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Client Services Associate at PEAR Core Solutions, Inc.
Jericho, New York, United States - Full Time
Skills Needed
Client Onboarding, Document Preparation, Account Maintenance, Asset Transfer, Alternative Investments, Annuities, Life Insurance, Financial Planning, Client Service, Wealth Management, Financial Advisors, Investment Platforms, Custodians, Team Collaboration, Attention To Detail, Client Needs
Specialization
Candidates must have experience in the financial services and wealth management industry. Strong attention to detail and the ability to collaborate with advisory teams are essential.
Experience Required
Minimum 2 year(s)
Client Services Analyst I at SS&C Technologies
Jacksonville, Florida, United States - Full Time
Skills Needed
Client Engagement, Technical Support, Problem Solving, Analytical Thinking, Communication Skills, Relationship Building, Collaboration, Time Management, Adaptability, Ms Windows, Ms Office, Sql, Unix, Linux, Portfolio Accounting, Trade Order Management
Specialization
A bachelor's degree is required along with strong communication skills and proven problem-solving abilities. Familiarity with financial services and technical environments is advantageous.
Dining Services Associate at Wesley Willows
Rockton, Illinois, United States - Full Time
Skills Needed
Meal Preparation, Food Service, Compassionate Service, Dietary Guidelines, Infection Control, Mealtime Assistance, Observation Skills, Communication Skills
Specialization
Applicants must be at least 16 years old and have a state food handlers’ card or be willing to obtain one. Experience in food service or long-term care is strongly preferred, along with a high school diploma or GED.
Dining Services Associate at Wesley Willows
Rockton, Illinois, United States - Full Time
Skills Needed
Meal Preparation, Food Service, Compassionate Service, Teamwork, Communication, Patience, Sensitivity, Empathy, Dietary Guidelines, Infection Control, Mealtime Assistance, Observation Skills
Specialization
Applicants must be at least 16 years old and have a state food handlers’ card or be willing to obtain one. Experience in food service or long-term care is strongly preferred, along with a high school diploma or GED.
CASAC-T - Family Services at YMCA of Long Island
Holtsville, New York, United States - Full Time
Skills Needed
Crisis Intervention, Patient Intake, Alcohol Education, Substance Abuse Education, Individual Counseling, Group Counseling, Family Involvement, Prevention Outreach, Case Finding, Goal Development, Progress Review, Continuous Evaluation, Report Preparation, Discharge Planning, Coordination, Consultation
Specialization
Candidates must have at least a high school diploma and complete a recognized training course for alcoholism and substance abuse counselors. They should also be flexible with working hours and willing to participate in ongoing professional development.
IT Tech Services Engineer at Edmunds GovTech
Town of Clifton Park, New York, United States - Full Time
Skills Needed
Helpdesk Support, Network Configuration, System Monitoring, Troubleshooting, Customer Service, Problem Solving, Analytical Skills, Attention To Detail, Hardware Maintenance, Software Administration, Network Security, Technical Certifications, Communication Skills, On Site Support, Vm Hosts, Aws, Office 365
Specialization
Candidates should have at least 2 years of experience with computer systems, hardware, software, and networking. A high school education is required, with a preference for a college degree in a related field and technical certifications.
Experience Required
Minimum 2 year(s)
Creative Services Manager at Everline Resort & Spa
Olympic Valley, California, United States - Full Time
Skills Needed
Creative Design, Photography, Videography, Adobe Creative Suite, Dslr Cameras, Lighting Equipment, Editing Workflows, Branding, Visual Storytelling, Project Management, Communication, Collaboration, Motion Graphics, Social Media Trends, Drone Photography, Time Management
Specialization
