Client Service Support jobs in Chicago, IL
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FINANCIAL & CLIENT SERVICE ASSOCIATE
Work with the Advisor in preparing for client review meetings. Prepare client portfolio analysis. Run investment illustrations. Work with financial planning software and Microsoft office products. Handle after meeting follow-up an...
| Company | Sterling Wealth Partners |
|---|---|
| Address | Tustin, CA |
| Category | Accounting/Finance |
| Salary | $23 - $33 an hour |
| Job type | Full-time |
| Date Posted | 3 days ago See detail |
Financial & Client Service Associate
Sterling Wealth Partners
Tustin, CA
$23 - $33 an hour
Work with the Advisor in preparing for client review meetings. Prepare client portfolio analysis. Run investment illustrations. Work with financial planning software and Microsoft office products. Handle after meeting follow-up an...
3 days ago seen See more...
- View all - jobs in Tustin, CA
Associate, Private Client Services
Lido Advisors, Llc
United States
$60,000 - $75,000 a year
Manage the onboarding of new client accounts which includes collecting required documents and client information through in person meetings or on calls with clients. Liaise with custodian partners and internal departments. Assist...
3 days ago seen
Associate, Client Support
Cibc
Chicago, IL
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...
3 days ago seen See more...
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3 days ago seen
Client Services Representative
Wealthfront
United States
Provide exceptional customer service through email and phone communication. Help our clients use our product better through online tools and resources. Work with our operations teams to resolve client issues. Be the voice of the c...
4 days ago seen
Client Support Specialist
Brightfin
United States
$18 - $20 an hour
Answering 20 - 30 calls per day Managing Communications with customers through various channels (phone, live chat, tickets submitted in our online portal) Completing customer submitted tickets in a timely manner Personal ownership...
4 days ago seen
Client Service Rep
Iqvia
Remote
Primary Call Center contact for patients, pharmacies and medical professionals utilizing an Opus Health program. Call Center Representatives are responsible for fielding requests such as: card activation, program eligibility, expl...
5 days ago seen
Guest Service Support Expert - San Diego, United States - Marriott International, Inc
Marriott International, Inc
United States
Location: Marriott Marquis San Diego Marina, San Diego, California, United States. Schedule: Full-Time. Position Type: Non-Management. Education: High school diploma or equivalent. Related Work Experience: Previous experience in f...
6 days ago seen
Analyst, Health & Benefits, Client Service Team
Willis Towers Watson
Minnesota, United States
Contribute to core health and benefits projects involving the design and management of group medical, dental, life, disability and time off benefits for large, complex clients, including:. Conduct benchmarking studies and other re...
7 days ago seen See more...
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Manager, Client Services
Rxbenefits, Inc.
Iowa, United States
Supervises, plan, forecast and manages functions related to Client Service work area. Oversees and directs the day-to-day activities of Client Service Associates. Manages, analyzes, improves, and maintains service procedures, poli...
a week ago seen See more...
- View all - jobs in Iowa State
Corporate Action Specialist - Prime Client Service
Hsbc
United States
Dedicated point of Contact with Prime Brokerage clients and Front Office Ensure the team have communicated all Corporate Actions to stakeholders in a timely fashion Monitor Ex Date / Pay Date Bookings to ensure entitlement posted...
a week ago seen
Analyst, Health & Benefits, Client Service Team
Willis Towers Watson
Michigan, United States
Building strong relationships with clients by effectively addressing questions and needs. Supporting preparation for client meetings (prepare agendas and materials, coordinate resources, etc.). Supporting program vendor procure...
a week ago seen See more...
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Senior Associate, Health & Benefits, Client Service Team
Willis Towers Watson
Michigan, United States
Materially contribute to core health and benefits projects involving the design and management of group medical, dental, life, disability and time off benefits for large, complex clients including: Benefit plan analysis, design,...
a week ago seen See more...
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Customer Service / Technical Support Representative (Remote)
Concentrix
Remote
Provide inbound customer support using a call flow guide Resolve technical issues related to hardware, software, and client products Track, document, and retrieve information in databases Be an amazing problem-solver Maintain broa...
4 days ago seen
Client Director- Central Region (ECM Services Sales)
Opentext
United States
Lead the sales and delivery of Professional Services across the North America Central Region, driving revenue and ensuring client success.. Collaborate with sales, technical pre-sales, and other teams to develop tailored solutions...
6 days ago seen
Client Support Specialist- Contractor
Finalsite
United States
Support clients via ticketing, phone, chat and social media channels in a timely manner. Stay up to date (through software update blogs, new help center articles, and training) on new product features and improvements, as well as...
