- Citigroup (Uniondale, NY)
- The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of ... with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team...detail + Strong verbal and written communication skills + Client facing experience; strong background and interest in the… 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 ... level of support to Securities Specialists including but not limited to, client market updates, new account opening and modification, documentation approval, wire… more
- Robert Half Finance & Accounting (Houston, TX)
- Description Our client is offering an exciting opportunity for a Licensed Client Services Associate in Houston, Texas. As a Licensed Client ... * Must hold a Series 6 license. * Ability to provide excellent client service is a must. * Strong communication and interpersonal skills are essential. *… more
- Thrivent Financial (White Bear Lake, MN)
- …transactions, assisting in data gathering and supporting the financial planning/advice service , invoicing, client relations, identifying and helping improve ... are the two lead financial advisors that own the business. They have combined service of 33 years of direct financial services industry experience. We take a… more
- KeyBank (South Bend, IN)
- …plan. + Develops and maintains an in-depth knowledge of the KPB Sales Process, Client Experience and Client Service Standards. + Employs and maintains ... advice and personalized banking, borrowing and investment solutions. The Associate Relationship Manager (ARM) is at the center of...Relationship Manager (ARM) is at the center of this client promise by managing and building client … more
- Thrivent Financial (Germantown, WI)
- …and oversee client communication. The goal is to provide excellent client service between meetings with advisors. Responsibilities: Support Advisor has the ... calls that require licensing as requested by advisory team or Customer Service Coordinator + Respond to client emails or phone calls: + Assess current need of … more
- Raymond James Financial, Inc. (FL)
- …a high level of customer service . **Educational/Previous Experience Requirements** * Associate 's degree and five (5) years of licensed financial services ... proactive, virtual support to financial advisors. Provide efficient, high quality client service , account maintenance, and administrative support to advisors… more
- JPMorgan Chase (Houston, TX)
- …delivers premier client service , JP Morgan is the place for you! As a Client Service Associate within the Private Bank Latin America at JP Morgan you ... approach across all Private Banking products. **Job responsibilities** + Provide exceptional client service and flawless execution on client requests,… more
- Kestra Financial (Castle Rock, CO)
- Summary The Client Service Associate reports to all Advisors and the Chief Operating Officer and serves as the primary contact for customer relationship ... + Supports the advisors of a large book of business including managing client needs regarding service , administrative tasks and insurance underwriting + Manage… more
- Sedgwick (Columbus, OH)
- …work. Great Place to Work(R) Most Loved Workplace(R) Forbes Best-in-State Employer Service Center Specialist- Licensed Insurance Agent **PRIMARY PURPOSE** : To ... the customer with problem resolution related to the application process and service ; maintains professional client relationships. + Enters verbal and written… more
- City of Norfolk, Virginia (Norfolk, VA)
- Licensed Crisis Clinician - Day Shift, Sun - Thurs (Emergency Services Counselor II) Print (https://www.governmentjobs.com/careers/norfolk/jobs/newprint/4693912) ... Apply Licensed Crisis Clinician - Day Shift, Sun - Thurs...through intensive psychiatric care, provided by highly clinically oriented service professionals with expertise in these service … more
- Sea Mar Community Health Centers (Vancouver, WA)
- …human, housing, educational and cultural services to diverse communities, specializing in service to Latinos in Washington State. Sea Mar proudly serves all persons ... flu vaccine organization Mental Health Therapist II, III or Licensed - Posting #26438 Hourly Range: $28.68 - $32.26...and providing services may require occasionally meeting with the client outside of the office and in the community.… more
- Ventura County (Ventura, CA)
- Primary Care Clinic Licensed Vocational Nurse I/II and Per Diem Clinic Licensed Vocational Nurse Print ... (https://www.governmentjobs.com/careers/ventura/jobs/newprint/4765274) Apply Primary Care Clinic Licensed Vocational Nurse I/II and Per Diem Clinic Licensed … more
- TD Bank (Ramsey, NJ)
- …details for this role. **Line of Business:** TD Wealth **Job Description:** The Associate Private Client Relationship Manager (ARM) is a high-touch point of ... on clients who maintain smaller balances with TD. The Associate Private Client Relationship Manager I will... client relationship and is accountable for exceeding client 's expectations for service . The ARM is… more
- WTW (Los Angeles, CA)
- …client . The role requires a deep understanding of the role and responsibilities a WTW Associate Client Advocate. Since the ACA is a key member of the ... client service team, the ACA team Leader...offered for this specific job opportunity. **The Role** The Associate Client Advocate (ACA) team lead manages… more
- KeyBank (Olympia, WA)
- …Way E - Olympia, Washington 98506-5099 **Job Description Preview** **Job Summary** The Associate Private Client Advisor partners and assists Private Client ... within assigned Branch(s) for the Mass Affluent clients including client management, service delivery and other resources...active member of the Branch team. + Assist Private Client Advisor in engaging licensed and non-… more
- JPMorgan Chase (San Antonio, TX)
- …+ Unlicensed or partially licensed hires will hold the Private Client Investment Associate Licensing title until licensing is obtained within required ... you. As part of Consumer Banking, you will provide client service operational marketing and administrative support... with required licenses, hire will move into Private Client Investment Associate title Chase is a… more
- State of Georgia (Dekalb County, GA)
- …2024 Post Date Apply for Job Share this Job Sign Up for Job Alerts ASSOCIATE LICENSED CLINICIAN - CLIFTON SPRINGS MHC JOB SUMMARY Under general supervision, ... Licensed Professional Counslr Georgia - Dekalb - Decatur...and other specific assessment tools in evaluation of the client . Provides sound triage decisions, clinical formulation and diagnostic… more
- State of Georgia (Richmond County, GA)
- …+ Must have a current Georgia license as one of the following: Licensed Professional Counselor (LPC), Licensed Associate Professional Counselor (LAPC), ... Behavioral Health Counselor, Licensed - Community Integration Home- Augusta Georgia - Richmond...aging and mental and emotional health. . Act as client advocate in order to coordinate required services or… more
- WTW (Columbus, OH)
- …is one of teamwork, proactive, consistent communication and challenging the status quo around client service . She is a passionate advocate for her team, making ... **Description** We are looking for a driven, client -centric associate to join a high-performance...level. The ACA is a key member of the client service team, responsible for facilitating the… more