Client Service Specialist
Stifel Financial
Stifel Financial Corp. is seeking a Client Services Associate (NR) to assist Financial Advisors with opening and maintaining client accounts and records. The role involves a broad range of administrative duties, including correspondence, filing, and client service support, with potential to enter trades as directed by Advisors. The ideal candidate will handle account setup tasks, document gathering, and maintain accurate records while providing excellent customer service to clients. #J-18808-Ljbffr
$70k - $75k
## Client Service SpecialistApplyremote type: Partially Remotelocations: Santa Rosa, Californiatime type: Full timeposted on: Posted 3 Days... ...Summary:**Focus Partners Wealth is seeking a Client Service Specialist to join our team! The Client Service Specialist demonstrates...SuggestedWork at officeRemote work2 days per week- ## Client Service Specialist IIApplylocations: US-FL-Palm Beach-230 Royal Palm Way-200: US-PA-Philadelphia-1601 Chestnut Street-3400time type: Full timeposted on: Posted Yesterdayjob requisition id: JR6031**Join a team that values your ambition and empowers your growth*...SuggestedPermanent employmentTemporary workWork at officeFlexible hours
$24 - $26 per hour
The Client Reporting Specialist is responsible for gathering, compiling, and transforming data from custody operations and fund accounting services to create reports showing finalized or predicted Client activities. In this role you will master your technical skills using...SuggestedHourly payPermanent employmentTemporary workWork experience placementShift work- ...Client Specialist Lind Media is seeking a dedicated and detail-oriented Client Specialist to support our clientele throughout each phase of... ...communication skills, with a passion for delivering outstanding client service. Key Responsibilities Serve as the primary liaison for...SuggestedTemporary workWork at office
$21.01 - $29.41 per hour
...Pay Range: $21.01 - $29.41 Deliver client service for daily record-keeping, administration and servicing of assigned book of business to promote revenue growth, productivity and exceptional levels of customer satisfaction. Education and Experience: Associate's degree...SuggestedFull timeTemporary workPart timeWork at officeLocal areaWork visaMonday to FridayFlexible hours- ...Marsh McLennan Agency Client Service Specialist, Business Insurance Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest talent drive our efforts...Permanent employmentWork at officeLocal areaFlexible hoursNight shift
- ...Orion Advisor Technology is seeking a Service Team Specialist who will act as the first point of contact for clients and investment representatives. The role involves processing daily work, ensuring accuracy, and meeting business objectives. Candidates should have experience...
- HUB International is a leading insurance broker seeking a Client Service Associate to join our Commercial Lines team in Newport Beach, CA. You will be the facilitator of positive and effective relationships with clients and partner carriers to ensure accurate policy servicing...Work at office
$21 - $28 per hour
...Client Success Specialist The Client Success Specialist is a pivotal role that is responsible for ensuring an exceptional after-sales service experience, upholding the unparalleled standards of luxury service that define Tiffany & Co. The Client Success Specialist...Full timeWork at officeRemote work- ...Client Service Specialist Based in a Valley Stream, NY office, you will play a key role at the center of the client experience supporting corporate filings and lien research requests, ensuring orders are processed accurately and efficiently, and delivering responsive...Work at office
$60.7k - $100.1k
## Client Onboarding SpecalistApplylocations: Chicago, ILtime type: Full timeposted on:... ...in innovative wealth management, asset servicing, asset management and banking services,... ...intellectually curious Client Onboarding Specialist to join our team.**Core Responsibilities...H1bWorldwideFlexible hours- ...Onsite Training Specialist We are seeking an Onsite Training Specialist with hands-on athenaOne experience to support physician practices... ..., referrals, scheduling, check-in/check-out, and point-of-service collections. Educate teams on revenue cycle functions...Temporary workWork at officeLocal area
$19.71 - $32.21 per hour
...Client Service Specialist, Small Business Unit Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves...Work at officeLocal area$20.25 - $33.74 per hour
...Branch Banking Client Platform Specialist Location: Howard Beach, NY 11414 The Branch Banking Client Platform Specialist is responsible for... ...sales execution efforts and ensures high-quality client service and compliance with all operational and regulatory standards...- City National Bank's Encino branch seeks a Relationship Associate to serve clients daily, handle teller transactions, and support sales consultations. You will deliver exemplary service, resolve inquiries, and identify cross-sell opportunities while maintaining branch...
