- Wells Fargo (Bethesda, MD)
- …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
- 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
- Siemens (Cypress, CA)
- …trusted- advisor relationships and recommend services and solutions. **As a** ** Client Service Manager,** **you will:** + Manage assigned service ... people's lives. **Transform the everyday with us** **!** Our ** Client Service Managers** manage a portfolio of... service areaandlead quality assurance activities that will support service agreement renewals + Maintain excellent… 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
- 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
- Vanguard (Malvern, PA)
- …$4 trillion in assets under management across our intermediary channel, Vanguard's Financial Advisor Services division is already a market leader. Our next ... chapter focuses on deepening advisor connectivity by transforming how we engage, support...of a cross-functional team designed to drive a connected client experience across key aspects of the advisor… more
- Wells Fargo (North Wilkesboro, 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 + Act...Associates **Required Qualifications:** + 4+ years of Brokerage and Client Services experience, or equivalent demonstrated through… more
- Coldstream Wealth Management (Bellevue, WA)
- …and lending support to client -facing team members? If so, our Centralized Client Service Specialist position may be the perfect fit for you! Our team is ... please visit www.coldstream.com. The CCS Specialist reports to the Director of Client Service . Specific responsibilities include: + Assist with onboarding and… more
- Siemens (Mechanicsburg, PA)
- …trusted- advisor relationships and recommend services and solutions. **As a** ** Client Service Manager,** **you will:** + Manage assigned service ... people's lives. **Transform the everyday with us** **!** Our ** Client Service Managers** manage a portfolio of... area and lead quality assurance activities that will support service agreement renewals + Maintain excellent… more
- Raymond James Financial, Inc. (Altoona, PA)
- **Essential Duties and Responsibilities** + Service daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients + ... and within a dynamic team environment to provide administrative support to the financial advisors and branch office +...the financial advisors and branch office + Open new client accounts, process money movement, and research information as… more