353 client service associate jobs found

Summary: As a member of a centralized client service group, the Private Client Service Associate will provide onboarding and client service support to Neuberger Berman Wealth Advisor, Portfolio Management and Trust Company teams. The Associate will partner with Compliance, Business Control and Operations as a point of service contact to ensure a highly efficient and rewarding client experience. Responsibilities: Coordinate with Neuberger Berman’s Private Wealth management teams to provide administrative and support services to new and existing clients. Establish new accounts for natural person and entity clients. Duties include: document preparation, KYC data gathering and review, performing quality control check before submission for approval, documentation, account funding and information follow up. Process account maintenance requests including: KYC updates (name changes, personal data updates, address changes, investment objective updates, etc.),...

Overview At Wipfli, people count. At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. Job Summary Under the direction of the Billing and Collections (BC) Senior Analyst, the Analyst II, provides billing support for designated Industry groups. Ensuring the timely and accurate billing of clients and supporting overall central billing operations including monitoring workflows and applying consistent billing practices in accordance with company policies and procedures. Responsibilities Essential Responsibilities: Develops a specialized billing knowledge and software proficiency in specific Industry groups and/or service...

Nuveen Natural Capital is a land-focused asset management platform. Combining expertise across farmland, timberland and ecological restoration investment specialists, we have 40 years of land-based investing experience. With $13.1B of assets under management and 3 million acres across over 580 properties in 11 countries1, our platform is equipped to deliver investment solutions to protect and enhance nature, climate and people. The position is a Portfolio Client Analyst located in Chicago, Illinois which is involved in Nuveen Natural Capital’s client servicing and distribution function. The position will support investor relations on new and existing products, research and managing relationships with Nuveen’s distribution teams and work closely with the broader global Nuveen Natural Capital team. The position will report directly to the Head of Client Service and Distribution who resides in the Chicago office and may require some travel. Key Responsibilities and Duties...

Overview At Wipfli, people count. At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. Responsibilities Job Summary Under the direction of a Manager, or Senior Manager/Director, the Senior Consultant will develop and deliver client-focused solutions that drive operational excellence and client success, with an emphasis on managed services engagements. This role is highly client-facing and requires the ability to self-manage while building strong relationships, understanding client needs, and collaborating with internal teams to ensure high-quality service delivery. The Senior Consultant helps lead and shape delivery resources...

A Client Support Analyst’s objective is to deliver necessary changes to expand and improve Solarity within our clients’ electronic medical record ecosystem. Primary Responsibilities Execute tasks based on direction provided by the Client Care Manager. Collaborate with internal client champion(s) to define success criteria for implementing projects with relatively low complexity. Work in partnership with end users, project stakeholders, and/or subject matter experts to define preferred application behavior and technical specifications. Coordinate with cross-functional teams to implement changes in a test and production Solarity environment. Design and work with application business owner(s) to execute acceptance, full system, and regression testing. Determine necessary project tasks, estimate task level of effort, task dependencies, and start/stop dates to meet project deliverable requirements. Triage, troubleshoot, and escalate workflow or...

Thank you for considering a career at Ensemble! Ensemble is a leading provider of technology-enabled revenue cycle management solutions for health systems, including hospitals and affiliated physician groups. They offer end-to-end revenue cycle solutions as well as a comprehensive suite of point solutions to clients across the country. Ensemble keeps communities healthy by keeping hospitals healthy. We recognize that healthcare requires a human touch, and we believe that every touch should be meaningful. This is why our people are the most important part of who we are. By empowering them to challenge the status quo, we know they will be the difference! O.N.E Purpose: Customer Obsession: Consistently provide exceptional experiences for our clients, patients, and colleagues by understanding their needs and exceeding their expectations. Embracing New Ideas: Continuously innovate by embracing emerging technology and fostering a culture of creativity and...

Why work for us? A career at Janus Henderson is more than a job, it's about investing in a brighter future together . Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. We will do this by protecting and growing our core business, amplifying our strengths and diversifying where we have the right. Our Values are key to driving our success, and are at the heart of everything we do: Clients Come First - Always | Execution Supersedes Intention | Together We Win | Diversity Improves Results | Truth Builds Trust If our mission, values, and purpose align with your own, we would love to hear from you! Your opportunity The Associate Analyst will support the Quant Solutions franchise by partnering closely with Portfolio Managers and senior investment professionals in the design, analysis, implementation, and ongoing enhancement of quantitative...

