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Wealth Client Service Specialist jobs

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CLIENT SERVICE SPECIALIST

Act as the primary contact for retirement plans regarding day to day record keeping matters and provides prompt customer service. Proactively communicates regularly with client to evaluate and ensure delivery of optimal service, c...

CompanyAdp
AddressLouisville, KY
CategoryInformation Technology
Job typeFULL_TIME
Date Posted 18 hours ago See detail

Client Service Specialist New

Adp

Louisville, KY

Act as the primary contact for retirement plans regarding day to day record keeping matters and provides prompt customer service. Proactively communicates regularly with client to evaluate and ensure delivery of optimal service, c...

18 hours ago seen See more...

MasterTax Associate Client Service & Product Support Specialist New

Adp

Tempe, AZ

We are currently looking for an Associate Client Consultant for ADP/MasterTax, an in-house Payroll Tax Processing Software. We strive for every interaction to be driven by our CORE values: Insightful Expertise, Integrity is Every...

18 hours ago seen See more...

Client Service Specialist - Commercial Lines

Relation Insurance Inc

Charlotte, NC

$17 - $28 an hour

Serve as front-line administrative processor. Develop professional business relationships with all clients and demonstrates a clear understanding of the clients core business. Assist in managing client expectations, service commi...

3 days ago seen See more...

Client Services Specialist - Crisis Center

Sma Healthcare

Daytona Beach, FL

$30K - $34K a year

Career growth and advancement potential Great benefits such as: Health, Dental, Vision, Life, & Disability Insurance Tuition Reimbursement Paid Personal Leave (up to 25 days after 3 years of service) 403b Retirement Plan (matches...

5 days ago seen See more...

Client Service Solutions, Hedge Fund Services, Northern Trust – Associate Specialist

Northern Trust

Chicago, IL

Unspecified

Client Relationship Management: Foster strong partnerships with clients by understanding their unique needs and advocating for them within HFS.. Regularly engage with clients to discuss operational improvements and enhancements t...

a week ago seen See more...

Float Spa Team Member (Customer Service / Client Experience Specialist)

East Coast Float Spa

West Chester, PA

$13 - $20 an hour

Ensure clients receive consistently outstanding service that will leave them talking about us in a positive way. Interact with clients in the Front Lobby and in the Post Float Lounge. Up-sell and cross-sell different services and...

2 weeks ago seen See more...

Client Service Specialist

Summitry

California, United States

$70,000 - $100,000 a year

Investigates and answers operationally driven client inquiries Provides ongoing day-to-day support to our high-net-worth clients. Responds to client requests in a timely manner (such as but not limited to onboarding new clients, c...

3 weeks ago seen See more...

Client Services Specialist

Hedra Consulting

Remote

$72,000 - $115,000 a year

Review and coordinate timely preparation of Client Engagement Letters with responsible Legal Assistant and ensure that an Open Matter Form is submitted in a timely and complete manner. Work with Finance, the Senior Manager, Practi...

3 weeks ago seen

Pershing Wealth Solutions - Associate, Client Service I

The Bank Of New York Mellon Corporation

Pittsburgh, PA

$54.2K - $68.6K a year

Supports clients in addressing operational questions or issues and ensuring requests are executed Applying problem solving skills based on precedence and experience, using communication skills to deliver high quality Using knowled...

3 weeks ago seen See more...

Client Services and Configuration Specialist (St Louis)

Sap

Minnesota, United States

We offer a highly collaborative, caring team environment with a strong focus on learning and development, recognition for your individual contributions, and a variety of benefit options for you to choose from. At SAP, we believe w...

3 weeks ago seen See more...

Client Service Specialist, Hair Color Bar

Madison Reed Hair Color Bar

Los Angeles, CA

Engage with clients to deliver a distinct and delightful client experience, mapped to their diverse needs, resulting in future client engagement with the Hair Color Bar. Effectively navigate front-end operations while adhering to...

4 weeks ago seen See more...

Client Service Specialist

S&S Employment Partners

Des Moines, IA

Providing customer service to clients. Supporting the Financial Advisors. Making trades on clients behalf. Maintaining client accounts. Processing client requests. Resolving inquiries. Following up to confirm completion. Preparing...

a month ago seen See more...

Client Services Specialist

Cornerstone Staffing

Fort Worth, TX

If you are currently registered with CornerStone Staffing, click the Log In button to add yourself as a candidate to this job...

2 months ago seen See more...