Candidates should have 3-5 years of experience in photography, design, or related creative roles, preferably in hospitality. A strong portfolio and advanced proficiency in Adobe Creative Suite are essential, along with excellent communication and organizational skills.
Experience Required
Minimum 2 year(s)
Cleaning Services Officer at New South Wales Government
Newcastle, New South Wales, Australia - Full Time
Skills Needed
Organisational Skills, Attention To Detail, Communication Skills, Customer Service Skills, Issue Management, Compliance Requirements, Service Delivery, Contract Oversight, Data Reporting, Problem Solving, Safety Commitment, Professionalism, Continuous Improvement, Relationship Building, Inspection Coordination, Documentation Preparation
Specialization
The ideal candidate should possess strong organisational skills, excellent communication abilities, and a practical understanding of service delivery and compliance. A current driver's license and Working with Children Check clearance are essential.
Experience Required
Minimum 2 year(s)
Client Services Executive at Shawbrook
London, England, United Kingdom - Full Time
Skills Needed
Analytical Ability, Interpersonal Skills, Verbal Communication, Written Communication, Excel Skills, Customer Service, Relationship Building, Forecasting, Prioritization, Auto Finance Experience, Sales Admin, Client Services, Sales Support, Account Management, Operations, Financial Services
Specialization
The role requires strong analytical and interpersonal skills, along with experience in customer service and relationship building. Proficiency in Excel and experience in the auto finance industry are also important.
Experience Required
Minimum 2 year(s)
Field Services Technician at SPL
Katy, Texas, United States - Full Time
Skills Needed
Sample Collection, Field Equipment Maintenance, Environmental Sampling Procedures, Documentation, Client Interaction, Lab Operations, Safety Protocols, Effective Communication, Driving, Technical Skills, Independence, Teamwork, Attention To Detail, Organizational Skills, Problem Solving, Time Management
Specialization
A high school diploma or equivalent is required, along with 1-2 years of relevant work experience preferred. A Class D Water License and experience with ISCO autosamplers are highly preferred.
Member Services Associate at Extime PS LLC
Hapeville, Florida, United States - Full Time
Skills Needed
Luxury Hospitality, Customer Service, Attention To Detail, Problem Solving, Communication Skills, Team Player, Reservation Coordination, Microsoft Office, Crm Dynamics, Ground Transportation Arrangement, Food Coordination, High Net Worth Clientele, Dynamic Environment Adaptability, Task Prioritization, Sales Inquiries, General Inquiries
Specialization
Candidates must have 2-3 years of experience in luxury customer service and be comfortable working with high-end clients. A high school diploma or GED is required, along with the ability to pass a background check.
Experience Required
Minimum 2 year(s)
Hard Services Coordinator at UNISON FACILITY & HUMAN SERVICES
Paiania Municipal Unit, Attica, Greece - Full Time
Skills Needed
Team Management, Communication, Attention To Detail, Numerical Skills, Problem Solving, Hvac Knowledge, Safety Regulations, Maintenance Management
Specialization
Candidates should have a degree in Mechanical Engineering and at least 3 years of experience in managing technical teams. Knowledge of HVAC systems and safety regulations is preferred.
Experience Required
Minimum 2 year(s)
Client Services Assistant at L&E Research
Chicago, Illinois, United States - Full Time
Skills Needed
Client Services, Leadership, Team Support, Operational Oversight, Technology Support, Inventory Management, Communication, Safety, Mentorship, Logistics, Microsoft Office, Adaptability, Troubleshooting, Customer Service, Hospitality, Flexibility
Specialization
Candidates should have previous experience in a client services role and possess strong communication skills. A valid driver's license and the ability to lift up to 25 pounds are also required.
Experience Required
Minimum 2 year(s)
Field Services Engineer I at Tekion
Bengaluru, karnataka, India - Full Time
Skills Needed
