- Merck & Co. (Durham, NC)
- …procedures and business plan; receives guidance and oversight from Operations Associate Director and Director;Interprets client and/or customer needs and ... monthly metrics and any action plans to address gaps to the Associate Director and/or Director.- Identify, prioritize, and champion improvement initiatives to… more
- Morgan Stanley (Oklahoma City, OK)
- POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) ... in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role...making outbound calls with updates on service requests (eg, scheduling follow-up calls with FAs / PWAs / teams… more
- Oppenheimer & Co. Inc. (New York, NY)
- …and investment advisory and asset management services. Job Description The firm is seeking a Client Service Associate to join our Private Client Division in ... branch office. The primary responsibilities include servicing clients, marketing, scheduling , prioritizing meetings, managing database, general organizational support, as… more
- SouthState Bank (Charleston, SC)
- …purpose. Your future begins here! SUMMARY/OBJECTIVES It is the responsibility of the Client Services Associate to take ownership of all tasks and challenges ... of Investment Service clients. ESSENTIAL FUNCTIONS It is the responsibility of the Client Services Assistant to take ownership and be proactive in servicing of… more
- National Financial Partners (Stamford, CT)
- …initiatives that facilitate the new policy and client service processes. The Client Services Associate must provide superior client service by ... maintaining client files ? Manages the Relationship Manager's calendar, scheduling and confirming client meetings, registering visitors with security, and… 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 supporting clients and advisors by executing administrative tasks and handling client requests.… more
- Raymond James Financial, Inc. (Scottsdale, AZ)
- …and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative ... Services a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person,… more
- Mariner (Nashville, TN)
- Job Description The senior client service associate is a critical part of the Mariner team, responsible for delivering extraordinary client service, care and ... As one of the first associates a client connects with, the senior client service associate is instrumental in making sure clients have a positive experience… more
- Raymond James Financial, Inc. (San Diego, CA)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the phone,… more
- NFP (Boca Raton, FL)
- …paperwork. Prepare client letters/emails as needed. Assist advisors with scheduling client meetings and calendar management. Confirm appointments directly ... Summary: As a Client Service Associate , your primary responsibility is to forge and nurture robust relationships with clients, advisors, and team members across… more
- Oppenheimer & Co. Inc. (Grosse Pointe, MI)
- …and investment advisory and asset management services. Job Description The firm is seeking a Client Service Associate to join our Private Client Division in ... branch office. The primary responsibilities include servicing clients, marketing, scheduling , prioritizing meetings, managing database, general organizational support, as… more
- HCAOA (Washington, DC)
- …The Scheduling / Recruiting Coordinator is responsible for maintaining the client and caregiver relationship and ultimately helps provide a "best in homecare" ... role in interfacing with caregiver staff in ensuring the proper caregiver and client match. Ensures that all referrals are received in an accurate, detailed manner… more
- Morgan Stanley (Baltimore, MD)
- POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) ... in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role...making outbound calls with updates on service requests (eg, scheduling follow-up calls with FAs / PWAs / teams… more
- Care Options for Kids (Pittsburgh, PA)
- …obtain optimal work-life balance. We are looking for a critical thinker and proactive Client Services Associate in our Pittsburgh, PA office that shares our ... dignity of our clients. Position Types Available: Full-Time, In Office Client Services Associate responsibilities include: Coordinates and schedules referrals… more
- Morgan Stanley (Austin, TX)
- Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a ... in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role...making outbound calls with updates on service requests (eg, scheduling follow-up calls with FAs / PWAs / teams… more
- Raymond James Financial, Inc. (Charlotte, NC)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the phone,… more
- Morgan Stanley (Fargo, ND)
- POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams ... with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong… more
- Neuberger Berman Group LLC (New York, NY)
- …explanations of procedures and oversee the transfer of assets General administrative tasks; scheduling client meetings, travel and expense reports and CRM tasks ... Monitor and follow up daily activities of operational support and facilitate client service needs Initiate new account openings through the Centralized Business… more
- Senior Helpers (Jasper, GA)
- …with purpose? A leading international senior home care company is seeking a dynamic Scheduling Manager in the North Georgia location. The Scheduling Manager is ... the schedules ahead of the scheduled time, with the client /family. Track and record in company software for all.../family. Track and record in company software for all scheduling changes. Accept on-call duty averaging two weeks per… more
- Kohl's (Bel Air, MD)
- …processes (eg, register and cash balancing, change orders, replenish supplies) All associate roles at Kohl's are responsible for: Acting with integrity, honesty and ... older Flexible availability, including days, nights, weekends, and holidays Preferred Client facing retail or service industry experience Essential Functions The… more
