Client Service Salary at Acis BETA

Introduction Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of trust and triumph in the dynamic world of risk management. We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply. Overview We are seeking an experienced Client Service Executive to join our growing team who can deliver outstanding customer service! Are you interested in developing the talent on your team? We are looking for people who are passionate about building relationships with clients, will collaborate with their team to achieve goals, constantly seek improvement and will demonstrate the value Gall

Client Service Associate to $90K - Hybrid Work Model Offered! Our client, a successful insurance brokerage firm, is seeking a Client Service Associate to join their team! In this role, the Client Service Associate will be responsible for bringing top service to high-net-worth clients. The qualified candidate will have 3+ years of client service experience in the insurance industry preferred. Position Details: Location: Needham, MA Work Model: Hybrid Degree: Required Responsibilities include obtaining policy values and forms from insurance carriers; assisting clients and advisors with insurance portfolio questions; preparing invoices and policy summaries; preparing split dollar reporting; creating Excel templates; reviewing materials for teammates; and coordinating with the Financial Analysts when needed. Understanding of life insurance products and possessing industry licenses (Series 6, 63, Life, Accident & Health) is highly preferred but not required. Join this established firm offer

About the job Client Service Associate Client Service Associate Greater Boston based Wealth Management firm is seeking a Client Service Associate to add to their Wealth Advisory group. This is a great role for anybody looking to launch their career in Wealth Management - this position provides the opportunity to learn and grow alongside some of the best in the business. If you have, or are looking to obtain your Series 7 / 66 licenses and kickstart your career in Wealth Management, please apply here! Responsibilities: Work directly with the clients on Financial Planning as well as cash flow planning for retirement Assist clients with their accounts, including maintenance and creation of new accounts Manage and validate accounts transfers Assist with any distributions / checks / wire transfers Assist with file coordination for quarterly administrative and investment reviews Ad hoc projects when required Qualifications: Series 7 / 63 / 66, SIE highly preferred 1-3 years of experience in

Were building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing whats right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) Job Description JOB PURPOSE + Integral support for Senior Relationship Management team + Administrative support: telephone back-up, prepare correspondence and maintain files + Prepare materials for client meetings + Arrange new account packets and open new accounts + Research client inquiries and bring about timely resolution + Run client statements, tax reports and ad hoc reports + Provide documentation for clients annual reviews + Manage clients tax payments, annual IRA contributions/required minimum distributions **KEY ACCO

Introduction Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of trust and triumph in the dynamic world of risk management. We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply. Overview As a Senior Client Service Manager at Gallagher, you will play a pivotal role in helping our clients address risk, protect assets, and recover from losses. We are seeking a passionate, client-focused professional to join our growing team. If you're interested in assisting a diverse range of clients with issues that span from relatively simple to moderately complex, we want to hear fr

Client Service Associate – Boston, MA A Boston-based wealth management firm specializing in sustainable investing is seeking a Client Service Associate to join its exciting team. This role will work closely with portfolio managers, the operations team, and other client service professionals to ensure seamless account management and an exceptional client experience. Key Responsibilities: Coordinate the opening and ongoing maintenance of client accounts, ensuring tasks are completed accurately and efficiently. Process client requests promptly, collaborating with portfolio managers to resolve open account issues. Facilitate disbursements and contributions, ensuring timely and secure transactions. Assist with charitable donations of cash and stock from client portfolios. Maintain strong internal coordination to update client accounts and records. Liaise with accountants and third parties to ensure proper submission of documents and payments. Document all communications in the firm's Client

Client Services Associate Salary up to 55K Location: Worcester MA Summary of responsibilities: This position provides administrative support to the senior-level registered and administrative assistants by completing operational functions efficiently. Principal responsibilities: Prepare and send correspondence and new account and service forms to clients. Review and process incoming paperwork and correspondence. Send documents to broker/dealer or fund companies. Follow up on forms sent to broker/dealer or fund companies. Document all client related activities in CRM and create follow-up actions to ensure all actions have been completed correctly and in a timely manner. Maintain CRM client data and activities. Maintain client relationships via email, phone, online and in-person meetings. Prepare meeting materials. Create and print various reports. Upload and file client correspondence and documents. Upload and update information from client statements. Perform client mailings utilizing m

Introduction Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of trust and triumph in the dynamic world of risk management. We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply. Overview We are seeking a Personal Lines Client Service Manager to join our growing team. We are looking for someone who can deliver exceptional customer service! Are you interested in helping a range of clients through issues that vary from relatively simple to moderately complex? We are looking for people who are passionate about building relationships with clients, will collaborate with ou