The Client Service Manager / Paraplanner role plays a crucial part in creating and delivering a unique client experience that defines and differentiates the practice. This position is instrumental in ...
18 days ago
Highly Desired Qualifications/Skills: · Working experience as a client services associate and/or manager · Experience working with the Charles Schwab Advisor Portal & Service Team · Working ...
16 days ago
The Client Services Manager is a visionary with a proven track record of developing client ... Preference for candidate to have current experience in the A/E professional service industry
2 days ago
... new service initiatives that could be sold to clients • Provides regular updates to manager on project/account status • Maintains client satisfaction and maintaining client communication • ...
From Top Echelon Network, LLC
Manage Client Contact Information in both paper and electronic. * Provides internal and external customer service via phone, email and in-person; responds to inquiries, takes messages, and refers ...