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WEALTH MANAGEMENT CLIENT ASSOCIATE

This is a part-time role. Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and fo...

CompanyBank Of America
AddressPonte Vedra Beach, FL
CategoryRetail
Job typePart-Time
Date Posted a month ago See detail

Wealth Management Client Associate

Bank Of America

Ponte Vedra Beach, FL

This is a part-time role. Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and fo...

a month ago seen See more...

Client Service Associate - Payments Escalation Manager - Bilingual Spanish Required

Jpmorgan Chase & Co

Tampa, FL

Serve as an escalation point of contact with strong product knowledge to the Payments Solution Center, Service, and other internal partners with a focus on JPMorgan Access.. Provide direct support to the JPMorgan Access Support H...

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Client Solutions Manager, Telco - New York

Tiktok

New York, NY

$85,800 - $115,000 a year

Manage and grow post-sale client relationships and revenue for advertisers. Become an expert in TikTok solutions for businesses of all sizes and adapt recommendations quickly to suit varying client needs. Grow revenue, educate and...

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Tax Senior / Manager (Real Estate Clients) - Chicago (Hybrid)

Hanami International

Chicago, IL

$80,000 - $150,000 a year

An exciting opportunity to join of the top rated CPA firms in the US, named by Forbes & Inside public accounting! Typically, a day in the team would involve; Oversee overall client experiences including deadline management/client...

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Project Manager, Client Services (10 AM PST- 7 PM PST)

Lighthouse Document Technologies Inc

Remote

$80,000 - $100,000 a year

Maintain a good understanding of eDiscovery, market competitors and the tools used to support the industry Develop a thorough understanding of Lighthouse workflows, critical paths needed to progress work through the system and too...

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Wealth Manager - will be assigned 100 HNW Clients

Credent Wealth Management

Minneapolis, MN

$120,000 - $160,000 a year

Adherence to the Wealth Management core process, while providing proactive and reactive service within the Credent experience for client care. Regularly meets with assigned clients to foster and build long term, trusting relations...

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J.P. Morgan Wealth Management - Private Client Investment Associate - Santa Clara, CA

Jpmorgan Chase & Co

Santa Clara, CA

$26.49 - $37.50 an hour

Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades. Aid the Advisors by building and maintaining cli...

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Client Quality Manager Star Ratings - Remote

Prime Therapeutics

Remote

$94,700 - $151,300 a year

Analyze clients quality data to develop and recommend strategies for improvement and/or maintenance of quality ratings; create and manage project plans to meet established Client Quality goals Drive the Client Quality strategy fo...

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Senior Manager, Client Experience Quality

Paycor

Remote

$98,370 - $167,946 a year

Develop and implement a comprehensive quality assurance strategy to ensure exceptional Client Experiences across all touchpoints. Drive quality and consistency across the over 100,000 client interactions the CX team completes eac...

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Client Experience Manager / Remote Customer Service Rep

Cherry Blossom Plumbing

Falls Church, VA

2+ years of Customer Service experience. High school diploma OR equivalent. Good computer skills, with proficiency in Microsoft Word and Excel. Geographical knowledge and map reading skills. Must have ServiceTitan experience. Will...

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Client Implementation Manager

Included Health

Remote

$70.7K - $89.5K a year

Onboard with the Included Health team Participate in internal learning of all products, tools, and resources available to you Become familiar with our offerings and implementation process. Learn how to talk to clients about Includ...

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Client Onboarding Manager

Moxie

Remote

$70,000 - $100,000 a year

You will oversee the onboarding of each of your providers from the moment they sign with us until they are ready to be handed off to their success manager. This includes things like setting up POS/EMR systems, helping set up bank/...

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Client Success Manager

Intelerad

Remote

$120K - $152K a year

None Funnel customer feedback and recommend the most efficient improvements to Intelerads cross-functional teams in order to ensure end-to-end great customer experience; Work collaboratively with our Customer Success Specialists...

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Client Relations Manager - Entry Level

Zenith Atx, Inc

Pflugerville, TX

Donor Engagement: Engage with potential donors during fundraising events, establishing strong relationships to drive charitable contributions for clientele. Continuous Learning: Acquire in-depth knowledge of marketing strategies a...

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Client Operations Services & LPM Manager

Ropes & Gray

Washington, DC

$117K - $148K a year

The firm has been ranked in the top-three on The American Lawyer's prestigious "A-List" for seven years and is ranked #1 on Law.com International's "A-List" in the U.K.rankings that honor the "Best of the Best" firms.The firm has...

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Client Care Manager

Home Instead

Houston, TX

From $25 an hour

Opportunity to be part of a mission-driven organization dedicated to improving the lives of others. Supportive and collaborative team environment where your contributions are valued. Competitive compensation package and opportunit...