Surety Client Service Specialist – National Accommodation

Willis Towers Watson

Connecticut, United States

Ability to place new client business with markets and establish clients bond program, when necessary. Manage day-to-day needs for clients, including bond requests, billing issues, bond close-outs with the support of the service t...

2 months ago seen See more...

Client Service Specialist - Remote TX - Now Hiring

Heard And Smith, Llp

San Antonio, TX

$14.50-$16.50 per hour

Fast-paced, and professional environment;. Fulfilling, challenging, rewarding;. Great team environment;. Paid Holidays, Accrued Paid Time Off;. Great Medical Benefits Package;. Wellness Program;. Competitive Salary $14.50-$16.50 p...

2 months ago seen See more...

Client Services Specialist | Merchant Services

Terra Staffing

Seattle, WA

Provide Operational support to clients; debit/credit/eft processing Be the point person for client customer service. Train clients on any new products or updates. Analyze, problem solve, and provide consultation on any issues or...

2 months ago seen See more...

Client Service Specialist- CRMG- Insgroup

Insgroup Llc

Houston, TX

The Client Service Specialist, Commercial Risk works closely with advisors, line-of-business specialists, and dedicated client servicing professionals to analyze client data, evaluate needs, and help create effective risk manageme...

2 months ago seen See more...

Client Service Specialist-CRMG-Insgroup

Baldwin Risk Partners

Houston, TX

The Client Service Specialist, Commercial Risk works closely with advisors, line-of-business specialists, and dedicated client servicing professionals to analyze client data, evaluate needs, and help create effective risk manageme...

2 months ago seen See more...

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...

2 months ago seen See more...

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...

2 months ago seen See more...

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 months ago seen See more...

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...

2 months ago seen See more...

Client Service Specialist (Teller)

Bank Ozk

Ellijay, GA

$36.9K - $46.7K a year

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 Enthusiastical...

2 months ago seen See more...

Client Service Specialist

Animal Care Center

Panama City Beach, FL

$16 - $19 an hour

Responsible for greeting clients, determining the needs of the clients and patients, and completing the check-in and check-out process. Models a professional and courteous manner with staff and clients. Follows established policy...

2 months ago seen See more...

Independent Branch Client Service Specialist – Non-Registered

Jlg Ventures, Llc

Lafayette, LA

$18 - $20 an hour

Building strong, personal relationships with clients is a key component the Independent Branches success. Client Service Specialists greet clients and prospects with warm enthusiasm when they call or visit the branch, ensuring th...

2 months ago seen See more...

Client Service Operations Specialist

Emoney Advisor

United States

parental leave, paid time off, sick time

Assist Client Service leadership in the design and documentation of internal processes and procedures.. Maintain and update all changes to the documented processes and procedures.. Educate the Client Service staff on the changes,...

4 weeks ago seen See more...

Client Service & Product Support Specialist

Adp

El Paso, TX

Are you ready to join a company offering career advancement opportunities throughout your career journey?. Do you want to join a company with award-winning training and world-class service guidelines to help you achieve success, g...

a month ago seen See more...

Client Services Associate - Institutional Relationship Specialist

Equity Trust

Fort Myers, FL

Efficiently and proactively manages client and vendor correspondence (incoming calls, emails, chats, and client visits). Answers client and vendor questions regarding financial transactions, including asset purchases, sales, and o...

a month ago seen See more...

Intake Specialist (Client Service Sales) - Remote

Heard And Smith, Llp

San Antonio, TX

$14.50-$16.50 per hour

Fast-paced, professional environment;. Fulfilling, challenging, and rewarding;. Great team environment;. Paid Holidays, Accrued Paid Time Off (FT only);. Great Medical Benefits Package (FT only);. Wellness Program (FT only);. Comp...

a month ago seen See more...

Client & Policy Servicing Specialist

Capspecialty

Hartford, CT

$21.39 - $22.59 an hour

High school diploma, or equivalent. 2 years previous insurance operations experience or training. 4 years customer service experience, insurance industry a plus. Excellent interpersonal and communication skills. Ability to be a po...

2 months ago seen See more...

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People who searched for Wealth Client Service Specialist jobs also searched for Physician Specialist, Community Support Specialist, Account Specialist, Guest Service Expert, Office Services, Disaster Recovery Specialist, Transportation Specialist, Guest Services Associate, Emergency Management Specialist, Engagement Specialist, Client Service, Staff Specialist, Client Support Analyst, Customer Service Specialist Work, Family Service Counselor, . If you're getting few results, try a more general search term. If you're getting irrelevant result, try a more narrow and specific term.

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