Nelnet Business Services (NBS), a division of Nelnet, Inc., provides payment technology, education services, and learning management solutions to education and faith-based organizations, serving more than 1,300 higher education institutions, 11,500 K-12 schools, 3,500 churches, and millions of individual students, families, and supporters across the globe. Our culture of service enables us to form long-lasting and trusted partnerships, while our focus on creativity and innovative solutions empowers our customer communities to thrive. As a Nelnet company, the perks at NBS go beyond our benefits package. You're part of a community, invested in you as an individual and united by our mission to create opportunities for people where they live, learn and work. The Client Support Analyst acts as the first point of contact for clients facing non-complex technical or service-related issues. This role will be responsible for the efficient and courteous service and resolution of general...

Nelnet Business Services (NBS), a division of Nelnet, Inc., provides payment technology, education services, and learning management solutions to education and faith-based organizations, serving more than 1,300 higher education institutions, 11,500 K-12 schools, 3,500 churches, and millions of individual students, families, and supporters across the globe. Our culture of service enables us to form long-lasting and trusted partnerships, while our focus on creativity and innovative solutions empowers our customer communities to thrive. As a Nelnet company, the perks at NBS go beyond our benefits package. You're part of a community, invested in you as an individual and united by our mission to create opportunities for people where they live, learn and work. The Client Support Analyst acts as the first point of contact for clients facing non-complex technical or service-related issues. This role will be responsible for the efficient and courteous service and resolution of general...

Nelnet Business Services (NBS), a division of Nelnet, Inc., provides payment technology, education services, and learning management solutions to education and faith-based organizations, serving more than 1,300 higher education institutions, 11,500 K-12 schools, 3,500 churches, and millions of individual students, families, and supporters across the globe. Our culture of service enables us to form long-lasting and trusted partnerships, while our focus on creativity and innovative solutions empowers our customer communities to thrive. As a Nelnet company, the perks at NBS go beyond our benefits package. You're part of a community, invested in you as an individual and united by our mission to create opportunities for people where they live, learn and work. The Client Support Analyst acts as the first point of contact for clients facing non-complex technical or service-related issues. This role will be responsible for the efficient and courteous service and resolution of general...

The Loan Accounting and Servicing Team is a part of the Loan Administration team that provides loan preparation and servicing for consumer, commercial, and real estate loans. Within the loan operations environment, this team interacts with internal partners to ensure all loans provided to them have correct information and are in compliance with UMB Loan Policy and regulatory guidelines. With our robust training to provide extensive UMB and financial knowledge, the Loan Administration team provides loan support and loan decisions to their internal partners. The Loan Analyst Senior has a specific and impactful function for our clients and UMB. This role is responsible for servicing loan syndications and participations. Senior Analysts act as liaisons between UMB loan officers and participating financial institutions. This position is responsible for ensuring loan information is accurate on the loan accounting core system and in reporting of the syndication and participation loan...

Nelnet Business Services (NBS), a division of Nelnet, Inc., provides payment technology, education services, and learning management solutions to education and faith-based organizations, serving more than 1,300 higher education institutions, 11,500 K-12 schools, 3,500 churches, and millions of individual students, families, and supporters across the globe. Our culture of service enables us to form long-lasting and trusted partnerships, while our focus on creativity and innovative solutions empowers our customer communities to thrive. As a Nelnet company, the perks at NBS go beyond our benefits package. You're part of a community, invested in you as an individual and united by our mission to create opportunities for people where they live, learn and work. The Client Support Analyst acts as the first point of contact for clients facing non-complex technical or service-related issues. This role will be responsible for the efficient and courteous service and resolution of general...

Nelnet Business Services (NBS), a division of Nelnet, Inc., provides payment technology, education services, and learning management solutions to education and faith-based organizations, serving more than 1,300 higher education institutions, 11,500 K-12 schools, 3,500 churches, and millions of individual students, families, and supporters across the globe. Our culture of service enables us to form long-lasting and trusted partnerships, while our focus on creativity and innovative solutions empowers our customer communities to thrive. As a Nelnet company, the perks at NBS go beyond our benefits package. You're part of a community, invested in you as an individual and united by our mission to create opportunities for people where they live, learn and work. The Client Support Analyst acts as the first point of contact for clients facing non-complex technical or service-related issues. This role will be responsible for the efficient and courteous service and resolution of general...

