Director Client Services - Grand Rapids

The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. · Frequent custodian interaction & paperwork processing. · Process account openings, funding, deposit electronic checks, money move ...

The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. · Assisting with account openings · Processing paperwork · Scheduling client meetings · ...

We are seeking a highly organized and detail-oriented Client Service Associate to provide exceptional support to two independent financial advisors. · Service daily client inquiries over the phone, online, and in-person. · Work both independently and within a dynamic team environ ...

A Client Service Associate will assist Financial Advisors with client accounts and records, perform administrative support duties, answer incoming calls, greet clients, and provide customer service. · ...

Provide excellent customer service to help facilitate a positive and efficient experience for people accessing and participating in services as well as employees providing those services. · Responding to phone calls · Receiving directing clients Data entry retrieval organization ...

+Provide excellent customer service to facilitate a positive and efficient experience for individuals accessing and participating in services, as well as for employees providing those services. · +Responding to phone calls, · Rceiving and directing clients, · Data entry, retrieva ...

We help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead, and innovate. You'll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where the ...

At our Company, we grow People, Brands, and Businesses We are seeking a highly talented Director of Client Services to serve as the business leader in charge of all client-related services and support activities and provides leadership in the strategic oversight of the Client Ser ...

+We help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead and innovate. · +Take a leadership role in the renewal process to ensure the best possible solutions are delivered to clients in high quality and timely ma ...

+Develop professional relationships with your internal and external partners · Utilize your resilient and adaptable mentality in the face of shifting priorities · Eagerness to collaborate with all Gallagher teams and employees · + · +We value inclusion and diversity+ · ...

HB Steele Interactive Financial Planning is seeking a highly organized and detail-oriented Client Service Associate to provide exceptional support to two independent financial advisors. · Bachelor's degree preferred or equivalent years of experience in industry. · ...

Animal Emergency & Specialty Hospital of Grand Rapids, MI is a growing 24-hour Emergency & Specialty hospital offering a fast-paced work and rewarding environment. · triage patients, · assess and respond accordingly, · critically think and maintain a calm demeanor in stressful si ...

We are seeking a Client Service Representative to join our team at Animal Emergency & Specialty Hospital of Grand Rapids, MI. As a key member of our front office staff, you will be responsible for providing exceptional client care and being a patient advocate. · Triage patients a ...

Provide excellent customer service to help facilitate a positive and efficient experience for people accessing and participating in services, as well as employees providing those services. · ...

Hill Island Financial is seeking a Client Service Manager to provide exceptional service and operational leadership for our high-net-worth client families. · This is a non-sales, client-facing role designed for an experienced professional who takes pride in white-glove service de ...

+Provide excellent customer service to facilitate a positive and efficient experience for individuals accessing and participating in services... · + · ++Prior experience in a Behavioral Health and/or medical office setting · High-level technical skills and proficiency in Microsof ...

We are an integrated professional services firm driven by the belief that meaningful impact is possible. · Perform and/or review bookkeeping tasks such as entering transactions. · ...

This is a rare opportunity to join an eight-person investment firm based in Grand Rapids, Michigan. · We are seeking a Client Service Manager to provide exceptional service and operational leadership for our high-net-worth client families. · The ideal candidate will be a natural ...

We help clients face risk with confidence because we believe that when businesses are protected they're free to grow lead and innovate You'll be backed by our digital ecosystem a client-centric suite of consulting tools making it easier for you to meet your clients where they wan ...

The Scheduler is the person who updates, maintains, organizes and verifies the calendars of each person in each of our offices that conducts client meetings. · This person will be a hard-working, detail oriented, professional with the ability to handle competing priorities and st ...