- KeyBank (Brooklyn, OH)
- …management business. This role focuses on driving digital transformation, enhancing advisor and client experiences, and ensuring robust, compliant platforms ... a technology roadmap aligned with wealth management objectives, including digital client engagement, portfolio management, and advisor tools. + **Platform… more
- Cushman & Wakefield (Cary, NC)
- **Job Title** Senior Scheduler, Life Sciences, Project & Development Services **Job Description Summary** This senior level role will act as the face of the company ... responsible for the client relationship with regards to planning. Will make an...and problem-solving. Must have the ability to lead a team and/or mentor less experienced team members.… more
- Oracle (Honolulu, HI)
- …(SaaS, IaaS, PaaS), GCP, AWS and Azure. Act as a trusted technical advisor and liaison between Customer and Oracle implementation, Support and Development teams in ... Oracle Products, both On Prem and Oracle Cloud. Position Overview: + Client advocate that provides guidance around product expertise and translates Customer… more
- Citigroup (New York, NY)
- … members and help them develop and share sales ideas across their and the wider team . + Co-ordinate client calling and prospecting amongst team members and ... cycles. In-depth knowledge of the industry and direct competitors' products/ services is also necessary in order to contribute to...Take the lead in developing and implementing marketing and client events for the team . + Help… more
- Brokers International (Urbandale, IA)
- … Advisor onboarding initiatives including adding Financial Advisors, moving client accounts including history, reconciling data and training. Coordinate and ... expand our reach and provide a more holistic planning service to agents and agencies across the industry. Under.... Build a hybrid model of insourced and outsourced services including user onboarding, user support, client … more
- BankFinancial (Downers Grove, IL)
- …their families, and employees. Responsible for attracting, retaining, and growing core client relationships by fostering a trusted business advisor relationship ... client needs by referring other Bank products and services as necessary throughout the bank. + Supports Business...Lead the process with clients, partnering with the SBA team and processors to properly service and… more
- JPMorgan Chase (Boston, MA)
- …proactive phone conversations that deliver the 55ip value proposition + Provide superior client service by being responsive, thoughtful, and making the clients' ... market a tax-smart investment strategy engine, portfolio trading and rebalancing, and advisor transition services , all delivered through an intuitive experience… more
- Charles Schwab (Lone Tree, CO)
- …helping us "challenge the status quo" and transform the finance industry together. Schwab's service team is at the heart of our firm's commitment to helping ... Potential to work remote after training Preferred qualifications + Previous customer service or client relationship experience + Bachelor's degree or higher… more
- BlackRock (Atlanta, GA)
- …drive operational excellence across the firm. Within Tech & Ops is our Enterprise Services team , which is responsible for managing corporate Real Estate ... the backbone of BlackRock's global platform - a diverse team of 4,000+ professionals who design, build, and run...Services , Enterprise Resilience, Workplace Experience, and Executive Operations to… more
- Access Dubuque (Dubuque, IA)
- … Service UnityPoint Health Finley Hospital Seasonal Client Service Representative Cottingham & Butler/ SISCO Disability Services Manager University ... Client Service Representative Cottingham & Butler/ SISCO Service Advisor Express Employment Professionals **Share this Job** Diamond Jo… more