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Client Services Support jobs

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ASSOCIATE, CLIENT SERVICE - NY

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...

CompanyJordan Park Group
AddressNew York, NY
CategoryRetail
Salary$100,000 - $120,000 a year
Date Posted 2 weeks ago See detail

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...

2 weeks ago seen See more...

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...

2 weeks ago seen See more...

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...

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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...

2 weeks ago seen See more...

Service Support Supervisor

Tomra

Bronx, NY

$80,000 a year

Oversee day to day supervision of Full Service Attendants including creating monthly schedules. Support Field Service Manager with assigning and following up on daily tasks to Field Service Techs. Communicate with management regar...

2 weeks ago seen See more...

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...

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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...

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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...

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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...

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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)....

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Field Service Support Technician

Quality Vision International Inc

Rochester, NY

Provide technical support related to QVI Metrology equipment. Can effectively support products and technology manufactured within the QVI umbrella. Effective escalation of tickets before the situation escalates from the Rep/custom...

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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...

2 weeks ago seen See more...

Remote - Client Support Representative II

Arbinger Institute, Llc

Farmington, UT

From $40,000 a year

Perform regular self-assessments using Arbingers 3A+ assessment tool to gauge and enhance individual performance impact. Provide in-depth technical assistance to clients, addressing complex issues and troubleshooting advanced pro...

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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...

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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...

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Client Services Account Director, Attractions & Destinations

Aka Nyc Limited

New York, NY

$95,000 - $120,000 a year

Serve as the main point of contact for key clients and maintain excellent service standards to ensure client needs and objectives are met. Work with the VP, Head of Arts Institutions and other agency leaders to deliver sound campa...

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Vice-President of Business Development/Client Services

The Morgan Group, Inc

Houston, TX

$148K - $188K a year

Advancement opportunities. Training. Low-cost Medical, Dental, Vision. Flexible Spending Accounts (Medical, Limited Purpose & Dependent Care). Health Savings Account. Voluntary Life Insurance. Long-Term Disability Insurance. Compa...

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Client Service Specialist - Personal Lines Insurance (McGriff Insurance/Hybrid work schedule))

Truist Bank

Little Rock, AR

$42.6K - $53.9K a year

Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).Regular or Temporary:RegularLanguage Fluency: English (Required)Work Shift:1st shift (United States of America)Build and mainta...

2 weeks ago seen See more...

Associate IT Client Support Analyst

Hca Houston Healthcare Southeast

Pasadena, TX

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...

2 weeks ago seen See more...

Client Service Representative

Crossroads Animal Clinic

Fort Walton Beach, FL

$16 - $18 an hour

401(k). 401(k) 2% match. 401(k) matching. Dental insurance. Employee discount. Vision insurance. 10 hour shift. Day shift. Monday to Friday. No nights. No weekends. Fort Walton Beach, FL 32547: Relocate before starting work (Requi...

2 weeks ago seen See more...

Client Service Representative

Intulse, Ltd.

Lancaster, PA

$49,770 - $57,170 a year

Responsibility: Innate desire to do more than what is expected. Thoroughness: Work with efficiency, completeness, and within reasonable timeframes Dependability: Fulfillment of expectations without excessive oversight Determinatio...

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Service Support Specialist I

Snap-On Inc

Kenosha, WI

$35.5K - $45K a year

Snap-on Incorporated is seeking a Service Support I Specialist in its IT Department, in the Kenosha, Wisconsin General Office. This person will provide I/T technical support for end users on several applications over the phone. Fo...

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Client Services Manager

Hera Fine Jewelry

Los Angeles, CA

Commitment in the active work needed to welcome a variety of diverse people and perspectives. Curiosity and an interest in professional growth; we are a small company but growing very quickly, and eager to find team members who wa...

2 weeks ago seen See more...

Event Services Operations Support Specialist

Allied Universal® Event Services

Westminster, CA

$28 - $31 an hour

Support Human Resources/Recruiting Team conducting New Employee Orientation sessions. Conduct application of any state required license training. Utilize iCIMS recruiting software to process new applicants. Assist in the schedulin...

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Patient Services Rep I / Imaging Support

Children's Hospital Los Angeles

Los Angeles, CA

$37.2K - $47.2K a year

Basic knowledge of computers, filing and organizational skills.Education/Licensure/Certifications: High school diploma or GED required.Schedule:Sunday OFFMonday 6:30am-3:00pmTuesday 8:30am-5:00pmWednesday 11:30am-8:00pmThursday 8:...

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Client Services Clerk-TACOMA, WA

Quiroga Law Office, Pllc

Tacoma, WA

$25 an hour

Bilingual Spanish/English. Proficient with Microsoft Office and Adobe Acrobat. Able to think on your own and creatively problem solve to come up with solutions. Detail oriented. Able to work in a fast paced environment. Have excep...

2 weeks ago seen See more...

Veterinary Client Service Representative

Guilford Veterinary Hospital, Llp

Guilford, CT

From $17 an hour

401(k). Dental insurance. Employee assistance program. Employee discount. Flexible schedule. Health insurance. Life insurance. Paid time off. Vision insurance. 8 hour shift. In-person. Besides loving animals why would you like to...

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Client Services Specialist

Trane Technologies

West Palm Beach, FL

$39,000 - $70,000 a year

Working with Account Managers creating/maintaining Salesforce dashboards. Focusing on larger customer administrative needs, i.e., municipalities, school districts, etc. Responsible for handling all aspects of the Service Agreement...

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Client Support Specialist

Catalpa Health

Appleton, WI

From $16 an hour

Competitive pay. Referral bonus program. Multiple health insurance plans designed to meet the needs of your family. Dental and vision insurance plans. Short & Long-term disability. 401-K Plan with Company Match. Life Insurance, Cr...

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Client Services Representative - Part Time

Eurofins Environment Testing Usa

Cary, NC

$18 an hour

Manage inbound and outbound client communications via phone and/or email in a timely, solutions-oriented manner. Advise walk-in clients about service information and project preparation. Maintain a constant overview of projects in...

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