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Client relations manager • lexington ky

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Client Associate

Client Associate

Raymond James Financial, Inc.Lexington, KY, United States
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Essential Duties and Responsibilities • • + Service daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients + Work both independently and within a dy...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Employee Relations Specialist Senior

Employee Relations Specialist Senior

Kentucky StaffingLexington, KY, US
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Employee Relations Specialist Senior.The Employee Relations Specialist Senior supports the Human Resources goal of remaining a strategic member of the University community by educating and coaching...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Client Partner

Client Partner

Fooji, Inc.Lexington, KY, US
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Fooji is looking for a dynamic, fearless self-starter to join our expanding team as a Client Partner.The ideal candidate must thrive in a fast-paced, start-up environment, and have exceptional skil...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Client Partner

Client Partner

FoojiLexington, KY, United States
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Fooji is looking for a dynamic, fearless self-starter to join our expanding team as a Client Partner.The ideal candidate must thrive in a fast-paced, start-up environment, and have exceptional skil...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Public Relations Manager

Public Relations Manager

VirtualVocationsLexington, Kentucky, United States
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A company is looking for a Public Relations Manager to develop and execute public relations strategies to enhance brand awareness and thought leadership in the industry.Key Responsibilities Manag...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Business Insurance Sr. Client Manager

Business Insurance Sr. Client Manager

Marsh McLennanLexington, KY, US
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Award-winning, inclusive, top workplace culture doesn't happen overnight.It's a result of hard work by extraordinary people. More than 11,000 of the industry's brightest talent drive our efforts to ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Business Insurance Sr. Client Manager

Business Insurance Sr. Client Manager

Marsh & McLennanLexington, KY, US
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Award-winning, inclusive, Top Workplace culture doesn't happen overnight.It's a result of hard work by extraordinary people. More than 11,000 of the industry's brightest talent drive our efforts to ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Business Insurance Sr. Client Manager

Business Insurance Sr. Client Manager

US012 Marsh & McLennan Agency LLCVine,Lexington
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Award-winning, inclusive, Top Workplace culture doesn’t happen overnight.It’s a result of hard work by extraordinary people. More than 11,000 of the industry’s brightest talent drive our efforts to ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Community Relations Director

Community Relations Director

Morning Pointe Senior LivingLexington, KY, US
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Experience in Senior Living Sales preferred.Primary Purpose : This position is part of the Morning Pointe Management Team responsible for the creation of . The ultimate decision of clinical .Director...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Patient Relations Assistant / UKHC

Patient Relations Assistant / UKHC

InsideHigherEdLexington, Kentucky, United States
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Patient Relations Assistant / UKHC.MG100 : Physician Based Clinics.Click here for more information about equivalencies : : . Required License / Registration / Certification : .The physical requirements for this...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Spa & Aesthetics Sales Manager (Client Experience)

Spa & Aesthetics Sales Manager (Client Experience)

Dermafix SpaLexington, KY, United States
serp_jobs.job_card.full_time +1
URGENT HIRING : Spa & Aesthetics Sales Manager (Client Experience).K+ Earning Potential | Luxury Spa & Wellness.Full-Time or Part-Time | Flexible Schedule | Weekend Availability Required.Step into a...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Member Relations Coordinator

Member Relations Coordinator

AAALexington , KY 40509
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AAA Club Alliance is seeking a full-time Member Relations Associate Coordinator to support our call center in Lexington, KY. To the qualified candidate, we offer : .Comprehensive benefit package inclu...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Client Service Coordinator

Client Service Coordinator

Banfield Pet HospitalLexington, KY, US
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The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets),...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Business Insurance Sr. Client Manager

Business Insurance Sr. Client Manager

jobbotLexington, KY
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This global professional services firm, headquartered in New York City, operates in various sectors including insurance brokerage, risk management, reinsurance services, talent management, investme...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Client Services Manager

Client Services Manager

Credit Solutions LLCLexington, KY, US
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This management position earns a.PTO), company-paid life insurance, a 401(k) plan, and options for remote or hybrid schedules. If this sounds like the right customer service opportunity in healthcar...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Business Insurance Sr. Client Manager

Business Insurance Sr. Client Manager

JobotLexington, KY, US
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Client Manager in Lexington KY.This Jobot Job is hosted by : Robert Reyes.Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume. Salary : $70,000 - $105,000 per y...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Client Specialist

Client Specialist

KnitWell GroupLexington, KY, US
serp_jobs.job_card.full_time +1
Talbots is a leading omni-channel specialty retailer of women's clothing, shoes and accessories.Established in 1947, we are known for modern classic style that's both timeless and timely, fine qual...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Merrill Market Client Relationship Manager

Merrill Market Client Relationship Manager

Bank of AmericaLexington
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This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Offic...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Client Support Specialist

Client Support Specialist

Talent Find ProfessionalLexington, KY, US
serp_jobs.job_card.full_time +1
Remote Agent — Talent Find Professional.Many people want work that feels meaningful and gives them the freedom to build a better future. At Talent Find Professional, we help motivated individu...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
Client Associate

Client Associate

Raymond James Financial, Inc.Lexington, KY, United States
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  • Essential Duties and Responsibilities
  • Service daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients
  • Work both independently and within a dynamic team environment to provide administrative support to the financial advisors and branch office
  • Open new client accounts, process money movement, and research information as needed
  • Ensure client paperwork and documentation is accurate prior to submission and processing Follow up to ensure accurate completion
  • Prepare various business summary reports and client-specific reporting as needed for review by the financial advisor
  • Create and maintain records and files utilizing Client Relationship Management (CRM) software
  • Actively engage in available training / cross-training and educational and / or professional development opportunities to remain current on industry policies and procedures
  • Performs other duties and responsibilities as assigned
  • Knowledge, Skills, and Abilities
  • Knowledge of
  • Company's working structure, policies, mission, and strategies
  • General office practices, procedures, and methods
  • Basic investment concepts, practices and procedures used in the securities industry
  • Financial markets, products and industry regulations
  • Skill in
  • Client Relationship Management (CRM) software
  • Microsoft Office
  • Effective communication (in-person, virtual, phone and mail)
  • Ability to
  • Operate standard office equipment and use required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases
  • Analyze and research account information
  • Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment
  • Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns
  • Provide a high level of customer service in a calm and professional manner
  • Use mathematics sufficient to process account and transaction information
  • Use appropriate interpersonal styles and communicate effectively
  • Work both independently and as part of a team
  • Provide a high level of customer service
  • _Vine Street Private Wealth and its employees are_

    • _independent contractors with respect to Raymond James_
    • _; not employees of Raymond James. The term "Raymond James" includes, but is not limited to Raymond James Financial Services, Inc. ("RJFS") and Raymond James Financial Services Advisors. Inc. ("RJFSA") as affiliates._