- Wells Fargo (New York, NY)
- …or implementing administrative and operational processes and tools within Brokerage and Client Support functional area + Perform complex administrative tasks ... service and operational issues + Process processing client service requests + Provide assistance to...to less experienced staff + Interact with immediate Brokerage Client Support team, functional area, and internal… more
- Ethos Veterinary Health (Santa Barbara, CA)
- …related to surgical patients. Provide timely, compassionate, and informative responses to client inquiries. + Billing Support : Assist clients with estimates, ... informed, and running smoothly. + Customer Service : Deliver exceptional, empathetic service to every client , every time-supporting pet owners through the… more
- Aegon Asset Management (AZ)
- …older investment contracts to newer products. Submit conversion approval requests. Analyze client 's current service agreement and investment contract to the ... to and participate in department and organization-wide projects designed to enhance service , improve internal training, and improve client satisfaction and… more
- Casella Waste Systems Inc. (Portsmouth, NH)
- …at various levels within the organization\. Assists with training, works with Client Service Manager on billing issues, takes on additional responsibilities ... the need for equipment repairs, material that does not meet quality standards, additional service fees, etc\. + Coordinates with and support accounts payable and… more
- TIAA (Charlotte, NC)
- …Client Relationship Manager partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients. Working under ... **Wealth Client Relationship Manager** Wealth Management Client ...rights and view government notices here (https://www.dol.gov/general/topics/posters) . **Accessibility Support ** TIAA offers support for those who… more
- Publicis Groupe (Birmingham, MI)
- …and Investment peers on account-specific requests + May handle high-profile or sensitive client information + Provide support on new business pitches, as needed ... won't be solved by today's solutions. It's why we support our teams with the resources and tools they...from you. Let's shape the future together. **Overview** The Client Operations department manages client -specific operational tasks… more
- First Horizon Bank (Charlotte, NC)
- … Client Specialist role supports the line of business by providing exceptional service and operational support to associates and clients. This role is ... clients, associates, and internal partners to deliver a seamless client experience and support growth initiatives. This...to deliver a seamless client experience and support growth initiatives. This role places emphasis on relationship… more
- Bank of America (Boca Raton, FL)
- …and account maintenance; Use multiple communication methods to ensure a consistent and exceptional client service experience. + Act as a key team member leading ... results focused and effective. **Position Overview:** The **Registered Wealth Management Client Associate** role is a sales support position, typically… more
- ADP (Pleasanton, CA)
- …to solve their most critical business challenges. You carry the weight of ADP's service reputation and client satisfaction in your hands. The nature of what ... clients and support ADP's most complex products/technologies. You will solve client problems -- taking a broad perspective to identify solutions. You will work… more
- Raymond James Financial, Inc. (Pittsburgh, PA)
- …financial industry experience required, including 2 years of bank operations and/or client service experience preferred **Essential Skills and Abilities:** + ... end Private Banking loan account process and provides exemplary service and support to our clients. Incumbents...Service Team, such as processing modifications or initializing client loans on the Bank's internal systems and/or platforms.… more
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