Nelnet Business Services (NBS), a division of Nelnet, Inc., provides payment technology, education services, and learning management solutions to education and faith-based organizations, serving more than 1,300 higher education institutions, 11,500 K-12 schools, 3,500 churches, and millions of individual students, families, and supporters across the globe. Our culture of service enables us to form long-lasting and trusted partnerships, while our focus on creativity and innovative solutions empowers our customer communities to thrive. As a Nelnet company, the perks at NBS go beyond our benefits package. You're part of a community, invested in you as an individual and united by our mission to create opportunities for people where they live, learn and work. The Client Support Analyst acts as the first point of contact for clients facing non-complex technical or service-related issues. This role will be responsible for the efficient and courteous service and resolution of general...

Wilson Elser is a leading defense litigation law firm with more than 1400 attorneys in 46 offices throughout the United States. Founded in 1978, we rank among the top 100 law firms identified by The American Lawyer and 36 in the National Law Journal's survey of the nation's largest law firms. Our firm is committed to attracting and retaining professionals who value each other and the service we provide by embracing Teamwork, Collaboration, Client Service, and Innovation. If you are a motivated professional looking for a long-term fit where you can grow in a role, and will be valued and empowered, then we invite you to apply to our Revenue Team Analyst position in our White Plains, NY Office. This is an excellent opportunity for recent college graduates with about a year or more of professional office experience looking to take on a fast-paced role in a national law firm, as well as more experienced candidates with hands-on A/R experience looking to continue to develop...

Nelnet Business Services (NBS), a division of Nelnet, Inc., provides payment technology, education services, and learning management solutions to education and faith-based organizations, serving more than 1,300 higher education institutions, 11,500 K-12 schools, 3,500 churches, and millions of individual students, families, and supporters across the globe. Our culture of service enables us to form long-lasting and trusted partnerships, while our focus on creativity and innovative solutions empowers our customer communities to thrive. As a Nelnet company, the perks at NBS go beyond our benefits package. You're part of a community, invested in you as an individual and united by our mission to create opportunities for people where they live, learn and work. The Client Support Analyst acts as the first point of contact for clients facing non-complex technical or service-related issues. This role will be responsible for the efficient and courteous service and resolution of general...

Department ARTS and SCIENCES; DEAN (BL-ARSD-IUBLA) Department Information The College of Arts and Sciences has aligned Academic Advising, Undergraduate Recruiting, the Walter Center for Career Achievement, Operations and Strategy, and International Programs to make up a unified, student-serving team, Academic Engagement and Student Experience (AESE). The AESE empowers Arts and Sciences students to thrive within the College community and to prepare for meaningful and successful lives. We facilitate learning, academic success, career development, and global understanding for all students from application to graduation. Job Summary The Academic Placement and Analytics Specialist (Business Analyst) serves on the AESE Operations Team and works day-to-day within the Data and Assessment unit, reporting directly to the Indiana University (IU) Bloomington Placement Administration Director/Associate Director of Operations and Assessment. This role is both analytical and...

Nelnet Business Services (NBS), a division of Nelnet, Inc., provides payment technology, education services, and learning management solutions to education and faith-based organizations, serving more than 1,300 higher education institutions, 11,500 K-12 schools, 3,500 churches, and millions of individual students, families, and supporters across the globe. Our culture of service enables us to form long-lasting and trusted partnerships, while our focus on creativity and innovative solutions empowers our customer communities to thrive. As a Nelnet company, the perks at NBS go beyond our benefits package. You're part of a community, invested in you as an individual and united by our mission to create opportunities for people where they live, learn and work. The Client Support Analyst acts as the first point of contact for clients facing non-complex technical or service-related issues. This role will be responsible for the efficient and courteous service and resolution of general...

