- PrincePerelson & Associates (Salt Lake City, UT)
- …compliant experience for Private Wealth clients. The work centers on reviewing client information, supporting onboarding, coordinating with advisor teams, and ... ** Client Onboarding & Operations Analyst- Entry Level** SLC,...Operations Analyst to join its Private Wealth Management Operations team . This role is ideal for candidates who excel… 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
- Bank of America (Boca Raton, FL)
- …Use multiple communication methods to ensure a consistent and exceptional client service experience. + Act as a key team member leading our clients' ... in addition to the businesses of a particular Financial Advisor . For established clients, the Client Associate...for new and existing clients. + Provide products and services to each client , working with cross… more