- IQVIA (Wayne, PA)
- … team in streamlining financial processes for our clients' projects. The Client Services team focused on overseeing the delivery of CTP solutions ... service delivery team . Ultimately, our Client Services team is responsible...industry is preferred, but not required. + Experience with financial business applications preferred + Must be customer focused… more
- Mass Markets (Richmond, VA)
- …industries, including healthcare, retail, government, education, telecom, technology e-commerce, and financial services . Our contact centers are powered by both ... for account growth. The ideal candidate will have a solid background in client services , account management, or operations, along with excellent communication,… more
- World Insurance Associates, LLC. (Westborough, MA)
- …Position Summary We are seeking a detail-oriented and highly organized Client Services Associate to support our financial advisors with daily operational and ... Qualifications + 2-5 years of experience in financial services , wealth management, or a related client service role (preferred) + Strong understanding of… more
- BMO Financial Group (Chicago, IL)
- …**Qualifications:** + 5 - 7 years of relevant experience in Client Relationship, Financial Services or Service Excellence in a corporate or banking ... enhancement opportunities are identified and addressed or referred during client service interactions. + Leads and executes...business goals are achieved or exceeded. + Participates on client calls as required. + Addresses customer services… more
- Raymond James Financial, Inc. (Coral Gables, FL)
- …years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client ... team 's performance. + Onboards new clients, opens new client accounts and researches client and security...School Diploma or equivalent and five (5) years of financial services industry service experience,… more
- Robert Half Office Team (San Diego, CA)
- …Qualifications + 1+ year of experience in client services , customer service , or administrative support ( financial services preferred) + Strong verbal ... Description About the Company Our client , a reputable financial services...financial advisors, operations teams, and custodians to resolve client requests + Track service requests and… more
- T. Rowe Price (Baltimore, MD)
- …to support, retain and grow client and prospect relationships. CAM consists of the Client Account Services Team (CAS) and the Client Implementation ... Team deliver an excellent standard of core client service across the entire client...Monitors requests for new or enhanced client services , potential risk, and trends in service … more
- System One (Sunnyvale, CA)
- …and continuous improvement across the services . Drive exceptional client satisfaction, contractual performance (SLAs/KPIs), and financial optimization ... Service . This role holds ultimate ownership for inspirational team leadership and service quality and strategic...production services , working in partnership with the client to align service growth and capability… more
- Mass Markets (Wichita, KS)
- …industries, including healthcare, retail, government, education, telecom, technology e-commerce, and financial services . Our contact centers are powered by both ... success of a globally expanding, industry-leading organization. We are looking for a client -focused and relationship-driven Client Services Manager to serve… more
- Bank of America (Phoenix, AZ)
- …and financial controls **Required Qualifications:** + 1+ years of customer/ client service experience, including experience handling difficult client ... Client Services Representative II Phoenix, Arizona...integrity, commitment and drive to deliver a positive, differentiated service that improves our clients' financial lives… more