Client Services Coordinator Workplace ResourceClient Services CoordinatorWorcester, MA$55,000–$65,000 / yearFull timeCoordinates ordering and receiving process, expedites orders, maintains order status, and punch-list follow-up to ensure a high level of customer satisfaction. The Client Services Coordinator is responsible for the efficient processing and handling of customer orders.
NewClient Services Specialist AxelonClient Services SpecialistJohnston, RIIndependently service both internal and external customers on a wide variety of Commercial Card, ACH & cash management products, services and technical issues through all incoming channels. The candidate must be goal driven with a desire to productivity goals; including meeting day to day business needs, with advanced problem-solving skills/ability to negotiate through difficult situations.
Client Engagement & Sales Specialist Kristine Romano LawClient Engagement & Sales SpecialistNorthborough, MAFor nearly 20 years, Kristine Romano Law has earned a reputation for compassionate legal guidance in estate planning, elder law, special needs planning, and long-term care planning. At Kristine Romano Law , you'll help families make one of the most important decisions they'll ever make, protecting the people they love, preserving their assets, and planning confidently for the future.
Financial Service Professional New York Life - Rob WardFinancial Service ProfessionalProvidence, RIWe want to grow your career by helping you make our many financial products and services available to clients who are looking for a sustainable approach to achieving a sound financial future. Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor.
NewCustomer Service AxelonCustomer ServiceWarwick, RI$18–$20 / hourSuperb listening skills and professional oral & written communication skills with an ability to inspire trust and accountability though an empathetic communication style which promotes a quality image of Client. • A demonstrated ability to quickly learn and continuously develop functional knowledge and an understanding of company products as well as administrative, claims, underwriting and marketing functions.
FM Approvals AVP Technical Team Manager - Electrical, Hazardous Locations FMFM Approvals AVP Technical Team Manager - Electrical, Hazardous LocationsWest Glocester, RI$138,000–$198,000Support manager in identifying business opportunities to grow the business while maintaining leadership, recognition and credibility in relevant technologies. Project management (personnel, tasks, budget, schedule), including familiarity with computerized tools.
NewBranch Manager, Ameriprise Financial Advisors AmeripriseBranch Manager, Ameriprise Financial AdvisorsProvidence, RIKey responsibilities include growth of existing advisor practices through business plan coaching on key revenue drivers, bringing new talent to the organization through successful recruiting and acquiring of external practices, leading with integrity, and developing a strong culture to optimize relationships and resources within the office. Inspect results regularly and provide systematic coaching to advisors in the branch on ongoing business planning, client acquisition, advice, investment solutions, external practice acquisition, and more.
Chef Manager AramarkChef ManagerPawtucket, RIAramark Student Nutrition provides food and nutrition services to over 350 school districts in the U.S. It offers public and private education institutions a variety of dining options including breakfast and lunch programs, after-school snacks, catering, nutrition education and retail operations. So, no matter what you're pursuing - a new challenge, a sense of belonging, or just a great place to work - our focus is helping you reach your full potential.
Client Services Manager, Home Care Bayada Home Health Care, Inc.Client Services Manager, Home CareMarlborough, MAClient Services Managers will partner with Clinical Managers to provide supervision and support to field employees. We want you to apply your energy and skills in this dynamic, entrepreneurial environment and become an integral part of a caring, professional team that is instrumental in providing the highest quality care to our clients.
Tax Delivery Manager, Global Employer Services - Individual Client Services Deloitte Touche Tohmatsu LtdTax Delivery Manager, Global Employer Services - Individual Client ServicesMA$105,375–$215,375 / yearAt Deloitte Tax LLP, our Global Employer Services tax professionals assist our international clients in managing employer and individual income tax obligations for their mobile employees working abroad and inbound which includes but not limited to reviewing and signing income tax returns and reviewing cost projections. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
Client Service Manager I / II (Custody) - Wealth Client Experience FidelityClient Service Manager I / II (Custody) - Wealth Client ExperienceSmithfield, Rhode IslandRemoteThe Client Experience (CE) division drives the service strategy for clients of Fidelity Clearing & Custody Solutions ("FCCS"), which includes banks and broker dealers in the clearing space and registered investment advisors ("RIA"), professional asset managers, strategic acquirers, and retirement advisors and administrators in the custody space. Client Service Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others.
