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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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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 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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Experience in client services or similar role – 6 years, or 5 years with an Associate Degree, or 3 years with a Bachelor’s degree. Identify relevant data and partner with Client Relationship Manager to create cohesive support unit.
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We work diligently to provide the best programming and evidence-based services to each client and their families. Services provided are individualized and based upon a detailed client needs assessment.
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Monitors and retains the client account invoices for the Adult Protective Services contract with the Louisiana Guardianship Services Incorporated (LGSI), as well as other client services invoices associated with program operations.
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Client support services include institutional and service line work plan development and implementation. Ensures the completion of client surveys to determine satisfaction with consultative services provided, adherence to schedule and budget, and to elicit suggestions for methods to improve similar future efforts regularly reviewing survey results with members of the work team.
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The selected PSM/RMP STL will work collaboratively with other PSM/RMP STLs and the National Director of EHS Services to lead the technical development, work practices/standards/tools, strategic growth, marketing materials, key client account expansion, and execution of PSM - RMP Services.
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Responsible for providing outstanding technology user support for approximately 22,000 employees and 155,000 students of Dallas ISD.Responsible for professional development efforts for the Educational Technology Desktop Support Services teams and creating/maintaining a culture of outstanding customer service and end-user experience.
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May evaluates and provides case management needs for client and family, including Dept. of Children & Family Services (DCFS), Regional Center, etc. Clinical social work in community mental health, homeless services, or healthcare strongly preferred.
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Collaborate closely with our client SDK engineering, design engineering, services engineering teams and product owners to help understand and communicate requirements and device limitations.
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client services jobs Title: accountant Company: Randstad
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