• Tax and Wealth Planning Client

    Fox Rothschild LLP (Miami, FL)
    **Description** As a member of the Client Services Team (CST), the Client Service Specialist (CSS) Specialist is responsible for providing legal ... administrative support to a team of attorneys by performing...We set high standards for our work product and client service . **ESSENTIAL FUNCTIONS:** **Attorney Support** +… more
    Fox Rothschild LLP (11/19/24)
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  • Tax and Wealth Planning Client

    Fox Rothschild LLP (Minneapolis, MN)
    **Description** As a member of the Client Services Team (CST), the Client Service Specialist (CSS) is responsible for providing legal administrative ... interesting, and meaningful. We set high standards for our work product and client service . **ESSENTIAL FUNCTIONS:** **Attorney Support** + Provide superior … more
    Fox Rothschild LLP (11/15/24)
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  • Administrative Operations Supervisor

    Moss Adams LLP (Dallas, TX)
    …and coaching, enforce safety best practices, supervise performance, and ensure exceptional client service . The Administrative Operations Supervisor also ... ** Administrative Operations Supervisor** **Description** At Moss Adams, we...well as maintain confidentiality and a high level of client service . Direct reports may include Sr.… more
    Moss Adams LLP (01/09/25)
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  • Client Services Administrator

    Robert Half Finance & Accounting (Philadelphia, PA)
    …management team. The successful candidate will be responsible for providing top-tier client service , executing administrative tasks, managing schedules, and ... promptly and effectively to client requests and concerns, ensuring exceptional service delivery. * Execute various administrative tasks such as data entry… more
    Robert Half Finance & Accounting (12/21/24)
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  • Client Service Associate - Maleta…

    Kestra Financial (Castle Rock, CO)
    …+ Supports the advisors of a large book of business including managing client needs regarding service , administrative tasks and insurance underwriting ... Summary The Client Service Associate reports to all...as the primary contact for customer relationship management and administrative account servicing. This position requires a strong understanding… more
    Kestra Financial (12/10/24)
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  • JP Morgan Wealth Management - Private…

    JPMorgan Chase (Westerville, OH)
    …is the right place for you. As part of Consumer Banking, you will provide client service operational marketing and administrative support to the primary ... role will involve a blend of operational, marketing, and administrative tasks, working closely with our Private Client... administrative tasks, working closely with our Private Client Advisors. You will handle operational requests, nurture … more
    JPMorgan Chase (12/15/24)
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  • JP Morgan Wealth Management - Private…

    JPMorgan Chase (San Antonio, TX)
    …is the right place for you. As part of Consumer Banking, you will provide client service operational marketing and administrative support to the primary ... If you are passionate about client experience and goals driven planning, then our...trades + Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing… more
    JPMorgan Chase (11/29/24)
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  • JP Morgan Wealth Management - Private…

    JPMorgan Chase (Encino, CA)
    Client Investment Associate in JP Morgan Wealth Management, you will provide client service , operational marketing and administrative support to Private ... care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using… more
    JPMorgan Chase (01/05/25)
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  • JP Morgan Wealth Management- Private Client

    JPMorgan Chase (New City, NY)
    Client Investment Associate in JP Morgan Wealth Management, you will provide client service , operational marketing and administrative support to Private ... care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using… more
    JPMorgan Chase (12/11/24)
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  • Tax Office Admin

    Robert Half Office Team (Mesa, AZ)
    …offering a unique experience in a detail-oriented setting with a focus on client service and administrative duties. Responsibilities: * Handle incoming ... chosen candidate will oversee the front desk, providing crucial administrative support to our bustling tax office. This role...calls and manage client communication effectively * Arrange appointments for existing clients,… more
    Robert Half Office Team (12/21/24)
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  • Veterinary Administrative Assistant

