- Wells Fargo (Charlotte, NC)
- …Qualifications:** + Brokerage client support experience + Administrative support experience in financial services + Experience interacting directly with ... record keeping necessary to support efforts to service and grow client relationships + When...review **Required Qualifications:** + 2+ years of Brokerage and Client Services experience, or equivalent demonstrated through… more
- T. Rowe Price (Owings Mills, MD)
- …Design, Data, Compliance, and Distribution + Leverage deep financial planning expertise and client insight to shape product decisions and support teams in making ... should come to life digitally-across discovery, needs assessment, delivery, and on-going support and service + Integrate financial planning frameworks into… more
- Thrivent Financial (Appleton, WI)
- The Client Service Administrator (CSA) position is critical for achieving leverage of the advisor 's time. Role supports daily operations of the practice ... including responding to client service requests, completing post meeting work,...information, and other administrative tasks as assigned. The Practice Support Associate reports to and is employed by Heart… more
- Neuberger Berman (New York, NY)
- …years' experience in intermediary distribution (eg, FA engagement, home office coverage/ support , and/or hybrid or external client coverage) + Process-oriented ... As part of the newly created Client Advisory Team, the Client Advisory...business development through market-level partnerships. **Responsibilities** + Partner with Advisor Consultants to optimize business management and deliver a… more
- JPMorgan Chase (Palo Alto, CA)
- …of client service and make your mark by delivering high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan ... to a team that values strong relationships and exceptional client service will directly impact our clients'...of products and applications including, but not limited to: Advisor Services , Wealth Planning & Advice, Goal… more
- World Insurance Associates, LLC. (Iselin, NJ)
- …and policy change requests + Carrier document attachments and Certificates of Insurance + Shadowing client calls and Client Advisor or Carrier visits + Data ... professional services organization offering top products and services from major providers, combined with attentive service...could be beneficial to the intern + You will support the development of positive relationships with clients and… more
- Robert Half Finance & Accounting (San Jose, CA)
- …that has expanded by $400 million in recent years? We're seeking a driven and detail-oriented Client Service Advisor to join this dynamic team! This is your ... firm's continued growth. If you're passionate about providing exceptional client service and want to grow with...reconciliation processes. + Provide a high level of customer support to high net worth individuals. + Keeping up-to-date… more
- Edward Jones (St. Louis, MO)
- …being part of a firm where everyone is aligned toward a singular focus: serving the client . And everyone is working to make the firm better together - as they grow ... Capital Partners. This roles scope is CST focused, requiring support of 23,000 CST associates and significant commercial awareness...of pay levels and programs + Functions as an advisor and subject matter expert for leveling CST jobs… more
- Sodexo (Milwaukee, WI)
- …System Director/** **Healthcare Technology Management Client Executive** to support **Healthcare Technology** services at Froedtert Health located in ... highest quality of products and services . The Client Executive is a trusted advisor central...service delivery outcomes to the satisfaction of key client stakeholders throughout the hospitals managing the program in… more
- H&R Block (Warrington, PA)
- …knowledge assessment test. + High level of confidence in leveraging technology to support client interactions. + Proficiency in Microsoft Office Suite (Word, ... of tax related experience + 1-2 years of customer service experience, preferably in a client -facing role...preparation experience. + Act as a liaison between the client and the Tax Advisor , ensuring consistent… more