Senior Representative, Client Services - Westlake

The Client Service Representative delivers a superior client experience by identifying, troubleshooting, and assisting the client's needs. · Follows the guidelines set forth in the Equity Trust Service Philosophy  · Provides inbound and outbound call servicing and operational sup ...

The Client Service Representative delivers a superior client experience by identifying, troubleshooting, and assisting the client's needs. · Responsibilities & Duties · Follows the guidelines set forth in the Equity Trust Service Philosophy. · Provides inbound and outbound call s ...

· Your Opportunity · At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together. · The Client Service and Regulatory Communications team pl ...

As a part of the global industrial organization Marmon Holdings—which is backed by Berkshire Hathaway—you'll be doing things that matter, leading at every level. · ...

As a part of the global industrial organization Marmon Holdings—which is backed by Berkshire Hathaway— you'll be doing things that matter, leading at every level, and winning a better way. We're committed to making a positive impact on the world, providing you with diverse learni ...

+Job summary · The Client Service Specialist plays a vital role in initiating and supporting client relationships at the beginning of their enrollment.The ideal candidate is empathetic, detail-oriented, and confident in communicating complex information in clear, · plain language ...

The Supervisor, Operations - Account Services & Transfers leads the Account Services and Transfer team to deliver superior service for account establishment, maintenance, incoming transfers and client call queue. · ...

We re hiring an Unlicensed Client Service Representative to support our Client Account Managers CAMs in a fast paced high volume agency This role is the engine room of the service team you ll set review appointments handle cancellation related calls help onboard new clients and k ...

We're passionate and enjoy our work We value respect and focus on servicing our customers' needs by providing them with creative solutions that help build their brands. · When you partner with Oliver, you partner with success. · ...

The Supervisor leads the Account Services and Transfer team to deliver superior service for account establishment maintenance incoming transfers and client call queue. · Manages completion of file maintenance activities including beneficiary updates address changes third-party co ...

Are you looking for a career that challenges you and gives you the opportunity to learn and grow every day? · Oliver Inc is hiring Our growing Company is looking for enthusiastic talents to partner with our customers for all their printing and packaging needsWe're passionate and ...

CLIENT SERVICE ASSOCIATE · Getting to know Wealth Health · Wealth Health's business model is centered around control, clarity and confidence. Wealth Health integrates a tax-first approach into every financial decision by using tax diversification to give clients more control ove ...

A friendly person who hates sitting at a desk all day can join our Client Service Team to help people and pets. · Motivated team members are required with great attention to detail and excellent customer service skills. · ...

· Client Service Associate · Location: Avon, Ohio · Type: Full-Time · Industry: Wealth Management / Financial Services · Salary: Based on experience ($50,000 - $65,000) · Be the First Impression. And the Lasting One. · A growing wealth management firm in Avon is seeking a Client ...

This is a full-time role as a Client Service Advisor based in Avon Lake, OH. The Client Service Advisor will manage and maintain client relationships, address inquiries, · and ensure client satisfaction.Delivering exceptional customer service · Understanding client needs · Facili ...

· Are you a friendly, energetic person who hates sitting at a desk all day? Come join our Client Service Team where you can spend your days helping people and pets  · Avon Lake Animal Clinic is an AAHA accredited hospital providing 24/7 small and companion animal care. We also c ...

MedVet is a fast-growing Emergency and Specialty provider with practices nationwide. We help our patients receive advanced medical treatments and innovations. Things like chemotherapy and radiation, cardiac ablations, treatments for glaucoma, physical rehabilitation, dermatology ...

Oliver Inc is hiring an Account Manager, Client Services who will be responsible for building and maintaining strong relationships with clients, understanding their needs, and ensuring the delivery of high-quality services. · ...

Grooming Assistant/Client Services · We are looking for dependable, self-motivated, and organized people for our small but growing company. Our team has over 40 years combined experience in the industry. We will help someone grow their career and provide an environment for succes ...

Your role is to keep management systems up-to-date with client information, educate clients on account services and capabilities, help with the preparation of reports and other materials for client meetings, collect the right documentation for opening new accounts and service req ...

· Licensed Client Service Associate · Location: Avon, Ohio · Type: Full-Time · Industry: Wealth Management / Financial Services · Salary: Based on experience ($70,000 - $95,000) · Ready to Step Into a Leadership-Level CSA Role? · This is not a traditional back-office support pos ...