- IQVIA (ME)
- …external client stakeholders by following IQVIA's best practices to achieve service levels, client satisfaction, and ensure revenue attainment. + Client ... Relationship Building: Builds client relationships across the client organization, including commercial operations, data governance, market research,… more
- BlackRock (Seattle, WA)
- …a home and improve their financial well-being. **Team Overview:** The Alternatives Client Services (ACS) team provides comprehensive support for BlackRock's private ... market products,. The team manages key functions such as...and report distribution while maintaining strong oversight of third-party service providers, including transfer agents and tax providers. **The… more
- Neuberger Berman (New York, NY)
- …a primary point of contact for high-net-worth clients, addressing operational support and client service needs including inquiries related to new accounts, LOAs, ... trade activity, asset transfers, statement inquiries, objective changes, portfolio market values, stock quotes, and online access + Perform...obtain registrations within firm guidelines + 2-4 years of client service or support in the financial… more
- Neuberger Berman (New York, NY)
- …Qualifications:** + SIE, Series 7, and Series 66 required + 2-4 years of client service or support experience in the financial services industry preferred + ... with Charles River, Salesforce, and FactSet, is a plus + Strong interpersonal, client service , and communication skills (written and verbal) + Ability to… more
- JPMorgan Chase (Houston, TX)
- …+ Ability to quickly and accurately learn products, services, and procedures. + Client service experience or comparable experience. + High school diploma or ... the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with… more
- World Insurance Associates, LLC. (Fresno, CA)
- …from one of our multiple offices throughout the region. Position Summary The Associate Client Representative supports the daily management of a high-volume ... customer service to external and internal clients to ensure client satisfaction and retention. Primary Responsibilities + Supports lead servicer in effectively… more
- World Insurance Associates, LLC. (Iselin, NJ)
- …one of our multiple offices throughout the region. Position Summary + The Associate Client Representative supports the daily management of a high-volume ... customer service to external and internal clients to ensure client satisfaction and retention. Essential Duties and Responsibilities + Supports lead servicer… more
- BlackRock (New York, NY)
- …at BlackRock have the best-in-class data, analytics, and tools to manage client assets. Twenty years ago, BlackRock made Aladdin available to other asset ... world. Aladdin is our operating platform to manage financial portfolios. It unites client data, operators, and technology needed to manage transactions in real time… more
- UNUM (Denver, CO)
- …to helping you thrive. Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout ... others, and join Team Unum today! **General Summary:** The Client Manager Associate (CMA) is in training...retention. The CM drives, designs, and executes integrated enrollment, service and growth strategies for each customer in their… more
- JPMorgan Chase (Columbus, OH)
- …phone conversations that deliver the JPMAM value proposition. + Provide superior client service by being responsive, thoughtful, and focusing on clients' ... investing with less emotion. **Job Summary:** As an Internal Client Advisor within our financial advisory team, you will...lead generation. + Convey the thought leadership of our Market Insights team to aid clients' understanding of the… more
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