- The Vet Teaching Hospital at University of Georgia seeks a Client Relationship Officer to own the primary responsibility as the chief investigator of client complaints regarding services, charges and treatment at the VTH. The role collaborates with hospital administration...
- ...hybrid RIAs—to grow their businesses and deliver exceptional client service. We combine advanced business management technology with personalized... ...Lead with Purpose. Partner with Impact. The Client Service Specialist is a front-line support role responsible for delivering...Work at office
- University of Georgia is seeking a Large Animal Client Services Coordinator to provide professional client service and administrative support at the Large Animal Teaching Hospital. You will check in clients, schedule appointments, verify ownership and billing, manage records...
- Harbor is seeking a Client Registration/Intake Specialist to join the Toledo team! This position is responsible for a welcoming and thorough client registration... .... Prior experience strongly preferred in customer service and behavioral health setting. Must have strong...Full timeWork at office
- Citi in San Francisco is seeking a part-time Teller to support branch operations and deliver high-quality client services. You will process transactions, handle cash, and collaborate with Customer Service to meet client needs. The role emphasizes accuracy, compliance, and...Part time
- Banc of California is seeking a client services professional to service internal and external clients, onboarding deposit accounts and treasury products, handling calls and emails, and processing daily transactions with accuracy. You will validate CDD/KYC, provide product...
- ...directing phonecallsandworking directly with clients.This vital role involves interviewing... ...and internal controls. The Intake Specialist also schedules energy audits and weatherization... ...with 3-5 years of experience in client services, case management, or a related field....Work at officeLocal area
$60k - $70k
...assessment, Title IX compliance, external investigations, expert services—including expert witness testimony—and the development of... ...Intervention and Threat Assessment (“NABITA”). Title: Client Relations Specialist Reports to: Senior Client Relations Manager Direct Reports...Full timeContract workLocal areaRemote workFlexible hoursNight shift- TriState Capital Bank in Pittsburgh, PA, is seeking a Client Services Representative to support servicing within the Private Bank Service Team. You will interact with clients and other banking professionals to provide tailored solutions throughout each Private Banking transaction...Bank staff
- Northern Trust is seeking a Client Service Rep in Wealth Management to handle client servicing tasks such as wires, transfers, bill payments, and account maintenance from Chicago, IL. The role requires strong analytical and organizational skills and adherence to risk and...
- Opensity Solutions in Palo Alto, CA seeks a FAST Service Specialist to provide mail, copy, reception, hospitality, and facilities support across accounts in the local market. This full-time, client-facing role emphasizes reliability, accuracy, and a proactive service mindset...Full timeLocal area
- Lumelight, LLC is seeking a Client Services Specialist to serve as the primary contact for assigned clients through the annual ACA reporting cycle. Work may be performed in our Baltimore area office or remotely. You will manage client accounts, collect data, ensure timely...Remote jobWork at office
- Opensity Solutions, the largest tech‑enabled managed services organization serving major law firms and financial institutions, seeks an Office Services Specialist to support our client’s office. You will provide mail, copy, reception, hospitality and facilities support...Work at office
$20 - $30 per hour
...to provide solutions and create value through our professional services for businesses, individuals, and nonprofits in our community. Our... ...firm in Central Virginia to make a positive difference for our clients and our community. Our Mission : We will use our expertise and...Hourly payFlexible hours- Client Experience Specialist III Team Lead# Client Experience Specialist III Team LeadRemote - Saint Petersburg, FL 33701; Decision HR - St Petersburg... ...own book of business.**ESSENTIAL FUNCTIONS****Client Service & Account Management*** Serve as the primary point of contact...Work at office
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