- Raymond James Financial, Inc. (St. Petersburg, FL)
- … service to the client . + Ensure that any professional, technical, or client service problem or request is resolved in a timely manner and by the ... with the leadership team for the group. + Manage client and prospect relationships specific to business-driven objectives. +...(2) to five (5) years of experience in the financial services industry. + OR ~ +… more
- SHI (Somerset, NJ)
- …and the ability to operate autonomously while maintaining structured alignment with the Client Solution Services (CSS) Team. **Role Description** + Partner with ... we're proud to be a $16 billion global provider of IT solutions and services .** **Over 17,000 organizations worldwide rely on SHI's concierge approach to help them… more
- Heritage Financial Credit Union (Poughkeepsie, NY)
- …BSA Officer in assuring compliance. EXPERIENCE REQUIRED: + Two years of customer service , financial or social services experience. SKILLS/ABILITIES: + ... and building a stronger community. We believe that everyone deserves access to affordable financial services , and we are dedicated to providing our members with… more
- Bloomberg (New York, NY)
- …- Bloomberg Financial Solutions Location New York Business Area Sales and Client Service Ref # 10048522 **Description & Requirements** Bloomberg is a global ... 14,000 professionals in nearly 90 countries at over 800 client firms, including some of the largest asset managers,...workflow structure + Proven track record of outstanding customer service , ideally servicing Financial Institutions + Ability… more
- VCA Animal Hospitals (Brookline, MA)
- …+ Paid Parental leave **Why We Need You** As the face of VCA Brookline, the Client Service Representative sets the tone for the practice as we build and maintain ... supportive environment? **VCA Brookline Animal** is seeking an experienced C **lient Service Representative** to join our well established hospital fulltime. We have… more
- Equitable (Cleveland, OH)
- …, demonstrating how these solutions can be tailored to meet their unique needs * Client Service and Implementation: Analyze and organize client data, ensure ... Cultivate and expand your network within established markets * Products and Services Consultation: Educate clients on our diverse financial products and… more
- Equitable (Fort Collins, CO)
- …, demonstrating how these solutions can be tailored to meet their unique needs + ** Client Service and Implementation** : Analyze and organize client data, ... Financial Professional - Retirement Benefits Group - CO,...balance and champion limitless income potential! **Role Highlights** + ** Client Engagement** : Cultivate and expand your network within… more
- Equitable (Boca Raton, FL)
- …, demonstrating how these solutions can be tailored to meet their unique needs + ** Client Service and Implementation** : Analyze and organize client data, ... Financial Professional - Retirement Benefits Group - FL,...balance and champion limitless income potential! **Role Highlights** + ** Client Engagement** : Cultivate and expand your network within… more
- Bank of America (Darien, CT)
- …legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue ... Team Financial Advisor Darien, Connecticut **To proceed with your...provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management… more
- Equitable (Deerfield, IL)
- …, demonstrating how these solutions can be tailored to meet their unique needs + Client Service and Implementation: Analyze and organize client data, ensure ... Cultivate and expand your network within established markets + Products and Services Consultation: Educate clients on our diverse financial products and… more
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