Client Service Associate

Job SummarySantander Investments, LLC is seeking a Client Service Associate to provide administrative and service functions to support Financial Advisors and clients. The ideal candidate will have excellent communication skills, attention to detail, and the ability to work independently.ResponsibilitiesProvide infrastructure support to Financial Advisors...

Job Title: Client Service Associate - Financial Planning ExpertAbout the Role: We are seeking a highly skilled Client Service Associate to join our team at Ameriprise Financial. As a key member of our team, you will be responsible for providing dedicated support to high-producing advisors by preparing portfolio materials for client meetings, leveraging your...

Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America's leader in financial planning and ranked #1 in customer dedication. As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client...

About Rockefeller Capital Management:Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from...

Client Service Associate, Investments, Boston, MA Client Service Associate (CSA) is a sales support role within the Administration Department of Santander Investments, LLC. The CSA promotes and supports the Financial Advisor (FA) and the Bank's clients with the administrative and service functions of the business. The CSA operates remotely in a corporate...

Job SummaryThis is a full-time, 40-hour/week day shift position with second shift hours from 1-9:30pm and rotating weekends. We are seeking a highly motivated and compassionate Client Care Coordinator to join our growing Internal Medicine and Emergency/Critical Care teams.Key Responsibilities:Work collaboratively with clinical and service teams to ensure...

Job Title: Client Service ManagerAbout the Role:At Fidelity Family Office Services, we are seeking a highly skilled Client Service Manager to join our team. As a Client Service Manager, you will be responsible for providing exceptional client service and support to our family office clients.Key Responsibilities:Provide outstanding client service and support...

Job Description: We are seeking a highly skilled Client Service Manager to join our team at Fidelity Family Office Services. As a key contact for our family office clients, you will be responsible for providing exceptional client service, resolving day-to-day operational issues, and driving high satisfaction and quality for both the client and Fidelity.The...

**About the Role**At FactSet, we're looking for a skilled Client Solutions Associate to join our team. As a key member of our client-facing team, you'll be responsible for building deep client relationships, promoting high user adoption, and ensuring smooth user onboarding. You'll gather intelligent product feedback and act as an advocate on behalf of the...

The Retail Team MissionThe Retail Team at Aritzia is dedicated to delivering exceptional client experiences. Our mission is to provide world-class service and create meaningful connections with our clients.The OpportunityWe are seeking a highly motivated and style-conscious individual to join our Retail team as a Sales Associate. As a Sales Associate, you...

Job Description: Do you want to work for a fast paced, entrepreneurial organization where people make the difference? Do you thrive on providing exceptional client service? Join us as a Client Service Manager where you will be the key contact in servicing, educating, tracking, trending, and resolving day to day operational issues for our family office...

Boston Trust Walden Company Overview Boston Trust Walden Company is an independent, employee-owned firm that provides investment management services to institutional investors and private wealth clients. The firm manages approximately $15 billion in client assets. Boston Trust Walden distinguishes itself in several key ways, including: stable, diversified...

Associate Account Director About the Company Top-tier organization providing high-quality services IndustryPublic Relations and Communications TypePrivately Held About the Role The Company is in search of an Account Manager / Associate Account Director with a strong background in public relations. The successful candidate will be responsible for developing...

WHAT YOU'LL DO Your role is to strengthen BCG's capabilities in client relationships, sales operations, Proposal Excellence, CCO agenda, GTM and account management. You will do this through strategic thinking, developing new offerings (tools, programs, processes) and scaling them in the organisation. You are a strong strategic thought-partner, change...

ALL LEVELS WELCOME TO APPLY (ENTRY THROUGH SENIOR LEVEL)Position Purpose: This position is responsible for providing client service to our partners, intermediaries, and plan sponsors. The Retirement Services Consultant will develop and maintain a detailed understanding of retirement plans and Ascensus products and services with the goal of helping our...

Job SummaryWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Associate. As a key member of our team, you will provide exceptional customer service to our clients, respond to inquiries, and market appropriate insurance products and services.ResponsibilitiesProvide prompt, accurate, and friendly customer...

OverviewWe are seeking a skilled Tax Senior Associate - Exempt Organizations to join our team at KPMG. As a member of our Development & Exempt Organizations practice, you will work with experienced exempt organization tax professionals to provide tax compliance and advisory services to tax-exempt organizations.ResponsibilitiesProvide tax compliance and/or...

Job Summary:The Banking Associate is a key role in delivering exceptional customer experiences at our store locations. This position is responsible for accurately completing everyday banking transactions and providing expert advice and support on services, products, and tools to help customers achieve their financial goals.Responsibilities:Process customer...

THE TEAM The mission of the Retail Team is to deliver world-class client experiences. THE OPPORTUNITY You look good here. Join our high performance Retail team as we deliver Everyday Luxury to the world. We're proud to offer industry leading wages with unlimited growth potential. You'll experience a world-class Retail education. We offer a comprehensive...

This is a full time 40 hour/week, 5 day, first shift position. Angell Animal Medical Center has an opening for a Client Care Manager, a position responsible for the leadership and direct management of our Client Care Coordinator team. The Care Coordinator team works collaboratively with our clinical and service teams to ensure seamless delivery of excellent...