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Our Client Access team supports the following locations Blackburn, Evergreen Crossing, Imani, Old Town Clinic, Old Town Recovery Center, and River Haven. They also monitor the front desk including client reception, answering phones, making outreach calls, and other administrative duties.
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Under the supervision of the Director of Investments, works as a partner with the WMAS Investments Team and the WMAS Relationship Managers (RMs) by handling all investment aspects and client investment inquiries on assigned accounts.
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General Description: Responsible for servicing and managing client accounts and the retention of assigned Tier 1 Premier clients. Required to perform essential functions and meet service standards and Best Practices developed by USI.Responsibilities:Maintain a minimum of 95% retention of Client Accounts by pro-active client engagement including the contacting clients that have moved business by Broker of Record letters to determine why business was lost by USI.Provide technical expertise (knowledge of insurance coverage and products, staying abreast on industry updates and changes) with service of new and existing clients.
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Sr. Client Strategy Consulting Manager - Remote West Coast. Supports the management and achievement of financial, operational and other measures established for the client or engagements as reported in defined deliverables and KPI's (Key Performance Indicators) established our clients.
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Under the supervision of the MFS Cash Oregon Lead Tax and Financial Services Coordinator, the Client Facilitator will provide the first point of contact for the public who come to the MFS Cash Oregon Tax Site at 1010 SE Stark St, Portland Oregon.
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DoveLewis Veterinary Emergency and Specialty Hospital is hiring a Client Engagement Specialist t o join our atDove team. As the Client Engagement Specialist, you will be the first point of contact for our atDove.org users.
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Two years of relevant experience in client service or client facing role (Registered Investment Advisor or Broker/Dealer) is preferred. As a member on the Client Services team, you'll play a pivotal role by partnering with the Financial Planner providing a high level of customer service to our clients.
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The Client Services Representative is a vital member of the Oregon Humane Society (OHS) and is responsible for facilitating high quality and positive interactions between OHS and the public at the Community Veterinary Hospital (CVH.
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We are seeking a Client Service Manager / Project Manager in Carollo's Portland Office. Has major responsibility for client service management, including maintaining relationships with key client staff and decisions makers, identifying opportunities, preparing proposals, conducting interviews, and negotiating contracts with clients after selection.
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Actively recruit new clients by promoting hospital services and route the flow of clients and pets to ensure superior client care and maximum productivity of the veterinary medical team. Client needs and work volume may often require more than 40 hours per week to complete essential duties of this job.
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Territory Merchandiser-Dedicated Client. Cool tech and gear provided by LMS/JUUL iPhone, backpack, polo shirt, etc. Lawrence Merchandising Services (LMS) is seeking a Full-time Territory Merchandiser (TM.
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As a Client Service Associate (CSA), you will form relationships with clients to give them support in navigating their financial futures. You will coordinate client requests by working with multiple internal departments, including portfolio management, sales, service, and more.
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IDX, a ZeroFox company, seeks dynamic individual to fill the role of Client Experience Manager. If you are a proactive individual with a passion for client success and project support, we encourage you to apply for this exciting opportunity.
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Georgia applicants must independently complete the 70-hour course necessary to receive a Private Investigator’s license prior to applying. Allied Universal® is hiring a Private Investigator.
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The Financial Wellness Consultant (FWC) is a Banker who also conducts Teller transactions to build relationships, uncover opportunities and provide guidance and solutions to assist in client's financial wellness in person as well as through proactive calling efforts.
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Title: private client banker in Hillsboro, OR
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