Dms Technology, Field Systems Experience, Customer Interfacing Skills, Hybrid Cloud Technologies, Amazon Web Services, Microsoft Azure, Google Cloud Platform, Cisco Meraki, Windows Server, Linux, Iot Devices, Digital Display Technologies, Network Infrastructure, Print Management Technologies, Mobile Device Management, Project Management, Communication Skills
Specialization
Candidates should have 3+ years of DMS technology or field systems experience, strong customer interfacing skills, and a solid understanding of hybrid cloud technologies. Experience with AWS, Azure, GCP, and various server architectures is also required.
Experience Required
Minimum 2 year(s)
Building Services Officer at EML
Adelaide, South Australia, Australia - Full Time
Skills Needed
Communication Skills, Attention To Detail, Problem Solving, Microsoft Office Suite, Phone Etiquette, Initiative, Customer Service
Specialization
Previous experience in handling a high volume of incoming calls is required, along with excellent attention to detail and proficiency in Microsoft Office. The ability to take initiative and solve problems is also essential.
Global Data Services Lead at GLP Transit
, , - Full Time
Skills Needed
N/A
Specialization
The job posting does not specify any particular requirements. It appears to be open to various candidates.
Social Services Assistant at Medilodge of Livonia
West Bloomfield, New York, United States - Full Time
Skills Needed
Psychosocial Support, Resident Assessments, Care Plan Development, Coordination Of Services, Counseling, Discharge Planning, Staff Education, Team Collaboration, Effective Communication, Confidentiality, Psychosocial Practices, Workforce Motivation
Specialization
Candidates should have a BSSW or MSSW degree and at least one year of experience in a long-term care environment. Licensing as required by the state of employment is also necessary.
Business Services Partner at Ericsson
Baku, , Azerbaijan - Full Time
Skills Needed
Invoice Management, Accounts Payable, Tax Compliance, Stakeholder Management, Sap, Ariba, Microsoft Office, Data File Upload, Document Archiving, Communication Skills, Problem Solving, Process Improvement, Treasury Support, Contract Management, Vendor Management, Audit Support
Specialization
Candidates should have proven experience in Local Administration Services and knowledge of local laws and regulations. A bachelor's degree or equivalent experience in accounting or economics is required.
Experience Required
Minimum 2 year(s)
Manager, Dietary Services at SUN Behavioral Delaware
Georgetown, Delaware, United States - Full Time
Skills Needed
Food Service Management, Nutritional Care, Menu Planning, Food Preparation, Sanitation Standards, Safety Practices, Staff Utilization, Dietary Education, Budget Management, Teamwork, Communication, Quality Improvement, Culinary Skills, Patient Care, Cultural Diversity, Compassion
Specialization
A high school diploma or equivalent is required, along with ServSafe certification and three years of experience in food service management in an acute-care hospital. Preferred qualifications include a culinary degree and experience in a behavioral healthcare setting.
Experience Required
Minimum 2 year(s)
Dining Services Assistant at Pinehaven Nursing Home LTC
Sheboygan Falls, Wisconsin, United States - Full Time
Skills Needed
Food Service Experience, Serving Meals, Cooking, Reheating Food, Portion Control, Dietary Restrictions Adherence, Beverage Pouring, Table Bussing, Dish Washing, Cleaning Procedures, Sanitation Guidelines, Safety Guidelines, Infection Control, Time Management, Organizational Skills, Communication
Specialization
Candidates must have previous food service experience and maintain good attendance, arriving on time for shifts. Qualifications also require the ability to interact, communicate, and collaborate effectively, possess attention to detail, time management, organizational skills, and the ability to learn proper food handling techniques and various diets, with a physical capacity to lift up to 40 lbs.
Client Services Associate at PEAR Core Solutions, Inc.
Jericho, New York, United States -
Full Time