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Client Solutions Manager - LV

Gaming Laboratories International

Las Vegas, NV

$110,000 - $120,000 a year

Oversees a group of Client Services professionals to develop and lead the Client Solutions strategies for customer engagement, implementation, and retention. Identify strategic technical and regulatory challenges and offer solutio...

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Senior Account Manager, Client Services

Influencer

New York, NY

Up to $95,000 a year

Oversee campaign execution for specific campaigns. Sit within a team of client service individuals who support you and one another on campaign execution.. Take on client facing ownership and responsibilities alongside the Account...

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Client Account Manager

Yipitdata

New York, NY

$110,000 a year

Own and cultivate relationships with your clients by:Leverage product expertise to drive value and grow user engagement.Becoming a trusted resource for our clients by acting as a thought partner and providing top-notch service.Adv...

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Wealth Management Client Service Specialist

The Glenview Trust Company

Louisville, KY

Resolves concerns and takes action on behalf of clients, including certain financial transactions within Wealth Management Client Service Specialist authority, and directs other client questions and issues to the appropriate party...

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Vice President, Client Service Manager II

Bny Mellon

Pittsburgh, PA

$114K - $144K a year

This role is located in Pittsburgh PA, or Lake Mary, FLIn this role, youll make an impact in the following ways:Oversees and provides guidance to one or more Treasury Service Global Client Service teams who supports multiple, mod...

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Business Analyst (Client Lifecycle Management)

Luxoft

New York, NY

$125,000 - $140,000 a year

Bring industry expertise in the CLM and client/customer journey digitization space. Support financial institutions in the building of their new Target Operating Model in the client/customer onboarding area. Prepare and lead requir...

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Associate, Aladdin Wealth Tech Client Relationship Manager

Blackrock

New York, NY

$115,000 - $140,000 a year

Develop a strong working relationship with clients to support implementation and adoption of tools, including developing and delivering training and marketing materials for client use Develop strong relationships with all groups w...

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Client Relationship Manager- Must be located on the East Coast

Flotech

Remote

$55,000 - $65,000 a year

Support your customers day-to-day needs Works closely with customer contacts, customers end user community, and FTG internal resources to fulfill Service Level Agreements (SLAs) Ultimately responsible for customer satisfaction,...

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Client Product Manager

Iseatz

Wisconsin, United States

$109,000 - $159,000 a year

Guide a pod/team of engineering resources (Tech Lead, Front End/Back End/Full Stack) plus QA to prioritize the backlog of initiatives (internal and client-driven), document initiative requirements, refine requirements and solution...

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Client Services Manager (Construction Accounting)

Apparatus Contractor Services

Dallas, TX

$70,000 - $80,000 a year

Industry-Specific Consultation: Utilize extensive experience in the construction sector to understand and anticipate the unique needs and challenges of our clients. Emotional Guidance: Offer support and understanding to clients, a...

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Remote Client Success Rev Cycle Manager

Fresenius Medical Care

Waltham, MA

$98.2K - $124K a year

Manage the tactical execution of short- and long-term objectives through the coordination of activities with a direct responsibility for results, including costs, methods, and staffing.. Oversee the ongoing accounts receivable act...

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ACCOUNT MANAGER, CLIENT SERVICES

Pharmerica

Chicago, IL

$75,000 a year

Deploys advanced, consultative, and strategic approach to account management. This includes the successful implementation and promotion of various corporate initiatives. Engages with the C-Suite, Regional or Facility leadership to...

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Client Phone Sales Manager

Chicago Weight Loss & Wellness Clinics

Hanover Park, IL

$25 - $30 an hour

Paid time off. Work from home. 2 years. Day shift. Evening shift. Morning shift. Bonus opportunities. Performance bonus. Monday to Friday. Weekends as needed. Hybrid work. Office. Hanover Park, IL 60133: Relocate before starting w...

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Part-time Project Management & Client Support

Keylitix

Lahoma, OK

$13 - $21 an hour

Daily management of support tickets, communication with clients, and assignment of tickets to developer/team for tasks. Quality assurance testing of completed tasks and projects. Contacting clients web host when needed for emerge...

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What are the top cities open Client Manager jobs?

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What companies are hiring for Client Manager jobs?

The top companies hiring now for Client Manager jobs are ABC Imaging, Allied Universal, Brault, Burn Boot Camp KY-OH, Careers | Alliant, Compeer Financial, Elite Marketing Strategies, EPIC Brokers, Eversana, EverView, IMA Financial Group, Inc., IMA Financial Group, Inc., Included Health, Med-Metrix, NielsenIQ,

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