- HSBC (New York, NY)
- … Experience -highly client centric, dedicated to optimizing every client touchpoint from on-boarding, transactions, billing, and service + Partnership ... driving product enhancement and commercialization initiatives, working with Sales, Operations, Client Servicing and Implementation teams to manage existing client… more
- HSBC (New York, NY)
- …work experience) + Proven experience in insurance sales, wealth management, private banking, or financial services + Life license, FINRA Series 6, 63, 65 or 66 ... relationships, and ensuring seamless delivery of insurance and banking services . **As our WPB Insurance Specialist you will:** +...a plus + High attention to detail, confidentiality, and client service excellence + Self-motivated with the… more
- ResolveSoft Inc (Philadelphia, PA)
- … Desk, ensuring the delivery of high-quality, efficient, and compliant technical support services to the client . This role is responsible for the overall ... success of the contract, managing personnel, budget, service level agreements (SLAs), and the continuous improvement of the support delivery model. Key… more
- PJ MORGAN INVESTMENTS, INC. (Omaha, NE)
- …reading for the details. What We Have For You: As a rapidly growing, full- service real estate firm, we offer services in commercial property management, ... of client relationships. Support consistent communication with clients and service providers. Assist in development and management of marketing initiatives such… more
- HSBC (Miami, FL)
- …to Brazil. The role owner will be an exceptional team player and client focused individual. This individual will establish new relationships focused on Brazil to ... Revenue. As our High-Net-Worth Relationship Manager-Brazil you will: + Combine client relationship management with strong risk assessment and management capabilities… more
- Neuberger Berman (New York, NY)
- …sales opportunities, providing product updates, setting up sales appointments, and following up on client service + Act as a resource to advisors by developing ... + Respond to inbound sales inquiries, literature requests, and service issues + Act as a liaison between the...be required **Qualifications** + Prior experience in sales within financial services industry is preferred + Excellent… more
- Banc of California (Orlando, FL)
- …Banc of California offers a broad range of loan and deposit products and services , with full- service branches throughout California and Denver, Colorado, as well ... service agreements and supporting documents for each new client . + Work collaboratively with onboarding team to ensure...business opportunities + Strong knowledge of an array of financial products and services and a good… more
- FM (Walnut Creek, CA)
- …Administrative Assistant** . This role will support all administrative aspects of the Client Service Team, and jointly support the Account Engineers Team, ... files and records + Purchasing supplies + Tracking invoices and budgets + Tracking Client Service Team processes + Travel itineraries + Organize and coordinate… more
- DFW Electric Group, LLC (Wylie, TX)
- …Provide estimates for cost and timeline prior to beginning work Acquire signature of client on service agreement prior to beginning work Conduct all work to ... We are currently seeking an experienced, reliable, and highly-skilled Service Journeyman Electrician to join our growing team of...ability, as if it were your own home/business Notify client immediately if plan needs to be adjusted due… more
- Principal Financial Group (Des Moines, IA)
- …reviews, advisor model updates, and business reporting. Operating at the intersection of financial services and technology, Principal builds financial tools ... a personal and professional level. Together, we're imagining a more purpose-led future for financial services - and that starts with you. Our success depends on… more
