- Thrivent Financial (IL)
- …processes, preparation of financial plans, investment research and analysis, and coordination of client service needs with team members. The Client ... Manage email review and follow-up as necessary + Update CRM (Salesforce) with client information and managing tasking updates in the system + Monitor applications… more
- Griswold Home Care, Inc (Irvine, CA)
- …dynamic, relationship-driven Business Development Specialist who can also support occasional administrative and client -focused office duties. This role is ideal ... Position Overview This role combines community outreach and marketing with light administrative and client coordination duties. It also includes limited weekend… more
- Wells Fargo (Franklin, VA)
- …and prepare for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues, ... by the Profit Formula Financial Advisor(s) + Execute various administrative functions for the Profit Formula Financial Advisor(s) and...Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills + Client service focus with the ability to… more
- Wells Fargo (High Point, NC)
- …and preparing for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues + ... with customers + Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills + Client service focus with the ability to listen to customer needs… more
- Wells Fargo (Danbury, CT)
- …and preparing for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues + ... with customers + Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills + Client service focus with the ability to listen to customer needs… more
- Schlesinger Group (Houston, TX)
- …+ Engage in audio and video recording activities. + Perform other administrative , reception, and hospitality duties as required. Requirements CORE COMPETENCIES: + ... Hotel or Wait Staff, Market Research, or related fields is preferred. + Administrative or host experience is highly valued. Computer Skills: + Proficiency in… more
- KeyBank (Brooklyn, OH)
- …with corporate, nonprofit, endowment funds, public fund and/or Taft Hartley clients in administrative capacity or other client service roles. + Demonstrated ... 4900 Tiedeman Road - Brooklyn, Ohio 44144-2302 The focus of administrative activities relates to client satisfaction/consulting and oversight responsibilities… more
- GE HealthCare (OH)
- …GEHC Services face to the customer(s) served. Responsible for meeting the daily service repair needs of designated Imaging, LCS and Biomed equipment, to include ... modalities of the customer's equipment. Drives customer satisfaction through Service Excellence. **Job Description** **Responsibilities:** + Troubleshoot, install, maintain,… more
- Edward Jones (Tempe, AZ)
- …leadership experience + Experience working with HNW clients and/or delivering a private client service + Experience with project coordination; CAPM designation + ... workflows and tasks across all project planning phases. They will provide administrative assistance in client onboarding, coordinate tasks/milestones related to… more
- Mass Markets (Richmond, VA)
- … client accounts. This role is responsible forensuring exceptional service delivery, fostering strong client relationships, driving operational improvements ... clients, ensuring their needs are met with professionalism and efficiency. + Oversee service delivery to ensure alignment with client expectations, service … more