Client Relations & Portfolio Support Specialist
Socket.dev
William Blair is seeking a Client Relationship Associate to support and strengthen relationships with small and mid-sized clients. You will serve as a trusted contact, delivering service while coordinating relationship management activities and resolving moderately complex inquiries. You will produce meaningful reports, prepare client review materials, and contribute to a high-quality client experience through proactive follow-up, responsiveness, and professional relationship management. #J-18808-Ljbffr Socket.dev
- ...to delivering exceptional client service and innovative investment... ...and services. As a Model Portfolio Specialist within the dynamic team at... ...critical role will involve supporting our client advisors and... ...Economics, Business, or a related field; Series 7 and 63 Minimum...Suggested
$100k - $230k
...-product platform that offers clients the advantages that come with... ...Responsibilities: Goldman Sachs Model Specialists are responsible for driving growth in our Model Portfolio business. The scope of the... ...Embrace digital tools to support relationships and communicate...SuggestedFull timeTemporary workPart timeWork at office- A remote travel support organization seeks a Virtual Travel Support professional to assist clients with their travel needs in a fully remote environment. You will provide guidance and manage travel-related requests, ensuring clients are informed and supported throughout...SuggestedRemote job
$54k - $70k
Job Summary Hedge Fund Client Support Associate are responsible for delivering top-notch operational... .... They excel in addressing inquiries related to investment and accounting matters,... ...information silos by integrating portfolio management, trading, investment accounting...SuggestedWork at office- ...strong team presence to advance clients toward a secure digital... ...utilities, commercial real estate portfolios, and government agencies... .... SummaryThe Desktop Support Specialist is responsible for installing... ...commissions, or any other payment related to unsolicited resumes or...SuggestedContract workApprenticeshipLocal areaMonday to Friday
$90k - $105k
...Legal Support Specialist IP Transactions Job Category : Staff and Administration... ...decision-making, and help clients achieve mission-critical... ...documents, correspondence, and related legal materials for attorney... ..., and intellectual property portfolios and prepare organized...Full timeContract workWork at officeShift work$55k - $70k
...Client Support Specialist We are seeking a highly motivated and customer-oriented Client Support Specialist to join our fast-paced FinTech team... ...in business, Finance, Economics, Computer Science, or a related field preferred. Prior experience in client support, customer...$58k - $115k
...researches and resolves problems relating to customer accounts and... ...informative answers via phone calls to clients and internal partners... ...calls Provide extended support to clients in the way of corporate... ...Familiarity with Portfolio Margin accounts and treatment...Temporary workLocal area$21.15 - $24.04 per hour
...strong team presence to advance clients toward a secure digital... ...utilities, commercial real estate portfolios, and government agencies... ...The Entry Level Desktop Support Specialist is responsible for ensuring... ...any issues that may come up related to deploying new workstations...Hourly payContract workTemporary workApprenticeshipLocal areaShift workNight shift- Markel in Chicago, IL is seeking an Underwriting Support Specialist to assist the underwriting team, manage day-to-day client servicing, and facilitate smooth transactions. You will gather information, ensure document accuracy, and maintain timely communications with agents...
- ...seeking a Tier 2 Production Support Specialist to support the day-to-day... ...applications, both internal and client facing; trading and... ...skills across: SQL Server / relational databases; Web-based applications... ...force providing complete portfolio solutions tailored to the...Shift work
$19.12 - $27.42 per hour
...family, and community support. As an affiliate of America... ...EHS Classroom Support Specialist - Bilingual Spanish... ...files, and child portfolios. Implement active supervision... ...Office Suite or related software including Microsoft... ...necessary to treat clients, i.e., bending, floor-...Hourly payFull timeWork at officeRelocation packageFlexible hours- JPMorgan Asset Management seeks a Model Portfolio Specialist to support client advisors and promote model portfolio sales across the Central Division. You will collaborate with advisors to implement portfolios, leveraging MAS views and market insights. You will manage...
