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This includes client needs assessment, meeting quality standards for services, and evaluation of client satisfaction. 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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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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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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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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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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Respond to client needs and facilitate client services including, but not limited to, safety planning, crime scene cleanup, protective relocation or shelter, document replacement, property repair, funeral and burial arrangements, intervention with creditors, landlords, schools and employers, and application to the California Victim Compensation Board and collection restitution; provide resources and referrals for ongoing support or services.
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The group is looking for a Senior Manager, Client Management whose key purpose is to retain and grow the current book of business with the assistance of the sales team, ensure profitability and client satisfaction within the services provided by the HSBC Securities Lending department.
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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 internship program is designed to provide a preview of the work in RPS Client Services with a mixture of administration tasks and project work to support client relationships.
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As a Client Advisor, you will primarily focus on driving conversations with technology C-levels in digital transformation/agility and cybersecurity, leading these conversations with our professional services and solutions.
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A minimum of 1 - 3 years of property, agency or client-based sponsorship account management experience in the sports and entertainment industries (specific disciplines could include partnership activation, client services, sponsorship/event marketing.
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The TRS Case Management Director role supports our client engagement teams. You will be a member of our Turnaround and Restructuring (TRS) practice, specializing in our Case Management services.
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Our Sodexo Healthcare Environmental Services/Housekeeping teams work to direct housekeeping operations at healthcare client locations, partnering with them to deliver innovative solutions.
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Assists and provides case management needs for client and family, including Dept. of Children & Family Services (DCFS), Regional Center, etc. Carry a caseload of severely mental ill outpatient client and provide individual therapy, collateral, and rehabilitation services.
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client services jobs Title: account exec Company: Msc Industrial Supply
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