FULL_TIME

FEED

UNKNOWN

Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 35 markets throughout the United States, as well as an office in London. The ideal candidate will be the face of the practice and is thorough in their work, operates with a high attention to detail, has strong communication, organization, time management and problem-solving skills, and is driven to develop and grow in their role.

Rockefeller Capital Management

Client Associate

[AW]-iCims

Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 35 markets throughout the United States, as well as an office in London. Success in this role requires strong attention to detail, excellent communication and organizational skills, effective time management, critical thinking, and a proactive approach to problem solving.

Senior Client Associate

What You'll Be Doing: The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.

Stifel

Client Service Associate - NR

Accuracy and Attention to Detail, Banking Products, Digital Awareness, Effective Communications, Fraud Detection and Prevention, Managing Multiple Priorities, Matrix Management, Problem Solving, Understanding Customer Needs Work Experience . Supports proactive sales conversations through internal and outbound interactions with a defined sales process including, service to sales, teller interactions, and effective lobby engagement, ultimately elevating client loyalty.

PNC Bank

Client Experience Associate

The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.

Stifel Financial Corp

Client Service Associate NR

Supports proactive sales conversations through internal and outbound interactions with a defined sales process including, service to sales, teller interactions, and effective lobby engagement, ultimately elevating client loyalty. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.

The PNC Financial Services Group Inc

The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. Responsibilities include assisting with account openings, processing paperwork, scheduling client meetings, and preparing basic reports.

Cerity Partners

Client Service Associate

Position Summary: The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. Responsibilities include assisting with account openings, processing paperwork, scheduling client meetings, and preparing basic reports.

HOUR

Cerity Partners LLC

In this role, you will assist clients with travel planning, provide excellent customer service, and help coordinate memorable travel experiences. We are looking for motivated and service-oriented individuals to join our growing travel team as a Client Service Associate – Travel .

Homebasedcareersintravel

Client Service Associate – Travel (Remote)

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Cerity Partners Management

Miller Johnson's Private Client Trust & Estates practice is a longstanding and sophisticated practice with deep roots in West Michigan and a strong reputation for advising high net worth and ultra-high net worth individuals, families, business owners, and fiduciaries on complex estate planning and wealth preservation matters. Our attorneys serve as trusted advisors on issues involving multi-generational wealth transfer, business succession planning, charitable giving strategies, estate and gift tax planning, trust and estate administration, and asset protection.

Miller, Johnson, Snell & Cummiskey, P.L.C.

Private Client Trust and Estates Associate

Develop the ability to present professionally in all elements of client facing (internal and external) including technical writing and verbal presentations. With the tools and guidance provided, you’ll be prepared to thrive in a Client Executive role specializing in either Commercial Property & Casualty or Employee Benefits.

Hylant

Associate Client Executive (ACE)

For positions based in Colorado, NVA provides eligible employees with paid sick and safe leave and public health emergency leave in accordance with the requirements of Colorado's Healthy Families and Workplaces Act. They help clients feel welcomed, informed, and supported while keeping communication and patient flow moving throughout the hospital.

National Veterinary Associates

Client Services Representative

Reconcile bank accounts, credit card accounts, and other general ledger accounts. You'll play a key role in delivering accurate financial information and maintaining strong client relationships.

Rehmann

Client Accounting Specialist

Job Description: How You'll Make an Impact: You'll play a key role in delivering accurate financial information and maintaining strong client relationships. Reconcile bank accounts, credit card accounts, and other general ledger accounts.

Rehmann LLC

Client Accountant

Management reserves the right to revise the job description or require that other tasks be performed when the circumstances of the job change (for example, emergencies, change in personnel, workload, or technical development). Use downtime productively by completing assigned tasks, client outreach, advanced-booking calls, cleaning, training, or assisting other team members.

VCA Inc

Client Service Representative

Your primary responsibility will be to set up iPads and other mobile devices for new users, provide first-touch technology orientation, manage local inventory, and offer real-time support for onsite hardware, software, and user-related issues. Primary Responsibilities: Serve as the primary onsite technical support resource for one of our Grand Rapids customer locations, providing day-to-day IT support and customer service while working within the client's environment and culture.

Thrive Networks, Inc.

Client Support Engineer (Spanish Speaking)

A successful VCA Woodland CSR takes ownership of the client experience , communicates clearly, maintains accurate information, supports continuity of patient care, uses time productively, and works collaboratively with the entire hospital team. From the first phone call and greeting at the front desk to scheduling the next appointment and saying goodbye, our CSRs help build the trust our clients place in VCA Woodland Animal Hospital .

Pet Services of Michigan

A Tax Senior, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.

YEAR

BDO USA PC

Tax Senior, Private Client Services

When you join our team, you can count on exceptional support, encouragement, and guidance from your colleagues and from leadership. Knowledge of business operations and interest in working with clients to sustain growth and enhance profitability.

Client Associate Jobs in Holland, MI

Client Associate Rockefeller Capital Management

Senior Client Associate Rockefeller Capital Management

Client Service Associate - NR Stifel

Client Experience Associate PNC Bank

Client Service Associate NR Stifel Financial Corp

Client Experience Associate The PNC Financial Services Group Inc

Client Service Associate Cerity Partners

Client Service Associate Cerity Partners LLC

Client Service Associate – Travel (Remote) Homebasedcareersintravel

Client Service Associate Cerity Partners Management

Private Client Trust and Estates Associate Miller, Johnson, Snell & Cummiskey, P.L.C.

Associate Client Executive (ACE) Hylant

Client Services Representative National Veterinary Associates

Client Accounting Specialist Rehmann

Client Accountant Rehmann LLC

Client Service Representative VCA Inc

Client Support Engineer (Spanish Speaking) Thrive Networks, Inc.

Client Service Representative Pet Services of Michigan

Tax Senior, Private Client Services BDO USA PC

Client Accounting Manager Rehmann

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