Client Service Consultant jobs

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ACCOUNTANT/CLIENT SERVICE (REMOTE)

A team that focuses on continuous learning & growing. Career progression path that allows you to grow in responsibility and income An opportunity to have your ideas heard & supported by leadership and other team members We hire gr...

CompanyKickstart Accounting, Inc.
AddressRemote
CategoryAccounting/Finance
Salary$41.5K - $52.6K a year
Job typeFull-time
Date Posted 3 weeks ago See detail

Accountant/Client Service (Remote)

Kickstart Accounting, Inc.

Remote

$41.5K - $52.6K a year

A team that focuses on continuous learning & growing. Career progression path that allows you to grow in responsibility and income An opportunity to have your ideas heard & supported by leadership and other team members We hire gr...

International Client Service Associate

Jpmorgan Chase Bank, N.a.

Charlotte, NC

Lead our medium to complex clients autonomously by delivering solutions to clients and upholding JP Morgan Chase standards and operating principles. Develop long term client relationships. Proactively work to determine service imp...

Wealth Client Services Assistant

Seacoast Bank

Williston, FL

Assist with CRM (SalesForce) reporting for the Private Advisor. Assist with the preparation of client investment performance reports, presentation materials, and division level reporting and analysis. Responsible for performing ge...

Client Service Specialist (Teller)

Bank Ozk

Bonita Springs, FL

Helpful, friendly, approachable, enthusiastic and professional disposition. Accurate and efficient productivity. Team player approach, capable of thriving in a continually changing environment. Critical thinking skills. Enthusiast...

Account Executive, Client Services

Hueman Pe Talent Solutions

Remote

Up to $115,000 a year

Execute specific strategic service plans to ensure collaborative efforts between brokers and plan sponsors to meet common objectives Direct activity of client service support team from implementation, problem resolution through...

VP of Client Services - Remote Work

Bairesdev

Chicago, IL

$96,000 a year

At BairesDev, we've been leading the way in technology projects for over 15 years. We deliver cutting-edge solutions to giants like Google and the most innovative startups in Silicon Valley.Our diverse 4,000+ team, composed of th...

Administrative Assistant (Environmental Consulting Service Line)

Ecs Ltd

Chesapeake, VA

Document processing and transmission in a timely manner. Word processing and data entry. Registering projects and proposals. Creating folders. Filing, assembling and binding reports. Formatting and scanning documents. Transmitting...

Associate, Client Service II

Bny Mellon

Pittsburgh, PA

$86.9K - $110K a year

Our ambition is to build the best global team one that is representative and inclusive of the diverse talent, clients and communities we work with and serve and to empower our team to do their best work. Our ambition is to bui...

Office Manager - Client Services - Sales Assistant to an RIA

Pacific Financial Planners, Llc

Laguna Niguel, CA

Safe work environment. Flexible working hours. On-the-job training. Relaxed atmosphere. Casual work attire. Assist and support the Office Manager and financial advisor. Answer client calls and respond to client requests, routing c...

Registered Client Service Associate

Morgan Stanley

Park City, UT

$52.3K - $66.3K a year

Registered Client Service AssociateJob Number: 3248941POSTING DATE: Mar 28, 2024PRIMARY LOCATION: Americas-United States of America-Utah-Park CityJOB: Wealth ManagementEMPLOYMENT TYPE: Full TimeJOB LEVEL: Non-ExemptDESCRIPTIONPOSI...

Client Service Associate

Westwood Management Corp

Dallas, TX

$58.2K - $73.6K a year

Complete all daily/monthly/quarterly standard reporting requirements of clients and consultants. Create and prepare client/consultant presentations and meeting materials, collateral, and various requests for information. Process c...

Associate Client Consultant - Specialty Lines

Patra Corporation

Remote

$60.1K - $76.1K a year

Supporting Client Relationship: Assist with client and offshore team calls, updating standard operating procedures and workflow documents, drafting Power Point presentations. Provide temporary backup support to Client Consultants...

Registered Client Service Associate (Los Angeles,CA)

Oppenheimer & Co. Inc.

Los Angeles, CA

$55,000 - $65,000 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 Analyst, Employee Benefits - Burnham Benefits

Brp Group, Inc.

