- Capgemini (Miami, FL)
- …execution, risk mitigation, and reporting. + Act as the operational and technology advisor to the client -s CIO, ensuring strategic alignment and delivery ... **About the job:** Sogeti is seeking a seasoned Client Delivery Partner / Executive to lead the...solution architecture. + Experience delivering complex engagement models (Managed Services , Managed Capacity, Fixed Fee). + Hold service… more
- Bank of America (Irvine, CA)
- …make an impact. Join us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). ... needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through... client materials and follows up on all client and Financial Advisor (FA) requests +… more
- DXC Technology (Ashburn, VA)
- …expected to work onsite at least two days per week. **Overview:** The Account Client Relationship Partner acts as the primary advisor and relationship owner for ... ** Client -Centric Culture and Relationship Management** + Guarantee responsiveness to client needs and proactively identify areas for service , staffing, and… more
- Aegon Asset Management (OH)
- …clients and brokers. Bring consultative elements to relationships with the goal of enhancing client , advisor and TPA loyalty. + Serve as the escalation point for ... a century ago, we were among the first financial services companies in America to serve everyday people from...contracts to newer products. Submit conversion approval requests. Analyze client 's current service agreement and investment contract… more
- AECOM (Seattle, WA)
- …and develop knowledge of the company and be able to bring AECOM's full suite of support services to meet Sound Transit's needs. The candidate must be able to ... demonstrate an ability to listen to, understand, and meet client needs to serve as a trusted advisor...and projects. Key performance indicators for this role include client satisfaction survey responses, Net Service Revenue… more
- JPMorgan Chase (Dublin, CA)
- …Wealth Management, you will be tasked with delivering exceptional client service , operational marketing, and administrative support to our Private Client ... preserving client relationships, conducting account reviews, and advocating firm services to enhance client relationships. Your responsibilities will also… more
- TEKsystems (Fort Mill, SC)
- …to a year, very steep, looking for someone comfortable being uncomfortable. Exp in financial services is a huge plus. With customer service need to hear them ... activities. * Sharing ideas to improve and enhance the advisor experience * Daily processing of compensation sharing arrangements...smiling on the other end. Skills Customer service , financial services , SIE Top Skills Details… more
- ADP (Pleasanton, CA)
- …values inclusion. Ready to #MakeYourMark? **Apply now!** **To learn more about Client Services at ADP** , watch here: https://adp.careers/ Client ... critical business challenges. You carry the weight of ADP's service reputation and client satisfaction in your...support ADP's most complex products/technologies. You will solve client problems -- taking a broad perspective to identify… more
- Comerica (Costa Mesa, CA)
- …administration capabilities, as well as the services of their Financial Advisor , delivered through a customized, service -driven model. The Trust Client ... Job Description Senior Trust Client AssistantOur Strategic Alliance is a professional collaboration...vital role in this model, by serving as a support system for our Alliance Trust Advisors and their… more
- NTT DATA North America (Santa Clara, CA)
- …and executing growth strategy, revenue forecasting, achieving financial targets, ensuring service excellence, and maintaining overall client satisfaction. The ... an entrepreneurial environment focused on expanding market share and client mindshare. Act as a trusted advisor ...sites. This ensures we can provide timely and effective support tailored to each client 's needs. While… more