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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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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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High touch client service is a hallmark of 1919; the candidate should be skilled in and enjoy client service and should have experience working closely with clients and co-workers. Maintains digital record of telephone and written contact with clients and third parties, including drafting client correspondence for review and approval.
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Client Partner IRemote Summary: The main function of the Partner Solutions Manager is to support the Music Label Partnerships team in its mission to best serve music partners and meet internal goals.
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Fill out our quick and easy initial form so we can add you to our fantastic HVAC office team as a Client Care Specialist! If you're hardworking, dependable, and friendly, you could be a perfect Dispatcher - Client Care Specialist.
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The iConsultancy Client Manager will operate under the supervision of the Associate Dean for Academic Affairs. The Client Manager will partner with multiple organizations, including: the Dean’s office, Academic Affairs, faculty and staff, University Relations, UMD Career Center, as well as other outward-facing UMD units and external partners.
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We currently have an exciting career opportunity for a Client Relationship Executive to join the National Sales team and support our Value 360 Advisory Practice. Whether it’s working alongside your peers to solve a client challenge or volunteering together at the local food bank, there are so many ways to find your “why” at the firm.
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Client Support Specialists are responsible for delivering instruction based in ABA to children and adolescents with autism, emotional behavior disorder, and/or other special needs under the supervision of a Board Certified Behavior Analyst (BCBA) or Board Certified Assistant Behavior Analyst (BCaBA.
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Develop and nurture robust relationships with senior client stakeholders by showcasing deep industry knowledge and expertise in the influencer marketing space. 12+ years of client management and media (or influencer) experience within agencies.
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Its software digitally orchestrates every client journey from initial Know your Customer (KYC) and client onboarding, automating regulatory compliance and enabling continuous monitoring throughout the client lifecycle (transaction monitoring, perpetual KYC), all the way to client offboarding.
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Client Experience and Store CultureUnderstand the Lilly Pulitzer brand framework, have a genuine enthusiasm and interest for the concept, the client, and the merchandise. Demonstrate the Lilly Pulitzer selling culture and ensure client experience.
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Client Experience and Store CultureUnderstand the overall concept of Lilly Pulitzer, including the lifestyle, the client, the merchandise, and the heritage. Ensure the Lilly Pulitzer selling culture and ensure client experience.
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Client Service Coordinator needed for Banfield Pet Hospital in Tanglewood! SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and efficient manner, influencing clients to return and refer their friends and families.
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client job Company: Design Company
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