Senior Client Services & Operations Associate
CAPTRUST
CAPTRUST is seeking a Senior Client Management Associate in Brentwood, Tennessee. This role involves providing exceptional client service, assisting Client Management Consultants with project management, and resolving issues. Ideal candidates will have a four-year degree and 2-5 years of experience in the investment industry. Responsibilities include preparing materials for client meetings, maintaining CRM systems, and managing office tasks. Strong proficiency in Microsoft Office and exceptional communication skills are essential. This position requires in-office attendance. #J-18808-Ljbffr
- CapTrust Advisors, LLC is seeking a Senior Client Management Associate to provide day-to-day support and exceptional client service. The ideal candidate will assist Client Management Consultants and handle various administrative tasks while delivering high-quality service...SeniorWork at office
- ...Overview The senior client service associate is a critical part of the Mariner team, responsible for delivering extraordinary client service, care and leadership. As one of the first associates a client connects with, the senior client service associate is instrumental...Senior
- ...CPA, a Tennessee tax and accounting services provider with offices in Hendersonville... ...looking for a skilled and motivated Senior Accounting Associate. This is primarily an in-office position... ...for our business and nonprofit clients, you will supervise junior staff, work...SeniorLive inWork at officeLocal areaRemote workFlexible hours2 days per week1 day per week
- The-Forge-Companies in Brentwood, TN is looking for a Senior Trust Manager responsible for overseeing the administration of Trust Officers. You will ensure exceptional client service while managing a broad range of fiduciary responsibilities and client relationships. Ideal...Senior
- ...Avison Young - USA in Nashville is seeking a Senior Client Services Coordinator to support a team of brokerage professionals. This role involves... ...information requests, and supporting overall office operations. The ideal candidate will possess a Bachelor’s degree in a...SeniorWork at office
$61.16k - $67.95k
...JOB SUMMARY You’ll organize, manage, and oversee the operations for the Experience Lab and the adjoining staff offices. Reporting... ...HAVE… ● 3-5 years of project management and/or customer service experience ● Exceptional organization, communication and...SeniorSummer workFreelanceLocal areaWorldwideWeekend work- A leading international tour operator is seeking an Operations Assistant to manage data entry, engage with clients, and support sales operations. The ideal candidate should have... .... If you are passionate about customer service and dedicated to excellence, apply today and...SeniorWork at office
- ...and Primary Duties Provide service delivery to an assigned block of more complex clients Resolve the most complex... ...the CBIZ solution Works with senior staff to create needed communication... ...certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer...Senior
- ...About the position The Accounting Associate is at the core of our processing. Through a wide variety of assigned functions by department... ...that assigned responsibilities and tasks are completed within service level agreements Reviewing and verifying the accuracy of supporting...SeniorWork at officeLocal areaFlexible hours
- Women Veterans Interactive is seeking an Accounting Associate in Brentwood, Tennessee. This role is crucial to processing and reconciling accounts, requiring at least 3 years of cash application or accounts receivable experience. Responsibilities include processing high...Senior
- ...entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses... ...and wealth management products and services. With over 17,000 employees in more than... ...About the position: The Accounting Associate is at the core of our processing. Through...SeniorWork at officeLocal areaFlexible hours3 days per week
- ...Accounting Associate At HUB International, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local... ...investment and wealth management products and services. With over 17,000 employees in more...SeniorWork at officeLocal areaFlexible hours3 days per week
- ...opportunity to be part of a International Tour Operator specializing in Catholic Pilgrimages.... ...for providing exceptional customer service! Responsibilities: Handle daily... ...processing reservations and communicating with clients, organizations, travel agents, priests,...SeniorCasual workWork at officeRemote workWorldwide
- WTW is seeking a Senior Surety Client Manager in Nashville, TN. The role involves managing all client bond requests and related needs, working... ...strong decision-making abilities, and exceptional customer service capabilities are essential. This hybrid role includes a competitive...Senior