Client Service Manager III - (Custody) - Wealth Client Experience FidelityClient Service Manager III - (Custody) - Wealth Client ExperienceSmithfield, Rhode IslandRemoteClient Service Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. The Client Experience (CE) division drives the service strategy for clients of Fidelity Clearing & Custody Solutions ("FCCS"), which includes banks and broker dealers in the clearing space and registered investment advisors ("RIA"), professional asset managers, strategic acquirers, and retirement advisors and administrators in the custody space.
Operations and Client Services Manager for a Mental Health Clinic Ellie Mental Health - 221Operations and Client Services Manager for a Mental Health ClinicFramingham, MAIf you’re the kind of person who finds joy in turning chaos into checklists, loves making systems run like clockwork, and can juggle a ringing phone while keeping a smile in your voice, we want to meet you! · Serve as a liaison between administrative staff, clinicians, and clients to resolve scheduling issues, billing questions, and maintain client satisfaction.
Client Services Administrator Open Sky Community ServicesClient Services AdministratorWorcester, MAUnder the supervision of the Client Services Manager, they will oversee Rep Payee tasks such as monitoring accounts for resource limit, benefit status, process rep payee requests and monthly payment/transfers for clients. At Open Sky Community Services, we open our doors, hearts, and minds to the belief that every individual, regardless of perceived limitations, deserves the chance to live a productive and fulfilling life.
Team Leader, Client Services FidelityTeam Leader, Client ServicesSmithfield, Rhode IslandRemoteFidelity’s nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences such as military service, women’s leadership or environmental sustainability, who come together to create a positive, inclusive workplace for all employees. Customer Service Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others.
Client Services Specialist CBIZ IncClient Services SpecialistProvidence, RIWe are looking for a Client Services Specialist to join our client services team providing outstanding service to CBIZ private equity clients in the area of Global Information Reporting and Co-sourcing (FATCA, CRS). 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.
Client Services Representative II - Preferred Deposits - 2nd Shift - East Providence, RI Bank of America CorpClient Services Representative II - Preferred Deposits - 2nd Shift - East Providence, RIEast Providence, RI$25–$27.63 / hourOn screen copy: Trained by the award-winning Academy at Bank of America On screen copy: The Academy at Bank of America Dedicated Support Dedicated Training Time Classroom Training I was set up for success from day one with the onboarding I received through the award-winning Academy at Bank of America. Back to search results Client Services Representative II - Preferred Deposits - 2nd Shift - East Providence, RI Riverside, Rhode Island Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Client Services Assistant Tufts UniversityClient Services AssistantMAReception Coordination - Provide exemplary face-to-face client service including the following: Welcome, direct and assist clients and patients from our hospital lobby (greeter with mobile work station) or at the reception desk. Appointment Management: Effectively manage clinician schedules including the following responsibilities: Schedule initial and follow-up patient appointments with appropriate service and clinician.
Client Service Representative - Wealth Client Experience FidelityClient Service Representative - Wealth Client ExperienceSmithfield, Rhode IslandBrokerage Operations, Client Service Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. The Client Experience (CE) division drives the service strategy for clients of Fidelity Clearing & Custody Solutions ("FCCS"), which includes banks and broker dealers in the clearing space and registered investment advisors ("RIA"), professional asset managers, strategic acquirers, and retirement advisors and administrators in the custody space.
Work From Home - Client Services Associate Global Elite Empire ConsultantsWork From Home - Client Services AssociatePawtucket, Rhode IslandAll interviews will be conducted via Zoom video conferencing (Global Elite Empire Consultants is a third-party recruiter, not an insurance agency) We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership.
