- Bober Markey Fedorovich (Akron, OH)
- …in a variety of industries. The position will be expected to provide outstanding client service to our clients. Duties & Responsibilities + Responsible for a ... to. + Responsible for maintaining workpapers and all backup support in an electronic format for various engagements. +...client contact, as well as possibly working with client 's tax accountant and other professional services … more
- Robert Half Finance & Accounting (San Francisco, CA)
- …both professional development and teamwork. The Opportunity The firm is seeking a Manager, Client Service & Operations to lead a team of five professionals ... across Client Service , Operations, and Trading. This individual...with custodians and external data providers to ensure seamless service delivery. + Evaluate Advisor requests across… more
- JPMorgan Chase (New York, NY)
- …competitiveness, transparency, and profitability-we incentivize the behaviors that drive exceptional client outcomes, reinforce advisor best practices, and fuel ... and champion change across the firm, making a tangible impact on both advisor performance and client satisfaction. **Job Responsibilities** + Drive the strategic… 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
- US Bank (Tempe, AZ)
- …you excel at-all from Day One. **Job Description** The Private Wealth Management (PWM) Client Services Team Leader is responsible for leadership of the ... staff for Private Wealth Management. Has direct responsibility for overseeing the service and support team functioning as the primary contact between Wealth… more
- Robert Half Office Team (Toledo, OH)
- Description The Client Service Associate plays a vital role in advisor support and ensuring a superior client experience. This position calls for a ... meeting materials and handle follow-up documents, ensuring prompt execution of client service requests. Process investment and insurance applications accurately… 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
- 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
- Raymond James Financial, Inc. (Chicago, IL)
- …who thrives in a collaborative environment and is passionate about delivering exceptional client service . As a key member of our expanding group, you'll ... + May participate in live meetings with the Financial Advisor and their respective client (s). + Manages...Diploma or equivalent and five (5) years of financial services industry service experience, or an equivalent… 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