investment clients and U.S. Bank. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
div>*All interviews will be conducted via Zoom video conferencing(Global Elite Empire Consultants is a third-party recruiter, not an insurance agency)
div>*All interviews will be conducted via Zoom video conferencing.(Global Elite Empire Consultants is a third-party recruiter, not an insurance agency)
p>PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy. They utilise market research, digital marketing, creative campaigns, and effective sales strategies to engage clients, enhance the firm''s brand and market presence, and achieve organisational targets.
div>*All interviews will be conducted via Zoom video conferencing(Global Elite Empire Consultants is a third-party recruiter, not an insurance agency)
This service enables enrolled employees and their families to engage in on-demand consultations via phone or video to discuss healthcare concerns, receive diagnoses, or obtain prescriptions without an in-person visit. PTO Blackout Dates: Because the majority of our revenue occurs between April and October, we enforce strict PTO blackout dates around major holidays to ensure proper staffing.
With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. Partner with regional client service leaders to design and execute a national service model that improves efficiency and aligns service delivery with client expectations, including roles, workflows, SLAs, and stewardship.
div>Preferred Qualifications:• Bilingual (Spanish and English)• Excellent communication skills• Leadership capabilities• Self-starter• Positive attitude• Growth mindset.
p>PRIMARY PURPOSE: To determine account management strategies related to client service plans; to be responsible for retention of existing clients, customer satisfaction, revenue growth, client surveys, and new business; to provide program management for jumbo clients requiring dedicated staff, multiple offices and complex service models; and to oversee the work of other local Client Services staff. Newsweek Recognizes Sedgwick as America's Greatest Workplaces National Top Companies Certified as a Great Place to Work Fortune Best Workplaces in Financial Services & Insurance.
li>Demonstrates exceptional customer service and operates as an effective partner with clients to include, but not limited to: Market renewal policies and negotiate with insurance company underwriters; Reviews insurance in place and assesses future needs of client; Evaluates and recommends insurance options for clients; Maintains an awareness of complex or significant claims situations and assists in claims process management as requested, to ensure client claim issues are satisfactorily resolved. We do this through empowering employees to build trust through honest and caring actions, ensuring clear and constructive communication, establishing meaningful client relationships that support their unique potential, and contributing to the organization's success by effectively influencing and uplifting team members.
As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and lead client interactions to retain and develop deeper relationships. Provide general administrative duties such as answering the advisors' phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client documents and new business correspondence and alerts.
We sit at the intersection of quality-first medicine and people-first culture, providing a supportive, growth-minded environment for our teams—and unparalleled service for today's pet parents.
Compensation Range.
p>How Youll Spend Your Time You will serve as the first point of contact for clients with high net worth portfolios You will directly communicate with the clients you support for any service needs on their portfolio You will develop relationships with your clients and bankers you support You will work directly with Bankers, Trust Officers, and Financial advisors and recommend potential needs that you uncover for your clients during service interactions You will perform research and communicate resolutions to your clients. BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: • Bank of Albuquerque • Bank of Oklahoma • Bank of Texas • BOK Financial.
p class="isSelectedEnd">If you're a Client Service Representative who wants to create meaningful connections, support exceptional veterinary care, and make a real impact on pets and their families every day, we'd love to meet you. We're looking for a full-time Client Service Representative (CSR) who brings positive energy, outstanding customer service skills, and a genuine passion for helping pets and their families.
Answers and resolves telephone inquiries/requests initiated by customers or prospective customers in a prompt, accurate and courteous manner. Responsibilities: Use professional spoken and written etiquette and all available resources to respond to incoming customer inquiries, requests and complaints competently and courteously.
Answers and resolves telephone inquiries/requests initiated by customers or prospective customers in a prompt, accurate and courteous manner. Responsibilities: Use professional spoken and written etiquette and all available resources to respond to incoming customer inquiries, requests and complaints competently and courteously.
p>How you'll spend your time: The posted compensation range on this listing represents UMB's good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors.
For incentive eligible associates, the successful candidate is eligible for an annual incentive opportunity which may be delivered as a mix of cash bonus and equity awards in the Company's sole discretion. StoneCastle Cash Management (SCCM), a division of StoneCastle Partners, LLC (SCP), is seeking a detail oriented Associate to conduct all the trade movement and any/all related tasks.
With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ strives to be our team members'' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Today, we remain committed to providing every customer with an exceptional all-inclusive banking experience that combines big-bank expertise and technology with the trusted personal relationship only a local bank can provide. The position will assist clients by answering questions, processing transactions, opening new accounts, and cross-selling services.
p>The posted compensation range on this listing represents UMB's good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. How you'll spend your time:
How you'll spend your time: You will field client inquires and serve as the primary contact for assigned custody clients to process any requests and provide the highest level of customer service. We're excited to talk with you if: You have a minimum of one (1) year prior experience working in Financial Services (or equivalent experience) in a fast paced, deadline driven environment.