12 client support associate jobs found

NFP Who We Are: Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services—empowering clients to navigate complexity with clarity and confidence. With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first—our clients, our colleagues, and our communities. For more information, visit...

Fidelity Investments Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The Expertise We're Looking For Previous success in building...

SS&C As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Senior Associate, Private Markets Accounting Locations : Dublin, OH | Chicago, IL | Hybrid Get To Know Us: SS&C is leading the way. We continue to look for todays and tomorrow's brightest talent, those that embody a spirit to improve not only their lives, but those around them. From college students to seasoned and experienced professionals, we encourage you to apply. SS&C prides itself on hiring diverse, honest, dynamic individuals, who value collaboration, accountability, and innovation to name a few. Why You Will Love It Here! Flexibility : Hybrid Work Model and...

SS&C As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Associate Manager, Private Markets Fund Accounting Locations : Dublin, OH | Hybrid Get To Know Us: SS&C is leading the way. We continue to look for todays and tomorrow's brightest talent, those that embody a spirit to improve not only their lives, but those around them. From college students to seasoned and experienced professionals, we encourage you to apply. SS&C prides itself on hiring diverse, honest, dynamic individuals, who value collaboration, accountability, and innovation to name a few. Why You Will Love It Here! Flexibility : Hybrid Work Model and...

FactSet Research Systems Inc. FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions. At FactSet, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients' needs and exceeding their expectations. Your Impact: Client Solutions Associates are core to FactSet's value proposition and important to promoting product usage and adoption and reducing client cancellations. You will build deep client relationships by developing client-focused processes and solutions, promote high user adoption by implementing product-based workflows, and...

PerkinElmer Responsibilities Location Columbus, OhioUS Job ID REQ-056753 The Field Service Engineer provides highly visible customer support through the performance of on-site installation, as well as overseeing any necessary diagnoses, troubleshooting, service, and repair of complex equipment and systems. The Field Engineer will instruct customers in the operation and maintenance of the system and serve as company liaison with customer on administrative and technical matters for assigned projects. This role may include any aspect of field support, and is not limited to system hardware and software, PCs, and networking/wireless networking. Location: Seeking engineers for remote field roles servicing customers located in Canton, Cincinnati and Columbus, Ohio. Job Responsibilities: Perform installations, maintenance, validations, and repairs while ensuring compliance with PerkinElmer's service standards and key performance indicators. Engage with customers to...

American Red Cross Please use Google Chrome or Mozilla Firefox when accessing Candidate Home. By joining the American Red Cross you will touch millions of lives every year and experience the greatness of the human spirit at its best. Are you ready to be part of the world's largest humanitarian network? Join us-Where your Career is a Force for Good! Job Description: WHY CHOOSE US? Joining The American Red Cross is like nothing else - it's as much something you feel as something you do. You become a vital part of the world's largest humanitarian network. Joining a team of welcoming individuals who are exceptional, yet unassuming. Diverse, yet uncompromising in unity. You grow your career within a movement that matters, where success is measured in people helped, communities made whole, and individuals equipped to never stop changing lives and situations for the better. When you choose to be a force for good, you'll have mentors who empower your growth along a...

American Red Cross Please use Google Chrome or Mozilla Firefox when accessing Candidate Home. By joining the American Red Cross you will touch millions of lives every year and experience the greatness of the human spirit at its best. Are you ready to be part of the world's largest humanitarian network? Join us-Where your Career is a Force for Good! Job Description: WHY CHOOSE US? Joining The American Red Cross is like nothing else - it's as much something you feel as something you do. You become a vital part of the world's largest humanitarian network. Joining a team of welcoming individuals who are exceptional, yet unassuming. Diverse, yet uncompromising in unity. You grow your career within a movement that matters, where success is measured in people helped, communities made whole, and individuals equipped to never stop changing lives and situations for the better. When you choose to be a force for good, you'll have mentors who empower your growth along a...

SS&C As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Retirement Plan Design Specialist Locations: Braintree, MA | Kansas City, MO | Dublin, OH - Hybrid Get To Know The Team: The Retirement Plan Design Team provides document and regulatory services for Retirement Solutions. The Retirement Plan Design Specialists focus on providing consultative services for qualified retirement plans, including but not limited to pre-sale support, post-sale support, document design, amendments, restatements, and regulatory changes. The Retirement Plan Design Specialists utilize their ERISA knowledge and experience to design plans and educate plan...

New York Life Insurance Company Location Designation: Hybrid - 3 days per week The Head of Claims & Benefits Operations, will drive operational excellence within Claims & Benefits and lead enterprise-wide service execution across Service Operations. This leader is accountable for the end-to-end performance of a large, complex organization of claims professionals, including the Claims Contact Center, Life Claims, Annuity Claims, and Waiver of Premium Claims. The organization is responsible for paying approximately $5 billion in claims annually and plays a critical role in delivering on New York Life's promise to policyholders and beneficiaries during pivotal life moments. As a core member of the Service Operations Senior Leadership Team, this role guides and supports overall service strategy and execution, partnering closely with Service Experience, Technology, Risk, Compliance, Finance, and Field leadership to deliver a unified, customer-first service model....

Collegium Pharmaceutical Collegium Pharmaceutical is building a leading, diversified biopharmaceutical company committed to improving the lives of people living with serious medical conditions. We have a leading portfolio of responsible pain management and neuropsychiatry medications. POSITION OVERVIEW The ADHD Specialist responsibility is to compliantly meet and strive to exceed all quarterly and annual sales objectives by executing territory specific sales strategies and plans aimed at driving utilization within their defined geography. RESPONSIBILITIES Achieve territory sales goals/targets on quarterly and/or annual basis. Applies resources (call activity, speaker programs, payer access tools etc.) against best business opportunities, tracks impact and adjusts accordingly. Utilizes different modes of communication: Face-to face, Virtual, or phone to engage customers (HCPs & staff). Analyzes market to understand local dynamics impacting the business and...

Collegium Pharmaceutical Collegium Pharmaceutical is building a leading, diversified biopharmaceutical company committed to improving the lives of people living with serious medical conditions. We have a leading portfolio of responsible pain management and neuropsychiatry medications. POSITION OVERVIEW The ADHD Specialist responsibility is to compliantly meet and strive to exceed all quarterly and annual sales objectives by executing territory specific sales strategies and plans aimed at driving utilization within their defined geography. RESPONSIBILITIES Achieve territory sales goals/targets on quarterly and/or annual basis. Applies resources (call activity, speaker programs, payer access tools etc.) against best business opportunities, tracks impact and adjusts accordingly. Utilizes different modes of communication: Face-to face, Virtual, or phone to engage customers (HCPs & staff). Analyzes market to understand local dynamics impacting the business and...