- Eurest (Wichita, KS)
- …Services , you are responsible for overseeing day-to-day operations for a Corporate dining account . You will manage and lead a team of associates. You will be ... responsible for managing client relations, along with ensuring that the food offered...all P&L and budgeting as it pertains to the account Roll out new culinary programs Preferred Qualifications: BS,… more
- BF Saul Company (Bethesda, MD)
- …a singular focus. Position Summary We are seeking a highly motivated and detail-oriented Client Services Associate to join our team. This role is essential to ... bonus Pre-tax transportation options Plus more! Essential Job Functions of a Client Services Associate : Deliver exceptional service by communicating clearly and… more
- Elevance Health (Woodland Hills, CA)
- Anticipated End Date: 2025-07-28 Position Title: Client Services Associate I (California) Job Description: Title: Client Services Associate I Virtual: ... and ensures essential face-to-face onboarding and skill development. The Client Services Associate I is responsible for...I is responsible for performing customer service in a sales/ account management environment. How you will make an impact:… more
- HUB International Limited (Merrillville, IN)
- …Events Dress for Your Day Dress-Code Service Awards Here's Where You Come In As a Client Service Associate , you will manage a growing book of business for our ... all contracts, paperwork, and internal processing on accounts. Implement Client Service Plans as directed by account ...Implement Client Service Plans as directed by account team and/or Team Leader. Maintain accurate client… more
- Cerity Partners (Mill Valley, CA)
- …Responsibilities include assisting with account openings, processing paperwork, scheduling client meetings, and preparing reports. The Associate ensures CRM ... The Client Service Associate role focuses on...with Custodians. Prepare custodian Paperwork/Docusign envelopes, Alerts, and new account setup in various systems. Schedule client … more
- Raymond James Financial, Inc. (Memphis, TN)
- …and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative ... branch office. With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense… more
- Stark Carpet (Houston, TX)
- STARK is seeking to hire an Account Associate for our Houston showroom. This position offers a unique opportunity for individuals passionate about the interior ... service (coverage) at the front desk, enhancing the overall client experience. Provide sales support to our Account...and computer skills. Experience in the design industry preferred Associate or BA / BS Degree preferably in Interior… more
- LPL Financial Holdings, Inc. (Troy, MI)
- …Transfers, Account Maintenance, Trade Orders) Research complex situations, set client expectations, and define the actions necessary to resolve inquiries in a ... account services, capabilities, and new technology - eSignature, paperless statements, Account View ( client portal), etc. Actively contribute to the… more
- M&T Bank (Boston, MA)
- …new client relationships and the retention and expansion of existing client relationships. Complete new account opening, collect AML (Anti-Money Laundering), ... complex client transactions such as cash disbursements, money movement, account maintenance, problem resolution and escalation, and other transactions as needed… more
- Edelman Financial Engines (Fairfax, VA)
- …appointment preparation, and supporting the completion of required paperwork Supervise client account activity, researching and resolving issues Prepare and ... Description Client Service Associate At Edelman Financial...Description Client Service Associate At Edelman Financial Engines (EFE), our purpose...review all new account paperwork to ensure documents are complete and in… more
- REMPREX, LLC (Lisle, IL)
- What You'll Do The Client Service Associate performs customer transactions for all REMPREX-supported terminals at REMPREX Headquarters, located on-site in Lisle, ... service that meets or exceeds our clients' expectations. The Client Service Associate executes the transactional workload...one of our professional corporate areas like Information Technology, Account & Finance, Human Resources or Client … more
- Raymond James Financial, Inc. (Dallas, TX)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... mailings. Helps manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private placement investment… more
- Cerity Partners (Indianapolis, IN)
- …include assisting with account openings, processing paperwork, scheduling client meetings, and preparing basic reports. The Associate ensures ... The Client Service Associate role focuses on...Primary Responsibilities: Frequent custodian interaction & paperwork processing. Process account openings, funding, deposit electronic checks, money movements, process… more
- Fulton Bank (Bethlehem, PA)
- …new assets. Responsible for assisting clients with paperwork related to account transfers, beneficiary designations, and other maintenance requests. Processes ... client transactions, such as trades, deposits, and withdrawals, while...industry terminology. (Required) Knowledge of mathematics sufficient to process account and transaction information. (Required) Ability to use appropriate… more
- Acrisure (Hialeah, FL)
- …a highly organized and detail-oriented individual to join our team as a Commerical Lines Associate Account Manager. In this role, you will provide support to our ... client advocacy. You will be responsible for maintaining accurate account records, coordinating client meetings and events, preparing communication… more
- Morgan Stanley (Alpharetta, GA)
- …concerning client accounts, including relaying stock positions and providing account balances (eg, 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 *Educating or… more
- Hightower (Purchase, NY)
- …group's different applications (Outlook, Salesforce, Schwab, TD, Fidelity) to obtain account information and complete/coordinate all aspects of client service ... looking for a strategic professional to join our growing Client Service team. Our Client Service team...and account maintenance requests Field client requests and complete tasks, following through to make… more
- Hearst (Rogers, AR)
- Job Description Sales Account Associate (Entry level) 40/29, the ABC affiliate in Rogers, AR is looking for a Sales Account Associate . The entry level ... into Sales Account Executives. As a Sales Account Associate , your first priority is to...Assist the development of sales proposals, advertising packages, and client presentations Create supportive marketing materials for the sales… more
- Andy Stewart - State Farm Agent (Ypsilanti, MI)
- …fulfill administrative duties and support insurance agents in gaining and keeping customers. As Account Associate - State Farm Agent Team Member with our agency, ... your attention to detail, dedication to client relations, and sales-mindedness equip you for this versatile...experience (outside sales or inside sales representative, retail sales associate , or telemarketing) preferred Able to obtain Property and… more
- Banfield Pet Hospital (Tracy, CA)
- If you are a current associate , you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse ... Jobs. Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION...peripheral vision, depth perception, and ability to adjust focus. Associate is routinely exposed to a variety of pets… more
