- Compass Group, North America (Minneapolis, MN)
- …career opportunities, including: + Customer Service + Accounts Receivable / Consolidation Services + Finance / Accounting + Client & Account Management + ... largest employer in the world and leader in food service and support services , Canteen One provides...**Leadership & Accountability** + May supervise Account Coordinators or Client Service Managers + Lead strategic initiatives… more
- Wells Fargo (Melville, NY)
- …work experience, training, military experience, education **Desired Qualifications:** + Brokerage client support experience or financial services industry ... and prepare for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues,… more
- Wells Fargo (Albuquerque, NM)
- …work experience, training, military experience, education **Desired Qualifications:** + Brokerage client support experience or financial services industry ... and prepare for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues,… more
- East House Corporation (Rochester, NY)
- Client Services Assistant (MHAP) Rochester, NY (http://maps.google.com/maps?q=259+Monroe+Avenue+Rochester+NY+USA+14607) Description East House is a dedicated ... foster a supportive environment that promotes healing and long-term recovery. The Client Services Assistantis responsible for the day-to-day activities that… more
- Zions Bancorporation (Houston, TX)
- …will play a key part in supporting relationship managers, ensuring exceptional client service , and helping drive business growth through operational excellence ... inquiries promptly and professionally. + Skilled in reviewing, processing, and auditing client documentation and financial information. + Strong analytical and… more
- Wells Fargo (Nashville, TN)
- …work experience, training, military experience, education **Desired Qualifications:** + Brokerage client support experience or financial services industry ... Client Associates **Required Qualifications:** + 4+ years of Brokerage and Client Services experience, or equivalent demonstrated through one or a… more
- Kestra Financial (Pittsburgh, PA)
- …to grow your own book of business via value added solutions and services + Strengthen client relationships though proactive communication + Perform market ... + Analyzing client data + Conduct SWOT analysis to determine client overall financial health + Develop and deliver customized client recommendations +… more
- Equitable (Charlotte, NC)
- …products (eg, pensions, annuities) and the ability to apply them to meet client goals. ** Financial Services Industry Expertise:** Understanding of industry ... work experience + 3 years of relevant experience in a financial services environment, including financial planning, divorce planning, retirement planning,… more
- NTT America, Inc. (Sacramento, CA)
- …achieve revenue and margin targets. As the first point of contact for client issues, you'll ensure exceptional service and long-term partnership success.** **Key ... Conduct vulnerability analysis against competitors to ensure proposed solutions meet client requirements. + Promote financial control, governance, and compliance… more
- VCA Animal Hospitals (Tustin, CA)
- …patients and providing those pet parents over the phone with a financial update. ESSENTIAL FUNCTIONS: * Customer service functions, including: greeting ... in the back office would be best. As a financial CSR, your duties will include creating an estimate...based on the doctor's recommendations. * Answering questions regarding services and cost * Managing medical records, charts, reports… more