Client Service Consultant jobs

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CHICAGO - CLIENT SERVICES PART- TIME INTERNSHIP - SEPTEMBER 9, 2024 - NOW HIRING

Enrolled in a university program anticipated to graduate between December 2024 - May 2025 or August 2025. Ability to work on-site in Chicago, IL. Ability to work 20 hours on-site at one of the Schwab service center locations the f...

CompanyCharles Schwab
AddressChicago, IL
CategoryEducation/Training
Salary$20.50 per hour
Job typeFull-time, Part-time
Date Posted a week ago See detail

Chicago - Client Services Part- Time Internship - September 9, 2024 - Now Hiring

Charles Schwab

Chicago, IL

$20.50 per hour

Enrolled in a university program anticipated to graduate between December 2024 - May 2025 or August 2025. Ability to work on-site in Chicago, IL. Ability to work 20 hours on-site at one of the Schwab service center locations the f...

Director, Client Services - Full-time / Part-time

Epsilon

Brooklyn, NY

Manage a team of account managers that work across Yieldify's US book of business. Define strategy for activating Yieldify across newly signed clients. Create training materials for onboarding new service team hires. Collaborate w...

Client Services Specialist

Teksystems

Tucson, AZ

$18 per hour

Description: Client Services Specialists are responsible for handling a high volume of inbound calls while providing excellent care for our customers. Customer base have an existing loan and are calling in for assistance.- Receive...

Manager MEDITECH Consulting Service WFH

Work From Home

Nashville, TN

Comprehensive medical coverage that covers many common services at no cost or for a low copay. Plans include prescription drug and behavioral health coverage as well as free telemedicine services and free AirMed medical transporta...

NetSuite Consultant Services (SRP/ Projects to Cash - Managed Services)

Bpm Llp

United States

Total rewards package: from flexible work arrangements to personalized benefit structures and financial compensation options that give you choice and flexibility.. Well-being resources: interactive wellness platform and incentive...

Client Service Representative I - Mail Services

Canon Solutions America, Inc.

Rochester, NY

About the RoleResponsible for prompt delivery of various on-site work assignments, providing customer service and ultimately, customer satisfaction.Your ImpactMain Responsibilities:- Promptly informs supervisor of potential proble...

Client Service, AVP

State Street

Quincy, MA

Not disclosed

Ensure superior client satisfaction by acting as an advocate for internal and external clients and ensuring client issues are satisfactorily resolved. Proactively identify client needs and potential internal issues which could imp...

Client Service Specialist-Financial Engineering (Remote)

Moody's

Remote - Atlanta, GA

Understand and explain complex financial models on conceptual, intuitive, and practical levels. Provide thorough quantitative and conceptual solutions to our wide range of clients. Provide in-depth education and assistance on prod...

2025 Tax Winter Intern - Private Client Services (Summer Leadership Program)

Eisneramper Llp

West Palm Beach, FL

Current Junior or Senior (who is applying for a 5-year Master's degree program), or on track to complete 150 credits for CPA-eligibility. Strong academic track record (Minimum GPA: 3.0). Must be legally authorized to work in the U...

Security Client Services Manager

Gardaworld Security Services U.s.

Portland, OR

$80,000 - $90,000 a year

Supervise the day-to-day security service provided to the facilities and ensure service is of the highest standards Develop and maintain effective relationships with clients and employees and serve as the liaison between GardaWorl...

PWM Registered Client Service Associate

Morgan Stanley

Missouri, United States

$51.7K - $65.4K a year

PWM Registered Client Service AssociateJob Number: 3245737POSTING DATE: Jan 9, 2024PRIMARY LOCATION: Americas-United States of America-Missouri-ClaytonEDUCATION LEVEL: Refer to Position DescriptionJOB: Wealth ManagementEMPLOYMENT...

Operations Associate - Client Services

Parallel Advisors

Dallas, TX

$59.5K - $75.3K a year

Optimize the client experience as it relates to operations and service in order to drive high satisfaction, quality, and efficiency for both the client and Parallel. Manage all aspects of our clients operational needs within the...

Senior Registered Client Service Associate-Newport Beach, CA

Raymond James Financial, Inc.

Newport Beach, CA

$60.3K - $76.4K a year

Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and...

Associate, Client Service - NY

Jordan Park Group

New York, NY

$100,000 - $120,000 a year

Responsible for complex client onboarding and investment account opening processes including subscription documentation for private investments. Creating tasks and maintaining client and partner data in Salesforce and other system...

