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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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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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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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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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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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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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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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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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EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. About our Private Client Services (PCS) Team: The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals.
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The Client Engagement Manager will lead data center transformation programs and will own the success of client engagements. We seek a Client Engagement Manager that is ready to step up into a leadership role within an established and growing IT Consulting Practice.
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Maintains required client, legal and administrative record and statistical data as required by St. Vincent de Paul CARES and program funders including use of HMIS. Responsible for collecting all necessary documentation for client files.
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client services jobs Title: retirement services Company: Hsbc
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