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We’re seeking a talented Senior Vice President, Client Service Manager to join our Fund Accounting team. Contributes to the development of strategic initiatives that are designed to improve the overall client service experience and improve team productivity and quality.
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Build and maintain strong client relationships, at the most senior levels within Pershing X Broker Dealer, Trust, and Registered Investment Advisor segments. Pershing X will deliver the industry’s leading end-to-end advisory platform, helping financial service firms solve the challenge of managing multiple and disconnected technology tools and data sets for their advisors and fueling our clients’ business growth.
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Three years’ experience in a client service/reception capacity or Concierge within a hospitality or corporate environment. Reviewing and committing to memorize the profiles of VIP guests expected for the dayRecognizing and welcoming VIP guests using service excellence standardsWalk throughs before scheduled meetings to confirm Audio/Visual equipment, catering and room setup is attained before event.
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ADP is hiring a Client Service and Product Support Specialist - Employment Tax. Are you ready to join a company offering career advancement opportunities throughout your career journey? You carry the weight of ADP’s service reputation and client satisfaction in your hands.
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This is an exciting opportunity to welcome a Client Service Associate to the team who will support the firm’s Wealth Advisor. Client Service AssociateLocation: Maitland, Florida Status: Full-time Compensation: $60,000 – $70,000 The best and brightest always have choices in the wealth management arena.
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As a Enrolled Agent, you will be responsible for tax preparation and overview while developing and implementing strategies to provide excellent client service. - Provide outstanding client service.
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Learn the ropes of Personal Lines and what it takes to successfully support the Sales and Service Teams within this line of business What You'll Do Assist with change requests, follow up with carriers as needed, review endorsements for accuracy, and enter client information into system applications and rate lines of coverage as needed.
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Description The Opportunity:The Client Executive is responsible to develop and execute a business plan to generate new business revenue in addition to retaining client relationships by providing exceptional strategic guidance in partnership with the client service team.
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The Client Service & Operations Associate plays a crucial role in supporting firm operations and ensuring an exceptional client experience. Mosaic Wealth Management Group is a boutique financial advising firm that takes a relationship-based approach to client service, considering much more than just the numbers.
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Innova Solutions is immediately hiring for a Customer Service Representative. Provides complex analytics and reporting services, working to improve and automate Client Processing systems.
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This role involves handling multiple client accounts and requires a minimum of 5 years of experience in adjusting lost time workers' compensation claims in Florida. As a leading Third Party Administrator in self-insurance services, we are united by a common purpose of delivering exceptional service to our clients.
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Join our team as a Client Service Associate and be the friendly face for all those who visit our offices, ensuring exceptional client experiences and providing essential support. Opportunity for advancement We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills.
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ROLE DESCRIPTION: As a Customer Service Representative - State Farm Agent Team Member with Chris Slaby - State Farm Agent, you will generate the kind of exceptional client experiences that reinforce the growth of a successful insurance agency.
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Work Experience: 3+ years in Auto Finance Sales, Client Relations, Account Management, and/or Relationship Management. Direct experience demonstrating best in class customer service and relationship building skills via outbound sales calls and in person dealership visits.
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For over 50 years our Client has established themselves as one of the most respected fire protection service companies in the United States! Within their open environment, our Client offers competitive benefits, employee bonuses, 401(k) and a stable career path.
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client service jobs in Lake Mary, FL
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