- Kestra Financial (San Antonio, TX)
- Mission Financial Planners, LLC is seeking a Senior Client Service Associate who will play a pivotal role in driving the firm's growth and operational efficiency. ... that planners can dedicate their time to business development and client relationships. The ideal candidate is highly organized, detail-oriented, and committed… more
- US Bank (Harrisburg, PA)
- …and discover what you excel at-all from Day One. **Job Description** The Client Relations Consultants interact with clients daily, serving their needs, answering any ... questions they may have, and initiate pro-active outbound calling efforts. Client Relations Consultants must be knowledgeable of complex USBAM products, associated… more
- BlackRock (Atlanta, GA)
- …skilled engineers, financial modelers, and data experts supporting Aladdin The Aladdin Client Experience team is the global client services organization ... team of over 400 members, we + Provide outstanding client service to users, every time + Solve complex...areas: + Performance attribution + Portfolio Modeling, Analysis, and Reporting + Credit and Market Data + Cloud-Based Data… more
- Optiv (Louisville, KY)
- …fully remote and can be hired anywhere in the continental US_** The Client Experience & Loyalty manager will drive the strategic development, operational execution ... and ongoing client experience lifecycle to increase customer satisfaction, loyalty, and...resolving issues quickly and collaboratively + Familiarity with Salesforce Reporting , Dashboards, CPQ, and Opportunities is preferred + Experience… more
- Livingston International (Amherst, NY)
- …Responsible to conduct documented internal audit. + Assist MSD in compiling and reporting performance measurement statistics for the Client Service Team. + ... Client Import Analyst Join Livingston and grow your career...acts as the primary support and day to day client contact for the client service teams. In… more
- BMO Financial Group (Chicago, IL)
- Provides daily operational service support and ensures the delivery of exceptional client experiences. Resolves client problems in a prompt and effective manner, ... that enhancement opportunities are identified and addressed or referred during client service interactions. + Leads and executes business development plans so… more
- Raymond James Financial, Inc. (Coral Gables, FL)
- …software. + Excel, including developing spreadsheets as needed and for ongoing reporting . + Effective communication across multiple client interactive platforms ... in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem… more
- TD Bank (West Palm Beach, FL)
- …for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Specialist I acts as sales and relationship support for Relationship Managers ... will be expected to participate in basic financial planning discussions and client relationship reviews. This role will support other team members (Relationship… more
- T. Rowe Price (Baltimore, MD)
- …by ensuring the team conducts detailed planning, status tracking, monitoring and reporting ; and stakeholder communication (internal and external client and ... that matter to you . About the Team The Client Account Management teams (CAM) work in conjunction with...with Global Distribution teams to support, retain and grow client and prospect relationships. CAM consists of the … more
- City of New York (New York, NY)
- …eligible New Yorkers aimed towards the achievement of long-term self-sufficiency. The Provider- Client Services & Special Projects Units are the cornerstone of the ... assistance participants transition to full time paid employment by having Client Service Representatives provide HRA oversight over 35 agency authorized contracts… more