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...looking for people who are collaborative, accountable, creative, agile and are driven by a... ...procedural, and operational guidance on client service issues.
Deliver personalized... ...school diploma or equivalent required; associate degree preferred. Typically requires minimum...
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...Client Service Associate
Kirkland, WA
Our client, a local family wealth management firm, is seeking a Client Service Associate... ...operations.
Process onboarding paperwork and incoming account transfers.
Facilitate various money movements such as...
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Local area
Flexible hours
A well-established wealth management firm in Bellevue, WA is searching for a Client Service Associate to support their financial advisory team! This important position plays a vital role in enhancing the client experience at the firm by providing administrative and operational...
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...Full Time
Salary Range
$22.11 - $22.11 Hourly
Job Category
Customer Service
Description
Job Title: Client Services Associate
Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or...
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...you ready to make a positive impact on clients, colleagues, and the global community? Do... ...The role of the Client Service Operations Associate is to provide tactical leverage to all... ...For new team members, administer user accounts for CS specific technology such as Wealthscape...
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...arelooking for a full-time ambitious and confident Verizon Client Support Associate to join our astounding Client Service Department. We are a... ...Client Service-minded individuals who are self-motivated, accountable, and engaged in professional and personal growth.
First...
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...administrative support to customers and Financial Advisors Maintain client account information and assist Financial Advisors with special... ...prepare for client review meetings and set up new accounts O Client Service, Associate, Registered, Financial Advisor, Service, Retail...
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...Anticipated End Date:
2024-06-26
Position Title:
Client Services Associate II
Job Description:
Client Services Associate II
Location... ...is responsible for performing customer service in a sales/account management environment.
How you will make an impact:...
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...and investment firm in Mercer Island, is searching for a Client Service Associate to deliver trading, portfolio allocation, and administrative... ...DST Vision, various mutual fund websites.
Track client account transfers, rollovers, distributions.
Manage portfolio allocations...
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...Description
Oppenheimer & Co. Inc.'s Private Client Division is currently seeking a Registered Client Service Associate for their Seattle, WA branch office. The RCSA'... ...and adapt to service the needs of various accounts in order to answer day-to-day questions from clients...
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For our client Pactera EDGE we are looking for a Client Partner and Vice President of Strategic Account! In this role you will lead the strategic development and execution of Pactera's sell-to/sell-in business with a strategic global account in widely...
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...charismatic, and team-oriented individuals.
We are currently searching for a competitive leader to fill a Verizon Account Associate opening due to our new client project we are launching. As the Verizon Account Associate, you will work closely alongside a Senior Manager to...
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...characteristic protected by law.
Req Number
ACC-24-00009
Category
Accounting/Finance
Location
North West Handling Systems, Inc. Corporate
Position
Accounts Receivable Associate
Description
North West Handling Systems, Inc. the Northwest...
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**Associate Account Executive (eRetail)**
- All Openings
Location: Seattle, WA. Company Description: Merkle is a leading data-driven, technology... ...and we strive to be a force for goodfor our people, for our clients, for the industry and for our society. We keep our people at...
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...Job Description
Job Description Remote Accounting Manager Opportunity - Embrace the Future with a Leading CPA Firm
Innovative | 1... ...This firm is on a quest to find an Accounting Manager for their Client Accounting Services team, a role central to their commitment to...
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...Job Description
Job Description
Client Service Specialist
Parcion Private Wealth... ...seeking an experienced Client Service Associate (referred to at Parcion as Client Service... ...pertaining to client relations and account administration. The CSS assists by developing...
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...billable time and expenses are accurately recorded and billed to clients
Preparing and distributing detailed billing reports to... ...PA 19428
(***) ***-**** Direct Line
#legal
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#elite
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#libertyjobs...
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...confidence in a world of change, empowering our clients and people to realize their full... ...of tax specialty areas. This can include accounting for income taxes, accounting methods and... ...completion of the CPA exam—tax associates have the opportunity to obtain the audit...
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...Randstad, the world’s leading partner for talent, is investing in a Client Partner for our Randstad Digital specialty. The Randstad... ...superior customer experience and revenue growth within assigned accounts. You will be accountable for all activities spanning the sales...
Full time
Temporary work
Offshore
Flexible hours
...The purpose of this position is to support the vision of the Client Services department and the client experience, through effectively... ...Logistics, Client Support, Engineering, Project Management and Accounting.
Coordination with outside/vendor teams to gather...
Flexible hours
