- Kestra Financial (Cypress, TX)
- …of a large book of business, including managing client needs regarding service , asset allocation, case design, and financial planning + Consult with clients ... wealth planning firm in Cypress, Texas, is seeking an Associate / Service Wealth Advisor for a great opportunity...servicing. This position requires a strong understanding of the financial services industry and products and is… more
- Banfield Pet Hospital (North Haven, CT)
- Client Service Coordinator SUMMARY OF JOB...team. . Actively recruit new clients by promoting hospital services and route the flow of clients and pets ... PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow...Wellness Plans, preventative care, pet health needs and hospital services . Assist incoming clients by completing the required… more
- Banfield Pet Hospital (Seattle, WA)
- Banfield Pet Hospital Client Service Coordinator - WA Effective: 1/1/2025 SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") ... team. + Actively recruit new clients by promoting hospital services and route the flow of clients and pets...+ Preventative care and OWPs + Communication Skills + Client Service Skills + Priority Setting +… more
- Truist (New York, NY)
- …America) **Please review the following job description:** Responsible for providing client relationship management and investment banking services including ... capital raising, designated by industry/sector. Industry coverage includes industrials, financial sponsors, consumer and retail, healthcare, financial … more
- First Horizon Bank (Winston Salem, NC)
- … and associate satisfaction and retention by optimizing the performance of the client services team. This leader is expected to collaborate with other site ... + Provide leadership, mentorship, and development opportunities for the Client Service team. + Lead, coach, motivate,...**About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our… more
- Compass Group, North America (Charlotte, NC)
- …Employee Referral Policy, email [email protected]._** **Job Summary** The ** Client Services Manager** has direct customer service contact with our ... ESFM **Position Title: CLIENT SERVICES MANAGER** **Salary: $90,000 -...developing/ executing new programs. The goal is that outstanding service builds and sustain long-term relationships and result in… more
- Citigroup (Jersey City, NJ)
- The Asset Services Client Service Analyst is...+ 1-3 years of experience in financial services , preferably in asset servicing or client ... as a thorough understanding of asset servicing processes. The Associate will serve as a primary point of contact...requirements, and market practices. + Identify opportunities to improve client service processes and efficiency. + Participate… more
- JPMorgan Chase (Jersey City, NJ)
- …for Clients/Funds/Investors to reviewing KYC/AML. We also will work closely with Accounting/Tech/ Client Service /Product to implement change and deliver the best ... and reviewing KYC/AML. You will collaborate with Accounting, Tech, Client Service , and Product teams to implement...discipline preferred) + Minimum 3-5 years' experience in the Financial Services industry, preferably experience with a… more
- Citigroup (Jacksonville, FL)
- …with transparency. **Qualifications:** + 2-5 years of experience in Client Service and/or Sales within financial services (banking, insurance, ... The Intermediate Associate Telesales Representative is a Client Service and Sales support position, fully responsible for servicing and supporting internal… more
- JPMorgan Chase (Brooklyn, NY)
- …with various internal and external parties, including but not limited to, fund accounting, client services , fund managers, as well as agent banks. As an ... network of internal and external partners, including fund accounting, client services , fund managers, and agent banks,...and agent banks, to ensure seamless operations and exceptional client service . Job responsibilities: + Understand of… more