- Emory Healthcare/Emory University (Atlanta, GA)
- …of our academic community. **Description** JOB DESCRIPTION: + Leads the client services team in establishing, supporting, and advancing the technologies that ... of faculty and staff. + Manages the evaluation and implementation of client services practices and policies; standards and configurations; and software, hardware,… more
- UHS (Johnson City, NY)
- Position OverviewThe Client Service Associate assists physicians, patients and other healthcare professionals as the laboratory resource for test reports, supply ... support to internal and external customers performing problem investigation, resolution, client notification and specimen problem reporting . Primary Department… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …resolve operational issues promptly. + Prepare reports and assist with quarterly client reporting . + Maintain CRM and portfolio management systems (Salesforce, ... with JC del Rosario - I'd love to connect! Client Service Specialist About the Role We're seeking a...Service Specialist About the Role We're seeking a skilled Client Service Specialist to join a boutique wealth management… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …to resolve operational issues + Prepare reports and assist with quarterly client reporting + Maintain CRM and portfolio management systems (Salesforce, ... to JC del Rosario - I'd love to connect! Client Service Specialist About the Role We're looking for...Specialist About the Role We're looking for an experienced Client Service Specialist to join a boutique wealth management… more
- Insight Global (Dover, DE)
- Job Description Serve as a first point of contact for client support inquiries, ensuring timely and professional communication. * Collect, clean, and analyze ... client and operational data to identify trends, patterns, and...* Support the VP of Operations in strategic projects, reporting , and performance tracking. * Document and refine internal… 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
- JPMorgan Chase (Chicago, IL)
- …research, influencing product design and functionality. As an Experience Research Senior Associate in the Global Client and Employee Experience (GCEX) ... create organizational momentum by combining storytelling with strategic rigor: go beyond reporting of data to provide internal functions and lines of businesses with… more
- Santander US (Miami, FL)
- Client Lifecycle Management - Transaction Driven Financial Crime Associate Country: United States of America **Your Journey Starts Here:** Santander is a global ... compliance matters. Assist with the planning, execution/gathering documentation, and reporting of audits/security assessments. Support management in the day-to-day… more
- JPMorgan Chase (Columbus, OH)
- …presentations for the Operating Committee and the Board of Directors. As an Associate in Planning & Analysis, you will be responsible for coordinating the budgeting ... and other support teams in order to provide impactful reporting , planning and insightful analyses + Produce presentations, analysis...+ Conduct \"deep dive\" analyses on key issues impacting client to determine root cause and propose solutions +… 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