- Comerica (Bloomfield Hills, MI)
- Job Description Registered Client Service AssociateThe Securities Senior Sales Assistant (SSA) role is a position providing operational and sales support to ... client files and set up systems to assist Financial Consultant with regular follow up. Research and resolve...the SAFE Act. Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas,… more
- Cardinal Health (Des Moines, IA)
- **What IT Client Services contributes to Cardinal Health** Information Technology oversees the effective development, delivery, and operation of computing and ... strategies that enable operations and drive business value. IT Client Services provides Tier 1-3 virtual and...issues. Frequently responding to escalated issues from the IT Service Center, this group resolves user requests through discussions… more
- Principal Financial Group (Waco, TX)
- **What You'll Do** As a **Sr. Client Service Associate** , you'll grow and maintain positive relationships with our clients, while servicing their requests by ... timing requests, and routine employee data, while delivering excellent client service . + Ensuring client ...special projects as required. Operating at the intersection of financial services and technology, Principal builds … more
- CIBC (Chicago, IL)
- …please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a Client Service Transaction Associate, you will support the Private ... tools to efficiently execute transactions. In this role, you'll collaborate with Client Service Advisors, Associate Private Bankers, and Private Bankers to… more
- Robert Half Finance & Accounting (Minneapolis, MN)
- …their financial needs. You will contribute to delivering exceptional service and fostering lasting client relationships. Responsibilities: * Establish and ... goals and needs. * Provide comprehensive support to Wealth Advisors by assisting with client services . * Manage investment accounts and ensure accuracy in … more
- MetLife (Philadelphia, PA)
- …Associate is a member of the Public Fixed Income (PFI) & Active Equity Client Service Operations team within MetLife Investment Management (MIM), MetLife Inc.'s ... Business Experience and Technical Skills: Required: * 3-5 years of experience in Financial Services or Investment Management, with a focus on Fixed Income.… more
- Oriental Bank (San Juan, PR)
- …types of deposit accounts, open new accounts, and cross-sell bank products and services . Implement the financial institution's client retention strategies. + ... and/or retail channels management environment. At least one (1) year of experience in financial services , insurance, mortgage, or financial advice is highly… more
- Compass Group, North America (Washington, DC)
- …+ Champions innovation and proactive problem-solving, driving continuous improvement and anticipating client needs. + Oversees all financial aspects of the ... companies and experiences** As the leading foodservice and support services company, Compass Group USA is known for our...Group USA is known for our great people, great service and our great results. If you've been hungry… more
- University of Pennsylvania (Kennett Square, PA)
- …health and wellness programs and resources, and much more. Posted Job Title Client Services Administrative Assistant A Job Profile Title Administrative Assistant ... in the nation. Under limited supervision, the Administrative Assistant Client Services is an essential personnel position...at the front desk and will provide exceptional customer service to external and internal clients. This position is… more
- CIBC (Boston, MA)
- …Hours** 40 **Skills** Client Issue Resolution, Client Service , Customer Experience (CX), Digital Literacy, Empathy, Financial Products, Interpersonal ... visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a Client Service Associate, you will provide day-to-day administrative… more