- BlackRock (Atlanta, GA)
- …+ **Experience:** 3+ years in client servicing, onboarding, or related financial services roles. + **Technical Skills:** Proficiency in visualization tools ... (eg, investment guideline updates, benchmark changes). + Partner with sales and client service teams to manage onboarding experiences, articulating key… more
- Raymond James Financial, Inc. (Naperville, IL)
- …James. The term "Raymond James" includes, but is not limited to Raymond James Financial Services , Inc. ("RJFS") and Raymond James Financial Services ... financial advisors and branch office. + Opens new client accounts and researches client and security...stressful situations and provide a high level of customer service in a calm, professional manner. + Analyze problems… more
- HUB International (Newport Beach, CA)
- …creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. We welcome ALL candidates and are proud ... a generous 401k plan and more! **THE OPPORTUNITY:** Our service professionals play a vital role in supporting our...clients with day-to-day account management, claims management, and underwriting services that ensure they have what they need to… more
- Ankura (New York, NY)
- …Economics Business Group - one of six practices focused on client delivery services across the Firm. Practice Overview: The Financial Services Advisory ... Banking, Insurance, Capital Markets, FinTech and related industries. Our primary services are Business Strategy and Transformation (eg, Strategic Cost Management,… more
- JPMorgan Chase (Jersey City, NJ)
- …Required qualifications, capabilities, and skills + 3+ years of experience in financial services , consulting, or payments, with exposure to content development, ... processes, coordinating dependencies, and collaborating with diverse stakeholders. As a Client Solutions Senior Associate within the Payments Advisory Delivery… more
- Finexio (Orlando, FL)
- …and technology so much so they are also customers and partners. The Client Operations Associate is responsible for delivering extraordinary customer experience ... Finexio is the leader in AP Payments as a Service , the leading embedded payments approach for business the...professional and timely manner. It is expected that the Client Operations Associate will be able to… more
- Fiserv (King Of Prussia, PA)
- …to make an impact on a global scale, come make a difference at Fiserv. **Job Title** Client Tech Support Associate **What does a great Client Tech Support ... in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another...Fiserv?** You'll play a key role in delivering exceptional service to our clients. This position involves providing technical… more
- Publicis Groupe (New York, NY)
- …marketing, and sociology, psychology, and other liberal arts disciplines. **Overview** The Senior Associate , Client Operations will be part of a growing ... our clients' brands, and to buy more products and services from them. Balancing the nimble spirit of a...Foundry delivers the best of both worlds to a client roster that spans some of the world's best… more
- Neuberger Berman (New York, NY)
- …+ SIE, Series 7, and Series 66 required + 2-4 years of client service or support experience in the financial services industry preferred + Proficiency ... reviews across business lines + Create, monitor, and update financial and client data reports; compile and...Salesforce, and FactSet, is a plus + Strong interpersonal, client service , and communication skills (written and… more
- Raymond James Financial, Inc. (Jackson, MI)
- …James. The term "Raymond James" includes, but is not limited to Raymond James Financial Services , Inc. ("RJFS") and Raymond James Financial Services ... **Essential Duties and Responsibilities** + Service daily client inquiries over the...as needed + Support the firm's growth + Prepare financial reports, spreadsheets, and other materials for client… more