- Kestra Financial (Kalamazoo, MI)
- …Financial Plan ning firm located in Kalamazoo Michigan seeks a highly energized and confident client service associate who will thrive in a busy environment. ... Maintain client information in CRM database + Research and resolve client service problems for errors as needed + Record all transactions on appropriate logs… more
- BMO Financial Group (Tempe, AZ)
- …effective, and that enhancement opportunities are identified and closed or referred during client service interactions. Typically meets client service ... + Shares any information with Management received while conducting client service business that would indicate a...for the client relationship. + Accurately documents client requests using the group 's tracking systems.… more
- Public Consulting Group (Columbus, OH)
- Public Consulting Group LLC (PCG) is a leading public sector solutions implementation and operations improvement firm that partners with health, education, and human ... . **Duties and Responsibilities** _Clients_ + Own and manage a client portfolio and cultivate relationships with state agencies and partners +… more
- KPMG (New York, NY)
- **Business Title:** Global Executive & Private Client Group (GEPC) Senior Associate **Requisition Number:** 112753 - 68 **Function:** Tax Services **Area of ... KPMG is currently seeking a Global Executive & Private Client Group (GEPC) Senior Associate ...a consistent high level customer experience, and ensuring pre-established client service level agreements are satisfied +… more
- KPMG (Atlanta, GA)
- **Business Title:** Tax Associate , Global Executive & Private Client Group | Multiple Locations Summer/Fall 2025 **Requisition Number:** 115816 - 28 ... Associate for our Global Executive & Private Client Group practice in Tax. Responsibilities: +...capabilities in key technologies that enable tax professionals for client service delivery such as artificial intelligence… more
- BMO Financial Group (Phoenix, AZ)
- …effective, and that enhancement opportunities are identified and closed or referred during client service interactions. Typically meets client service ... for the client relationship. + Accurately documents client requests using the group 's tracking systems....writing, editing and distributing communications. + Tracks collection of client service fees + Collaborates with internal… more
- JPMorgan Chase (Fayetteville, NY)
- … Investment Associate in JP Morgan Wealth Management, you will provide client service , operational marketing and administrative support to Private Client ... care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using… more
- Morgan Stanley (Boston, MA)
- ** Morgan Stanley's Wealth Management Field is currently hiring for a phenomenal opportunity as a CLIENT SERVICE ASSOCIATE in BOSTON, MA to join one of our ... Group is currently looking to add a poised, client facing associate to their team. Your... experience through an elevated standard of care. The Client Service Associate assists with… more
- Morgan Stanley (South Jordan, UT)
- …organization? The Morgan Stanley Virtual Client Solutions team is seeking a * Client Service Associate *in our *Sandy, UT*location* *to help provide ... existing clients and Financial Advisor teams. *Position Overview*: The * Client Service Associate * is responsible...between 6 am to 8 pm (EST) Monday-Friday oE*Trade group offers late shift from 3:30 pm to 12… more
- Randstad US (Jacksonville, FL)
- client service associate . +...Disability, Protected Veteran Status, or any other legally protected group status. At Randstad, we welcome people of all ... referenceAB_4606832 job details A top wealth management practice is seeking a FT Client Service Associate to assist our team with providing concierge level … more
- WTW (Detroit, MI)
- …wellbeing, life, disability, and absence management benefits for clients. + Partnering with client service team leader to deliver superior project management + ... As a Health and Benefits Lead Associate you will contribute to a wide variety...Providing superior client service in response to everyday ...Providing superior client service in response to everyday service issues… more
- The Cigna Group (Bloomfield, CT)
- …to enhancing the lives of our clients, customers, and patients. The Health Service Leadership Development Program (HSLDP) Summer Associate Internship is a ... care, and benefits solutions). Through the HSLDP, the Cigna Group offers Summer Associates an opportunity to own specific...through special projects, and more. **As a Cigna Health Service Leadership Program (HSLDP) Summer Associate , you… more
- Truist (Louisville, KY)
- …week out of the assigned location: 401 West Main Street, Louisville, KY Provides client and advisor support to a team of Wealth, Legal Specialty or Medical Specialty ... Group advisors managing a portfolio of high net-worth clients....advisor(s) to meet the needs and objectives of the client , and will serve as the primary point of… more
- Compass Group, North America (Florence, SC)
- …constantly seeking a better way to conduct business. Key Responsibilities: The Associate Director assists to ensure client , customer satisfaction and efficient ... Morrison Healthcare Position Title: ASSOCIATE DIRECTOR- FLORENCE, SC Reports To: Systems Director...consecutive years. The company is a division of Compass Group and has more than 1,200 registered dietitians, 300… more
- WTW (Atlanta, GA)
- …+ Real Estate, Hospitality, & Leisure + Global Natural Resources The Associate Client Advocate (ACA) owns client service activities and client ... The Associate Client Advocate (ACA) client...design and delivery of full client presentations/proposals, client advocacy reports, client service … more
- Citigroup (Uniondale, NY)
- The Client Services Associate is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing ... Office Suite **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group :** Private Client Coverage **Job Family:** Client … more
- Citigroup (San Francisco, CA)
- The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... to acquire **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group :** Private Client Coverage **Job Family:** Client … more
- The Cigna Group (St. Louis, MO)
- …to determine viability or enhancement **HSLDP creates community and cultivates The Cigna's Group next generation of leadership with these associate objectives in ... The Cigna Group is a global health company committed to...lives of our clients, customers, and patients. The Health Service Leadership Development Program (HSLDP) is a post-graduate general… more
- Truist (Charlotte, NC)
- …servicing and support of the Financial Advisors within our Centralized Group . This includes administrative and operational support, business development assistance, ... and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a… more
- WTW (Chicago, IL)
- …+ Flexibility and proven ability to identify and resolve issues + Strong client service orientation and ability to respond to all communications effectively ... As a Health and Benefits Senior Associate , you will contribute to a wide variety...with vendors and key clients internally and externally, create client deliverables and ensure quality standards are met. You… more