Associate Director of Quality Assurance, Analytical and Client Services - Bend

+ Job summary · Our client is seeking a Client Services Representative to join their growing team.Reporting to the Client Services Manager, the Client Services Representative will be responsible for duties surrounding larger Fortune 500 clients and the ownership of smaller client ...

The primary focus of a Sr. Client Service Specialist is to provide excellent follow-through and operational support to the Wealth Management team in servicing and delivering on the needs of high net worth clients. · ...

This Client Services Representative will be responsible for supporting larger Fortune 500 clients and smaller clients as well. · The role involves handling day-to-day project-based requirements to ensure quality execution and communicating client requests. · ...

We empower our clients to live independently safely and with dignity in their own homes.The IDD Client Service Supervisor will build relationships with clients family members caregivers case managers and team members through regular check-ins trustworthiness reliability and follo ...

++Our client is seeking a Client Service Associate to join their team. · ++Ensuring client and perspective client needs are promptly and accurately addressed/answered with professionalism through telephone calls and/or e-mail · Providing positive and professional customer service ...

This is a remote role that requires occasional travel to client engagements and annual summits in Mishawaka, IN. · Competitive compensation package including bonus and profit-sharing programs. · Generous time off with employees averaging over six weeks annually. · ...

This is a role for a builder: someone who likes to develop people, strengthen processes and design · a department environment where clients feel supported teams feel set up for success and the work is high-quality on time · and on budget. · Own the financial health of the client ...

The Client Service Associate (CSA) works in a centralized task queue environment supporting the Key Private Bank (KPB) regional sales teams by ensuring full completion of client transactions, assisting with identification and coordination and product delivery. · The Associate con ...

The Client Service Associate (CSA) works in a centralized task queue environment supporting the Key Private Bank regional sales teams by ensuring full completion of client transactions, · assisting with identification and coordination and product delivery. · ...

The Client Service Coordinator demonstrates a servant's heart to KFG's clients and the firm by providing timely, considerate, and professional service. To build trust with clients and team members and add referable value to KFG's relationship with its clients. · Monitor Financial ...

Provides individualized client service while handling daily transactions, addressing inquiries and problem resolution · ...

This job requires individualized client service skills and handling daily transactions accurately and efficiently. · Processes financial transactions for clients. · Identifies client needs uncovered during business interactions. · ...

The Client Service Specialist is responsible for providing a consistent level of service and support to identified clients and teams, · Respond to and appropriately document routine client inquiries; escalate complex inquiries to more senior staff. · Process daily service needs s ...

Weare seekingareliableorganizedandclient-focusedClientServicesAdministratortoserveasthefrontlineofouroffice. · The Client Services Administrator plays a critical role in ensuring smooth daily operations and exceptional client service. ...

To fulfill KFG's mission of educating, advising and serving with character and integrity by providing timely, considerate and professional service insurance clients. · ...

This is a Client Services Representative position that supports the sales efforts of an associated Everence office by providing technical expertise and administrative support to financial consultants. · -Deliver excellent customer service-Prepare investment reviews-Maintain curre ...

Support the sales efforts of the associated Everence office. · ...

Provides individualized client service while handling daily transactions, addressing inquiries, and problem resolution. · ...

Provides individualized client service while handling daily transactions, addressing inquiries and problem resolution in accordance with Bank policies and procedures. · ...

+Provides individualized client service while handling daily transactions, addressing inquiries, and problem resolution in accordance with Bank policies and procedures. · +Processes financial transactions for clients accurately and efficiently. · Identifies client needs uncovered ...

The Client Service Associate works in a centralized task queue environment supporting the Key Private Bank regional sales teams by ensuring full completion of client transactions and assisting with identification and coordination and product delivery. · Supports the KPB team to g ...