    Ethos Veterinary Health (Annapolis, MD)
    …experience and skill set. + $17 - 20/hr What You'll Get to Do: The administrative specialist and client service representative will spend 30+ hours/week ... client and patient information into ezyvet + SUMMARY: The administrative specialist and client service representative will spend + 30+ hours/week… more
    Ethos Veterinary Health (10/17/24)
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  • Client Relationship Manager, Employee…

    HUB International (Rockville, MD)
    …will be responsible for assisting the Producer with client relations and service , sales, and administrative activities of new and existing group benefit ... analysis, based on availability from carrier. + Responsible for implementation of Client Service Plan calls/quarterly meetings, mid-year reports, as deemed… more
    HUB International (12/27/24)
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  • Client Relationship Manager

    HUB International (East Longmeadow, MA)
    …Producer and Client Relationship Analyst with client relations and service , sales, and administrative activities of new and existing group benefit ... updates to clients. + Technical and daily management of client accounts including claims questions, administrative issues,...5500 copy for files. + Responsible for implementation of Client Service Plan calls/quarterly meetings, mid year… more
    HUB International (12/27/24)
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  • Personal Trust Associate

    Neuberger Berman (New York, NY)
    **Summary:** Seeking a motivated individual to provide comprehensive client service and administrative / operational support to a Senior Fiduciary Officer in ... **Qualifications:** + Undergraduate degree and minimum of 2-4 years of client service /support or related experience in the financial services industry. +… more
    Neuberger Berman (12/19/24)
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  • Administrative Assistant

    HOK (Houston, TX)
    …practices. + Fosters a commitment to external and internal client service . Required Skills + Advanced knowledge of administrative practices and procedures. ... We are currently seeking an Administrative Assistant to join our Houston team. As...contact with internal employees and external clients. + Manages client contact information. + Provides project support by composing… more
    HOK (01/09/25)
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  • Client Services Coordinator (Hybrid)

    Sedgwick Government Solutions (Bethesda, MD)
    …workers' compensation, claims administration, and/or utilization review. + Three (3) years of administrative or client / customer service experience + ... Job Details Client Services Coordinator (Hybrid) 2024-1383 Bethesda, Maryland, United...desire to learn more + Excellent organizational and customer service skills required + US Citizenship + Ability to… more
    Sedgwick Government Solutions (12/21/24)
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  • Administrative Assistant

    ABM Industries (Providence, RI)
    …as answering phones, filing, copying, etc. + Provide excellent service to client and employees. + Maintain administrative records and documents pertaining to ... the account. + Record minutes of meetings. + Greet and help walk-in visitors in a professional manner. + Prepare reports as assigned by Management. + Handle other duties as assigned by Management. **Minimum Requirements:** + GED or High school diploma… more
    ABM Industries (01/03/25)
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  • Senior Family Office Associate

    CIBC (Atlanta, GA)
    …Executives and Senior Relationship Managers in providing customized client service and is responsible for administrative services, interfacing with clients ... and resolve collection issues + Complete first review of administrative reviews + Maintain/update client personal and...One SEI, ORS, Revport + Provide integral support for client service teams and special projects +… more
    CIBC (12/20/24)
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  • Client Services Coordinator / Department…

    Dorsey & Whitney LLP (Dallas, TX)
    …- Attention to detail and accuracy. - Strong organizational skills. - Strong customer/ client service focus and skills. - Ability to adhere to deadlines. ... Client Services Coordinator / Department Administrative ...and other departments. Do you excel at providing excellent client and customer service ? If so, we… more
    Dorsey & Whitney LLP (12/27/24)
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  • Client Services Coordinator…

    CBRE (Seattle, WA)
    Client Services Coordinator - Administrative Job ID 197668 Posted 16-Dec-2024 Service line Advisory Segment Role type Full-time Areas of Interest ... Administrative , Marketing, Sales Support Location(s) Seattle - Washington -...United States of America **About the Role:** As a Client Services Coordinator, you will be responsible for general… more
    CBRE (12/17/24)
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