- PNC (Cleveland, OH)
- …and federal regulations and Bank policy and procedures. Candidates with experience in client and fiduciary services , accounting and client management ... In this role, you will support the Estate Settlement Advisor /s in all aspects of estate and trust administration...service and execution support for new and ongoing client relationships. May serve as a customer solutions resource.… more
- Thrivent Financial (IL)
- …of processes, preparation of financial plans, investment research and analysis, and coordination of client service needs with team members. The Client ... This position oversees the planning department including all team members, procedures and processes for Sage Path...McAdams. Sage Path Financial Consultants is an independent financial services practice of Thrivent Financial. We take a broad-based… more
- WCG Clinical (Cary, NC)
- …deliver unified and exceptional service . + Build trusted relationships with senior client stakeholders, acting as a strategic advisor and advocate. + Oversee ... across the Client Success & Partnership and Client Support Services teams. This role ensures...client success strategy aligned with company goals and client needs. + Lead and mentor a team… more
- Santander US (New York, NY)
- …required KYC documentation and regulatory classification forms from third party stakeholders. + Service client on-boarding needs and liaise with Front Office to ... service in all interactions. + Establishes a trusted advisor relationship to ensure customer satisfaction. + Partners with...experience: - Required. + 3+ Years Experience in financial services preferably in a client facing operations… more
- Edward Jones (St. Louis, MO)
- …understanding of compensation programs + Provides guidance and mentorship to other Compensation Team members to ensure consistency of service to our business ... everyone is aligned toward a singular focus: serving the client . And everyone is working to make the firm...of pay levels and programs + Functions as an advisor and subject matter expert for leveling CST jobs… more
- World Insurance Associates, LLC. (Houston, TX)
- …Creates solutions and make recommendations in preparation for the strategy meeting with Client Advisor . + Creates complete carrier submission and submits + ... Overview World Insurance Associates ("World") is a unique financial services organization with a global network of brokers and...and payroll & HR solutions. Position Summary The Senior Client Manager independently serves as the primary service… more
- Bank of America (Pasadena, CA)
- …an impact. Join us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ... needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through... client materials and follows up on all client and Financial Advisor (FA) requests +… more
- NTT America, Inc. (New York, NY)
- …adaptable, and forward-thinking organization, apply now. We are currently seeking a Banking Consulting Client Partner to join our team in New York City, New York ... or related field** + **12+ years of experience** in management consulting or client -facing leadership roles within banking and financial services . + Demonstrated… more
- Burns & McDonnell (Houston, TX)
- …challenges. This role is more than sales; it's about becoming a trusted advisor who understands client needs, crafts tailored solutions, and ensures successful ... to understand their needs, manage expectations, and facilitate communication. + Lead client -focused strategies and action plans for consulting services and… more
- Xylem (South Bend, IN)
- …critical water challenges. We invite passionate individuals to join our team , dedicated to exceeding customer expectations through innovative and sustainable ... solutions. We're Hiring for a Client Solutions Manager for the Mid West Region of...excited and passionate about helping #SolveWater, consider joining our team today! **Xylem, Inc.** is a leading global water… more