team of Client Services in the Philippines. As Lead, you will be mainly responsible for operations side handling... and excellent customer-service is our utmost priority. Must Haves: At least 7 years in client services-related work experience in...
to support a team of financial advisers or mortgage brokers Are you detail-oriented and enjoy ensuring accuracy in client data... and documentation If so, then this Client Services Administrator role might be the perfect fit for you! After an initial period...
client experience Follow up on with clients regarding Net Promoter survey's and coordinate appropriate responses Develop... and monitor a plan for easily managing current and future client software renewals, subscriptions, and payments Prepare...
organizational skills, and a commitment to maintaining the highest standards of client service Duties and Responsibilities: Assist...
, including Word, Outlook, PowerPoint, and Excel US Client experience is a plus. WHY INTELASSIST We grow together. We value...
Client Care Respond to client needs with urgency and attentiveness (Guesty) Handle communication through appropriate... admin tasks as needed Experience and Proficiency Good English communication skills (written and verbal) Should have client...
ROLE SUMMARY Our client is looking for a Client Finance Coordinator who will provide a unique opportunity to streamline... execution excellence across multiple teams. This role will support and partner with a client strategy team in entering client...
Financial Planning Support Maintain client records and adhere to evolving business policies and compliance guidelines.... Update and manage client information within the CRM system (e.g., FLEX). Respond to advisor inquiries promptly...
ROLE SUMMARY Our client is looking for a Client Engagement Associate, who will be responsible for connecting... and prioritize leads effectively Demonstrated success in client engagement with measurable results Strong written and verbal English...
ROLE SUMMARY Our client is looking for a Client Engagement Associate, who will be responsible for connecting... and prioritize leads effectively Demonstrated success in client engagement with measurable results Strong written and verbal English...
ROLE SUMMARY Our client is looking for a Client Engagement Associate, who will be responsible for connecting... and prioritize leads effectively Demonstrated success in client engagement with measurable results Strong written and verbal English...
to support a team of financial advisers or mortgage brokers Are you detail-oriented and enjoy ensuring accuracy in client data... and documentation If so, then this Client Services Administrator role might be the perfect fit for you! After an initial period...
assigned key accounts and providing ongoing client support. Developing and implementing client relationship management... strategies. Communicating with key clients to monitor client expectations and satisfaction. Identifying new business leads...
and/or Electronic Health Record (EHR) systems. Proficiency in data analysis and spreadsheet management. US Client experience...
ROLE SUMMARY Our client is looking for a Client Engagement Associate, who will be responsible for connecting... and prioritize leads effectively Demonstrated success in client engagement with measurable results Strong written and verbal English...
ROLE SUMMARY Our client is looking for a Client Engagement Associate, who will be responsible for connecting... and prioritize leads effectively Demonstrated success in client engagement with measurable results Strong written and verbal English...
to join our client's team, playing a pivotal role in upholding our core values, delivering added value to our clients' businesses... attitude towards all team members and actively promoting our client's vision, mission, and values, you believe in...
ROLE SUMMARY Our client is looking for a Client Engagement Associate, who will be responsible for connecting... and prioritize leads effectively Demonstrated success in client engagement with measurable results Strong written and verbal English...
ROLE SUMMARY Our client is looking for a Client Engagement Associate, who will be responsible for connecting... and prioritize leads effectively Demonstrated success in client engagement with measurable results Strong written and verbal English...
ROLE SUMMARY Our client is looking for a Client Finance Coordinator who will provide a unique opportunity to streamline... execution excellence across multiple teams. This role will support and partner with a client strategy team in entering client...