Veterinary Client Services Representative National Veterinary AssociatesVeterinary Client Services RepresentativeCTInterpersonal skills; someone open and willing to ask questions, converse with clients and fellow team members through cheerful or challenging conversations, the love to educate, advise responsibly, act as a liaison of communications, and be able to cope swiftly in emotionally stressful situations, be empathetic to others, and multitasks with urgency. Job Requirements/Essential Functions; Strongly Preferred: Minimum of 1-2 years of experience in the Veterinary/Animal Related Field and veterinary terminology- knowledge of vaccines, annual testing, appointment types, and veterinary medical dictation a plus.
NewClient Services Specialist - Part Time, 11am-4pm, Tuesday-Saturday Citizens Financial Group IncClient Services Specialist - Part Time, 11am-4pm, Tuesday-SaturdayRiverside, RIIncumbent must have in-depth knowledge of the financial services industry and Cash Management products (including regulatory and compliance), systems and operations to successfully respond to customer needs and meet established timeframes. Independently services both internal and external customers on a wide variety of cash management products, services and technical issues.
Director, Client Service Manager FidelityDirector, Client Service ManagerSmithfield, Rhode IslandRemotePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Client Services Specialist HireTalentClient Services SpecialistJohnston, RIIndependently service both internal and external customers on a wide variety of Commercial Card, ACH & cash management products, services and technical issues through all incoming channels. The candidate must be goal driven with a desire to productivity goals; including meeting day to day business needs, with advanced problem-solving skills/ability to negotiate through difficult situations.
Director of Client Services Program Operations IQVIADirector of Client Services Program OperationsNorthborough, MassachusettsCollaborates with Chief Commercial Officer and Vice President of Program Operations to understand the company’s short term and long term goals of growth and development in order to foster relationships between manufacturers and AllCare Plus Pharmacy. Practice and advocate ethical decision-making and actions, promote patients’ rights and responsibilities, effectively manage stress and personal resources, and act in accord with professional roles and norms.
Client Service Manager GallagherClient Service ManagerWestborough, MassachusettsFull timeThe 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. How you'll make an impact : You will play a key role in supporting and leading efforts to deliver high-quality solutions to our clients.
Client Services Specialist Axelon Services CorporationClient Services SpecialistJohnston, RI$24 / hourIndependently service both internal and external customers on a wide variety of Commercial Card, ACH & cash management products, services and technical issues through all incoming channels. The candidate must be goal driven with a desire to productivity goals; including meeting day to day business needs, with advanced problem-solving skills/ability to negotiate through difficult situations.
Senior Tax Associate - Private Client Services Andersen Tax LLCSenior Tax Associate - Private Client ServicesMASenior Associates in our Private Client Services practice, manage and support their team on multiple engagements for a wide range of sophisticated clients, including some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates. Advanced credential or desire to obtain advanced credential allowing for IRS client representation (i.e. CPA or JD); Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; and.
Senior Tax Associate – Private Client Services AndersenSenior Tax Associate – Private Client ServicesSouthborough, Massachusetts$82,500–$143,100 / yearThe Role: Senior Associates in our Private Client Services practice, manage and support their team on multiple engagements for a wide range of sophisticated clients, including some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates. Advanced credential or desire to obtain advanced credential allowing for IRS client representation (i.e. CPA or JD); Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; and.
Client Services Specialist Ameriprise FinancialClient Services SpecialistCranston, Rhode IslandStrong analytical, verbal communication, and writing skills · Strong attention to detail, positive attitude and desire to learn · An interest in financial planning, client service and investment management · Proficiency in MS Word, MS Excel, and the ability to learn financial planning software · Ability to work independently · Ability to adhere to rules and regulations required by advisors, Ameriprise Financial, and FINRA (Financial Industry Regulation Authority) · High School Diploma, or equivalent. · Review, prepare documents and update client information as needed for client review meetings · Manage and resolve client service problems · Perform other allowable duties as assigned by the financial advisor(s) · Set up and maintain client management system · Call clients or prospects to set up meetings or appointments · Assist with coordination of client appreciation events and seminars · Assist with client mailings.
Client Service Manager Moneta Group LLCClient Service ManagerWorcester, MAWe 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. Bachelor's degree in finance, personal financial planning, accounting, or a related field preferred 2-3 years of work experience preferred Must be authorized to work in the United States.
