4d
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Client Services - Associate Business Manager, ADR
Birmingham, Alabama, United States
HybridFull Time
5+ YOEPeople leadership and operational management experience in ADR, legal operations, or professional services; strong client relationship, problem-solving, and communication skills; proficiency with Microsoft Office.
Microsoft Office
1mo
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Client Executive - Private Client
United States
$110k-$120k/yr RemoteFull Time
8+ YOEBachelor's degree or equivalent, 8+ years private client/high net worth insurance experience, valid insurance license, Microsoft Office proficiency, strong communication, problem-solving, and client-service skills.
Microsoft Office
1mo
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Client Executive - Private Client
United States
$110k-$120k/yr RemoteFull Time
8+ YOEBachelor's degree or equivalent; 8+ years Private Client/High Net Worth insurance experience; valid insurance license and continuing education; proficient in Microsoft Office; strong communication, problem-solving and client-service skills.
Microsoft Office Suite
3mo
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Client Manager
Mobile, Alabama, United States
OnsiteFull Time
6+ YOEManage client relationships, monitor revenue cycle KPIs, coordinate with technical teams to optimize client workflows.
Clearinghouse workflows, Revenue cycle software, Healthcare data formats
2mo
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Client Advisor
Costa Mesa, California, United States
$22-$23/yr OnsiteMultiple Commitments Available
Deliver luxury client experience, meet sales targets, build client book, collaborate with boutique team.
2mo
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Client Executive
Chicago, Illinois, United States
$60k-$70k/yr RemoteFull Time
2+ YOEManage client relationships, oversee tickets, coordinate internal teams, and drive process improvements in a remote client-success role.
Excel, MS Word, CRM
1mo
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Client Associate
Buffalo, New York, United States
$55k-$60k/yr OnsiteFull Time
Provide administrative support to financial advisors, maintain client records, prepare reports, educate clients on account services; ideally 3-5 years client service experience in finance, bachelor’s in finance/banking preferred, proficient in Microsoft Office.
Microsoft Office Suite
2w
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Client Partner
Wilmington, Delaware, United States
$149k-$201k/yr OnsiteFull Time
16+ YOEExtensive client services and consulting experience, ability to drive revenue, build client relationships, lead cross-functional teams, and manage large accounts and proposals.
4d
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Client Associate
Las Vegas, Nevada, United States
OnsiteFull Time
Provide client service and operational support to financial advisors, maintain client records, prepare reports, organize team logistics, and use financial planning tools.
1mo
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Client Executive - Private Client
United States
$110k-$120k/yr RemoteFull Time
8+ YOEBachelor's degree or equivalent; 8+ years Private Client/High Net Worth insurance experience; valid insurance license and continuing education; proficient with Microsoft Office; strong communication and problem-solving skills.
Microsoft Office Suite, agency management system
1mo
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Client Support
Louisville, Kentucky, United States
OnsiteFull Time
Support daily program operations, ensure client safety, assist with routines, transport clients, and document activities. Requires KY driver’s license; high school diploma preferred.
1mo
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Client Executive - Private Client
United States
$110k-$120k/yr RemoteFull Time
8+ YOEBachelor's degree or equivalent, 8+ years private client/high-net-worth insurance experience, valid insurance license and CE, proficient in Microsoft Office, strong communication, problem-solving, and team leadership skills.
Microsoft Office Suite
23h
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Client Advocate
New York City, New York, United States
$45k/yr HybridFull Time
1+ YOEProvide client advocacy, referrals, benefits assistance, crisis support, documentation in AWARDS, and community outreach; bilingual English/Spanish preferred; 1+ years direct client service experience.
Microsoft Outlook, Microsoft Word, Microsoft PowerPoint, AWARDS
4d
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Client Controller
Tampa, Florida, United States
OnsiteFull Time
Experience in bookkeeping/staff accounting or controller work, QuickBooks Online and Bill.com familiarity, strong Microsoft Excel skills, client-facing communication, ability to manage multiple clients and priorities.
Karbon, QuickBooks Online, QuickBooks, Bill.com, Fathom, Google Drive, Microsoft Excel
1d
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Client Associate
Boston, Massachusetts, United States
$45k-$90k/yr OnsiteFull Time
0+ YOE0-2 years client service experience preferred, Series 7 & 66 strongly preferred or willing to obtain, BA/BS degree, strong client-facing, organizational, and technical skills.
Microsoft PowerPoint
1mo
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Client Associate
Coeur d'Alene, Idaho, United States
OnsiteFull Time
1+ YOE1+ year brokerage or client service support experience; strong client service and administrative skills; intermediate Microsoft Office; must pass FINRA background screening and comply with regulatory requirements.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
1d
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Client Specialist
Centennial, Colorado, United States
$47k-$58k/yr OnsiteFull Time
2+ YOEPerform client acquisition and development, call prospective clients to obtain agreements, mentor associates, monitor KPIs; associate degree +2 years experience or equivalent; sales/staffing experience preferred.
1d
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Manager - Client
Oakland, California, United States
$59k-$95k/yr OnsiteFull Time
4+ YOE3+ Mgmt4+ years client service and banking experience, 3+ years supervisory experience, strong knowledge of bank products, policies, audit and regulatory compliance, leadership, sales and client relationship skills.
4d
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Client Executive
Englewood, Colorado, United States
$70k-$130k/yr OnsiteFull Time
5+ YOEActive Colorado P&C license, 5+ years client-facing insurance experience with high-net-worth clients, strong communication and problem-solving, proficiency with agency systems and Microsoft Office.
Applied Epic, Epic, Microsoft Office
3mo
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Client Executive
Brentwood, Tennessee, United States
HybridFull Time
5+ YOEBachelor's degree with 5+ years client service/claims management or HS/GED with 10+ years; Life & Health license; travel up to 25%; proficient with MS Office; strong client relationships and communication.
Microsoft Office
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