The Loan Accounting and Servicing Team is a part of the Loan Administration team that provides loan preparation and servicing for consumer, commercial, and real estate loans. Within the loan operations environment, this team interacts with internal partners to ensure all loans provided to them have correct information and are in compliance with UMB Loan Policy and regulatory guidelines. With our robust training to provide extensive UMB and financial knowledge, the Loan Administration team provides loan support and loan decisions to their internal partners. The Loan Analyst Senior has a specific and impactful function for our clients and UMB. This role is responsible for servicing loan syndications and participations. Senior Analysts act as liaisons between UMB loan officers and participating financial institutions. This position is responsible for ensuring loan information is accurate on the loan accounting core system and in reporting of the syndication and participation loan...

Nelnet Business Services (NBS), a division of Nelnet, Inc., provides payment technology, education services, and learning management solutions to education and faith-based organizations, serving more than 1,300 higher education institutions, 11,500 K-12 schools, 3,500 churches, and millions of individual students, families, and supporters across the globe. Our culture of service enables us to form long-lasting and trusted partnerships, while our focus on creativity and innovative solutions empowers our customer communities to thrive. As a Nelnet company, the perks at NBS go beyond our benefits package. You're part of a community, invested in you as an individual and united by our mission to create opportunities for people where they live, learn and work. The Client Support Analyst acts as the first point of contact for clients facing non-complex technical or service-related issues. This role will be responsible for the efficient and courteous service and resolution of general...

Nelnet Business Services (NBS), a division of Nelnet, Inc., provides payment technology, education services, and learning management solutions to education and faith-based organizations, serving more than 1,300 higher education institutions, 11,500 K-12 schools, 3,500 churches, and millions of individual students, families, and supporters across the globe. Our culture of service enables us to form long-lasting and trusted partnerships, while our focus on creativity and innovative solutions empowers our customer communities to thrive. As a Nelnet company, the perks at NBS go beyond our benefits package. You're part of a community, invested in you as an individual and united by our mission to create opportunities for people where they live, learn and work. The Client Support Analyst acts as the first point of contact for clients facing non-complex technical or service-related issues. This role will be responsible for the efficient and courteous service and resolution of general...

Nelnet Business Services (NBS), a division of Nelnet, Inc., provides payment technology, education services, and learning management solutions to education and faith-based organizations, serving more than 1,300 higher education institutions, 11,500 K-12 schools, 3,500 churches, and millions of individual students, families, and supporters across the globe. Our culture of service enables us to form long-lasting and trusted partnerships, while our focus on creativity and innovative solutions empowers our customer communities to thrive. As a Nelnet company, the perks at NBS go beyond our benefits package. You're part of a community, invested in you as an individual and united by our mission to create opportunities for people where they live, learn and work. The Client Support Analyst acts as the first point of contact for clients facing non-complex technical or service-related issues. This role will be responsible for the efficient and courteous service and resolution of general...

Nelnet Business Services (NBS), a division of Nelnet, Inc., provides payment technology, education services, and learning management solutions to education and faith-based organizations, serving more than 1,300 higher education institutions, 11,500 K-12 schools, 3,500 churches, and millions of individual students, families, and supporters across the globe. Our culture of service enables us to form long-lasting and trusted partnerships, while our focus on creativity and innovative solutions empowers our customer communities to thrive. As a Nelnet company, the perks at NBS go beyond our benefits package. You're part of a community, invested in you as an individual and united by our mission to create opportunities for people where they live, learn and work. The Client Support Analyst acts as the first point of contact for clients facing non-complex technical or service-related issues. This role will be responsible for the efficient and courteous service and resolution of general...

The Loan Accounting and Servicing Team is a part of the Loan Administration team that provides loan preparation and servicing for consumer, commercial, and real estate loans. Within the loan operations environment, this team interacts with internal partners to ensure all loans provided to them have correct information and are in compliance with UMB Loan Policy and regulatory guidelines. With our robust training to provide extensive UMB and financial knowledge, the Loan Administration team provides loan support and loan decisions to their internal partners. The Loan Analyst Senior has a specific and impactful function for our clients and UMB. This role is responsible for servicing loan syndications and participations. Senior Analysts act as liaisons between UMB loan officers and participating financial institutions. This position is responsible for ensuring loan information is accurate on the loan accounting core system and in reporting of the syndication and participation loan...