Client Services Specialist Veterans Sourcing GroupClient Services SpecialistProvidence, RIIndependently service both internal and external customers on a wide variety of Commercial Card, ACH & cash management products, services and technical issues through all incoming channels. The candidate must be goal driven with a desire to productivity goals; including meeting day to day business needs, with advanced problem-solving skills/ability to negotiate through difficult situations.
Client Services Specialist - $24.17/hr Veterans Sourcing GroupClient Services Specialist - $24.17/hrProvidence, RIIndependently service both internal and external customers on a wide variety of Commercial Card, ACH & cash management products, services and technical issues through all incoming channels. The candidate must be goal driven with a desire to productivity goals; including meeting day to day business needs, with advanced problem-solving skills/ability to negotiate through difficult situations.
Senior Client Service Manager GallagherSenior Client Service ManagerWestborough, MassachusettsFull timeThe 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. Here’s what you’ll do: Lead the renewal process and strategy for more complex accounts by overseeing compilation of client information, needs analysis, and helping deliver timely, tailored solutions.
Work From Home - Client Services Associate AO Garcia AgencyWork From Home - Client Services AssociateCoventry, Rhode IslandGlobal Elite Empire Consultants is a third-party recruiter, not an insurance agency) We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. 4. Help Others: Use your skills and expertise to assist families in securing their financial futures, providing them with the support and guidance they need to navigate life’s uncertainties with confidence.
Work From Home - Client Services Representative AO Garcia AgencyWork From Home - Client Services RepresentativePawtucket, Rhode IslandAll interviews will be conducted via Zoom video conferencing (Global Elite Empire Consultants is a third-party recruiter, not an insurance agency) We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. Incentives include but not limited to: • No cold calling • Qualified lead program • Advancement based on performance • Weekly pay • Mentorship and complete training • Industry leading tools and technology access • Work from home (web conference-based presentations) .
Director of IP Client Service Cooley LLPDirector of IP Client ServiceMA$220,000–$270,000 / yearPosition 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.
Work From Home - Bilingual Client Services Representative AO Garcia AgencyWork From Home - Bilingual Client Services RepresentativeCumberland, Rhode IslandRemoteAll interviews will be conducted via Zoom video conferencing (Global Elite Empire Consultants is a third-party recruiter, not an insurance agency) We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. Preferred Qualifications: • Bilingual (Spanish and English) • Excellent communication skills• Leadership capabilities • Self-starter • Positive attitude • Growth mindset .
Client Development Director, Global Leadership Advisory Services Spencer StuartClient Development Director, Global Leadership Advisory ServicesMA$170,000–$210,000 / yearSpencer Stuart also offers a competitive benefits package, which includes: Retirement savings plan with discretionary profit sharing contribution and employer match; PTO (minimum 15 days per year, increases with tenure), paid sick time (10 days per year), company holidays (12 days per year), and paid leaves of absence when applicable; Comprehensive health benefits, including medical, dental, and vision insurance, and healthcare flexible spending account; Life Insurance, and short-term and long-term disability insurance; Wellness benefits, including an employee assistance program, virtual mental health program, and mindfulness program; and. Operating synergistically alongside the Firm's market-leading Executive Search business, LAS professionals provide advice and partnership to clients navigating a range of key leadership and talent issues including: aligning culture and talent strategy with business strategy; maximizing team effectiveness; merger integration support; executive assessment; and talent development and transition support.
Personal Lines Client Service Representative Deland, GibsonPersonal Lines Client Service RepresentativeWorcester, MassachusettsYou’ll work closely with our Account Managers, Producers, and carrier partners by handling service requests, assisting with policy updates, and helping ensure our clients feel informed and supported. We combine a long-standing reputation with a forward-thinking, innovative approach to serving our clients and developing our team.
