- Livingston International (FL)
- … Service Delivery and acts as the primary support and day to day client contact for the client service teams/operations to ensure quality standards ... maintenance and auditing service delivery activities to ensure client service delivery satisfaction. This position assists in ensuring that all entries… more
- ADP (Roseland, NJ)
- …a Client Security Advocate - Assurance** + Are you an eager security, client service , or technology professional who wants to learn what a wide-scope ... curious** individual who is interested **in building a career in security** and client service . **In this role, you will** **act as a trusted security advisor… more
- World Insurance Associates, LLC. (Ramsey, NJ)
- …coordinating account operations, and ensuring accurate and timely execution of all client service activities. This role supports advisors in providing an ... coordinating investment changes, data integrity, and issue resolution + Client service , including preparing for client meetings, planning updates,… more
- M&T Bank (Boston, MA)
- …Worth (UHNW) client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and communicates with key stakeholders ... Experience Required:** **Bachelor's degree and a minimum of 1 years' financial services client service experience, or in lieu of a degree, a combined minimum of… more
- BMO Financial Group (Chicago, IL)
- …ensuring that enhancement opportunities are identified and addressed or referred during client service interactions. + Leads and executes business development ... key clients. + Creates policies and procedures for to ensure quality client service and product delivery while protecting the Banks' interests and managing risk.… more
- Edward Jones (St. Louis, MO)
- …leadership experience + Experience working with HNW clients and/or delivering a private client service + Experience with project coordination; CAPM designation + ... across the firm to continue to enhance the Generations delivery service model and enabling our Client Concierge Specialist to deliver excellent service by… more
- Zions Bancorporation (Salt Lake City, UT)
- …at our downtown Salt Lake City, UT location. **General Responsibilities** + Deliver client service aligned to defined segmentation models. + Utilize Salesforce ... You bring the talent; we bring the opportunity. **Role Summary** The Client Account Service Associate (CASA) plays a pivotal role in delivering a consistent and… more
- KeyBank (Brooklyn, OH)
- …The CA will administer an IA book of institutional relationships with emphasis on client service and daily administrative duties. The CA must develop and ... American, public fund and/or Taft Hartley clients in administrative capacity or other client service roles. + Demonstrated strong client service skills.… more
- Paychex (West Henrietta, NY)
- …Overview Under a significant level of guidance and direction, provides customer service for one Paychex product. Uses prescribed guidelines to ensure good customer ... and in accordance with Paychex policies and procedures. Responsibilities + Delivers quality service to Paychex clients via phone, email, chat, and other avenues +… more
- HUB International (Encino, CA)
- **THE OPPORTUNITY: ** Our service professionals play a vital role in supporting our clients with day-to-day account management, claims management, and underwriting ... preferred) + Required "soft skills": efficient time management, organization, customer service , high initiative, team-oriented and high attention to detail ** **… more