- Kestra Financial (San Antonio, TX)
- Mission Financial Planners, LLC is seeking a Senior Client Service Associate who will play a pivotal role in driving the firm's growth and operational ... service . The Senior Client Service Associate reports directly to the Financial ...business-related field preferred. + 5+ years of experience in financial services , with a solid understanding of… more
- Thrivent Financial (Crete, IL)
- …self-motivated individual who thrives working not only independently but also with a team . The Client Service Administrator's main responsibilities will ... service along with advisor support: answering client questions regarding insurance and financial accounts;...a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the… more
- Charles Schwab (Westlake, TX)
- …administration, or related area; bachelor's degree is preferred. + 2+ year of customer service experience, preferably in financial services ; 1+ years of ... on site in the specified location(s)._ As a **International Client Service Associate** , you will ...shifts will also support our clients within Stock Plan Services . Our team consists of a **diverse**… more
- Edward Jones (Tempe, AZ)
- …designation + Advanced knowledge of Edward Jones client and branch team tools, including Financial Foundation, Portfolio, Proposal Tool, JonesLink and other ... deep understanding of the firm's A&G, systems and tools, financial planning principles, and the branch and client...+ Bachelor's degree required + 3+ years of relevant financial services experience + Series 7/66 required… more
- World Wide Technology (New York, NY)
- …best in class results for your customers. **What will you be doing?** The Client Executive will sell broad technical services , solutions, and products to our ... requests to the WWT technical teams for scoping. The Client Manager will team with local Engineers...up to 25%. **Responsibilities:** + Position WWT capabilities and service offerings with client business and technology… more
- Edward Jones (Tempe, AZ)
- …planning topical area, financial planning tool(s) + Knowledge of Edward Jones client and branch team tools, including Financial Foundation, Portfolio, ... is meaningful - because it has a singular focus: client relationships. What you do every day helps people...you Need:** + Bachelor's degree; 1-2 years of relevant financial services experience + Series 7/66 required… more
- Charles Schwab (Lone Tree, CO)
- … client events and escalations + Aid in the build out and development of the client service team that will support this offer + Develop internal training ... financial goals as their company lifecycle progresses. The ** Client Service Managers for private companies** will...plans is a new line of business for Workplace Services , and Client Service Managers… more
- Charles Schwab (Westlake, TX)
- …employees of our corporate clients to achieve their financial goals. Specifically, the SPS Client Services team plays a vital role in the delivery of our ... implementation through to ongoing administration of the plan. The Client Services team is expected...for our corporate clients and their employees. As a ** Client Service manager** in SPS you will… more
- BrightSpring Health Services (Sacramento, CA)
- …within a collaborative team + Experience in a project management and client -facing customer service role + Strong background with the ability to manage ... service excellence and top-quality care come join our team and apply today! This position will be posted...in the Monthly/Quarterly Business Reviews (QBR's) and Pharmacy Optimization Services (PSOP's) + Leads client contract renewal… more
- BrightSpring Health Services (Scottsdale, AZ)
- …includes the successful implementation and promotion of various corporate initiatives + Supports Client Services team with tasks involving customer success, ... service excellence and top-quality care come join our team and apply today! * Primarily in office role,...Business Review with Management + Collaborates and assists the Client Services team in serving… more