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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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My client, based in central Birmingham and a leading provider of insurance for the prestige and classic car market, is expanding their specialist team. In this exciting role, you'll manage cover for high-value performance vehicles, including those for esteemed car clubs like the Aston Martin Owners Club, Ferrari Owners Club, Porsche Club GB, Maserati Club UK, and Lamborghini Club UK.
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Demonstrated success in a client-centric, proactive sales environment. Success in new client acquisition, cultivating and maintaining relationships through exceptional service, and revenue generation, including but not limited to: Planning/banking/lending product referrals and sales and investment referrals.
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The main goal and function of a Private Client Services (Personal Lines) Account Manager is to assist the production team in the production and service of new and existing accounts. The responsibilities include all functions of support for the Private Client Services book of business to which they are assigned.
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Managing by objectives, goal setting, coaching and performance management, and staff development of the client engagement team. Performing effective workforce planning across the function to account for seasonal volume spikes, including accurate headcount plans and use of temporary labor to meet client needs adequately while achieving operating cost targets.
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Accurate day-to-day support to clients which includes receiving, researching and resolving all client inquiries within contractual specific timeframes. Prior experience in customer service and/or client relations.
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At The Acquisition Group, we’re among the top HR, marketing, and consulting firms committed to driving business success. Building relationships and setting appointments that turn into success stories.
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Insurance Client Service Specialist (Hybrid)Summary: The position interacts with customers and employees as the first point of contact to provide requested information. Insurance Client Service Specialist (Hybrid)Summary: The position interacts with customers and employees as the first point of contact to provide requested information.
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The Client Success Expert is responsible for developing customer relationships that promote retention and loyalty. Minimum two years of account management and/or customer success/service experience preferred.
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Coordinate Client events (Football games, Quail Hunting, etc.,) Our client is growing and needs to add an Employee & Client Relations Manager to their team. Employee & Client Relations Manager.
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Summary The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork.
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Join Our Award-Winning Team and Propel Your Career to New Heights!
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Act as a communication liaison between the clients and across all Acumens departments, which includes communicating any opportunities and/or issues that may directly impact the client or Acumen.
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Wealth Management Client Associate. + Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests. Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs.
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Flexible Success: Craft a schedule that adapts to your life, allowing you to thrive both personally and professionally. Achieve the perfect balance between professional success and personal fulfillment.
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Title: client success Company: Taboola in Birmingham, AL
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