- T. Rowe Price (Owings Mills, MD)
- …BDCs, and Interval Funds, and will play a critical role in enhancing our service model and workflow. Role Summary As a Senior Analyst for Alternative Investments, ... our Transfer Agent, coordinating the onboarding of new intermediaries and service providers, and resolving operational issues efficiently and effectively. You will… more
- Raymond James Financial, Inc. (Frederick, MD)
- **Essential Duties and Responsibilities** + Service daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients + ... electronic communication, spreadsheets, and databases + Analyze and research account information + Organize, manage, and track multiple, detailed...a team + Provide a high level of customer service + Proactively anticipate client needs and… more
- Charles Schwab (Phoenix, AZ)
- …Phoenix Services Center located at 4750 E Francisco, Phoenix AZ. 85044_ As a **International Client Service Associate ** , you will service international ... and domestic clients with all a full range of service and trading needs. You will work in a...ETFs, mutual funds and options in addition to general account servicing inquiries. We also complete document translation services… more
- Publicis Groupe (New York, NY)
- …looking for a motivated Operations Manager (Sr. Associate ) to join the client operations team for the Walmart account . **Responsibilities** + General + Help ... **Company description** Zenith is a full- service media agency with capabilities and expertise across...operational processes to ensure efficiency, scalability, and consistency across client accounts. + Participate in team meetings to understand… more
- World Insurance Associates, LLC. (Needham, MA)
- Position Summary The Associate Client Representative supports the daily management of a high-volume Commercial Lines book of select business. Under the direction ... service to external and internal clients to ensure client satisfaction and retention. Primary Responsibilities + Supports lead...client needs. + Set up and maintain accurate account details, contacts, and policy information in EPIC +… 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 ... service to external and internal clients to ensure client satisfaction and retention. Essential Duties and Responsibilities +...client needs. + Set up and maintain accurate account details, contacts, and policy information in EPIC +… more
- JPMorgan Chase (Jacksonville, FL)
- …is the right place for you. As part of Consumer Banking, you will provide client service operational marketing and administrative support to the primary Private ... new lead generation + Assist in managing relationship and account reviews, promoting firm services to deepen client... account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports +… 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 in every interaction + Open new client accounts,… more
- Raymond James Financial, Inc. (Southfield, MI)
- …Be the first line of support for branch teams-answering questions and resolving client account activity. + Investigate and correct disbursement errors with ... precision and care. + Complete daily reports and review account activity to ensure compliance with firm policies and...+ Contribute to a culture of continuous improvement and client -first service . **What You Bring** + Strong… more
- World Insurance Associates, LLC. (Sioux Falls, SD)
- …offices throughout the region. Position Summary + This position supports the Account Executive with responsibilities related to client management and retention ... organization offering top products and services from major providers, combined with attentive service from local agents. Founded in 2011, World is one of the… more