| Distance: | Job alert | Jobs 421 - 430 of 662969 |
Client Services Operator
Crow Estate Planning and Probate, PLC
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Clarksville, TN, 37040
... Triage calls to determine client status (new or existing), urgency, and appropriate routing. Use the firm’s CRM and task management systems to log and manage call activity. Coordinate with intake, attorneys, and support staff to ensure seamless ... - May 05
Registered Client Service Associate
Ascendo Resources
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Doral, FL, 33222
... tasks and client account processes Coordinate client onboarding by gathering necessary documents and ensuring account accuracy Respond to client inquiries and relay account-related information as needed Monitor and flag any unusual activity or ... - May 05
Client Service Associate
Pitcairn Trust Company, LLC
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Conshohocken, PA, 19428
... PRIMARY FUNCTION: The Client Service Associate serves as the point of contact for client relationships designated by our internal Family Office Client Groups. The Client Service Associate plays a key role in onboarding, maintaining, and enhancing ... - May 06
Client Advocate Overnight Shift
SafeHaven of Tarrant County
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Fort Worth, TX
... SafeHaven is seeking a Full time (Overnight) Client Advocate. This position is responsible for assisting our shelter residents with daily living needs and providing general support to ensure the safety of residents, staff, and the building with ... - May 06
Activity Specialist - Cornerstone O'Dwyer
Brooklyn Community Services
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Brooklyn, NY, 11224
Position: Activity Specialist Program: O'Dwyer Gardens Cornerstone Locations: 2945 West 33rd Street, Brooklyn, NY 11224 Salary: $16.50 per hour to $16.50 per hour Hours: Up to 25 hours per week (school year) and up to 35 hours per week (Summer) ... - Apr 12
Client Service Administrator (Licensed)
Thrivent Financial for Lutherans
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Belmond, IA, 50421
... * Manages client service calls, conduct necessary research and respond to requests for information * Provides fund values ... * Drives client/member facing activity in the practice by scheduling meetings with client/members on behalf of advisor. * ... - Apr 21
Client Service Specialist
National Exchange Bank & Trust
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Campbellsport, WI, 53010
Why NEBAT? Trusted. Genuine. Successful. National Exchange Bank & Trust is an independent, family-owned bank with big bank abilities, serving Southeastern Wisconsin. Founded in 1933, we are a trusted business partner, employer, and community member... - May 05
Client On-Boarding, Private Equity
Korn Ferry
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West Palm Beach, FL, 33412
... Coordinate and manage all aspects of client onboarding, including KYC/AML checks, subscription documentation, and investor portal setup. Liaise with internal teams (Legal, Compliance, Operations, IR, and Fund Administration) to ensure accurate and ... - May 05
VC Fund Formation Associate Attorney
Pernini Legal, LLC
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New York City, NY
VC Fund Formation Associate Attorney Locations: CA (Silicon Valley, San Francisco, Santa Monica, Orange County) Seattle, WA New York, NY Boston, MA Washington, D.C. HYBRID Our client, a prestigious Amlaw 50 firm, is seeking a Managing or Senior ... - May 06
Senior Fund Accountant
Robert Half
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Fort Worth, TX, 76102
Senior Accountant Robert Half Finance and Accounting and Kevin Sweet are working on a career-building opportunity for an experienced Senior Fund Accountant to join an innovative Financial Services company in a permanent role in the Fort Worth, Texas ... - May 05