- Thrivent Financial (Mesa, AZ)
- …in support of client relations, and other administrative tasks as assigned. The Client Service Administrator reports to and is employed by Drew Ainsworth and ... facing activity in the practice by scheduling meetings with client /members on behalf of the practice's Financial ...a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the… more
- Compass Group, North America (TX)
- …CRM for tracking client communications and reporting. + ClubProcure.com: Marketing, client engagement, and financial data access. + Power BI: Dashboard ... to source and provide a variety of products and services that help our customers more easily, and cost...business reviews, attend key industry events, and identify new client opportunities. + Maintain consistent communication with key country… more
- JPMorgan Chase (Plano, TX)
- …Self-Directed Investing, Chase Private Client , and the JP Morgan Private Bank. As a Client Service Leader within the JP Morgan Wealth Management Client ... service levels, conduct call observations, and ensure quality service . + Address client needs by handling...qualifications, capabilities, and skills** + 3 + years of financial services or brokerage experience + Strong… more
- Cognizant (Des Moines, IA)
- …. Handle a portfolio of IoT programs, establish and run governance with client collaborators, and run financial and demand forecasts across their portfolio. ... Solutions and Sales; Medical Device R&D Engineering** We are seeking a Service Line Solution Sales Specialist with deep technical expertise in Life Sciences,… more
- AON (IL)
- …better experience for employers and their employees. Be part of our growing team as a Client Service Manager! This is a virtual role with the flexibility to work ... clients succeed. What the day will look like The Client Service Manager (CSM) is responsible for...plan compliance across participant employers and delivering high quality services . How this opportunity is different You will enjoy… more
- PNC (Phoenix, AZ)
- …valued and have an opportunity to contribute to the company's success. As a Client Service Associate within PNC's Private Bank organization, you will be based ... position is primarily based in a PNC location. The Client Service Associate serves as the primary...completing activities across all PNC Private Bank products and services (Banking, Investment and Fiduciary). As the owner of… more
- JPMorgan Chase (Boston, MA)
- …behaviors, and strategies. + Partner with Relationship Management and help lead client service and due diligence meetings. + Collaborate cross-functionally with ... financial organizations to resolve any issues to the client 's satisfaction. Job Responsibilities + Play a lead role...trade lifecycle. Knowledge of industry and vendor products. + Client service / relationship building skills with… more
- TEKsystems (King Of Prussia, PA)
- … accounts. Skills Customer service , Call center, retirement plans, data entry, financial services , customer experience, banking, client services ... think - Strong attention to detail - Call center experience preferred - Financial services experience preferred - Bilingual Spanish preferred Experience Level… more
- Compass Group, North America (Redwood City, CA)
- …high performing team + Culinary Program knowledge + Cultivates exceptional guest and client relations + Financial Management and Analysis + Special Event ... sales and event order communications, scheduling and training of service staff, planning, delivery, set up, clean up, and...process customer requests, changes to orders, menu updates and client profiles. + Proficient with MS office and other… more
- City National Bank (Irvine, CA)
- …to improve workflow and efficiency. * Client Services * Manages client and operation service workflow. Participates in delegating client assignments ... as all regulatory requirements and communicates to staff. Ensures quality client service , operational integrity and regulatory compliance. Frequently… more