Client Services Liaison
hace 2 semanas
The Client Services Associate plays a vital role in providing exceptional client service and support to our team of financial advisors and staff. This individual is often the first point of contact for clients and is responsible for demonstrating our team approach, which offers personalized attention and the highest level of service throughout our entire investment management and comprehensive financial planning processes.
Key Responsibilities- Perform a wide variety of administrative, staff, and operational support activities, including answering phone calls, taking messages, scanning and faxing documents, ordering supplies, and processing incoming and outgoing correspondence.
- Onboard new clients and provide exceptional service to existing clients.
- Process and monitor all client money movement requests, including account openings, closings, deposits, transfers, wires, and preparation of associated paperwork and documentation.
- Support the coordination of client meeting processes, including scheduling, meeting preparation, and follow-up actions.
- Coordinate client communications plans, marketing projects, and client events, such as market letters, mass emails, and cards or gifts.
- Track and monitor compliance-related issues and documentation.
- Perform duties as a notary public.
-
Business Relationship Liaison
hace 2 semanas
San Juan, San Juan, Puerto Rico Wells Fargo A tiempo completoTreasury Management ServicesWe are seeking a highly skilled Client Support Specialist to join our team at Wells Fargo. As a Client Support Specialist, you will be responsible for providing exceptional service to our clients by identifying and resolving issues related to treasury management products and services.Key Responsibilities:Act as a liaison between...
-
Medical Science Liaison Specialist Connecticut USA
hace 2 semanas
San Juan, San Juan, Puerto Rico Jobleads-Us A tiempo completoA Career Opportunity in Medical Science Liaison Our client is a global pharmaceutical leader in healthcare innovation, with a portfolio of high-quality products in various therapeutic areas. As a Medical Science Liaison, you will play a strategic role in launching and commercializing drug products through education and scientific exchange.Key...
-
Asistente de Servicio al Cliente
hace 2 semanas
San Juan, San Juan, Puerto Rico Caribbean Temporary Services, Llc A tiempo completoDescripción del Puesto:Estamos buscando un profesional apasionado y comprometido con la atención al cliente para unirse a nuestro equipo en Caribbean Temporary Services, Llc. Como Coordinador de Atención al Cliente, serás responsable de brindar una experiencia de servicio excepcional a nuestros clientes, respondiendo a sus necesidades y resolviendo...
-
Medical Science Liaison
hace 2 semanas
San Juan, San Juan, Puerto Rico Jobleads-Us A tiempo completoCompany Overview: Our client, a global pharmaceutical leader in healthcare innovation, is expanding its team and seeking a Medical Science Liaison in Connecticut. This role is a key part of the company's strategy to develop and commercialize innovative treatments.Job Responsibilities:Strategically prepare and support the development and launch of drug...
-
Gerente de Servicio Al Cliente
hace 1 semana
San Juan, San Juan, Puerto Rico Caribbean Temporary Services, Llc A tiempo completoResumen del Empleado:Caribbean Temporary Services, Llc busca un Gerente de Servicio al Cliente para su ubicación en Caguas. Esta es una oportunidad ideal para alguien con experiencia en servicio al cliente y disposición a trabajar en un entorno dinámico.Descripción del Trabajo:En Caribbean Temporary Services, Llc, nos enfocamos en brindar servicios de...
-
Asesor Comercial y Servicio Al Cliente
hace 13 horas
San Juan, San Juan, Puerto Rico Caribbean Temporary Services, Llc A tiempo completoBuscamos un profesional experimentado en ventas y servicio al cliente para trabajar en la región de Juncos, Caguas, Caguas a Cayey. La persona ideal tendrá una sólida experiencia en este campo, haber completado su cuarto año de estudio y disponibilidad para horarios flexibles.Necesitamos alguien con visión y capacidad para generar ingresos y mejorar las...
-
Asistente de Alimentos en Grupo Food Services
hace 2 semanas
San Juan, San Juan, Puerto Rico Grupo Food Services Llc. A tiempo completo¿Qué se requiere para este puesto?Buscamos personas como tú para unirse a nuestro equipo de trabajo en la cocina y servicio al cliente en Grupo Food Services Llc.Responsabilidades:Preparación de alimentosServicio al clienteCobro y despacho de órdenesCaracterísticas del puesto:Tiempo completoSueldo: $10.50 - $10.51 la horaHoras previstas: de 35 a 40 por...
-
Business Systems Liaison
hace 2 semanas
San Juan, San Juan, Puerto Rico Popular A tiempo completoJob Title: Business Systems LiaisonJob Summary: We are seeking an experienced Business Systems Liaison to administer, coordinate, monitor, manage, and support the SAP & S4HANA applications.Key Responsibilities:Ensure incidents are analyzed, diagnosed, and root causes are identified. Recommend new controls to prevent incidents.Support troubleshooting with...
-
Specialista Comercial y Soporte al Cliente
hace 4 días
San Juan, San Juan, Puerto Rico Caribbean Temporary Services, Llc Las Piedras A tiempo completoEn Caribbean Temporary Services, LLC Las Piedras estamos buscando a un especialista comercial y soporte al cliente para unir nuestra equipo.Nuestro salario promedio anual es de $45,000. Se requiere experiencia en ventas y servicio al cliente, así como disponibilidad para trabajar horarios flexibles.Responsabilidades:Dar respuesta a las necesidades de...
