Client Service Professional Salary at Sei Archway BETA

Job Description Job Description Client reception and follow-up. Oversee front office operations. Assist Senior and Junior tax professionals as needed.

Job Description Job Description We are a dynamic team of professionals dedicated to helping individuals create a lasting impact. We offer comprehensive financial planning and wealth management advisory services. Our mission is to provide exceptional client service, and we’re expanding our team to meet growing demands. Responsibilities: Attend client meetings alongside financial advisors to actively listen, take comprehensive notes, and ensure accurate communication. Handle inquiries and updates related to account documentation, track to completion, and resolve issues. Assist in managing client accounts and maintaining accurate records. Collaborate with team members to ensure timely client support. Contribute to team success by sharing insights and best practices. Qualifications: 3-5 years’ experience in client services, preferably within financial services or related industry. Bachelor’s Degree. FINRA Licensing (Preferred or In Progress). Ideal Candidate Traits: Strong communication sk

About BME Services BME Services is a trusted leader in providing high-quality HVAC and refrigeration solutions to commercial and industrial facilities across Ohio, Indiana, Kentucky, and Tennessee. We are dedicated to excellence, safety, and innovation, and we invest in our people through continuous training and career growth opportunities. At BME, our commitment to our customers and employees is at the core of everything we do. Position Summary As the HVAC Service Manager at BME Services, you will serve as the critical link between our office operations and field teams, ensuring the consistent delivery of top-quality service and an exceptional customer experience. You will oversee daily processes—from managing inbound service requests and aligning scope and pricing to collaborating closely with our General Manager to deploy strategic initiatives to our field technicians. Most importantly, you will be our customer service champion, guiding your team to exceed client expectations on eve

Overview: Versiti is a fusion of donors, scientific curiosity, and precision medicine that recognize the gifts of blood and life are precious. We are home to the world-renowned Blood Research Institute, we enable life saving gifts from our donors, and provide the science behind the medicine through our diagnostic laboratories. Versiti brings together outstanding minds with unparalleled experience in transfusion medicine, transplantation, stem cells and cellular therapies, oncology and genomics, diagnostic lab services, and medical and scientific expertise. This combination of skill and knowledge results in improved patient outcomes, higher quality services and reduced cost of care for hospitals, blood centers, hospital systems, research and educational institutions, and other health care providers. At Versiti, we are passionate about improving the lives of patients and helping our healthcare partners thrive. Position Summary: Under direct supervision by department leadership, completes

About BME Services LLC BME Services LLC is a trusted leader in providing high-quality HVAC and refrigeration solutions to commercial and industrial facilities across Ohio, Indiana, Kentucky, and Tennessee. We are dedicated to excellence, safety, and innovation, and we invest in our people through continuous training and career growth opportunities. At BME, our commitment to our customers and employees is at the core of everything we do. Position Summary As the HVAC Service Manager at BME Services LLC, you will serve as the critical link between our office operations and field teams, ensuring the consistent delivery of top-quality service and an exceptional customer experience. You will oversee daily processes-from managing inbound service requests and aligning scope and pricing to collaborating closely with our General Manager to deploy strategic initiatives to our field technicians. Most importantly, you will be our customer service champion, guiding your team to exceed client expecta

Since its launch in 1993 with a collection of six essential handbags, Kate Spade New York has always stood for optimistic femininity. Today, the brand is a global life and style house with handbags, ready-to-wear, jewelry, footwear, gifts, home dcor and more. Polished ease, thoughtful details and a modern, sophisticated use of color-Kate Spade New York's founding principles define a unique style synonymous with joy. Under the vision of creative director Nicola Glass, the brand continues to celebrate confident women with a youthful spirit. Kate Spade New York is part of the Tapestry portfolio - a global house of brands powered by optimism, innovation, and inclusivity. Job Title: Senior Sales Associate Primary Purpose: The successful individual will leverage their proficiency in retail to... Client & Service Expert: Achieves individual sales goals. Develops strong product knowledge across all categories. Responsible for ensuring exemplary customer service by delivering the ultimate kate

**Support Shift Lead** Remote - USA Cleo is a cloud integration technology company focused on business outcomes. Every day, we ensure that each one of our 4,000+ customers' potential is realized by delivering solutions that make it easy to discover and create value through the connections and integration of enterprise applications supporting critical workflows. By providing the industrys most complete and flexible integration offerings, we are helping our clients build trusted relationships across their partner ecosystems today, while providing all the control and visibility they need to advance their business tomorrow. In a nutshell, Cleo is a rapidly growing category leader in ecosystem integration software and we have experienced tremendous growth over recent years. The Shift Lead is responsible for providing leadership and daily guidance to team members through collaboration and adherence to processes, procedures, and guidelines. This position's primary focus is to provide proactiv

Come join the world's leading professional services firm where you will be a leader in our US Payroll offering assisting employers in managing the complexities associated with all aspects of delivery and compliance of workforce payroll. As part of the Global Employer Services (GES) business in Deloitte Tax, you will join a dynamic team delivering and growing the offering globally. If you are prepared and poised to take the next step in your career where you can help drive strategic initiatives across a global business platform, we want to talk to you. The time is now for you to fulfill your greatest potential and reap the rewards of your significant efforts! Recruiting for this role ends on May 31st 2025. Work you will do: + Collaborate with US and global payroll leaders + Implement and manage payroll software for US payroll operations, including interfaces + Support recruitment and development activities of team members + Maintain end to end payroll processes + Train team members on p