- Zions Bancorporation (Salt Lake City, UT)
- …possibilities are endless. You bring the talent; we bring the opportunity. **Role Summary** The Client Account Service Associate (CASA) plays a pivotal ... Services Cloud and integrated workflows to manage service requests and track client interactions. +...some years of account servicing, sales, customer service in the financial services industry or… more
- Insight Global (Santa Monica, CA)
- …helps individuals find affordable prescription medications is looking for an Associate Account Manager to join their client success team. Day to day ... - Task Ray in Salesforce (similar tools are JIRA or Asana) -Advanced client or account management experience -Experience with small pharma, healthcare… more
- T. Rowe Price (Baltimore, MD)
- …a difference in ways that matter to you . About the Position The Sr. Manager, Client Account Services - Insurance is responsible for managing the end-to-end ... focused on North American clients but may work on client service projects with other regions as...regions as needed, as a member of the global Client Account Management organization. Role Summary Responsible… more
- Kestra Financial (Beaver, PA)
- The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes excellent ... account maintenance, and compliance + Process, submit, and service all account paperwork/requests; follow through to...Maintain CRM database; define and ensure adherence to appropriate client service models + Manage multiple and… more
- CNO Financial Group (Carmel, IN)
- …position is bonus eligible. Optavise, a CNO Financial Group Company, is seeking a Senior Client Services Associate to manage both client and internal ... strategy, as well immediate operational deliverables. **As a Senior Client Services Associate ,** **your responsibilities...+ Bachelor's Degree or 8 years of experience with client services / account management in the… more
- Alight (Newry, ME)
- …providing direct customer service . **Key Responsibilities:** + Act as the primary client contact in the delivery of AMS Services to transactional clients. ... + Provides all account management support and contract oversight including new client onboarding, status and service usage reporting and invoicing review. +… more
- Kestra Financial (Raleigh, NC)
- Who We are: Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients ... creating the life they envision. Who We Want: The client service associate plays a...account maintenance, and compliance + Process, submit, and service all account paperwork/requests; follow through to… more
- Charles Schwab (Westlake, TX)
- **Your opportunity** As a **International Client Service Associate ** , you will service international (non-US residents) and domestic clients with all a ... account servicing inquiries. We also complete document translation services for internal partners and service clients...subjects via the phone. . Ability to quickly identify client needs, demonstrate empathy and compassion in responses, and… more
- WTW (Dallas, TX)
- …strategies, ensuring high retention rates and successful completion of surveys across client accounts. **Revenue Growth and Strategic Account Management** + Lead ... industry team to align on regional industry and key account strategies, ensuring revenue growth within client ...related field. + 2-5 years of proven experience in client success, customer service , or a technical… more
- PNC (Cleveland, OH)
- …across all Wealth products and services (Banking, Investment and Fiduciary). The Client Service Associate also partners with Advisors/Leaders on any ... opportunity to contribute to the company's success. As a Client Service Associate within the...implementation and servicing issues. + Initiates, updates and verifies client , account , or transaction details in relevant… more
- CNO Financial Group (Carmel, IN)
- …position is bonus eligible. Optavise, a CNO Financial Group Company, is seeking a Senior Client Services Implementation Associate to manage both client ... strategy, as well immediate operational deliverables. **As a Senior Client Services Implementation Associate ,** **your...Serve as the initial point of contact from the Client for any escalations and/or service delivery… more
- Eastern Bank (Portsmouth, NH)
- … Client Associate plays a key role in delivering exceptional client service and operational support to high-net-worth clients by collaborating with ... service inquiries and requests. + Assist with new client onboarding, including documentation, account setup, and...initiatives **QUALIFICATIONS:** + 0-2 years of experience in financial services , client service , or administrative… more
- Heath System Services (Albany, NY)
- …of sales acumen, healthcare expertise, and a passion for providing top-notch customer service . The Associate Account Manager will leverage existing sales ... excellence and cultivate a supportive team environment. As an Associate Account Manager, you will play a...sleep, and medical equipment. + Leverage existing sales and service touchpoints to cultivate strong customer relationships and drive… more
- Kestra Financial (San Antonio, TX)
- Mission Financial Planners, LLC is seeking a Senior Client Service Associate who will play a pivotal role in driving the firm's growth and operational ... exceptional client service . The Senior Client Service Associate reports directly...of contact for clients regarding service requests, account maintenance, and problem resolution. + Ensure client… more
- Raymond James Financial, Inc. (Coral Gables, FL)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private...Diploma or equivalent and five (5) years of financial services industry service experience, or an equivalent… more
- Raymond James Financial, Inc. (San Francisco, CA)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private...Diploma or equivalent and five (5) years of financial services industry service experience. * OR ~… more
- Kestra Financial (Grapevine, TX)
- Full-time, Client Service Associate (CSA) Requirements Summary: Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a ... operations of a fast-paced, growing financial planning firm. The Client Relations Associate supports the practice with...Maintain CRM database; define and ensure adherence to appropriate client service models + Manage and update… more
- The Cigna Group (Tampa, FL)
- …have demonstrated experience and ability to manage all services aspects of Client Account service delivery, product offerings, funding types and ... The Sales Client Account Support Senior Analyst role provides professional input to Client Services assignments and projects for a designated book of… more
- Raymond James Financial, Inc. (Cedar Rapids, IA)
- …is very important to our team. Cedar Rapids Raymond James is seeking a Registered Client Service Associate who is a motivated, detail-oriented, and creative ... Responsibilities** + Serves as first point of contact to service a high volume of daily interactions, including basic...assesses and responds to all corporate action items and client account alerts. + Prepares financial reports,… more
- CIBC (San Francisco, CA)
- …CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Senior Client Service Associate executes the more complex ... role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **_At...interview._** **How you'll succeed** + Prepare and process new account paperwork + Open new accounts and sub-accounts +… more