Greeting clients/visitors, scheduling appointments in-person and via Zoom, reminder calls to clients for appointments, collecting copays and service fees, answering and routing calls, keep documentati...
read moreMUST actually use products and/or services, if provided. You get to review and use new products or services before they are released to the public.
Client Service Associate: Crestwood Advisors Group. Crestwood Advisors Group LLC is a fast-growing $3+ billion wealth management firm that is selectively seeking to add a Client Service Associate to j...
read moreUnder immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of...
read moreClient Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and grow...
read moreRegistered Client Service Associates (CSAs) help shape the future of service by modernizing the client. Identify and assist with Firm services and solutions that support clients’ needs including banki...
read moreRegistered Client Service Associates (CSAs) help shape the future of service by modernizing the client. Registered Client Service Associate. Cultivate and enhance new and existing client relationships...
read moreD Aceto Services LLC is seeking a motivated and customer-focused Client Service Associate to join our remote team. Provide accurate information about products and services to clients. In this role, yo...
read moreJoin D Aceto Services LLC as a Remote Call Center Customer Service Representative and contribute to our commitment to delivering exceptional service. D Aceto Services LLC is seeking enthusiastic indiv...
read moreJoin D Aceto Services LLC as a Remote Call Center Customer Service Representative and contribute to our commitment to delivering exceptional service. D Aceto Services LLC is seeking enthusiastic indiv...
read moreCustomer Service / Fully Remote] - Anywhere in U. Up to $23 per hour / Medical, dental & vision / 401K - As a Call Center Rep you'll: Handle inbound calls, conducting initial screenings and assessment...
read moreCustomer Service / Fully Remote] - Anywhere in U. Up to $23 per hour / Medical, dental & vision / 401K - As a Call Center Rep you'll: Handle inbound calls, conducting initial screenings and assessment...
read moreCustomer Service / Fully Remote] - Anywhere in U. Up to $23 per hour / Medical, dental & vision / 401K - As a Call Center Rep you'll: Handle inbound calls, conducting initial screenings and assessment...
read moreCustomer Service / Fully Remote] - Anywhere in U. Up to $23 per hour / Medical, dental & vision / 401K - As a Call Center Rep you'll: Handle inbound calls, conducting initial screenings and assessment...
read moreRegistered Client Service Associates (CSAs) help shape the future of service by modernizing the client. Identify and assist with Firm services and solutions that support clients’ needs including banki...
read moreThe Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good ...
read moreThe Client Services Associate will be responsible for customer service and operational functions for the firm. Our client is an investment advisor focused on global credit and manages over $25 billion...
read moreInteract daily with the Benefits and/or Human Resource contacts at large corporate clients and top law firms providing administration and client service support for their individual disability insuran...
read more