-
Business Systems Liaison Specialist
hace 2 semanas
San Juan, San Juan, Puerto Rico Popular Bank A tiempo completoJob SummaryWe are seeking a highly skilled Business Systems Liaison to join our team at Popular Bank. As a key member of our organization, you will be responsible for administering, coordinating, and monitoring the SAP and S4Hana applications to ensure their correct performance.Key ResponsibilitiesAnalyze and diagnose incidents, identifying root causes and...
-
Business Relationship Support Specialist
hace 2 semanas
San Juan, San Juan, Puerto Rico Wells Fargo A tiempo completoAbout the RoleWe are seeking a highly skilled and experienced Client Service and Support Professional to join our team at Wells Fargo.Key Responsibilities- Service treasury management products and services to clients.- Identify and resolve client issues, acting as a liaison between the client and bank operations, sales officers, and other relevant teams.
-
Chief Security Officer
hace 2 semanas
San Juan, San Juan, Puerto Rico Gardaworld Security Services U.S. A tiempo completoJob Title: Security Director - Join GardaWorld Security Services U.S. for a challenging roleJob Overview: The Security Director is responsible for ensuring customer service is of the highest standards and represents GardaWorld as a premier provider of contract security services. The ideal candidate must have financial reporting skills and establish...
-
Asistente de Servicio al Cliente
hace 13 horas
San Juan, San Juan, Puerto Rico Caribbean Temporary Services, Llc A tiempo completo**Resumen del Empleado:**Somos una empresa comprometida con la igualdad de oportunidades en el empleo que mantiene la política de emplear y retener a los mejores candidatos independientemente de la raza, color, edad, religión, sexo, origen nacional, discapacidad física o mental, orientación sexual, identidad de género, estado civil, condición de...
-
Business Systems Liaison
hace 2 semanas
San Juan, San Juan, Puerto Rico Popular A tiempo completoJob Title: Business Systems LiaisonJob TypeFull-time opportunityGeneral DescriptionAdministers, coordinates, monitors, manages, and supports the SAP and S4Hana applications to ensure correct performance. Understands human resources processes to connect and streamline system processes.Essential Duties and ResponsibilitiesEnsures each incident is analyzed,...
-
Chief Security Officer
hace 2 semanas
San Juan, San Juan, Puerto Rico Gardaworld Security Services U.S. A tiempo completoJob Summary: GardaWorld Security Services is seeking a highly skilled Security Director to develop profitable business in Chicago, IL. The ideal candidate will serve as a liaison between the organization and our customers, ensuring customer service of the highest standards.Key Responsibilities:Supervise the day-to-day security service provided to facilities...
-
Asesor Comercial y de Servicio al Cliente
hace 2 semanas
San Juan, San Juan, Puerto Rico Caribbean Temporary Services, Llc A tiempo completoTítulo del Puesto: Consultor(a) de Ventas y Servicio al ClienteBuscamos un profesional con visión comercial para unirse a nuestro equipo de ventas y servicio al cliente.Requisitos:Dispónibilidad para trabajar en áreas de Juncos, Caguas y Caguas a Cayey.Experiencia en ventas y servicio al cliente.Disponibilidad para trabajar horarios de centro...
-
Customer Service Liaison
hace 2 semanas
San Juan, San Juan, Puerto Rico Target Human Resources Solutions A tiempo completoPosition Summary:The Client Services Coordinator plays a crucial role at Target Human Resources Solutions, providing exceptional customer service to a diverse range of external contacts, including members, providers, facilities, and internal staff. This key individual assesses client needs in a timely and efficient manner, ensuring optimum operational...
-
Eurafrican Department Manager
hace 4 semanas
San Juan, San Juan, Puerto Rico Jobleads-Us A tiempo completoJob SummaryWe are seeking a highly skilled Eurafrican Department Manager to serve as a liaison between Lions from Europe and other francophone areas and headquarters. This role will be responsible for managing department operations, ensuring the provision of support to directors, trustees, and executive officers, and staying current on regional issues that...
-
Especialista en Ventas y Atención al Cliente
hace 2 semanas
San Juan, San Juan, Puerto Rico Caribbean Temporary Services, Llc Las Piedras A tiempo completoRequisitos para el Puesto:Para el cargo de Consultor de Ventas y Servicio al Cliente, buscamos a un profesional con experiencia en ventas y servicio al cliente, disponible para trabajar en horarios de Mall en áreas como Juncos, Caguas o Caguas a Cayey.Detalles del Puesto:Se busca a un Consultor de Ventas y Servicio al Cliente con experiencia en ventas y...
-
Administrador de Servicio de Atención al Cliente
hace 2 semanas
San Juan, San Juan, Puerto Rico Caribbean Temporary Services, Llc A tiempo completoDescripción del Puesto:Somos un patrón con igualdad de oportunidades en el empleo que mantiene la política de emplear y retener a los mejores candidatos independientemente de la raza, color, edad, religión, sexo, origen nacional, discapacidad física o mental, orientación sexual, identidad de género, estado civil, condición de veterano, creencias...