- JPMorgan Chase (Newark, DE)
- …your proficiency in strategic planning and digital literacy. + Protect both the client and the institution from potential financial and reputational damage. + ... 3+ years of experience or equivalent expertise in a client service role within a financial institution....in a client service role within a financial institution. + Excellent influencing, negotiation, and communication skills,… more
- JPMorgan Chase (Jersey City, NJ)
- …your proficiency in strategic planning and digital literacy. + Protect both the client and the institution from potential financial and reputational damage. + ... 3+ years of experience or equivalent expertise in a client service role within a financial institution....in a client service role within a financial institution. + Excellent influencing, negotiation, and communication skills,… more
- World Insurance Associates, LLC. (Seattle, WA)
- …efforts of clients, act as an advisor to teams in carrier selection, financial negotiations and client service planning and recommendation. Qualifications + ... personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions. This… more
- HUB International (Irving, TX)
- …services to assigned service clients focusing on Client Initiatives and Client Experience delivery across all HUB Financial Services (HFS) channels. They ... and issues. + Regularly partner with internal HFS leaders to evaluate client (s) financial performance/viability, consulting on proposed or required policy… more
- Bank of America (Ponte Vedra Beach, FL)
- …legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue ... experience that is consistent with the expectations of a Wealth Management client by providing comprehensive financial solutions to clients, including managing… more
- Publicis Groupe (New York, NY)
- …partners to analyze financial inconsistencies and operational trends across a diverse client portfolio with the aim to refine and develop process. Areas of focus ... will include monitoring overall client (s) financial health, agency systems support, audit compliance, process architecture and agency growth initiatives. The… more
- First Horizon Bank (Knoxville, TN)
- …loan options, opening deposit accounts, and taking loan applications. + Client -Centric Financial Advice: Through a consultative approach, provide personalized ... customer wait time to a minimum (performs processing of financial transactions as needed). + Deliver excellent client... financial transactions as needed). + Deliver excellent client experiences consistently and promptly resolve client … more
- First Horizon Bank (Franklin, TN)
- …loan options, opening deposit accounts, and taking loan applications. * Client -Centric Financial Advice: Through a consultative approach, provide personalized ... customer wait time to a minimum (performs processing of financial transactions as needed). * Deliver excellent client... financial transactions as needed). * Deliver excellent client experiences consistently and promptly resolve client … more
- CBRE (Memphis, TN)
- …annually. **What You'll Do:** + Complete accounting transactions in preparation of client financial statement packages. Create and posts journal entries. Ensure ... to prepare, analyze, maintain and deliver complete and accurate financial reports for a portfolio of CBRE clients and...on a schedule to ensure timely delivery to the client and other management teams. + Adhere to … more
- JPMorgan Chase (Boston, MA)
- …and skills** + 3+ years of experience or equivalent expertise in a client service role within a financial institution. + Excellent influencing, negotiation, ... Join our dynamic team as a Client Service Delivery Associate I and become a...in a fast-paced environment. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to… more