- Kestra Financial (Grapevine, TX)
- …conduct the smooth operations of a fast-paced, growing financial planning firm. The Client Relations Associate supports the practice with various functions ... level of integrity, energy, and excellent client -facing skills. The Client Relations Associate manages the CRM system, schedules appointments, does… more
- Robert Half Finance & Accounting (Houston, TX)
- Description Our client is offering an exciting opportunity for a Licensed Client Services Associate in Houston, Texas. As a Licensed Client Services ... Associate , you will be integral to our team, handling customer relations , managing financial data, and ensuring the smooth operation of our services. This role is… more
- Citizens (Boston, MA)
- …experience to clients that results in long-term client loyalty. The Private Bank Client Relations Associate - Life Sciences works closely with the ... Relationship Manager(s) and Client Relations Manager for all client activities and new business development in business banking products and services.… more
- Santander US (Providence, RI)
- Client Support Associate Country: United States of America **Your Journey Starts Here:** Santander is a global leader and innovator in the financial services ... Want to Talk to You!** **The Difference You Make:** The primary responsibility of the Associate , Client Support is working to ensure client 's trading needs… more
- HSBC (Miami, FL)
- …our investors, our communities and the planet we all share. The Client Experience Associate supports retail operational, service, accounting, and ... the center team to support these efforts. As our Client Experience Associate you will: + Ensure...with HSBC or regulatory standards and policies; and optimize relations with regulators by addressing any issues For this… more
- Aveanna Healthcare (Dallas, TX)
- Client Relations Associate ApplyRefer a FriendBack Job Details Requisition #: 203551 Location: Dallas, TX 75201 Category: Client Services Salary: $19.23 ... - $21.63 per hour Position Details Position Overview The Client Relations Associate is responsible for educating clients on produces and services provided by… more
- Catholic Health Initiatives (Breckenridge, MN)
- …recovering from injuries, living with a chronic illness, and other medical needs. The Client Relations Associate (CRA) makes essential contributions to the ... follow-up procedures + Acts as the key contact for client troubleshooting and conflict resolution. + Responsible for developing...within RSL on each key referral source to provide client information needed to build strong ties and deliver… more
- Robert Half Finance & Accounting (New York, NY)
- …in midtown Manhattan New York. Our client requires 3+ years Investor Relations , Fundraising or Client Relations experience within Institutional Asset ... Description Robert Half Financial Services are hiring for a Client Solutions Senior Associate role for a...Travel as needed. Requirements Qualifications: + 3+ years Investor Relations , Fundraising or Client Relations … more
- Neuberger Berman (TX)
- …closely with the rest of the institutional business development, relationship management, client service and consultant relations professionals in the US. **Key ... the needs of its client base to the activities of the investor relations function + Works well in a growing, fast paced environment which values direct… more
- HUB International (Los Angeles, CA)
- …solving; able to resolve issues without direct supervision + Positive attitude toward client relations to provide exceptional, proactive client service + ... in opening new accounts and preparing and processing other client account forms + Run reports and provide status...the transfer of funds and securities, complete trades in client accounts, and process checks, wires and ACH's in… more
- BlackRock (Atlanta, GA)
- …record information. + Support team members across the firm, including Investor Relations professionals, with ad hoc client meeting materials preparation, as ... BlackRock Private Markets currently manages over $300 billion in total assets and client commitments, with a team of over 900 professionals across BlackRock's global… more
- Janus Henderson Investors (Denver, CO)
- …matter expert on our clients * Be responsible for resolving non-investment related client queries or ensuring appropriate delegation with urgency and accuracy * Lead ... and manage mandate onboardings, changes and terminations as detailed in the client account management procedures * Proactively manage client and consultant… more
- HUB International (Mclean, VA)
- …Outlook, and Excel + Familiarity with tax software programs + Positive attitude toward client relations to provide exceptional, proactive client service + ... of financial results + Attend and participate in learning opportunities through client meetings, associate meetings and internal resources made available through… more
- VCA Animal Hospitals (West Hartford, CT)
- …upholding the veterinary code of ethics + A compassionate approach to animal care and client relations . **About VCA** VCA is a leader in veterinary care and is ... for a dynamic and fulfilling career + Empathetic partners who develop strong client and Associate relationships built on trust Total Rewards As a member of the… more
- WM (East Peoria, IL)
- …the direction and supervision of WM leaders, are related to onsite activities at client locations. The Associate PM, through assigned work activities, a training ... learns to plan and manage the work of onsite personnel, serve as liaison between client and vendors in relation to service issues and contract management, and… more
- Xerox (Jackson, NJ)
- …. **Overview:** Xerox Corporation, is seeking a full-time, dedicated, customer service-oriented Client Sales Support Associate to be on-site in support our ... Client Sales Support Assocciate **General Information** Press space...Job Type Experienced Job Field SALES SUPPORT Seniority Level Associate Currency USD - United States - US Annual… more
- IQVIA (Chicago, IL)
- ** Associate Director, Medical & Scientific Communications** (Agency Equivalent = VP, Client Services) The Associate Director is responsible for managing ... of growing and nurturing relationship and ensuring all deliverables meet or exceed client expectations. AD is also responsible for day-to-day success of their team… more
- WTW (Los Angeles, CA)
- …goals. + Assist NA leadership with refining the Industry focused model, prioritizing client & associate retention while quickly scaling extraordinary growth + ... hosting the event, and managing attendance levels to assure client access + Build and foster carrier relations... client access + Build and foster carrier relations , in conjunction with CRB NA carrier management and… more
- Ross Stores, Inc. (Dublin, CA)
- …for all aspects of the design, implementation and maintenance of our positive associate /labor relations program for Stores, Supply Chain, and the Corporate ... all aspects of the design, implementation and maintenance of our positive associate /labor relations program and policies, including third party vendors, for… more
- Bank of America (Fort Worth, TX)
- …sound judgment to make business decision for shareholders and clients + Must be client and associate focused + Proven ability to coach and motivate others ... Team Manager is a key role in Consumer Investments Client Services, leading our Senior Investment Specialists and our...and proper call management of all team members in relation to the contact center strategy, promoting work unity… more