- Public Consulting Group (Astor, FL)
- …documentation systems . Experience with project management best practices . 2 -5 years' experience managing client relationships . Strong understanding ... agencies to improve lives. Founded in 1986, PCG employs approximately 2 ,000 professionals throughout the US-all committed to delivering solutions that change… 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...business-related field preferred + The ideal candidate will have 2 + years of experience in the financial services industry… more
- American Red Cross (DC)
- …and technology policy, compliance, and standards to reduce risk. This Associate Service Designer will support our disaster client care digital products. RC ... our digital products support successful mission delivery. As an Associate Service Designer, you will apply design...combination of education and related experience required*. At least 2 years of experience in digital service … more
- Kestra Financial (Columbus, OH)
- …of contact for any infrastructure requests + Other duties as assigned by Senior Client Service Associate + Advanced computer skills (Outlook, Word, Excel ... The Client Service Coordinator reports to the...The Client Service Coordinator reports to the Operations Director and...without direct control + The ideal candidate will have 2 + years of experience in the financial services industry… more
- Truist (Miami, FL)
- …servicing clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2 . Receive and place orders ... business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND… more
- Truist (Charlottesville, VA)
- …in servicing clients including preparing financial plans and conducting investment research. 2 . Schedule and confirm client appointments, enter data in ... development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. JOB SUMMARY Responsible… more
- UHS (Johnson City, NY)
- Client Service Associate , UHS Wilson...+ High School Diploma or Equivalent + Minimum two ( 2 ) years related experience in a medical or clinical laboratory ... $19.37 - $28.09 per hour, depending on experience. Overview The Client Service Associate assists physicians, patients and other healthcare professionals… more
- Aristotle Capital Management (Newport Beach, CA)
- …research, investment management and client success. We are currently seeking a Senior Associate , Client Service to join our team. The Senior Associate ... RFPs and questionnaire completions, populating and maintaining various industry databases, client support for the relationship management team, and ad-hoc requests… 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 ... Maintain CRM database; define and ensure adherence to appropriate client service models + Manage multiple and...business-related field preferred + The ideal candidate will have 2 + years of experience in the financial services industry… more
- Robert Half Finance & Accounting (Los Gatos, CA)
- …here and reach Jennifer Fukumae on LinkedIn for prompt consideration!** Job Posting: Client Service Associate Employment Type: Full-Time Location: Los Gatos, ... questions and learn, apply today! Responsibilities: + Assist Senior Client Service Associates with managing clients and...+ Communicate and build rapport with clients and offer client solutions when appropriate. Requirements + 2 +… more