- Capital One (Mclean, VA)
- …both internal business partners and external client teams to help drive partner -specific financial insights. This position will serve as the work lead ... Manager, Financial Planning and Analysis, Card Partnerships Capital One...are looking to expand our business aggressively in the partner credit card segment, not only through organic growth… more
- Charles Schwab (Manhasset, NY)
- …under a condition of employment_ ) **Preferred Qualifications:** + 3+ years of Financial Services Industry Experience + Strong written and verbal communication ... quo" and transform the finance industry together. As a Financial Consultant Partner (FCP), you are in...Financial Consultant(s) + Ability to uncover and meet client needs and effectively manage client expectations… more
- C&W Services (Santa Clara, CA)
- **Job Title** Director, Client Services (Hard & Soft ...new lines of service within an existing client site or a new business opportunity partner ... Services ) **Job Description Summary** The Director, Client Services is responsible for the operations,...emphasis on the management of overhead, labor, materials, and service contract expenses in order to achieve financial… more
- JPMorgan Chase (San Francisco, CA)
- …years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining ... exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. **Job...not available in all states. Chase is a leading financial services firm, helping nearly half of… more
- Bloomberg (New York, NY)
- …Bloomberg Financial Solutions Location New York Business Area Sales and Client Service Ref # 10041814 **Description & Requirements** Quantitative investment ... Client Quant Developer (SPEC TEAM), Specialist Sales -...need to have:** + Minimum 5 years' experience in Financial Services or a Financial Technology… more
- Citizens (Brooklyn, NY)
- …a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct ... 's short- and long-term goals, then construct a tailored financial plan that meets the client 's goals.... Financial Advisor role or equivalent experience in financial services . + Demonstrated track record in… more
- Truist (Paramus, NJ)
- …Commercial teams and other internal business partners to uncover and ensure unmet client financial needs are fulfilled. 9. Conduct investment product educational ... on analyzing objectives and risk tolerance to determine which financial strategies and solutions best meet the client...Advisor team to increase assets under management, sales and service . 3. Develop and maintain a profitable level of… more
- CNO Financial Group (Carmel, IN)
- …bonus eligible. Optavise, a CNO Financial Group Company, is seeking a Senior Client Services Associate to manage both client and internal Optavise teams ... As the main Optavise contact for clients, brokers, and partnering vendors, Sr Client Services Associates build strong relationships with external stakeholders by… more
- CNO Financial Group (Carmel, IN)
- …bonus eligible. Optavise, a CNO Financial Group Company, is seeking a Senior Client Services Implementation Associate to manage both client and internal ... the main Optavise contact for clients, brokers, and partnering vendors, Sr Client Services Implementation Associates build strong relationships with external… more
- JPMorgan Chase (New York, NY)
- …operational efficiency in client service delivery. + Experience in financial services including pre and post trade activities with sound understanding of ... and drive resolution of strategic client issues. Partner with Operations to ensure end-to-end connectivity, service...and skills** + Extensive experience in the banking or financial services industry, particularly in commercial or… more