Tax Experienced Manager, Private Client Services - Seattle

The SMA Client Service team partners with the portfolio management team, operations, trading and distribution to provide a best in class service experience for all of our clients. · We are looking for our next Client Service Associate to support our growing business Successful ca ...

We are seeking a detail-oriented client services professional to join our team at Freestone. This role is ideal for an early career professional who excels in client service and operations within the financial services industry. · Client Account & Service Excellence: Act as a tru ...

+h2>Job summary · The Client Service Associate is responsible for providing exceptional support to clients and advisors. · +h2>Qualifications · +li>Bachelor's degree in Finance, · Business Administration, · or a related field+ · ,+li>Series 65 license preferred+ · ,+li>Previous e ...

At World Wide Technology, we work together to make a new world happen. Our important work benefits our clients and partners as much as it does our people and communities across the globe. · ...

We are seeking a detail-oriented client services professional to join our team. · This role is ideal for an early career professional who excels in client service, operations and project management within the financial services industry. · ...

We are seeking a Client Service Associate on a contract basis to help support our Customer's business needs. · ...

We're seeking an experienced Client Service Associate (CSA) to join the Bellevue office. This person will work closely with senior advisors and client relationship teams, supporting a sophisticated UHNW client base. · ...

We are seeking a full time Client Service Representative to join our General Practice clinic. · ...

++We're looking for enthusiastic Client Services Representatives to join our team. As a Client Services Representative, you'll engage with clients promptly and professionally, resolving their inquiries and concerns with a smile. · Receive inbound calls in a fast-paced environment ...

We are looking for our next Client Service Associate to support our growing business. · ...

We're looking for enthusiastic Client Services Representatives to join our team. As a Client Services Representative you'll engage with clients promptly and professionally resolving their inquiries and concerns with a smile. · 3-5 years of Call Center experience preferred · Able ...

This includes preparing proposals, presentations, and communications material and coordinating the distribution of internal and external marketing information. · ...

We help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead and innovate. · ...

+Legacy Promotions is a fast-growing promotional sales and marketing firm committed to helping our clients expand their reach, boost brand awareness. · +Engage face-to-face daily with potential new consumers · Provide excellent customer service for existing clientele · +Funny tea ...

As a Client Services Coordinator, you will be responsible for general administrative support to an office or group of sales professionals. · This includes preparing proposals, presentations and communications material and coordinating the distribution of internal and external mar ...

The Client Services Executive will lead WWT Services sales efforts with regional Fortune 500/Enterprise level customers across all verticals. · ...

We are seeking a Client Services Associate for our growing wealth management firm. The person will provide administrative and operational support to clients. · Build and maintain strong relationships with clients. · Serve as the primary point of contact for client inquiries. · ...

Seeking a detail-oriented client services professional to join our team. This role is ideal for an early career professional who excels in client service, operations and project management within the financial services industry. · ...

Labcorp is seeking a Client Service Representative to join our team. · This position will work with physician offices, hospital laboratories, patients and internal customers to ensure that all client needs are addressed accurately and efficiently. · The ideal candidate will be pa ...

You will provide operational and administrative support to Client Advisors in their daily practices. · Act as a key point of contact for client issues and concerns · Own account maintenance for new and existing clients · ...

The Director, Client Services leads the Account Management team while overseeing a complex book of business. This role serves as the primary client contact ensuring operational excellence and high client satisfaction. · ...