- JPMorgan Chase (Chicago, IL)
- …and technically complex clients within Global Corporate Banking. As a Vice President in Client Service , you will support a portfolio of Global Corporate ... services . In this role, you will resolve client requests, enhance operations, and identify product/ service ...strategic objectives. **Job responsibilities:** + Act as a key advisor and proactive partner to clients, providing consultation on… more
- PNC (Cleveland, OH)
- …OPT for this position. **Job Description** + Provides sales, service and execution support for new and ongoing client relationships. May serve as a customer ... the trusted partner to the Wealth Management Leadership and Advisor teams. The Sales & Support Administrator...+ Acts as a point of contact for clients, client teams or service partners and escalates… more
- H&R Block (Overland Park, KS)
- …host customer service training sessions with new Tax Advisors and Client Service Professionals (CSPs) to establish clear understanding of communication and ... you also had + Previous experience in a financial services or Registered Investment Advisor (RIA) business....Able to model and train others in delivering superior client service . + Previous multi-unit leadership experience… more
- ADP (Maitland, FL)
- ADP is hiring a ** Client Service Associate.** Thanks for clicking! Let us tell you a little more + Are you a customer service superhero who gets a thrill ... might be just the person we're looking for! As ** Client Service Associate** , you'll leverage our...builder who wants to help others, grow friendships, and support + **Agile Solution Seeker** **.** You can always… more
- Bank of America (San Diego, CA)
- …for sourcing, onboarding, managing, and providing ongoing development for the Wealth Management Client Associates, Service Support Staff, and the branch's ... with advisor teams to deliver an exceptional client service model focusing on digital solutions...not limited to:** + Managing the branch's Wealth Management Client Associates and Service Support … more
- Raymond James Financial, Inc. (Rochelle Park, NJ)
- …to our clients. We believe in a team approach, and as such we are seeking a Client Service Associate with shared values and vision to join our team. The ideal ... empathetic, professional, and enjoys solving problems. **Essential Duties and Responsibilities** + Service daily client inquiries over the phone and in-person,… more
- Thrivent Financial (White Sulphur Springs, MT)
- …greeting clients, handling mail and email, ordering supplies, and using Thrivent systems to support client relations and financial tasks. You'll play a key role ... independent practice of Thrivent Financial. We're looking for a service -driven professional to provide administrative support to...and keep inventory of stock updated + Execute the Client Service Model (CSM) through appointment scheduling.… more
- JPMorgan Chase (West Harrison, NY)
- …impact and advance your career in a supportive and inclusive environment. As a Client Service Team Lead within the Private Client Investment Associates ... of client obsession, and empower our Private Client Investment Associates to deliver unparalleled service ....time and attendance records, maintain and update the Independent Advisor coverage report, and track revenue share agreements. +… more
- Bank of America (San Francisco, CA)
- …PWCRM partners closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, ... the risk and exposure for Merrill + Managing the branch's Private Wealth Management Client Associates and Service Support Staff + Representing the office… more
- HUB International (Long Beach, CA)
- …and morale. + ** Client Experience & Service Leadership:** Champions a client centric culture by ensuring timely, high-quality support and service ... a generous 401k plan and more! **THE OPPORTUNITY:** The Client Service Director (CSD) is a critical...(such as account rounding, cross-sell, and more). + Manage, support , and coach team members to ensure they are… more