- HUB International (Wilmington, MA)
- …their own unique, regional culture. We currently have an opportunity for a ** Client Services Associate ** . **SPECIFIC** **RESPONSIBILITIES** **:** + Assist the ... property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Becoming a...CRM in client retention and building relationships with key … more
- JPMorgan Chase (New York, NY)
- At JPMorgan Chase, we are committed to extraordinary client service , taking care of our employees, and building relationships while maintaining a strong ... offer them the best the firm has to offer. As a Field Incentive Support Associate within the Private Client Relationship Management team, you will oversee and… more
- Raymond James Financial, Inc. (Naperville, IL)
- …crucial support to the financial advisors and branch office. + Opens new client accounts and researches client and security information using internal databases ... and other technologies. + Ensures client paperwork and documentation is accurate and correct prior...strategies. + General office practices, procedures, and methods. + Investment concepts, practices and procedures used in the securities… more
- Publicis Groupe (Needham, MA)
- …bonding leave . Back-up child/elder care just to name a few. **Overview** The Associate , Client Operations plays a crucial role in supporting internal account ... a reputation for maintaining the largest, most reliable partnership-based platform and sterling service with a personal touch. With over 25 years of experience and… more
- NYU Rory Meyers College of Nursing (New York, NY)
- …business issues, and build and lead a high-performing finance organization that puts client service first. Strong commitment to maintaining the highest levels of ... and Investments offices, oversee operational aspects of the School's investment program Student Financial Services and Financial Aid + Develop the planning… more
- T. Rowe Price (Baltimore, MD)
- …network of internal and external constituents, which includes: + Communicating with sales, client service and investment professionals to assess prospect and ... with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed...that matter to you . Role Summary The RFP Associate Editor plays a lead role in advancing the… more
- Thrivent Financial (Spokane, WA)
- … requests + Develop, implement, and monitor procedures, policies, or standards in client service model processes + Maintain information in the Client ... them build, grow and protect financial well-being through purpose-based advice, investments , insurance, banking and generosity. Pacific Northwest Consultants is an… more
- T. Rowe Price (Owings Mills, MD)
- …. Escalates relevant issues to senior team members or management. Applies high client service protocols to support client satisfaction. Qualifications ... with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed...ways that matter to you . Role Summary The Client Success Manager plays a pivotal role in supporting… more
- Wellington (San Francisco, CA)
- …US region, developing and maintaining deep relationships with clients, prospects and investment consultants, ensuring the highest levels of service . The ideal ... within the investment industry and will demonstrate a passion for investments and sales, working across alternatives, equity, and fixed income products. This… more
- US Bank (Boise, ID)
- …One. **Job Description** Provides sales, processing, operational, administrative and customer service support to Financial Advisors (FA) of US Bancorp Investment ... diploma or equivalent - Two to four years of investment industry experience - Series 6 or 7, 63...Minimum requirement is SIE. **Preferred Skills/Experience** - Excellent customer service skills - Ability to manage multiple tasks/projects and… more
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