Roseville, CA

Burnham is a team of talented and dedicated consultants uniquely equipped to solve the biggest challenges facing your organization and its people. Our expert advisors craft custom solutions to address your needs in the areas of em...

Client Service Manager

Tenth Street Animal Hospital

Greenville, NC

$23 - $25 an hour

Maintain a positive attitude in all interactions with clients, pets, and teammates. Partners with the Hospital Manager to address staffing needs including hiring, training, reviewing, and coaching staff. Utilize hospital computer...

Client Services Intern

Cartier

Coral Gables, FL

Assists the Client Service Operations Manager in the market strategy implementation, adapting the CS global policy and the service management, respecting the service code of the Brand.. Assist in Pre & CRM action organization. . M...

U.S. Private Bank - Client Service Associate - Analyst

Jpmorgan Chase Bank, N.a.

Tempe, AZ

Provide exceptional Client Service and flawless execution on client requests, inquiries and transactions such as money movement, security transfers, and loan transactions including escalated research requests. Adhere to and mainta...

Private Banking Service Consultant I/II/III (Downtown Honolulu)

First Hawaiian Bank

Honolulu, HI

Private Banking Service Consultant I High School Diploma or equivalent experience in customer service. Minimum 1 year in operations, customer service, and sales experience in banking. Personal Alignment with our Core values of Col...

Client Service Associate - Non-Registered

Stifel Financial

West Chester, PA

$43.9K - $55.5K 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...

Client Service Associate - Registered

Stifel Financial

Florham Park, NJ

$44.2K - $56K 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

Morgan Stanley

Franklin, TN

$58.5K - $74K a year

Registered Client Service AssociateJob Number: 3247350POSTING DATE: Mar 11, 2024PRIMARY LOCATION: Americas-United States of America-Tennessee-FranklinJOB: Wealth ManagementEMPLOYMENT TYPE: Full TimeJOB LEVEL: Non-ExemptDESCRIPTION...

Client Service Associate - Private Vista

Hightower Advisors

Oak Brook, IL

$50,000 - $55,000 a year

Efficiently handle address changes, online account access setup, and account information updates. Prepare and dispatch paperwork for account openings, updates, and other miscellaneous requests, including but not limited to, electr...

Client Services Representative - EST

Genex Services

Remote

$18 - $19 an hour

Serves as the first contact for potential claimants and client companies prior to the start of GENEXs Social Security Disability representation services. Makes initial contact to individuals to sell and explain services while als...

Spanish Speaking Client Service Representative

Dmb Financial

Beverly, MA

$40,500 - $57,500 a year

Outcome-oriented -- results-focused with strong performance culture. People-oriented -- supportive and fairness-focused. Team-oriented -- cooperative and collaborative. Email. Phone. No. 401(k). Dental insurance. Employee discount...

Client Service Representative

Vca Animal Hospitals

Temecula, CA

ESSENTIAL FUNCTIONS: Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms Scheduling and confirming appointments Placing outbound calls for follow-ups...

Client Service Representative

Vca Animal Hospitals

Tacoma, WA

Client Service functions including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms.. Scheduling and confirming appointments.. Placing outbound calls for follow-ups and reaching out to pro...

Client Service Supervisor

Vca Animal Hospitals

Loveland, CO

Strong candidates will have supervisory experience, a positive attitude, a friendly demeanor towards both animals and people, will be detail oriented, have the ability to multi-task and can demonstrate the importance and understan...

Client Service Representative

Vca Animal Hospitals

Springfield, OR

With every opportunity, we aim to exceed each pet owners expectations.Were looking for a personable yet highly professional service extraordinaire to join us in delivering our mission to our clients and their pets.Why We Need...

Receptionist/ Client Services Representative

Vca Animal Hospitals

Quinton, VA

Medical, Dental, and Vision insurance. Paid vacation and holiday pay (for FT employees). 401(K). A generous personal pet care discount. Uniforms are provided....

Veterinary Client Service Representative

Vca Animal Hospitals

New York, NY

With every opportunity, we aim to exceed each pet owners expectations.Were looking for a personable yet highly professional service extraordinaire to join us in delivering our mission to our clients and their pets.Salary range...