- Robert Half Finance & Accounting (Mountain View, CA)
- …rebalancing, and ongoing planning updates. + Maintain and expand client , advisor , and prospect databases. + Support technology integration and document ... planning process. + Work closely with advisory, investment, and client services teams to gain exposure to...estate maps, and portfolio reports. + Develop and deepen client relationships through regular communication and proactive service… more
- Bank of America (Vienna, VA)
- …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
- Robert Half Finance & Accounting (San Francisco, CA)
- …benefits package Key Responsibilities + Serve as the primary point of contact for client service across assigned relationships + Execute client requests with ... experience enhancements + Guide and mentor associates and analysts on shared client accounts + Support clients with estate, tax, and philanthropic planning… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …benefits package Key Responsibilities + Serve as the primary point of contact for client service across assigned relationships + Execute client requests with ... efficiency, and discretion + Collaborate with senior leadership on strategic initiatives and client solutions + Guide and support associates and analysts on… more
- Thrivent Financial (Brenham, TX)
- …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 ... practice of Thrivent Financial. We're looking for a licensed, service -driven professional to provide administrative support to...and keep inventory of stock updated + Execute the Client Service Model (CSM) through appointment scheduling.… more
- Wells Fargo (Daytona Beach, FL)
- …work experience, training, military experience, education **Desired Qualifications:** + Brokerage client support experience or financial services industry ... record keeping necessary to support efforts to service and grow client relationships + Act...applicable **Required Qualifications:** + 2+ years of Brokerage and Client Services experience, or equivalent demonstrated through… more
- Wells Fargo (Oneonta, NY)
- …work experience, training, military experience, education **Desired Qualifications:** + Brokerage client support experience or financial services industry ... record keeping necessary to support efforts to service and grow client relationships + Acts...applicable **Required Qualifications:** + 2+ years of Brokerage and Client Services experience, or equivalent demonstrated through… more
- Black Ink Business Services, LLC (Austin, TX)
- …teams and excel at operating independently in fast-paced environments. What You'll Do Client Services + Partner with clients across diverse industries to deliver ... high-quality service + Build and manage long-term client ...and professionally to and on behalf of clients + Support day-to-day client business decision-making with data-driven… 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
- US Bank (Billings, MT)
- …Wealth Management (PWM) Client Service Team Associate is a service and support representative functioning as the primary, daily contact between Wealth ... we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our… more