- Leidos (Reston, VA)
- …(1 to 20+ years of experience)** with a current **TS/SCI w/Polygraph,** to support a wide range of operational and programmatic activities. Operations Advisors will ... on their analysis to customer management. Work occurs at client sites in Northern Virginia. **This posting is for...success in managing US government policies, and regulations in support of operations. + Proficient in various writing and… more
- Robert Half Finance & Accounting (Appleton, WI)
- …Stay updated on industry trends and regulations to enhance effectiveness in delivering client expectations. * Support the administration of 401(k) and RRSP ... and test retirement plan provisions to ensure adherence to regulatory and service standards. * Prepare and deliver accurate data reports within established quality… more
- ADP (San Dimas, CA)
- ADP is hiring a ** Client Service - Product Support Specialist -- Tax.** + _Are you ready to join a company offering career advancement opportunities ... our clients. Ready to #MakeYourMark? **Apply now!** **To learn more about Client Service at ADP, visit** https://jobs.adp.com/teams-roles/ client - service /… more
- Raymond James Financial, Inc. (Boston, MA)
- …the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... + May participate in live meetings with the Financial Advisor and their respective client (s). + Manages...Diploma or equivalent and five (5) years of financial services industry service experience, or an equivalent… more
- Thrivent Financial (Worthington, OH)
- …of the practice, including, but not limited to: answering the phones, providing client support , meeting support to advisors, compliance review, utilizing ... relations, and other administrative tasks as assigned. The Client Service Administrator reports to Jonathan Groleau...advisor 's guidance. + Create illustrations and reports to support advisor recommendations. + Assist clients with… more
- Truist (Rockville, MD)
- …, business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES ... report process, prepare routine client correspondence and perform maintenance of client records. 5. Manage the financial advisor 's calendar to maximize the… more
- Insight Global (Wayne, PA)
- …and platforms. This is a dynamic role that requires balancing client -facing service with advisor operational support . The ideal candidate is ... individual will manage account administration, advisor transitions, client onboarding, reporting, and compliance support across...KYC/AML and suitability reviews per SEC and custodian standards. Client Service & Support *… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem ... and branch office. + With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and… more
- JPMorgan Chase (Chicago, IL)
- …to team members + Exposure to global trade products and international client service + Ability to identify products and services to benefit clients + ... requests from existing clients, ensuring seamless onboarding and ongoing support for global trade transactions. You will work closely...contact for client onboarding, transactions, and ongoing service requests + Act as a trade advisor… more
- M&T Bank (Paramus, NJ)
- …Worth (UHNW) client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and communicates with key stakeholders ... and situation. Utilizes operational, technical, and functional expertise to support the execution of policies and procedures that align...in process workflow to ensure timely processing and exceptional client service and experience for HNW and… more