- ...Ogletree Deakins is seeking an Immigration Client Support Specialist to join their Nashville team. This role involves coordinating immigration programs, leading training initiatives, and communicating with internal and external stakeholders. Candidates must have 8+ years...Senior
- ...The United Methodist Church is seeking a Senior Accounting Coordinator in Nashville, TN, responsible for day-to-day financial transactions to support organizational financial integrity. You will maintain accurate records, manage accounts payable and receivable, and ensure...SeniorRemote work
- ...Harris Geospatial Solutions is looking for a Sr. Associate, Accounting to join the General Accounting function. This role involves managing the month-end close activities, ensuring accurate reporting, and collaborating with teams across multiple locations. The ideal candidate...Senior
- ...Citizens Bank in Franklin, Tennessee is seeking a Servicing Operations Sr. Specialist to manage incoming and outgoing mail operations. Responsibilities include sorting mail, responding to inquiries, and ensuring compliance with quality standards. The ideal candidate will...SeniorFull timeWork at officeMonday to Friday
- DXC Technology is hiring a Senior Customer Service Representative in Nashville, Tennessee. The role involves handling customer inquiries via phone and email, providing high-quality service for BHF Annuity customers. Candidates should have a high school diploma, relevant...Senior
- A leading footwear retailer is seeking a part-time Sales Associate in Franklin, Tennessee. The role involves providing excellent customer service, maintaining store presentation, and processing sales transactions. Ideal candidates will have retail sales experience and...SeniorPart time
$115k
...Senior Operations Specialist / Deployed Field Coordinator Employment Type Full-Time, Exempt | W-2 Permanent Employee Location New Braunfels... ...Solutions & Consulting Group (PSCG), an SBA-Certified Service-Disabled Veteran-Owned Small Business (SDVOSB) headquartered...SeniorPermanent employmentFull timeFor contractorsLocal areaWorldwide- ...7,United States Job Category Senior Accountant, Audit Employee Type... ...role with sophisticated clients. You would be joining a progressive... ...projects encompassing client operations within the Healthcare sector.... ...clients to determine what services are needed for accounting and...SeniorFull timeInternshipWork at officeLocal area
- ...Senior Accounting Coordinator – The General Commission on Religion and Race (GCORR) invites... ...and effectiveness of GCORR’s financial operations. GCORR is committed to holding the... ...compliance requirements. Qualifications Associate degree in Business Administration, Accounting...SeniorWork at officeRemote work
$75k
...At RPR Insurance, we’re looking for a high-performing Senior Personal Lines Account Manager who thrives on building... ...relationships, solving problems, and delivering an exceptional client experience. This is more than a service role. It’s an opportunity to become a trusted advisor...SeniorWork at office- CliftonLarsonAllen LLP in Nashville, Tennessee, is hiring Accounting Consultants (Engagement Directors) for their Client Accounting and Advisory Services. The role involves providing high-level accounting support and managing client engagements across various industries...SeniorInterim roleFlexible hours
- ...The Senior Account Relations Coordinator (SARC) is responsible for building and maintaining strong relationships with and providing... ...assigned territory, with specialized focus on billing and customer service. The SARC acts as a liaison between employer groups and key...SeniorWork at office
- A leading financial services firm in Franklin, Tennessee, seeks a dedicated professional to supervise Commercial Client Admins and support Relationship Managers in delivering top-tier customer service. The role involves overseeing transactions, preparing loan documentation...Senior
- ...Role Purpose We are actively seeking an Account Executive to join our team. At Nxt Level, an Account Executive plays a critical client-facing role, responsible for managing ongoing customer relationships and building referral pipelines. As an Account Executive, you...SeniorContract work
- The Senior Account Relations Coordinator (SARC) is responsible for building and maintaining strong relationships with and providing dedicated... ...territory, with specialized focus on billing and customer service. The SARC acts as a liaison between employer groups and key...SeniorWork at office
- ...are seeking an experienced Senior Director of Dining Services to lead a high-volume K-12 dining operation generating approximately $2.... ...operational performance, build strong client relationships, develop high-... ...a high-volume operation ~ Associate degree or equivalent...SeniorWork at office
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