- S&P Global (New York, NY)
- …and unrated entities. Directly manage and build on relationships with strategic client accounts and Financial Advisors. Develop the business growth strategies ... leverage our proprietary methodologies and cutting-edge technologies to provide unparalleled client engagement and solutions. **The Role:** Manage, mentor and coach… more
- Thrivent Financial (Bellevue, WA)
- …our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our ... Counsel and advise prospective and current members/customers on suitable financial products and investment advisory services +...require licensing as requested by advisory team or Customer Service Coordinator + Respond to client emails… more
- Kestra Financial (Palo Alto, CA)
- …professional manner. The ideal candidate will have 2+ years of experience in the financial services industry allowing for a good understanding of broker / dealer ... operations and financial services industry, including but not limited...ongoing account management to existing clients to ensure their financial success + Complete client fact finders… more
- Ankura (Washington, DC)
- …experience involves large, diverse, and often incomplete data sets across client enterprises including financial , accounting, human resources, payroll, and ... Trust & Mass Torts practice is commonly engaged to assist financial investigations, litigations and disputes, turnaround and process improvement engagements, and… more
- Sodexo (North Andover, MA)
- …dining experience. This role requires a visible, proactive manager who excels in service standards, training, client relations, financial management, safety, ... proactively. + Oversee purchasing, inventory control, and budget management to meet financial goals. + Drive customer satisfaction through service excellence,… more
- Anywhere Real Estate (Westlake Village, CA)
- …real estate laws and regulations. + Maintain accurate records of transactions, client interactions, and financial activities. + Oversee preparation and timely ... commissions, and expenses. **Customer Service ** + Deliver exceptional customer service by addressing client concerns promptly and professionally. + Implement… more
- Columbia Bank (Sacramento, CA)
- …plan creation and presentation. Works to identify financial information and deliver financial guidance based upon a client 's risk tolerance, financial ... Wealth Advisors and Private Bankers to provide wealth planning services for clients. Advises clients on wealth planning strategies...wealth plans based on the individual needs and changing financial circumstances of the client . Works with… more
- Bowman (Burlington, NJ)
- …strategic direction to grow our New Jersey transportation team. + Provide high level client service . + Ensure financial viability and achieve annual profit ... our employees and supportive of our unwavering commitment to provide unparalleled service to our clients. **Purpose** Partner with company leadership to capitalize… more
- Fiserv (Berkeley Heights, NJ)
- …product strategy for Data Compass, Fiserv's platform for delivering data, analytics, and client insights to financial services customers. The team focuses ... move money and information in a way that moves the world. We connect financial institutions, corporations, merchants and consumers to one another millions of times a… more
- Insight Global (New York, NY)
- Job Description A large financial client is looking for a Brokerage Account Operations analyst to join the team. The role is responsible for opening accounts for ... ethic with pride in ownership of taking assigned tasks to completion. - Client service oriented with a high level of professional and personal integrity. -… more