Client Service Associate

Newedge Capital Group Llc

Franklin, TN

$42.9K - $54.3K a year

Educate clients on account services and capabilities (e.g., how to read statements/confirms, how to use Online Services, paperless options, etc.). Collect appropriate documentation to set up new accounts and services. Leverage var...

Client Service Associate

Cibc

San Francisco, CA

$57.5K - $72.8K a year

Client engagement - Focus on each client experience and connect on a personal level to make every interaction meaningful. Anticipate client needs and communicate promptly with your team to build trust and deepen client relationshi...

Registered Client Service Associate

Northwestern Mutual

Portage, MI

$45,000 - $65,000 a year

Handle case notes, processing correspondence, maintaining client case files and filing performance reports, account forms and other advisory paperwork. Gathering information for WMA meetings with client/prospect. Preparing advisor...

Client Service Associate

Edelman Financial Engines

Roseville, CA

$70.7K - $89.6K a year

Coordinate client meetings, including greeting clients, appointment preparation, and supporting the completion of required paperwork Supervise client account activity, researching and resolving issues Prepare and review all new ac...

Client Service Associate - Registered

Stifel Financial

Portsmouth, NH

$44.2K - $55.9K a year

Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client. Work with the FA(s) and the client in obtaining the required documents based upon the type of...

Registered Client Service Associate (Atlanta)

Oppenheimer & Co. Inc.

Atlanta, GA

$43K - $54.4K a year

Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and advisors. Quickly develop knowledge of a variety of forms and account procedures in order to assist clients. Learn t...

Client Service Associate

Cogency Global Inc.

Indianapolis, IN

$38,000 - $42,000 a year

Energetic self-starter who thrives in a fast-paced, team-oriented environment. The ability to multitask with a strong attention to detail and accuracy. Demonstrated ability to manage multiple projects simultaneously. Strong priori...

Client Service Associate

Fleishel Financial Associates

Jacksonville, FL

From $55,000 a year

401(k). 401(k) matching. Health insurance. Paid time off. Retirement plan. 3 years. 8 hour shift. In-person. Office. Jacksonville, FL 32223: Relocate before starting work (Required)....

Desktop Support Specialist - Atlanta, United States - Tri-Force Consulting Services, Inc.

Tri-Force Consulting Services, Inc.

United States

The department of Aviation is seeking a Desktop Support resource that will be part of a team responsible for supporting workstations running on Windows 10 and higher platforms in a 24x7 operating environment.. This role will be re...

System Administrator - Atlanta, United States - Tri-Force Consulting Services, Inc.

Tri-Force Consulting Services, Inc.

United States

CCTV (software and hardware components). Parking Systems. Access Control Systems. Sensor monitoring systems.. Emergency Management Systems (First responders). System configuration and administration. Perform systems analysis, desi...

Presales Consultant - Application Services

Softwareone

United States

Collaborate closely with the sales team and clients to comprehensively assess requirements, objectives, and constraints.. Utilize analytical skills to scope and size opportunities effectively, ensuring alignment with client expect...

Accountant with DoD Consulting Service Experience

Malasha Technologies Inc.

Remote

$60,000 - $90,000 a year

401(k). 401(k) matching. Dental insurance. Health insurance. Paid time off. Monday to Friday. Are you authorized to work in the United States?...

Client Service Executive

Hsbc

United States

Deposit Account Management Custody Account Management Loan Servicing Asset Movement both internally and externally, such as wire transfers and any related wire investigations. Timely/same day response to client inquiries Credit Ca...

Veteran Services Consultant (resides in the Human Resources Department)

City Of Austin

Austin, TX

$33.05 - $42.14 an hour

Graduation with a Bachelors degree from an accredited college or university with major coursework in a related field, plus four (4) years of experience in the Human Resources specialty assigned. Experience may substitute for one...

Veterinary Client Service Representative

Austin Urban Veterinary Center

Austin, TX

$29.7K - $37.6K a year

Greets and makes eye contact when entry door opens to offer every client, visitor or associate a warm and professional acknowledgement immediately upon arrival. Demonstrates a friendly smile, good eye contact and approachable deme...

Summer Associate, Client Service, 2024

Alphasights

New York, NY

$14,423 a month

Client service: Utilize your business acumen to find and recommend the most relevant experts for each project. Complete tasks across multiple projects quickly and under pressure and go the extra mile to impress your clients with y...