Client Services Specialist

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Senior Client Service Specialist

Boulay

Eden Prairie, minnesota

The Senior Client Service Specialist is a critical member of the Wealth Management team, dedicated to providing personalized and high-quality service to clients, ensuring their needs are met efficiently and with a high level of care. This includes providing client-related support and hospitality and being the first to greet our in-person clients. This is a role in which tasks are conducted under the direction and supervision of the Wealth Management Leadership. This position may also involve working cross-departmentally with other Boulay Departments to accomplish projects and tasks effectively.

If you are looking for a unique opportunity to continue advancing professionally, bring fresh perspective, and ensure a balance between personal and professional ambitions, Boulay may be the right fit for you.

Responsibilities

Hospitality

Oversee Wealth Management reception responsibilities, including greeting visitors,...

Full-time

Client Services Specialist

McCullough Law

Provo, utah

About McCullough Law

We are…

…the golden standard for private wealth and estate planning. We are experts at crafting custom-tailored solutions designed to address the unique complexities of assets and personal family dynamics. We provide exceptional care. Attention to every detail of our clients’ needs is our highest priority. We strive to protect the value of each client’s estate and ensure that legacies live on for generations.

We are not for everyone, but what we do matters to everyone. Those who choose us choose to be a part of something bigger than themselves. The people who will thrive here are people who want to serve others at the highest level. They want more out of a job than simply clocking in and clocking out. They want to be a part of a cause that builds up the people around them, including clients, team members, and themselves. We demand the best because the team, the law, and the client demand—and deserve—the best. And, if we do...

Full-time

Client Service Compliance Specialist

Foley Carrier Services LLC

Paris, texas

Missions are accomplished with people, driving towards a greater purpose. Foley has been a trusted partner to motor carriers of all sizes. Our technologically advanced approach to DOT compliance automates many of the background screening and compliance requirements motor carriers must comply with- making it easier for them to onboard and retain the right driver for their business. At Foley we just don’t help our customers stay compliant – we help them thrive.

A positive attitude is everything. At Foley, we’ve created a culture that rewards kindness, enthusiasm, and a can-do attitude. Whether we’re working together internally or helping a customer solve a problem, we approach every challenge with a sense of humor, optimism, and the determination to succeed.

Client Service Compliance Specialist

This is a remote option- those residing in MA, SC, GA, FL, TX are welcome to apply!

This Foley opportunity...

Full-time
Client Service Specialist
EarthCam
Upper Saddle River, new jersey
Who We Are
EarthCam is the global leader in providing webcam content, technology and services. Founded in 1996, EarthCam provides live streaming video, time-lapse construction cameras, and Software-as-a-Service (SaaS) for AI-powered visual asset management, leveraged through our intuitive Control Center 8 dashboard which integrates with leading project management software. EarthCam leads the industry with the highest resolution imagery available, to empower building information modelling (BIM) and Virtual Design Construction (VDC) teams with actionable visual data. EarthCam's innovations include the world’s first outdoor gigapixel panorama camera system, and the first ever 5G construction camera. EarthCam has documented over a trillion dollars of construction projects around the world. The company is headquartered on a 10-acre campus in Northern New Jersey.

We are seeking a personable and passionate Client...

Full-time
Client Service Scheduling Specialist
Keller Executive Search
Philadelphia, pennsylvania
Join us in collaboration with Delcoi, where we're looking for a Client Service Scheduling Specialist to play a vital role in supporting client operations through effective and timely appointment management. This role is crucial in enhancing the client experience and streamlining service processes as our client base grows.
Explore more about Delcoi on their website.
https://www.delcoi.com/los-angeles/
Key Responsibilities:

Efficiently book and schedule client service appointments, ensuring promptness and accuracy

Provide clear communication to both technicians and clients regarding service details

Adjust schedules and manage any necessary changes to appointments as they arise

Track and organize records of all service appointments, including updates and cancellations

Collaborate with the technical team to design optimal schedules that meet client needs

Follow up with clients post-service to...

Full-time
Client Services Specialist
Euronet Worldwide, Inc.
Spring, texas
Dolphin Debit, a full-service ATM management company and wholly owned subsidiary of Euronet Worldwide offers a complete suite of ATM management services, from routine maintenance and monitoring cash management and updates. Dolphin Debit is currently seeking a dedicated and customer-focused Client Services Specialist to join our team. As a Client Services Specialist, you will play a critical role in providing exceptional service to our clients and ensuring their satisfaction.
In this role, you will be responsible for addressing client concerns and resolving issues related to ATM management services. You will work closely with both clients and our internal teams to identify and analyze problems, propose solutions, and coordinate the implementation of those solutions.
Key Responsibilities:

Respond to client inquiries and concerns in a timely and professional manner.

Investigate and troubleshoot issues reported by clients.
...

Full-time
Client Service Specialist
Rotunda Software
Covina, california
Looking for a service-oriented position in a passionate, collaborative team?
Rotunda Software, an industry leader in volunteer scheduling software, is seeking a personable, positive, and self-motivated individual to help churches and nonprofit organizations schedule, connect, and grow their volunteer base.
As the Client Service Specialist, you’ll be responsible for uncovering clients’ needs and solving problems by customizing the software setup. You’ll field technical and customer service-related questions via phone, email and Zendesk. In addition to excellent written, verbal and listening skills, this position requires the ability to help non-technical users set up the software to meet their unique needs. Patience, empathy, and creative problem-solving skills are essential.
You’ll join a talented, dedicated, international team, passionate about doing meaningful work and building extraordinary products that people love. Our two flagship products,...

Full-time
Client Care Specialist - Day Program Services
Life Opportunities Unlimited
Ridgewood, new jersey
Client Care Specialist - Day Program Services
Start working to make a difference
Life Opportunities Unlimited (LOU) is a premiere boutique human service agency that has served adults with developmental disabilities for over 25 years. We currently offer both residential and day program services in Northern New Jersey. Our unmatched community integrated services are driven by our committed, driven team of professionals.
Join the LOU Team
We are committed to supporting our employees in their professional growth. This commitment allows our teams to thrive in a passion-driven community that is focused on enriching the lives of our clients.
We are searching for exceptional individuals that want to be an important part of building a better future for individuals with developmental disabilites. You will be a great member of our team if you are:

Creative and able to adjust accordingly

Well...

Full-time
Client Services Specialist
Euronet Worldwide, Inc.
Spring, texas
Dolphin Debit, a full-service ATM management company and wholly owned subsidiary of Euronet Worldwide offers a complete suite of ATM management services, from routine maintenance and monitoring cash management and updates. We have an exciting role for a Client Services Specialist in our Spring, Texas office.
The Client Services Specialist works directly with Dolphin Debit clients and employees alike. When a new or existing client has a concern regarding an ATM he or she brings the issue to the Client Services Specialist, who works to determine what the problem could be. Once the issue is brought to light, the Client Services Specialist collaborates with the Dolphin employee that specializes in the problem at hand in order settle the issue. He/She keeps an eye on technician calls, and oversees client accounts for any errors. The Client Services Specialist builds a steady relationship with new and existing clients and sees all projects with these clients...

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