Start Date

Immediate

Expiry Date

04 Mar, 26

Salary

0.0

Posted On

04 Dec, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Client Onboarding, Document Preparation, Account Maintenance, Asset Transfer, Alternative Investments, Annuities, Life Insurance, Financial Planning, Client Service, Wealth Management, Financial Advisors, Investment Platforms, Custodians, Team Collaboration, Attention to Detail, Client Needs

Industry

Human Resources Services

Description
A Client Service Associate role is now available for our Financial Services client. A prestigious position to work with wealth management professionals that care about their clients, and their people. Responsibilities: Provide new client onboarding and associated paper work processing providing accurate document preparation and diligent processing of client forms and applications. Facilitate account opening and maintenance for existing financial planning clients. Ensure full transfer of assets where applicable Facilitate alternative investments as well as annuities, life insurance and 529 investments. Work directly with account custodians and investment platform providers as necessary. Partner with Advisory Team and Client Service Team to fulfill financial investment client needs. Serve as the primary means to the financial advisors to facilitate opening accounts and servicing clients. Must have financial services, wealth management industry experience. Excellent benefits and great team of professionals to work with!
Responsibilities
The Client Services Associate will provide new client onboarding and process associated paperwork, ensuring accurate document preparation. They will facilitate account opening and maintenance for existing clients and work directly with custodians and investment platforms.
Client Services Associate at PEAR Core Solutions, Inc.
Jericho, New York, United States - Full Time
Skills Needed
Client Onboarding, Document Preparation, Account Maintenance, Asset Transfer, Alternative Investments, Annuities, Life Insurance, Financial Planning, Client Service, Wealth Management, Financial Advisors, Investment Platforms, Custodians, Team Collaboration, Attention To Detail, Client Needs
Specialization
Candidates must have experience in the financial services and wealth management industry. Strong attention to detail and the ability to collaborate with advisory teams are essential.
Experience Required
Minimum 2 year(s)
Client Services Analyst I at SS&C Technologies
Jacksonville, Florida, United States - Full Time
Skills Needed
Client Engagement, Technical Support, Problem Solving, Analytical Thinking, Communication Skills, Relationship Building, Collaboration, Time Management, Adaptability, Ms Windows, Ms Office, Sql, Unix, Linux, Portfolio Accounting, Trade Order Management
Specialization
A bachelor's degree is required along with strong communication skills and proven problem-solving abilities. Familiarity with financial services and technical environments is advantageous.
Dining Services Associate at Wesley Willows
Rockton, Illinois, United States - Full Time
Skills Needed
Meal Preparation, Food Service, Compassionate Service, Dietary Guidelines, Infection Control, Mealtime Assistance, Observation Skills, Communication Skills
Specialization
Applicants must be at least 16 years old and have a state food handlers’ card or be willing to obtain one. Experience in food service or long-term care is strongly preferred, along with a high school diploma or GED.
Dining Services Associate at Wesley Willows
Rockton, Illinois, United States - Full Time
Skills Needed
Meal Preparation, Food Service, Compassionate Service, Teamwork, Communication, Patience, Sensitivity, Empathy, Dietary Guidelines, Infection Control, Mealtime Assistance, Observation Skills
Specialization
Applicants must be at least 16 years old and have a state food handlers’ card or be willing to obtain one. Experience in food service or long-term care is strongly preferred, along with a high school diploma or GED.
CASAC-T - Family Services at YMCA of Long Island
Holtsville, New York, United States - Full Time
Skills Needed
Crisis Intervention, Patient Intake, Alcohol Education, Substance Abuse Education, Individual Counseling, Group Counseling, Family Involvement, Prevention Outreach, Case Finding, Goal Development, Progress Review, Continuous Evaluation, Report Preparation, Discharge Planning, Coordination, Consultation
Specialization
Candidates must have at least a high school diploma and complete a recognized training course for alcoholism and substance abuse counselors. They should also be flexible with working hours and willing to participate in ongoing professional development.
