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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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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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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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MEI is searching for an Associate Director, Corporate and Foundation Relations, with 2-5 years of experience to provide high-level administrative support to scholars and senior staff as we expand and diversify our portfolio of corporate members and grant awards.
$110,000 a yearFull-timeExpandApply NowActive JobUpdated 15 days ago - UpvoteDownvoteShare Job
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TITLE: Client Relations Executive - Hospice (Sales) OFFICE LOCATION: South SF TERRITORY: San Mateo County SCHEDULE: Full Time SHIFT : Days and some weekends The posted compensation range of $114,000 - $134,700 (annual salary) is a reasonable estimate that extends from the lowest to the highest pay Pathways Home Health & Hospice in good faith believes it might pay for this particular job, based on the circumstances at the time of posting.
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The Air Line Pilots Association, International (ALPA) , the largest airline pilot union in the world and the largest non-governmental aviation safety organization in the world seeks an experienced Labor Relations Counsel for our office in Atlanta, GA to represent over 16,500 Delta pilots.
$159,738 a yearExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Experience in developer relations, advocacy, or technical community engagement. The Senior Manager, Creative Enterprise Developer Relations will play a critical role in evolving Adobe's strategy with enterprise developers at Adobe's top accounts.
$234,200 a yearFull-timeExpandApply NowActive JobUpdated 29 days ago - UpvoteDownvoteShare Job
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Areas of support include, but are not limited to, contract analysis, pre-/post-negotiations activities, active bargaining, contract administration and interpretation; grievance mitigation and conflict resolution, investigations, regulatory/contract compliance assurance, training and development, data analytics, client/union relations, and collaborating with all other company functional areas, as needed.
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Serve as Hearing Officer for grievances and disciplinary hearings handled at the corporate level and represents the corporation when appealed to City Office of Labor Relations and at arbitration hearings.
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We are seeking a dynamic and imaginative Content Marketing Partner to join our Investor Relations (IR) team. You have a sense of urgency and value the courtesy of professional responsiveness (this is super important as speed is a form of client service.
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Job Summary: Senior management and fundraising position within Alumni Relations and Development (ARD) reporting to the Associate Vice President for Strategic Initiatives. Considerable experience in foundation relations, other relevant experience at a college or university with a comprehensive development program or experience within a foundation as a program officer is required.
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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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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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Title: client relations associate Company: Lmi Baton Rouge
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