- 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
- Paychex (Rochester, NY)
- …and unleash your potential. Overview Works independently to provide customer service for multiple Paychex products. Ensures good customer relations are maintained ... procedures. Proactively educates and informs clients, and initiates improvements based on client feedback. Has specialized depth and breadth of expertise in multiple… more
- AON (Norwalk, CT)
- …an Associate Partner . Our clients include virtually every leading global financial services firm, including asset managers, private equity firms, hedge ... an experienced consultant to join our Financial Services Data Solutions Team as an Associate Partner...done by analyst team. + Develop new products of services that meet our client 's evolving needs… more
- Bloomberg (New York, NY)
- …Sales - Financial Solutions Location New York Business Area Sales and Client Service Ref # 10045049 **Description & Requirements** **Bloomberg is a global ... employees alike. Our team comprises several key pillars: sales, service , operations, culture and brand. As a department, we...have: - Minimum 2 years of experience working in financial services or a financial … more
- Capital One (Mclean, VA)
- Sr. Director, HR Business Partner - Enterprise Services Are you interested in joining a team of best-in-class HR consulting leaders who enable game-changing ... of the best companies to work for. The Enterprise Services HRBP team is looking for a Sr. Director,...Consult with the senior executives, other HRBPs and HR partner groups (people analytics, recruiting, compensation, associate relations, learning… more
- NatWest Markets (Stamford, CT)
- US Client Services and Onboarding, Manager Closing date for applications: 14/09/2025 LocationStamford,United States Job typePermanent Contract typeFull Time ... proper operations of the department and the business_ **US Client Services and Onboarding, Vice President** ....ensure the operation of controls and processes related to Anti- Financial Crime, Client Account Management and … more
- JPMorgan Chase (Tampa, FL)
- …a large portfolio of clients? If so, this could be the role for you! As a Client Service Account Manager in the Diversified team, you will support a portfolio of ... large corporate clients, helping them effectively utilize our Payments Products and Services . By leveraging your expertise in client and product management, you… more
- NTT DATA North America (Newark, NJ)
- …serves as the primary relationship owner for a portfolio of NTT DATA Banking/ Financial Services clients across a designated regional territory. This pivotal role ... the region. With deep expertise in capital markets and financial services , the Segment Leader oversees customer...a keen focus **on** P&L management, strategic account growth, service delivery excellence, and long-term client success.… more
- Kestra Financial (Raleigh, NC)
- …Cunningham Financial , a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve ... Service Associate Summary The Client Service Associate reports to the Financial Advisors...candidate will have 2+ years of experience in the financial services industry allowing for a good… more
- Alight (Newton, IN)
- … client / TPV concerns and relationship building. + **Monthly** Creating Service Review presentations (TPV countries) and conducting client calls.Check and ... to the client .Managing security inscident process by aligning with SI team, partner ( If applicable ), CSL and client .Assisting in panel interviews.Taking… more