- Thrivent Financial (Minneapolis, MN)
- …reports that measure client experience. + Create and manage regular client database reporting . + Manage office expense tracking and related processes. ... every day through the financial solutions we offer, the client activities we support, and the resources we provide...and nonprofit organizations. Position summary: As a Manage of Client Services ( Client Experience) you are responsible… more
- JPMorgan Chase (Boston, MA)
- …ensuring timely settlement of trades and cash, management of claims and overdrafts, client /regulatory reporting and input into the production of our Investment ... Join our dynamic team as a Client Service Delivery Associate I and become a...become a vital part of our mission to elevate client experiences. As an Associate I in Investment Middle… more
- Compass Group, North America (New Hyde Park, NY)
- … client goals and seasonal trends + Coordinate product rotations to enhance client engagement ** Reporting & Insights** + Prepare and present reports on ... sharp eye for detail and a passion for operational excellence? We're seeking a Client Operations Manager to serve as the key link between our company and high-value… more
- Principal Financial Group (Des Moines, IA)
- … client due diligence questionnaires (DDQs) or requests for proposals (RFPs). + Client metric reporting and trend analysis. + Client relationship ... looking for a Summer 2026 Intern to join our Client Experience (CX)team within Asset Management. This summer internship...will allow you to see all aspects of the client journey and participate in enhancing it. Principal Asset… more
- Raymond James Financial, Inc. (Rochelle Park, NJ)
- …clients and prospecting for new clients + Prepare various business summary reports and client -specific reporting as needed for review by the financial advisor + ... team approach, and as such we are seeking a Client Service Associate with shared values and vision to...solving problems. **Essential Duties and Responsibilities** + Service daily client inquiries over the phone and in-person, including scheduling… more
- Raymond James Financial, Inc. (Depew, NY)
- …Follow up to ensure accurate completion + Prepare various business summary reports and client -specific reporting as needed for review by the financial advisor + ... **Essential Duties and Responsibilities** + Service daily client inquiries over the phone and in-person, including...the financial advisors and branch office + Open new client accounts, process money movement, and research information as… more
- PNC (Austin, TX)
- …Focuses on bringing the full range of PNC's products and services to the client . Leverages reporting and sales tools to proactively identify and successfully ... have an opportunity to contribute to the company's success. As a Premier Client Regional Sales Manager within PNC's Wealth Management organization, you will be based… more
- ABM Industries (San Antonio, TX)
- …to engage clients and solicit feedback on quality and delivery of services + Conduct Client Business Reviews reporting on metrics and outcomes as directed by the ... **Overview** **ABM** is hiring a **Manager of Client Experience for Commercial Real Estate** to execute, advise and manage quality, compliance, and governance… more
- Terracon (Tyler, TX)
- …monitors the results of subordinate direct reports. + Oversees the process of reporting client development results for both direct reports and themselves. This ... **34372BR** **Service Line:** Client Development **Office Name:** Tyler **Job Description:** **General...large office or region. This would include tracking and reporting of key marketing information, facilitating strategy meetings, motivating… more
- Terracon (Laguna Hills, CA)
- …client and major project pursuits. + Oversees the process of managing and reporting client development results. This includes client and project pursuits, ... leadership within multiple offices across the region. This includes managing key client relationships, tracking and reporting of client development… more