IT Tech Services Engineer at Edmunds GovTech
Town of Clifton Park, New York, United States - Full Time
Skills Needed
Helpdesk Support, Network Configuration, System Monitoring, Troubleshooting, Customer Service, Problem Solving, Analytical Skills, Attention To Detail, Hardware Maintenance, Software Administration, Network Security, Technical Certifications, Communication Skills, On Site Support, Vm Hosts, Aws, Office 365
Specialization
Candidates should have at least 2 years of experience with computer systems, hardware, software, and networking. A high school education is required, with a preference for a college degree in a related field and technical certifications.
Experience Required
Minimum 2 year(s)
Creative Services Manager at Everline Resort & Spa
Olympic Valley, California, United States - Full Time
Skills Needed
Creative Design, Photography, Videography, Adobe Creative Suite, Dslr Cameras, Lighting Equipment, Editing Workflows, Branding, Visual Storytelling, Project Management, Communication, Collaboration, Motion Graphics, Social Media Trends, Drone Photography, Time Management
Specialization
Candidates should have 3-5 years of experience in photography, design, or related creative roles, preferably in hospitality. A strong portfolio and advanced proficiency in Adobe Creative Suite are essential, along with excellent communication and organizational skills.
Experience Required
Minimum 2 year(s)
Cleaning Services Officer at New South Wales Government
Newcastle, New South Wales, Australia - Full Time
Skills Needed
Organisational Skills, Attention To Detail, Communication Skills, Customer Service Skills, Issue Management, Compliance Requirements, Service Delivery, Contract Oversight, Data Reporting, Problem Solving, Safety Commitment, Professionalism, Continuous Improvement, Relationship Building, Inspection Coordination, Documentation Preparation
Specialization
The ideal candidate should possess strong organisational skills, excellent communication abilities, and a practical understanding of service delivery and compliance. A current driver's license and Working with Children Check clearance are essential.
Experience Required
Minimum 2 year(s)
Client Services Executive at Shawbrook
London, England, United Kingdom - Full Time
Skills Needed
Analytical Ability, Interpersonal Skills, Verbal Communication, Written Communication, Excel Skills, Customer Service, Relationship Building, Forecasting, Prioritization, Auto Finance Experience, Sales Admin, Client Services, Sales Support, Account Management, Operations, Financial Services
Specialization
The role requires strong analytical and interpersonal skills, along with experience in customer service and relationship building. Proficiency in Excel and experience in the auto finance industry are also important.
Experience Required
Minimum 2 year(s)
Field Services Technician at SPL
Katy, Texas, United States - Full Time
Skills Needed
Sample Collection, Field Equipment Maintenance, Environmental Sampling Procedures, Documentation, Client Interaction, Lab Operations, Safety Protocols, Effective Communication, Driving, Technical Skills, Independence, Teamwork, Attention To Detail, Organizational Skills, Problem Solving, Time Management
Specialization
A high school diploma or equivalent is required, along with 1-2 years of relevant work experience preferred. A Class D Water License and experience with ISCO autosamplers are highly preferred.
Member Services Associate at Extime PS LLC
Hapeville, Florida, United States - Full Time
Skills Needed
Luxury Hospitality, Customer Service, Attention To Detail, Problem Solving, Communication Skills, Team Player, Reservation Coordination, Microsoft Office, Crm Dynamics, Ground Transportation Arrangement, Food Coordination, High Net Worth Clientele, Dynamic Environment Adaptability, Task Prioritization, Sales Inquiries, General Inquiries
Specialization
Candidates must have 2-3 years of experience in luxury customer service and be comfortable working with high-end clients. A high school diploma or GED is required, along with the ability to pass a background check.
Experience Required
Minimum 2 year(s)
Hard Services Coordinator at UNISON FACILITY & HUMAN SERVICES
Paiania Municipal Unit, Attica, Greece - Full Time
Skills Needed
Team Management, Communication, Attention To Detail, Numerical Skills, Problem Solving, Hvac Knowledge, Safety Regulations, Maintenance Management
Specialization
Candidates should have a degree in Mechanical Engineering and at least 3 years of experience in managing technical teams. Knowledge of HVAC systems and safety regulations is preferred.
Experience Required
Minimum 2 year(s)
Client Services Assistant at L&E Research
Chicago, Illinois, United States - Full Time
