- US Bank (Los Angeles, CA)
- …clear communication regarding requirements, timelines, and next steps. + Deliver exceptional client service to build trust and encourage long-term relationships. ... and businesses we serve to make better and smarter financial decisions and enabling the communities we support to...The Private Wealth New Accounts Opening Manager leads the team responsible for account opening new accounts trust, investment,… more
- Zions Bancorporation (Salt Lake City, UT)
- … aligned to defined segmentation models. + Utilize Salesforce Financial Services Cloud and integrated workflows to manage service requests and track ... equivalent and some years of account servicing, sales, customer service in the financial services ...development through structured training tiers. + Experience in a client -facing financial services role preferred;… more
- Capital One (Plano, TX)
- …GED or equivalent certification + At least 3 years of experience in client services , customer service , business process management, project management, ... of the most impactful groups within CCO is the Client Solutions team . The Client ...or Military experience + 4+ years of experience in client services or customer service … more
- Capital One (Charlotte, NC)
- …High School Diploma, GED or equivalent certification + At least 2 years of experience in client services or customer service + At least 2 years of experience ... Senior Associate, Client Services Are you looking for.... We are currently searching for a Senior Associate, Client Service . **Ideal Candidate** **:** At the… more
- Kestra Financial (Grapevine, TX)
- Full-time, Client Service Associate (CSA) Requirements Summary: Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a ... Maintain CRM database; define and ensure adherence to appropriate client service models + Manage and update...with a minimum of 3 years executive administrative experience; financial services industry experience a plus +… more
- MUFG (Chicago, IL)
- …Bachelor's degree or have equivalent work experience is required + **Minimum one year** of client services work experience in Financial Services industry ... more details. **Job Summary:** The Japanese Corporate Banking (JCB) Client Services Analyst's primary responsibility is to...financial market conditions; + Work with Transaction Banking Client delivery team to follow up with… more
- Allied Universal (New York, NY)
- …and customers we serve. **Allied Universal(R) is hiring a Security Director for a Global Financial Client located in the Hudson Yards area of Manhattan.** As a ... Company Overview: Allied Universal(R), North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose.… more
- JPMorgan Chase (Tampa, FL)
- …you enjoy leading a team ? This could be the right role for you! As a Client Service Team Lead on the Insurance/Healthcare Team , you will be ... responsibility for servicing a portfolio of large corporate or financial institution clients. You will have responsibility for: Human...alignment events + Coach team and monitor service delivery performance to ensure client satisfaction… more
- Santander US (Miami, FL)
- …**Your Journey Starts Here:** Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest ... Client Lifecycle Management - Transaction Driven Financial...In this position, your goal is to deliver superior service by efficiently and accurately assessing applicable requirements for… more
- Mass Markets (Dallas, TX)
- …+ Associates Degree or higher is a plus + Relevant experience in banking or financial services is a plus + Experience with data-entry utilizing a computer - ... POSITION OVERVIEW CUSTOMER SERVICE REPRESENTATIVE SUPPORTING COMMERCIAL AND PUBLIC SECTOR CLIENTS...document call resolution in appropriate systems + Strictly follow client process for handling financial issues and… more