- Charles Schwab (Indianapolis, IN)
- …overnight and weekend availability. **Preferred qualifications ** + Previous customer service experience + Previous client relationship experience + Bachelor's ... status quo" and transform the finance industry together. Schwab's service team is at the heart of our firm's...of our firm's commitment to helping clients own their financial futures. In this role, you'll learn to educate… more
- JPMorgan Chase (Jersey City, NJ)
- …in technical or operational change within wholesale banking, investment banking, or related financial services . + Deep understanding of party and account data, ... (with a strategic focus), and Reference Data as a Service capabilities such as search, identity resolution, and history....client onboarding, investment relationships, and financial metrics… more
- Manulife (Atlanta, GA)
- …degreeor equivalent experiencerequired; CFP designation preferred. + 10+ years of experience in financial services , with at least 5 years in a leadership role. ... seeking a dynamic and strategic leader to oversee a team of home-office-based financial advisors dedicated to creating meaningful client engagements. This role… more
- H&R Block (Hamilton, NJ)
- …had + Two years of tax related experience + 1-2 years of customer service experience, preferably in a client -facing role involving digital platforms and phone ... transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we… more
- H&R Block (Kansas City, MO)
- … workflow and communication process from client inquiry to signature of client service engagement to uploading tax documents to payment processing and ... a great experience for those clients served through remote service and coordinating client workflow and communications....Since 1955, we have been leaders in tax preparation, financial services , and small business solutions. With… more
- NetApp (New York, NY)
- …**Location: Candidate must reside in or around New York City.** **Industries: Financial Services ** **Job Overview** **The ideal candidate profile:** Customer ... in order to deliver world-class, customer centric solutions and services . This role has a broad scope of responsibility...needs of the customer + Work directly with all client subsidiaries to drive sales opportunities, identify and define… more
- PNC (Palm Beach Gardens, FL)
- …Provides sales, service and execution support for new and ongoing client relationships. May serve as a customer solutions resource. + Gathers required ... related client interactions. + Acts as a point of contact for clients, client teams or service partners and escalates client implementation and servicing… more
- BlackRock (Wilmington, DE)
- …parties to ensure risk is minimized, processes are efficient, and high levels of client service are achieved in what is an evolving and dynamic environment. ... pay for college, buy a home, and improve their financial well-being. BlackRock is currently seeking a ** Client...quality control. This position has a high level of client service and interdepartmental contact. **Key Job… more
- ManpowerGroup (New York, NY)
- Our client , a leading financial services organization, is seeking a Trade Surveillance Multi-Asset (FI + Equities Focus) to join their team. As a Trade ... in it for me?** + Opportunity to work in a dynamic and challenging financial environment. + Engagement with a collaborative and innovative team. + Chance to develop… more
- ManpowerGroup (Binghamton, NY)
- Our client , a leading financial institution, is...me?** + Opportunity to gain valuable experience in a financial services environment. + Work in a ... collaborative and supportive team atmosphere. + Potential for long-term employment based on performance. + Engage in continuous learning and skill development. + Be part of a company that values diversity and inclusion. **Upon completion of waiting period… more
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