- NatWest Markets (Stamford, CT)
- …to ensure the operation of controls and processes related to Anti-Financial Crime, Client Account Management and Client Operations oversight. **What you'll ... US Client Services and Onboarding, Manager LocationStamford,United States Job...proper operations of the department and the business_ **US Client Services and Onboarding, Vice President** . **Purpose** The… more
- Thrivent Financial (IL)
- …and documentation are up to date + Finalize, submit, and track all client account and application paperwork + Gather and maintain customer suitability ... financial plans, investment research and analysis, and coordination of client service needs with team members. The Client... client service needs with team members. The Client Relationship Manger reports to and is employed by… more
- UL, LLC (Canton, MA)
- …ensure smooth operations and client satisfaction. + Organizes and coordinates assigned client account work in a timely and profitable manner. Ensures that ... UL Solutions is seeking a Senior Client Services Specialist to join our team in...week. In this role, you will manage and coordinate client accounts, ensuring deadlines are met, internal and external… more
- JPMorgan Chase (Newark, DE)
- …broker for trade execution and ask that the remaining commission be allocated to a client account , where the investment manager would accrue CSA credits and use ... Join our dynamic team as a Client Service Delivery Associate I and become a...become a vital part of our mission to elevate client experiences. As a Client Service Delivery… more
- City National Bank (Beverly Hills, CA)
- …meet their ongoing business and operational needs. As the operational expert for the client , the Account Officer is positioned to proactively execute on the ... * ACCOUNT SUPPORT OFFICER* WHAT IS THE OPPORTUNITY? This...to clients. WHAT WILL YOU DO? * Responsible for client interaction and fulfillment for day-to-day operational needs, providing… more
- Robert Half Finance & Accounting (Boston, MA)
- …a Registered Client Service Associate to the team. Essential tasks include client account servicing, new account opening, assisting with financial ... Description Our client is a highly sought-after Wealth Management firm...* Minimum of 2 years of experience in a client service or administrative role within financial services. *… more
- Robert Half Finance & Accounting (Lakewood, CO)
- … as may be required + Prioritize fluctuating workload to meet specific SRP and client /Sr. Account Manager needs as may be required + Other duties and special ... a great company in Lakewood in search of an Account Manager! The Account Manager position is...Work in a team environment to assist colleagues with client and prospect needs for insurance coverage, program design,… more
- Robert Half Office Team (Rancho Santa Fe, CA)
- …and client engagement. Key Responsibilities + Coordinate and oversee all client account activity, ensuring timely and accurate execution of requests. + ... prestigious wealth management firm in Rancho Santa Fe is seeking a Senior Client Service Associate to join their close-knit, high-performing team. This is a… more
- MetLife (Tampa, FL)
- …a liaison to assist with problem resolution and troubleshooting. * Participates in client account audits and strategic planning process. * Participates in ... Specialty Market Service & Operations is a diverse team of implementation, client service and billing associates supporting the General Agent, Third Party… more
- City National Bank (New York, NY)
- …the ongoing business and operational needs. As the operational expert for the client , the Account Officer/Manager is positioned to proactively execute on the ... * ACCOUNT MANAGER SENIOR ENT* WHAT IS THE OPPORTUNITY?...Degree or equivalent * Minimum 6 years experience in client service, banking operations or relationship management support required.… more