Client Service Associate Transcend Practice ManagementClient Service AssociateWorcester, MAThis individual will serve as a key point of contact for clients, providing proactive communication, coordinating service needs, assisting with onboarding, and ensuring clients receive timely, accurate, and consistent support. We are seeking a highly motivated Client Service Associate to provide exceptional service to our clients and support our advisors in delivering a high-touch client experience.
Client Service Representative VCA IncClient Service RepresentativeMA$16–$23 / hourOur hospital includes modern exam rooms, a well-stocked pharmacy, in-hospital surgery suite, in-house dental suite, digital x-ray including dental radiographs, ultrasound capabilities, and a closely supervised hospitalization area. 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).
Experienced Client Service Representative VCA IncExperienced Client Service RepresentativeMA$15–$18 / hourThe 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).
Lead Client Service Coordinator Banfield Pet HospitalLead Client Service CoordinatorNorthborough, MA$20.35–$26 / hourLeadership Responsibilities (approximately 20% of time): Assist Practice Manager in developing an efficient, productive hospital team that provides the highest quality care and service to the most pets and clients, following all Banfield protocols and practices, as well as all local, state and federal laws, focusing the team to achieve practice priorities while building our culture and brand. This includes encouraging hospital visits, welcoming clients and pets, ensuring that they are comfortable in the hospital, educating them about their pet's health, performing or preparing procedures that do not require veterinarian or veterinary technician assistance, completing preparatory work for other procedures, and monitoring hospitalized or surgical pets as allowed in the state practice acts.
Client Service Advocate - Remote GFI-Team IkigaiClient Service Advocate - RemotePawtucket, RIRemote$65,000–$85,000 / yearAs our Client Service Advocate, you'll blend empathy with expertise to connect with clients, nurture long-lasting relationships, and support their financial dreams. Hop on board with GFI Ikigai as our part-time Client Service Advocatea role where you can nurture financial literacy and see real-world impact.
Assistant Client Service Representative First American Insurance AgencyAssistant Client Service RepresentativeBrimfield, MA$16–$18.50 / hourWe have an opportunity for a full-time or part-time Assistant Client Service Representative in-person position at our Brimfield Office to assist and help manage the insurance plans of our clients. If you desire to build a successful career through relationship building, exceeding client service expectations and are passionate about being part of a successful team, we want to talk to you.
Client Service Leader - Water/Wastewater PBS Engineering and Environmental Inc.Client Service Leader - Water/WastewaterProvidence, RI$195,000–$220,000 / yearFueled by high quality delivery, exceptional client retention, and strategic acquisitions, Apex Companies continues to rank among the fastest-growing firms in the AEC industry, recently recognized by the Zweig Group for our industry-leading growth. Apex is expanding its Infrastructure Practice and seeking a senior leader to build and grow our infrastructure (water, wastewater, stormwater, transportation, civil engineering) business in key Northeast markets (MA, NH, CT).
Client Service Coordinator Banfield Pet HospitalClient Service CoordinatorJohnston, RI$16.16–$20.66 / hourSUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and efficient manner, influencing clients to return and refer their friends and families. Actively recruit new clients by promoting hospital services and route the flow of clients and pets to ensure superior client care and maximum productivity of the veterinary medical team.
Client Service Representative Banfield Pet HospitalClient Service RepresentativeMA$16.93–$21.63 / hourSUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and efficient manner, influencing clients to return and refer their friends and families. Educate clients about Optimum Wellness Plans, preventative care, pet health needs and hospital services Assist incoming clients by completing the required documentation, entering all pet information and history in the computer, utilizing proper collars and tags for identification, and ensuring prompt service.
Client Service Associate Morgan StanleyClient Service AssociateWorcester, MA$15–$40.87 / hourMSOnline, eSign, eAuthorization) • Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team • Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) • Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team • Support the FAs / PWAs / teams' marketing strategy (e.g., website maintenance) • Assist FAs / PWAs/ teams in delivering against their business plan and client service model • Remaining current on all policies, procedures, and new platforms • Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management. • Provide service coverage for a FA/PWA/team including: • Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships • Executing money movement transactions at the request of the client and/or FA/PWA/team • Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit) • Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA/team • Educate or enroll clients in digital tools (e.g.