Client Service Associate (Sandy, UT). Job Number. 3243894. 3243894. Posting Date. Dec 7, 2023. Primary Location. Americas-United States of America-Utah-South Jordan. Other Locations. Americas-United States of America-Utah-SandyEducation Level : High School Diploma / GED. Wealth ManagementEmployment Type : Full TimeJob Level : Associate. Description. Business Overview. Are you an experienced customer service professional, looking to jumpstart your...
Description. We are currently seeking a Client Service Associate to join our dynamic team. In this role, you will play a critical part in managing client accounts and relationships, ensuring seamless communication and service delivery. Responsibilities. Serve as the primary point of contact for assigned clients, addressing their inquiries and requests in a timely manner. Manage client communications via phone, email, and other channels, maintaini...
At Jackson Hewitt, and its Franchisees, we provide an invaluable service in guiding our clients through the tax codes, rules, and processes. We do this with integrity, quality, and consistency. This is something that the vast majority of taxpayers don't receive from DIY or other assisted providers. We take pride in that. The role you play is critical to our success and together we are "Working Hard for the Hardest Working Americans". Together we ...
At National Bank of Arizona, we’re a community of professionals with relationships at our core. We strive to promote an engaging environment with accessible leadership and on-going employee development. National Bank of Arizona was founded on the premise of building local relationships, we pride ourselves on providing our clients, shareholders and each other the best possible tools, resources and opportunities. Our workplace culture is based on i...
About us. Compound Planning, with over $1B AUM added since 2022, is a high growth digital family office for entrepreneurs, professionals, and retirees. We’re a team of seasoned financial advisors, technologists, tax professionals, and operators delivering a magical experience to clients powered by our world class team, holistic approach, and proprietary digital platform. Role overview. In this role, you’ll work directly with financial advisors to...
Marsh McLennan Agency Customer Service Associate, Business Insurance. Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. More than 9,000 of the industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as a Customer Service Associate at M...
Client Services Associate-Top Employer / Award-winning Culture / Full Benefits. If you are eager to help people achieve their life's goals, passionate about your community, and want to work at a company with a strong, healthy work culture, we want to meet you. SageSpring Wealth Partners is seeking an exceptional client services professional to support our financial advisors and assist with efficient, quality client service. You must be creative a...
About us. Compound Planning, with over $1B AUM added since 2022, is a high growth digital family office for entrepreneurs, professionals, and retirees. We’re a team of seasoned financial advisors, technologists, tax professionals, and operators delivering a magical experience to clients powered by our world class team, holistic approach, and proprietary digital platform. Role overview. In this role, you’ll work directly with financial advisors to...
At Jackson Hewitt, and its Franchisees, we provide an invaluable service in guiding our clients through the tax codes, rules, and processes. We do this with integrity, quality, and consistency. This is something that the vast majority of taxpayers don't receive from DIY or other assisted providers. We take pride in that. The role you play is critical to our success and together we are "Working Hard for the Hardest Working Americans". This is our ...
Client Service Associate. Do you enjoy interacting with clients, organizing documents, and learning new things. If so, we are seeking a client service associate to join our high net worth investment advisory team. In this role, you will be responsible for providing excellent service through timely and accurate administrative support across client accounts. Primary Responsibilities. Serve as the main point of contact for assigned client relationsh...
Client Service Associate. Do you enjoy interacting with clients, organizing documents, and learning new things. If so, we are seeking a client service associate to join our high net worth investment advisory team. In this role, you will be responsible for providing excellent service through timely and accurate administrative support across client accounts. Primary Responsibilities. Serve as the main point of contact for assigned client relationsh...
Description. We are currently seeking a Client Service Associate to join our dynamic team. In this role, you will play a critical part in managing client accounts and relationships, ensuring seamless communication and service delivery. Responsibilities. Serve as the primary point of contact for assigned clients, addressing their inquiries and requests in a timely manner. Manage client communications via , email, and other channels, maintaining a ...