$130k - $145k
...Description:Job Description Details:The Client Services Manager functions as a key leader... ...reviewsDevelopment of subject matter expertise relating to client-specific tools and... ...understanding of eDiscovery and litigation support which is typically the result of at least...Full timeLocal areaAfternoon shift- ...Client Support Associate RT Specialty, a division of Ryan Specialty, is a leading wholesale distributor of specialty insurance products... ...clients by addressing inquiries, guiding them through policy-related matters, and communicating policy renewals. The role resolves...Work experience placement
- ...rehabilitative residential and community support services for adults with severe mental illness... ...in psychology, social work, or a related field. Must be at least 21 years of age... ...the ability to work constructively with clients, treatment resources and the community....Weekend workAfternoon shift
$40k - $44k
...Austin, TX Mon-Fri 9am-6pm We’re hiring a Client Order Coordinator for our Business... ...in a timely manner Problem solving issues related to customers and documentation Provide excellent... .../service/careers . We offer a range of support to colleagues with disabilities, ensuring...Work at officeLocal areaWorldwide$46.1k - $73.7k
...Growth Support Specialist We are the leading provider of professional services to the middle... ...confidence in a world of change, empowering our clients and people to realize their full... ...Maintain repository of meeting notes and related documents. Monitor activity and...Work experience placementInternshipWork at officeLocal area$23.1 - $25.1 per hour
...coaching them towards achieving their goals related to work, relationships, and independent... ...’s life every day as a Residential Support Specialist. Residential Support Specialists work one-on-one and in groups with clients experiencing mental health challenges. Within...Work from home- ...case management and advice primarily on Client Service Risk (CSR) cases involving Alliances... ...the firm’s risk governance. You will support senior advisors resolve higher risk cases... ...senior consultants on risk management and related best practices based on your substantive...For contractorsApprenticeshipWork experience placementFor subcontractor
$40k - $42k
...positive change. We advocate, support, and most importantly,... ...a full-time Recovery Support Specialist Starting at $40,000 - $42,000... ...Make contact within referred client within 48 hours of notification... ...required individual and program related documentation which includes,...Full timeTemporary workLive inWork at officeFlexible hours$91k - $202.8k
...contribute to the company’s success. As a Portfolio Analytics & Strategy Specialist within PNC's Data, Modeling &... ...in-office company that fosters a supportive culture where employees can thrive... ...the body of the email. Emails not related to accommodation requests will not...Full timeTemporary workPart timeWork experience placementWork at office$22 - $25 per hour
DescriptionSeeking an experienced IT support professional to provide hands-on and remote technical... ...internal equity, and other pertinent job-related factors.Eligibility requirements apply to... ...'re partners in transformation. We help clients activate ideas and solutions to take...Contract workTemporary workRemote work- VOA Illinois is seeking a Client Support & Service Coordinator to provide client-centered case management and trauma-informed support for... ...initial training. The position requires a Bachelor’s degree in a related field and at least 2 years of experience in case management...
$28 per hour
...currently seeking a highly motivated Trade support Specialist for a job opportunity located in... ...Perform loan servicing responsibilities relating to all structured equity loan products... ...Serve as primary point of contact for client inquiries for the firm’s buy-side customers...Hourly payFull timeContract workTemporary workWork at office- ...seeking a dedicated Certified Recovery Support Specialist to join our . Reporting to the Manager... ...and interventions to help manage clients in need of treatment services in the Substance... ...Make follow up and after care calls related to recovery plans and document in the EMR...Trial periodFlexible hours
- ...We are seeking a Remote Client Support Representative – Travel to assist clients throughout their travel journey. In this fully remote role... ...email, phone, and messaging platforms Respond to travel-related inquiries in a timely, professional manner Assist with itinerary...Remote workFlexible hours
$93k - $135k
Product Support SpecialistCooley is seeking a Product Support Specialist to join the Innovation team.Position summary:Cooley Innovation... ...change requests, including the related budgeting processInteract with outside developers, clients and their teams of attorneys, business...Full timeTemporary workWork at officeFlexible hoursWeekend work- Overview Position Title: Peer Support Specialist Department: Mobile Crisis Response (MCR) Reports... ...the members of the crisis team. Assist clients with symptom management and recovery by... ...Psychology, Counseling, Human Services, or a related field preferred. Has individual lived...Temporary workFlexible hoursAfternoon shift
- ...Chicago seeks an Underwriting Assistant to support property underwriting, manage submissions... ...and brokers. We value 1-2 years of related underwriting experience, strong Excel/Word... ...help deliver timely, accurate coverage for clients. #J-18808-Ljbffr Starr Insurance Companies
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