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The selected candidate will manage the unit Coordinator and together they will monitor and facilitate the daily operations of the Client Services Unit, find ways to measure customer satisfaction and improve services, manage a team of customer service staff, and handle face-to-face inquiries from customers.
$93,807Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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CLIENT SERVICES / Responsible for leading Octagon’s client business and day-to-day management of client programs. THE JOB / Account Director, Client Services (Insurance Client.
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At the forefront of specialized financial services, Globe Life helps families safeguard their assets and promises a profound purpose: ensuring a brighter future for every client. As a Benefits Representative, you play a pivotal role in helping families protect their assets and secure their futures.
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EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals.
$200,000 a yearFull-timeExpandApply NowActive JobUpdated 10 days ago - UpvoteDownvoteShare Job
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What's the growth trajectory for a Benefits Representative? Company Culture: At Globe Life people are ambitious but respectful, high-energy, and treat every member like family. Many of our representatives have seen exponential career growth within Globe Life.
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Superb listening, verbal and written communication, plus analytical and problem-solving abilities – Expect significant client engagement and collaboration with other advisors. 2-3 years of preferred experience in wealth management client service.
Full-timeExpandApply NowActive JobUpdated 17 days ago - UpvoteDownvoteShare Job
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You'll be the face of Globe Life embodying our values and commitment. Grow with Us: Dive into continuous learning and development opportunities. This session lasts 20-30 minutes, and you can self-schedule at your convenience, often on the same day.
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Initiate periodic check-ins with clients to ensure services and projects are up to par with client expectations. The Client Success Senior Advisor will report to a Client Success Manager.
$95,000 a yearFull-timeExpandApply NowActive JobUpdated 16 days ago - UpvoteDownvoteShare Job
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Maintain a pulse on the industry, ensuring you offer the best and most updated advice. Company Overview: Once your application is in, you'll receive an invite to an electronic meeting overview, detailing everything you need to know about the position.
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Present tailored solutions to safeguard their assets effectively. Interact with Us: During the overview, you'll have the chance to chat with our team members and ask any questions. Our focus is on continuous learning and development.
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Engage with clients to understand their financial goals and concerns. No, our platform is accessible through any standard web browser. Is there any specific software I need for the company overview.
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Direct Agents is seeking an experienced and strategic Associate Director to join our Client Services leadership team. 6+ years of account management/client services experience.
$115,000 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Submit Your Application: No stringent qualifications needed. Foster relationships and ensure our clients always have someone they can turn to. Unlimited Earning Potential: Your dedication determines your earnings.
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Sitting within the FXPB Client Service Team, you as Client Service Representative will serve as the primary point of contact for many of the Bank’s top tier clients who trade a wide range of FX (Foreign Exchange) products.
$107,250 a yearFull-timeExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
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ROLE: Account Executive, Client Services - 6 Month Freelance. Department Client Services Locations New York Remote status Hybrid Remote. In this exciting role, you will be working within the Client Services team.
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Title: client services representative Company: Rob Levine Law in Long Island City, NY
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