- Citizens (Brooklyn, NY)
- …a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct ... 's short- and long-term goals, then construct a tailored financial plan that meets the client 's goals.... Financial Advisor role or equivalent experience in financial services . + Demonstrated track record in… more
- Capgemini (New York, NY)
- Client Partner ( Financial Services /Capital Markets) Choosing Capgemini means choosing a company where you will be empowered to shape your career in the way ... technology and build a more sustainable, inclusive world. Capgemini's Financial Services Global Business Unit is seeking...senior client -facing roles within IT consulting and financial services . * Proven success managing large… more
- Publicis Groupe (New York, NY)
- …designing the products and services their customers truly value. **Overview** **Senior Client Partner, Financial Services ** The Senior Client Partner ... responsible for driving growth and delivering transformative outcomes for top-tier Financial Services clients. This role combines executive-level relationship… more
- Allied Universal (New York, NY)
- …and customers we serve. **Allied Universal(R) is hiring a Security Director for a Global Financial Client located in the Hudson Yards area of Manhattan.** As a ... Company Overview: Allied Universal(R), North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose.… more
- Bank of America (Santa Rosa, CA)
- …will meet their needs. * Has a minimum six months of client service experience in financial services , retail sales or another results-driven environment. ... Financial Center Client Service ...extended hours as needed. **Desired Qualifications:** * Experience in financial services and knowledge of financial… more
- Thrivent Financial (Crete, IL)
- …providing client service along with advisor support: answering client questions regarding insurance and financial accounts; assist advisors with meeting ... not only independently but also with a team. The Client Service Administrator's main responsibilities will include...a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the… more
- Bank of America (Santa Maria, CA)
- FC Client Service Representative - Santa Maria Financial Center Santa Maria, California **To proceed with your application, you must be at least 18 years of ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Santa-Maria/FC- Client - Service -Representative Santa-Maria- Financial -Center\_25036820) **Job Description:** At… more
- Santander US (Miami, FL)
- …**Your Journey Starts Here:** Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest ... Client Lifecycle Management - Transaction Driven Financial...In this position, your goal is to deliver superior service by efficiently and accurately assessing applicable requirements for… more
- Raymond James Financial, Inc. (Fort Myers, FL)
- …60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client ... James could take you! **Essential Duties and Responsibilities** + Services a high volume of daily interactions, including basic...With a high level of organization and accuracy, processes client financial transactions and financial … more
- KeyBank (Medina, OH)
- … wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services . PCBs identify products ... Client Program and will focus on the entire client relationship with a plan-based approach to financial...and services to meet client needs and refer to appropriate sales professionals in… more