Skills Needed
Client Services, Leadership, Team Support, Operational Oversight, Technology Support, Inventory Management, Communication, Safety, Mentorship, Logistics, Microsoft Office, Adaptability, Troubleshooting, Customer Service, Hospitality, Flexibility
Specialization
Candidates should have previous experience in a client services role and possess strong communication skills. A valid driver's license and the ability to lift up to 25 pounds are also required.
Experience Required
Minimum 2 year(s)
Field Services Engineer I at Tekion
Bengaluru, karnataka, India - Full Time
Skills Needed
Dms Technology, Field Systems Experience, Customer Interfacing Skills, Hybrid Cloud Technologies, Amazon Web Services, Microsoft Azure, Google Cloud Platform, Cisco Meraki, Windows Server, Linux, Iot Devices, Digital Display Technologies, Network Infrastructure, Print Management Technologies, Mobile Device Management, Project Management, Communication Skills
Specialization
Candidates should have 3+ years of DMS technology or field systems experience, strong customer interfacing skills, and a solid understanding of hybrid cloud technologies. Experience with AWS, Azure, GCP, and various server architectures is also required.
Experience Required
Minimum 2 year(s)
Building Services Officer at EML
Adelaide, South Australia, Australia - Full Time
Skills Needed
Communication Skills, Attention To Detail, Problem Solving, Microsoft Office Suite, Phone Etiquette, Initiative, Customer Service
Specialization
Previous experience in handling a high volume of incoming calls is required, along with excellent attention to detail and proficiency in Microsoft Office. The ability to take initiative and solve problems is also essential.
Global Data Services Lead at GLP Transit
, , - Full Time
Skills Needed
N/A
Specialization
The job posting does not specify any particular requirements. It appears to be open to various candidates.
Social Services Assistant at Medilodge of Livonia
West Bloomfield, New York, United States - Full Time
Skills Needed
Psychosocial Support, Resident Assessments, Care Plan Development, Coordination Of Services, Counseling, Discharge Planning, Staff Education, Team Collaboration, Effective Communication, Confidentiality, Psychosocial Practices, Workforce Motivation
Specialization
Candidates should have a BSSW or MSSW degree and at least one year of experience in a long-term care environment. Licensing as required by the state of employment is also necessary.
Business Services Partner at Ericsson
Baku, , Azerbaijan - Full Time
Skills Needed
Invoice Management, Accounts Payable, Tax Compliance, Stakeholder Management, Sap, Ariba, Microsoft Office, Data File Upload, Document Archiving, Communication Skills, Problem Solving, Process Improvement, Treasury Support, Contract Management, Vendor Management, Audit Support
Specialization
Candidates should have proven experience in Local Administration Services and knowledge of local laws and regulations. A bachelor's degree or equivalent experience in accounting or economics is required.
Experience Required
Minimum 2 year(s)
Manager, Dietary Services at SUN Behavioral Delaware
Georgetown, Delaware, United States - Full Time
Skills Needed
Food Service Management, Nutritional Care, Menu Planning, Food Preparation, Sanitation Standards, Safety Practices, Staff Utilization, Dietary Education, Budget Management, Teamwork, Communication, Quality Improvement, Culinary Skills, Patient Care, Cultural Diversity, Compassion
Specialization
A high school diploma or equivalent is required, along with ServSafe certification and three years of experience in food service management in an acute-care hospital. Preferred qualifications include a culinary degree and experience in a behavioral healthcare setting.
Experience Required
Minimum 2 year(s)
Dining Services Assistant at Pinehaven Nursing Home LTC
Sheboygan Falls, Wisconsin, United States - Full Time
Skills Needed
Food Service Experience, Serving Meals, Cooking, Reheating Food, Portion Control, Dietary Restrictions Adherence, Beverage Pouring, Table Bussing, Dish Washing, Cleaning Procedures, Sanitation Guidelines, Safety Guidelines, Infection Control, Time Management, Organizational Skills, Communication
Specialization
Candidates must have previous food service experience and maintain good attendance, arriving on time for shifts. Qualifications also require the ability to interact, communicate, and collaborate effectively, possess attention to detail, time management, organizational skills, and the ability to learn proper food handling techniques and various diets, with a physical capacity to lift up to 40 lbs.
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