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Manager of Strategic Accounts (Client Services) Develop and nurture robust relationships with senior client stakeholders by showcasing deep industry knowledge and expertise in the influencer marketing space.
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This includes client needs assessment, meeting quality standards for services, and evaluation of client satisfaction. 1919 Investment Counsel, a wholly owned subsidiary of Stifel Financial Corporation, provides investment management and financial planning services to wealthy individuals, families, trusts, foundations, and institutions.
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The Client Service Associate must stay current on financial markets and instruments, and comply with firm policies, procedures, and Code of Ethics. The Client Service Associate will provide administrative, operational and analytical support to one or more 1919 Portfolio Managers, Investment Associates and Client Advisors and will be responsible for day-to-day administrative management of individual client, institutional and trust portfolios.
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The firm primarily serves high net worth clients which often require complex financial planning and advice as well as exceptional client service. Updates relevant information in portfolio management accounting systems and Client Relationship Management (CRM) system.
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1919 Investment Counsel manages more than $22.6 billion of client assets and has offices in Baltimore, Birmingham, Cincinnati, New York, San Francisco, Philadelphia and Vero Beach. Assists with all client administrative functions which includes but is not limited to: account openings, account terminations, receiving assets, obtaining and adjusting cost basis, distributing assets, handling disbursements, processing cash, delivering in-kind charitable contributions, determining appropriate paperwork and governing documents, and ensuring correct client billing.
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Firm Type: Law Firm, Experience: 5 Years, A law firm is seeking an experienced Private Client Services Senior Associate Attorney to join their team in Orlando, FL. The ideal candidate will have 5-15 years of relevant experience, demonstrating expertise in estate planning, estate and gift taxation, and trust administration for individuals, charitable organizations, foundations, and corporate fiduciaries.
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The Client Services Representative is responsible for managing the life of a client ticket for service or repair. The role encompasses a range of duties including project coordination to support the National Client Services Department, customers, and colleagues.
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We work diligently to provide the best programming and evidence-based services to each client and their families. Services provided are individualized and based upon a detailed client needs assessment.
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May evaluates and provides case management needs for client and family, including Dept. of Children & Family Services (DCFS), Regional Center, etc. Clinical social work in community mental health, homeless services, or healthcare strongly preferred.
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At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference.
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Description THE COLUMBIA SAFETY FAMILY OF COMPANIES IS HIRING CLIENT SERVICES ROLES! Our Client Services Specialists are not a call center , these teammates are highly trained and are the first point of contact for our global clientele.
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This Security Trainer will train CPR/First Aid/AED, Defensive Tactics (e.g., handcuffs, pepper spray, batons, Tasers, firearms), Mobility Devices (e.g., vehicles, bicycle, golf cart, Segway), Fire Safety Services (emergency plans; occupants, floor wardens and staff presentations; and evacuation drills), and other value-added services such as workplace violence/active shooter training.
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Demonstrated experience leading complex Value 360 Advisory services sales processes with multiple team members and decision makers (C-suite level - accounting and finance executives including CFO, CIO, CTO, CDO, VP of Finance, Head of FP&A.
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The Client Service Associate (CSA) is an integral part of advisor and branch support; responsible for using the client relationship model and turnkey tools. Our office is growing, and we are looking for a Client Service Associate to join our operations team.
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Ensure that lease agreements adhere to the policies and procedures outlined in the DMHAS YAS Client Support Funds Services manual. Oversee and execute all inspections outlined in the YAS Client Support Funds Services policies and procedures manual.
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client services jobs Title: retirement services Company: Bank Of America
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