- HUB International (Los Angeles, CA)
- …needs and provide them with innovative insurance solutions. The Personal Lines Client Service Associate is responsible for providing exceptional service to ... with assigned Account Executive and Account Managers to provide support in selling and servicing to our current and...EPIC as per established process and procedures (ie adding client shell, billing inquiries, etc.). + Performs other duties… more
- Principal Financial Group (Seattle, WA)
- …Do** Are you passionate about making a difference in people's lives? As an ** Associate Client Relationship Consultant** , you'll play a key role in driving ... build meaningful relationships, deliver exceptional service, and directly influence both client outcomes and your compensation. Once you've secured your insurance… more
- Raymond James Financial, Inc. (Jackson, MI)
- **Essential Duties and Responsibilities** + Service daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients + Manage ... and deepen client relationships with effective, proactive communication and personalized attention...process money movement, and research information as needed + Support the firm's growth + Prepare financial reports, spreadsheets,… more
- MetLife (Whippany, NJ)
- …Requests for Information (RFIs) and Operational Due Diligence (ODD) questionnaires to support new business generation and existing client care. In addition, ... real estate. Visit us at www.metlife.com/investments to learn more. The Institutional Client Group (ICG) is responsible for driving the firm's strategy and business… more
- JPMorgan Chase (Columbus, OH)
- …presentations for the Operating Committee and the Board of Directors. As an Associate in Planning & Analysis, you will be responsible for coordinating the budgeting ... P&A, lines of business, Functional Finance teams and other support teams in order to provide impactful reporting, planning...+ Conduct \"deep dive\" analyses on key issues impacting client to determine root cause and propose solutions +… more
- JPMorgan Chase (Phoenix, AZ)
- …the opportunity to take your career to the next level. As a National Client Banker, you are responsible for advising families on building, preserving and managing ... of their balance sheet and re-introduce the capabilities of the Private Bank. National Client Bankers are responsible for a large book of clients and work in a… more
- Raymond James Financial, Inc. (Payson, UT)
- **Essential Duties and Responsibilities** + Service daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients + Work ... 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
- HUB International (Lake Oswego, OR)
- …others **Here's where you come in:** We are currently seeking a Director of Client Services to join our growing Commercial Insurance team. The Director is focused on ... client retention and growth. Will be responsible for championing...and high service standards. **Essential Duties and Responsibilities** + Support adherence to best practices, deliverables, timelines, tiered service… more
- Santander US (Miami, FL)
- Client Lifecycle Management - Transaction Driven Financial Crime Associate Country: United States of America **Your Journey Starts Here:** Santander is a global ... anti-financial crime (AFC), anti-boycott, and various regulatory standards and 2) support the Business Lines and Clients through the onboarding and ongoing… more
- JPMorgan Chase (Chicago, IL)
- …research, influencing product design and functionality. As an Experience Research Senior Associate in the Global Client and Employee Experience (GCEX) ... a retirement savings plan, backup childcare, tuition reimbursement, mental health support , financial coaching and more. Additional details about total compensation… more
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