2 weeks ago seen
Client Accounting Services Manager
Adavico Inc
Remote
401(k). 401(k) matching. Dental insurance. Health insurance. Vision insurance. Foster a culture of excellence, collaboration, innovation, and continuous improvement. Serve as a thought leader and expert on endowments to drive succ...
a week ago seen
Call Center Customer Service Representative – Medicaid Member Support
Conduent
Kansas, United States
$13 an hour
$13.00 per hour pay rate (Bi-weekly pay) Immediate eligibility to participate in a Pay-For-Performance program after new hire training. Paid training with Equipment provided. Full-time schedule (40 hrs. per week). Career Growth Op...
a week ago seen See more...
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Client Service Representative Supervisor
Vca Animal Hospitals
Arlington, MA
Excellent knowledge of Client Service and communication center operations.. Strong organizational skills.. Strong client relations and interpersonal skills.. Intermediate to expert computer skills.. Excellent oral and written comm...
2 weeks ago seen See more...
- View all - jobs in Arlington, MA
Client Service Investment Operations Consultant
Northern Trust
Chicago, IL
Unspecified
Manage and strengthen daily recordkeeping relationships for assigned book of business. Oversee the daily participant investment activity. Works closely with Institutional Fund Accounting and Daily Valuation operations teams to res...
2 weeks ago seen See more...
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Real Estate Support Services Analyst II - Remote
Hanger, Inc.
Remote
$65,000 - $75,000 a year
Assists with the coordination of project activities with internal departments, architects, engineers, contractors, IT telecom and other consultants. Assists with tracking and entering budgets, purchase orders, change orders and qu...
a week ago seen
Call Center Customer Service Representative – Medicaid Member Support
Conduent
Ohio, United States
$13 an hour
$13.00 per hour pay rate (Bi-weekly pay) Immediate eligibility to participate in a Pay-For-Performance program after new hire training. Paid training with Equipment provided. Full-time schedule (40 hrs. per week). Career Growth Op...
a week ago seen See more...
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Liaison Supervisor / Veterinary Client Service
Vca Animal Hospitals
South Weymouth, MA
With every opportunity, we aim to exceed each pet owners expectations.As the face of VCA, the Client Liaison Supervisor sets the tone for the practice as we build and maintain each customer's trust and confidence in ourabilities...
2 weeks ago seen See more...
- View all - jobs in South Weymouth, MA
Call Center Customer Service Representative – Medicaid Member Support
Conduent
Tennessee, United States
$13 an hour
$13.00 per hour pay rate (Bi-weekly pay) Immediate eligibility to participate in a Pay-For-Performance program after new hire training. Paid training with Equipment provided. Full-time schedule (40 hrs. per week). Career Growth Op...
a week ago seen See more...
- View all - jobs in Tennessee State
Manager, Laboratory Client Support - Sioux Falls - FT - Days
Sanford Health
Sioux Falls, SD
margin-top-16 { margin-top: 0; display: none;}Careers With Purpose Facility: Stevens Center Building Location: Sioux Falls, SD Address: 900 East 54th St N, Sioux Falls, SD 57104, USA Shift: Day Job Schedule: Full time Weekly Hours...
3 weeks ago seen See more...
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Refugee Support Service Coordinator
International Rescue Committee
United States
Coordinate timely pre- and post-arrival services to ensure each client has living essentials such as housing, food, medical care, and access to transportation, and is oriented to their new environment. Ability to lead in a way tha...
2 weeks ago seen
Manager, Support Account Services Management
Servicenow
Chicago, IL
Lead efforts to develop and build a Support Account Management Team, including development of strategies, objectives and key performance metrics. Guide our team members in order to achieve their highest levels of performance throu...
2 weeks ago seen See more...
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Manager of Client Services & Operations
Sunset Lighting
Irvine, CA
$85,000 - $100,000 a year
401(k). 401(k) 3% Match. Dental insurance. Employee discount. Health insurance. Paid time off. Vision insurance. Bonus opportunities. Performance bonus. Yearly bonus. 8 hour shift. Monday to Friday. Management and coordinate speci...
3 weeks ago seen See more...
- View all - jobs in Irvine, CA
Client Service Lead
Ansira Partners
Missouri, United States
United States, Missouri
Apply lean daily management principles, to achieve and maintain productivity and quality standards. Closely monitor that goals and SLAs are met.. Anticipate internal hurdles and course-correct to prevent inefficiency in workflow....
3 weeks ago seen See more...
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Denver Client Banking Services Professional - Class date June 3, 2024
Charles Schwab
Lone Tree, CO
$51,313 a year
Minimum of 1 year of work experience, which may include unpaid work, volunteer experience, internships, or other roles Ability to work in the office up to 75% - 100% of the time, as required Outstanding client service skills with...
3 weeks ago seen See more...
- View all - jobs in Lone Tree, CO
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