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The selected candidate will manage the unit Coordinator and together they will monitor and facilitate the daily operations of the Client Services Unit, find ways to measure customer satisfaction and improve services, manage a team of customer service staff, and handle face-to-face inquiries from customers.
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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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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. The firm primarily serves high net worth clients which often require complex financial planning and advice as well as exceptional client service.
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Updates relevant information in portfolio management accounting systems and Client Relationship Management (CRM) system. 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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Responsibilities: Candidate will serve as a USACE Client Manager/Senior Program Manager on a variety of contracts and projects related to Coastal/Riverine Flood Risk Management, Environmental Restoration, navigation, horizontal design, Civil Works planning/feasibility studies, hydrologic/hydraulic modeling, CMS, and other CW related services.
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ROLE: Account Executive, Client Services - 6 Month Freelance. Department Client Services Locations New York Remote status Hybrid Remote. In this exciting role, you will be working within the Client Services team.
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We provide our clients with solutions in every phase of their cash supply chain, including secured transportation, cash management, cash vault processing, forecasting, ATM, and cash recycler services.
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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 Support Specialist serves as Tier 1 for client issues, escalating and interfacing with Tier 2 and other company personnel as needed. SUMMARY OF THE ROLE The Client Support Specialist serves an essential role, meeting the front-line needs of clients through ticketing, phone and chat channels.
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The candidate should be able to demonstrate an ability to listen to, understand, and meet client needs to serve as a trusted advisor; knowledge of the transportation planning, engineering, and construction industry; and develop knowledge of the company and be able to bring AECOM’s full suite of support services to meet Sound Transit’s needs.
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Job SummaryThe STS GES Senior Associate is responsible for developing, recommending, and implementing efficient and effective methods to maximize client benefits, particularly by decreasing clients’ current and future taxes.
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The three roles are all at WMH Laboratory: Specimen Processing, Outreach (nursing home) Phlebotomy, or Client Services. We Are Hiring : Lab Assistant/Phlebotomist/Client Services - Waukesha - 1.0 FTE, Days Begin your story with ProHealth Care Laboratory Services.
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Tactical support to the Investment Services data and reporting function:Maintain primary responsibility for downloading, naming and filing of all private fund information from manager portals for client and proprietary accounts.
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client services jobs Title: exec Company: Comcast
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