Team Leader managing KYC/AML processes at Vistra Global Services in Mauritius. Leading a team and ensuring compliance with policies and procedures in the onboarding process.
Client Care Specialist delivering professional customer service at animal memorial services. Ensuring quality interactions via various communication methods and coordinating client service requests.
Client Service Associate supporting Relationship Managers in Wealth Advisory. Administration of trust, investment, and retirement accounts with a focus on client relationships.
Client Service Associate providing support to financial advisors at LPL Financial. Focusing on client communication, problem resolution, and service education.
Supports Financial Advisors in daily investment practice operations and client service. Responsible for paperwork, transactions, appointments, and communication with clients and financial companies.
Tax Partner providing compliance and consulting services on tax issues at EisnerAmper. Engaging with high - net - worth individuals and supervising tax staff in Baton Rouge, Louisiana.
On Demand Client Services Executive managing aviation client relationships in a fast - paced environment. Delivering high - quality service and managing multiple requests with accuracy under pressure.
Client Service Media Planner for Nissan United/Omd, developing integrated marketing solutions in Düsseldorf. Collaborating within a cross - disciplinary team while managing national media planning and campaigns.
Client Service Representative executing shareholder meetings using online platforms for Broadridge, a FinTech leader. Planning, organizing, and coordinating with clients and vendors for successful event execution.