- Robert Half Finance & Accounting (San Francisco, CA)
- …join a boutique wealth management firm. This role is primarily focused on back-office operations with some client interaction via email and phone. You'll play a ... with JC del Rosario - I'd love to connect! Client Service Specialist About the Role We're seeking a...or investment advisory (required). + Strong knowledge of financial operations , including ACAT, ACH, and RMD processes. + Exceptional… more
- Insight Global (Dover, DE)
- …( Operations , Product, and Data) to ensure data accuracy and alignment on client deliverables. * Support the VP of Operations in strategic projects, ... Job Description Serve as a first point of contact for client support inquiries, ensuring timely and professional communication. * Collect, clean, and analyze … more
- Robert Half Finance & Accounting (San Francisco, CA)
- …send your resume via LinkedIn to JC del Rosario - I'd love to connect! Client Service Specialist About the Role We're looking for an experienced Client Service ... boutique wealth management firm. This is primarily a back-office role with some client interaction via email and phone, focused on delivering exceptional service and… more
- Aston Carter (Albany, NY)
- Banking Associate - Client Services Join a dynamic financial team where your expertise and passion for service make a real impact. In this role, you'll be the ... and loans, identifying opportunities for additional services. + Support branch operations , including ATM balancing and compliance tasks. + Collaborate with your… more
- RxBenefits (Omaha, NE)
- The Associate Counsel provides substantive support to the Legal & Compliance Department, working primarily with the Commercial Contracting team in drafting and ... Responsibilities Include:_ + Drafting and negotiation of company contracts, including client agreements and marketing agreements + Providing legal support on various… more
- Robert Half Office Team (Miamisburg, OH)
- Description We are looking for a motivated Client Service Coordinator - Associate to join our team in Miamisburg, Ohio. This is a Contract position requiring 30 ... ideal candidate will thrive in an onsite environment, supporting office operations and ensuring seamless communication and organization. Responsibilities: * Manage… more
- UMB Bank (Kansas City, MO)
- The Securities Services Operations Associate is a part of the Trust & Custody Operations team that supports the Corporate Trust and Institutional Custody ... environment with unpredictable scenarios while maintaining flexibility and adaptability to client needs. Our Securities Services Operations Associates are… more
- TEKsystems (Colorado Springs, CO)
- …Candidates must be comfortable navigating multiple systems and interpreting complex client instructions. Key Responsibilities + Process 350-400 client activities ... movements, new account setups, complex asset allocations. + Review and interpret client paperwork, emails, and phone transcripts to determine intent. + Navigate… more
- MetLife (Whippany, NJ)
- …real estate. Visit us at www.metlife.com/investments to learn more. The Institutional Client Group (ICG) is responsible for driving the firm's strategy and business ... Due Diligence (ODD) questionnaires to support new business generation and existing client care. In addition, DSG ensures that MIM's investment strategies are… more
- Capital One (Plano, TX)
- Associate , Tax Credit Operations (New Market Tax Credit) Are you looking for a challenging role that includes the convenience of working virtually at home? Then ... Capital One hubs in Charlotte, NC, Plano, TX or Richmond, VA. Tax Credit Operations supports the Capital Markets line of business in the Commercial Bank division of… more