- Robert Half Finance & Accounting (Philadelphia, PA)
- …a Client Services Associate. This role involves providing administrative and client service support to ensure seamless operations and exceptional ... leaders. Responsibilities: * Prepare and process account documentation to support client service operations. *...working with detailed information. * Previous experience in financial services , brokerage, or advisor teams is a… more
- Vanguard (Scottsdale, AZ)
- …We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience. ... Job Description : At Vanguard, we have a client -first mentality that we live and breathe every...the best chance for investment success." As an Advice Support Representative, you will partner closely with advisors to… more
- Bank of America (Naples, FL)
- …MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, ... Financial Advisor teams and deliver outstanding client service + Supervises financial transactions and...exposure for Merrill + Managing the branch's Wealth Management Client Associates and Service Support … more
- Rapid Finance (Bethesda, MD)
- …a trusted advisor to your clients through the delivery of world-class client service . Understand their business and gather information about their financial ... Advisor . This includes phone systems and other sales support technology, qualification guidelines, underwriting/funding process, Rapid Finance Marketplace, etc.… more
- NTT DATA North America (Boston, MA)
- …, ensure realization of targeted outcomes, and collaborate closely with client executive(s) on revenue forecasting, financial targets, service excellence, ... advisor driving enterprise-level change + **IT & Digital Services Sales:** Minimum 10 years selling **IT, digital, or...sites. This ensures we can provide timely and effective support tailored to each client 's needs. While… more
- 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
- 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
- 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
- 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